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Stock impact report

Arrowhead outlines REDEMPLO expansion with $60,000 annual price and expects top-line SHASTA-3/4 data in Q3 2026 [Seeking Alpha]

Novartis AG (NVS) 
Last novartis ag earnings: 4/28 01:00 am Check Earnings Report
US:NYSE Investor Relations: novartis.com/investors
Company Research Source: Seeking Alpha
Dr. Christopher Anzalone, CEO, announced Arrowhead's first FDA approval for REDEMPLO, marking a major milestone as the company transitions to a commercial-stage entity. He stated that "REDEMPLO is the first and only FDA-approved siRNA medicine for Quick Insights It marks Arrowhead's transition to a commercial-stage company but is not expected to materially affect financial results in fiscal 2026. The company is leveraging this launch alongside a unified pricing and patient support, with high expectations for best-in-class uptake. Ongoing SHASTA-3/4 Phase III trials, expanding indications for REDEMPLO, new clinical assets (zodasiran, ARO-DIMER-PA), and major collaborations including Novartis (with significant milestone payments) are primary growth drivers. Management expects its cash runway to extend into fiscal 2028, revenue is now dominated by licenses and collaborations, and there are challenges in demonstrating clinical benefit in SHASTA trials, with no substantial impact Show less Read more
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