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🏢 官网IRARWRCodex · 实盘可交易 · 做多市场:美股▼ 亏 -0.42% · 已结算把握 6/10
北京时间·🕒 发布 19:30:00时区推断·⟳ 抓取 19:37:59·⚡ 决策 07-22 19:43:25 +5m26s·97.0 天前

Arrowhead公布plozasiran两项sHTG三期顶线阳性并计划年内提交美国sNDA

Arrowhead(ARWR.US)官方披露SHASTA-3/4均达到主要终点和全部预设次要终点,TG中位降幅79%/81%,急性胰腺炎事件在总体sHTG人群下降78%、高风险亚组下降100%。

📄 原文ARWR↗ 原文
Arrowhead Pharmaceuticals Reports Topline Results from Phase 3 SHASTA-3 and SHASTA-4 Studies of Plozasiran in Patients…
▲ 做多Arrowhead PharmaceuticalsARWR.US🇺🇸小仓
▼ 亏 -0.42%入场 07-22 盘前首笔 @88.81 → 离场 07-23 常规开盘 @88.72
70.0080.0088.81做多 07-22离场 07-2306-2909-02
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
💡 交易逻辑sHTG三期硬终点阳性,盘前仅涨4%
怎么买 限价买入 不高于昨收 +6%、仅下一个交易日,不成交作废
怎么卖 止盈 +5%(半仓)/+10%(清仓) · 止损 -5% · 时间止损 3日
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

分时走势

做多 ARWR.US Arrowhead Pharmaceuticals

建仓日早于近 30 天,只有日线图

成交明细 · 纸面

做多 ARWR.US Arrowhead Pharmaceuticals

收益状态-0.42% 已平仓
进场成交2026-07-22 · 盘前首笔 · 07-22 19:33 北京 · @88.8087
离场成交2026-07-23 · 常规开盘 · @88.72
毛收益-0.10%
成本+0.32%
净收益-0.42%
计入收益-0.42%
建仓日2026-07-22 · 进场不早于新闻时刻 + 2 分钟

收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-27 20:30

研究档案

🔎 新鲜度:最早出现 2026-07-22 · 扩散 low · price-in 风险 medium ↗ ↗

消息传播链

  1. 2026-07-22 07:30 ET首发Arrowhead Pharmaceuticals IR / BusinessWire一手源原文 ↗
    公司盘前发布SHASTA-3/4三期顶线阳性,披露TG降幅、AP事件下降、安全性和年内美国sNDA计划。
    市场反应:截至11:38 UTC,ARWR.US盘前/最新价74.52美元,较前收71.65美元上涨4.01%。
  2. 2026-07-22 07:38 ET市场反应Futu行情非一手
    事件后ARWR已出现同向盘前上涨,但幅度约4%,未达到跳空过度追高区。
    市场反应:ARWR.US +4.01%。
  3. 2026-08-30 17:30 CEST其它ESC 2026一手源原文 ↗
    详细结果将作为ESC HOT LINE Late Breaker披露,是后续二次催化和数据复核节点。

关键理由

  • Arrowhead(ARWR.US)官方披露SHASTA-3/4均达到主要终点和全部预设次要终点,TG中位降幅79%/81%,急性胰腺炎事件在总体sHTG人群下降78%、高风险亚组下降100%。
  • sHTG不是FCS小适应症,公开市场研究估计7MM sHTG市场2023年约14亿美元、美国约13亿美元,plozasiran若获批可从已上市FCS拓展到更大人群;Arrowhead保留大中华区外权益,大中华区由Sanofi商业化并含里程碑/销售分成。
  • 当前盘前ARWR(ARWR.US)约+4.0%,相对三期双试验阳性和AP硬终点仍未完全反映,但同类先例显示次日后分化,适合限价小仓而非无条件追高。

主要风险

  • 3月长期数据已提示sHTG TG降幅和安全性,部分疗效预期已存在;本次虽是关键三期顶线,但不是完全从零的新机制惊喜。
  • 商业化仍需sNDA提交和FDA审评,且Ionis olezarsen等APOC3竞争品种已在sHTG取得阳性数据,定价、报销和真实渗透率仍未量化。

反向证据

  • 做多前查反向 · 来源 web · 日期 2026-07-22 · 影响 weakens
    未发现对本次三期顶线的官方否认或安全性反证,但APOC3竞争药物olezarsen已有sHTG阳性数据,可能压低长期独占溢价。
    检索:Arrowhead plozasiran risks competition olezarsen pegozafermin severe hypertriglyceridemia July 2026 原文 ↗
  • 做多前查反向 · 来源 web · 日期 2026-07-22 · 影响 supports
    公司本次披露无新安全信号、无血小板减少信号、肝酶和肝脂无临床意义不利变化,未命中足以否决做多的安全性反证。
    检索:Arrowhead Pharmaceuticals plozasiran safety liver fat thrombocytopenia concerns 原文 ↗
  • 做多前查反向 · 来源 kb_search · 影响 none
    内部KB未命中有效的Arrowhead/plozasiran付费研报或旧闻片段,未发现同一顶线结果提前扩散证据。
    检索:Arrowhead plozasiran SHASTA severe hypertriglyceridemia phase 3 market revenue Sanofi

历史先例(按相似度)

  • 相似度 9/10 AMRN 2018-09-24 Amarin REDUCE-IT高甘油三酯/心血管结局大型III期顶线阳性,约25% MACE相对风险降低,打开Vascepa更大适应症sNDA路径。 原文 ↗
    事件后 +1日 +4.8% · +2日 +8.5% · +3日 +11.5% · +4日 +31.2% · +5日 +29.3%
    相似度依据:同为美国生物科技降甘油三酯/心血管硬终点阳性并打开补充注册路径,且标的弹性强;但AMRN商业化资产和结局研究规模更大。
  • 相似度 8/10 ALNY 2024-06-24 Alnylam vutrisiran HELIOS-B III期硬心血管终点阳性并计划提交美国sNDA,RNAi平台、拓大适应症相位相近。 原文 ↗
    事件后 +1日 +7.7% · +2日 +10.0% · +3日 +10.8% · +4日 +9.0% · +5日 +9.2%
    相似度依据:同为美国RNA药物平台、III期硬终点阳性并计划提交美国sNDA,事件相位高度相似;疾病领域和估值体量不同。
  • 相似度 8/10 IONS 2025-09-02 Ionis公布olezarsen CORE/CORE2 sHTG三期阳性,TG最高降72%、AP事件降85%。 原文 ↗
    事件后 +1日 +5.2% · +2日 +3.2% · +3日 +6.5% · +4日 +6.1% · +5日 +12.0%
    相似度依据:同为APOC3竞争药物、同为sHTG三期顶线,机制和适应症最接近。
  • 相似度 7/10 ARWR 2024-03-18 Arrowhead公布plozasiran PALISADE三期FCS阳性顶线,机制相同但适应症更窄。 原文 ↗
    事件后 +1日 -1.3% · +2日 +0.1% · +3日 +0.3% · +4日 -3.3% · +5日 -0.9%
    相似度依据:同一公司同一药物三期阳性,但PALISADE为FCS小适应症,市场空间弱于当前sHTG。
  • 相似度 7/10 MDGL 2022-12-19 Madrigal resmetirom MAESTRO-NASH pivotal III期双主终点阳性并计划NDA,代谢大适应症临床兑现,单资产弹性较高。 原文 ↗
    事件后 +1日 +6.5% · +2日 +23.2% · +3日 +22.2% · +4日 +16.5% · +5日 +11.1%
    相似度依据:同为美国代谢病大适应症pivotal III期阳性和NDA路径兑现,单资产弹性相近;不是降脂/RNA机制。
  • 相似度 6/10 REGN 2019-08-14 Regeneron evinacumab HoFH III期顶线阳性,ANGPTL3降脂机制、罕见脂质病拓适应症。 原文 ↗
    事件后 +1日 -0.1% · +2日 +1.1% · +3日 +1.6% · +4日 +0.8% · +5日 +1.4%
    相似度依据:同属降脂领域III期阳性和监管申报路径,但REGN市值大、多产品摊薄,单事件弹性明显弱于ARWR。
  • 相似度 6/10 IONS 2023-09-26 Ionis公布olezarsen FCS三期阳性并计划提交NDA。 原文 ↗
    事件后 +1日 +1.8% · +2日 -0.0% · +3日 -2.0% · +4日 -6.2% · +5日 -6.2%
    相似度依据:同为APOC3药物三期阳性,但为Ionis olezarsen且适应症更窄。
  • 相似度 6/10 1801 2024-01-09 信达生物mazdutide GLORY-1中国成人超重/肥胖III期达到主次终点并计划NMPA NDA,代谢大适应症、近商业化相位。 原文 ↗
    事件后 +1日 +6.5% · +2日 +4.7% · +3日 +2.7% · +4日 +6.2% · +5日 +4.0%
    相似度依据:同为代谢大适应症III期阳性并计划NDA,方向机制相近;但为港股、NMPA路径且非RNA/降脂硬终点。
  • 相似度 5/10 RGNX 2026-05-14 REGENXBIO RGX-202 pivotal III期达到主要终点并准备加速批准,属于小中型美国生物科技硬临床读出。 原文 ↗
    事件后 +1日 -8.4% · +2日 -9.5% · +3日 -9.4% · +4日 -4.4% · +5日 +8.1%
    相似度依据:同为美国中小生物科技pivotal III期阳性读出,但治疗领域、监管路径和消息解读质量差异较大。
  • 相似度 4/10 IONS 2025-05-19 Ionis公布ESSENCE中度高甘油三酯三期阳性顶线。 原文 ↗
    事件后 +1日 +1.3% · +2日 -1.6% · +3日 -2.3% · +4日 -3.1% · +5日 -2.1%
    相似度依据:同为APOC3阳性数据但为中度HTG研究,适应症和相位弱于当前。
  • 相似度 4/10 13 2026-01-07 和黄医药sovleplenib ESLIM-02 III期部分阳性,罕见自身免疫适应症、后续中国注册路径,机制不同。 原文 ↗
    事件后 +1日 +3.5% · +2日 +3.5% · +3日 +2.8% · +4日 +4.6% · +5日 +4.3%
    相似度依据:同为创新药III期顶线阳性和注册推进,但适应症、机制和公司业务摊薄程度都与ARWR差异较大。
工具调用 · 历史记录,结果未知(4 种)
  • search_processed_events · 结果未知
  • stock_quote · 结果未知
  • kb_search · 结果未知
  • event_study · 结果未知

原文全文

展开原文 · 6,950 字
Arrowhead Pharmaceuticals Reports Topline Results from Phase 3 SHASTA-3 and SHASTA-4 Studies of Plozasiran in Patients with Severe Hypertriglyceridemia
-
Deep, durable, and consistent median triglyceride reductions of 79% and 81% from baseline in
SHASTA -3 andSHASTA -4, respectively - Statistically significant reduction in acute pancreatitis events versus placebo across the entire sHTG study population, with an unprecedented 100% event reduction in high-risk patients
- Continued and consistent safety and tolerability profile with no new safety signals
-
Detailed results will be presented as a HOT LINE Late Breaker at the
European Society of Cardiology (ESC) Congress onAugust 30, 2026
“We continue to see plozasiran data as best in class with respect to safety, activity, efficacy, and convenience, with dosing only four times per year, and we are more confident than ever in its promise,” said
In
Plozasiran demonstrated a favorable safety and tolerability profile in
Full analysis of the safety and efficacy results from
Plozasiran has received regulatory approval, as REDEMPLO®, in
Detailed results from
ESC 2026 Presentation Details:
Session Title: HOT LINE 9 Late Breaker Session
Title: Plozasiran in patients with severe hypertriglyceridemia: the
Date & Time:
Presenter:
The ESC 2026 presentation materials and a link to the conference call and webcast will be made available on the Events and Presentations page under the Investors section of the Arrowhead website.
About Severe Hypertriglyceridemia
Severe hypertriglyceridemia (sHTG) is characterized by triglyceride (TG) levels greater than 500 mg/dL, with the most severe form being familial chylomicronemia syndrome (FCS) where TGs typically exceed 880 mg/dL. SHTG significantly increases the risk of acute pancreatitis (AP), which can often include recurrent attacks requiring repeat hospital admissions and worsening outcomes. AP risk is proportional to the number, characteristics, and concentration of triglyceride rich lipoproteins (TRLs), particularly chylomicrons, and increases as TGs rise. Elevated TGs can also increase the risk of atherosclerotic cardiovascular disease (ASCVD). Limited treatment options exist to sustainably reduce TGs below guideline directed risk thresholds.
About
About REDEMPLO® (plozasiran)
REDEMPLO (plozasiran) is currently approved by the
REDEMPLO is designed to suppress the production of apolipoprotein C-III (APOC3), a protein produced in the liver that raises triglyceride levels by slowing their breakdown and clearance. By targeting APOC3 with sustained silencing, REDEMPLO delivers significant reductions in triglyceride levels. REDEMPLO is self-administered via subcutaneous injection once every three months.
REDEMPLO has been granted Orphan Medicinal Product Designation by the EMA for the treatment of patients with
Sanofi acquired the rights to develop and commercialize REDEMPLO in
For more information about REDEMPLO, visit Our Medicines.
About Arrowhead Pharmaceuticals
Arrowhead Pharmaceuticals (NASDAQ: ARWR) is a commercial-stage pharmaceutical company developing medicines that treat intractable diseases by silencing the genes that cause them, harnessing the natural RNA interference (RNAi) mechanism. The company has built a broad portfolio of clinical and commercial RNAi therapeutics through its industry-leading targeted RNAi molecule (TRiM™) platform, which can precisely silence genes in a wide range of cell types, including liver, lung, muscle, adipose, and central nervous system tissue. At Arrowhead, we rapidly advance potential best- and first-in-class RNAi treatments for diseases with significant unmet medical need, because every day matters to the patients we serve.
For more information, please visit www.arrowheadpharma.com, or follow us on X (formerly Twitter) at @ArrowheadPharma, LinkedIn, Facebook, and Instagram. To be added to the Company's email list and receive news directly, please visit http://ir.arrowheadpharma.com/email-alerts.
Safe Harbor Statement under the Private Securities Litigation Reform Act:
This news release contains forward-looking statements within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. Any statements contained in this release except for historical information may be deemed to be forward-looking statements. Without limiting the generality of the foregoing, words such as “may,” “will,” “expect,” “believe,” “anticipate,” “hope,” “intend,” “plan,” “project,” “could,” “estimate,” “continue,” “target,” “forecast” or “continue” or the negative of these words or other variations thereof or comparable terminology are intended to identify such forward-looking statements. In addition, any statements that refer to projections of our future financial performance, trends in our business, expectations for our product pipeline, products or product candidate or other characterizations of future events or circumstances are forward-looking statements. These forward-looking statements include, but are not limited to, statements about our beliefs and expectations regarding the long-term impacts of REDEMPLO® (plozasiran) on patient health and the health care system; our beliefs and expectations regarding the pricing, value, or expected timing for availability of our drugs and drug candidates; and our beliefs and expectations around the potential uses and value of the TRiM™ platform. These statements are based upon our current expectations and speak only as of the date hereof. Actual results or outcomes may differ materially and adversely from those expressed in any forward-looking statements as a result of numerous factors and uncertainties the safety and efficacy of our products and product candidates, pricing and reimbursement decisions related to our products, demand for our products, decisions of regulatory authorities and the timing thereof, the duration and impact of regulatory delays in our clinical programs, our ability to finance our operations, the likelihood and timing of the receipt of future milestone and licensing fees, the future success of our scientific studies, the timing for starting and completing clinical trials, rapid technological change in our markets, the enforcement of our intellectual property rights, and the other risks and uncertainties described in our most recent Annual Report on Form 10-K, subsequent Quarterly Reports on Form 10-Q and other documents filed with the Securities and Exchange Commission from time to time. We assume no obligation to update or revise forward-looking statements to reflect new events or circumstances.
Source: Arrowhead Pharmaceuticals, Inc.
Arrowhead Pharmaceuticals, Inc.
Vince Anzalone, CFA
+1 626-304-3400
ir@arrowheadpharma.com
Investors:
LifeSci Advisors, LLC
Brian Ritchie
+1 212-915-2578
britchie@lifesciadvisors.com
Media:
HAVAS PR
Erick Edwing
+1-941-468-7543
Erick.edwing@havas.com
Source: Arrowhead Pharmaceuticals, Inc.

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