"Innovative drug sector's strong shot in the arm! Piper Sandler bets on the leader in "gene silencing" Arrowhead (ARWR.US) predicting stock price will soar 55%"

Arrowhead Pharmaceuticals, Inc. (ARWR.US), with a cumulative increase of 253% in 2025, is one of the top 20 performing stocks in the US stock market in 2025. Its increase far exceeds the "AI chip leader" NVIDIA Corporation (NVDA.US), and even slightly outperforms the current hottest investment theme in the global stock market - storage chips, which is led by Micron (MU.US) in terms of market share and market value. A well-known investment institution on Wall Street, Piper Sandler, recently released a research report stating that it is maintaining a "buy" rating for Arrowhead Pharmaceuticals, Inc., and has raised its target price for the stock from $70 to $100. As of last week's US market close, the company's stock price stood at $64.56, indicating a potential increase of up to 55% in the short to medium term. Piper Sandler's very strong target price of $100 for Arrowhead Pharmaceuticals within the next 12 months can be seen as a powerful booster for the global innovative drug field, which is currently in a correction phase. This year, Arrowhead Pharmaceuticals' stock performance has been poor, with a nearly 3% decrease year-to-date, significantly underperforming the S&P 500 index. Who is Arrowhead Pharmaceuticals, who focuses on "gene silencing"? Arrowhead Pharmaceuticals, Inc. is a publicly traded biopharmaceutical/biotech company headquartered in Pasadena, California, USA. Its core research direction is the development of new therapies for the treatment of various major diseases based on RNA interference (RNAi) technology, including cardiovascular metabolic diseases, liver diseases, viral diseases, etc. The biotech company has been focusing on the development of "gene silencing" drugs over the years, targeting specific genes to treat symptoms. The company has been focused on developing therapies that silence disease-causing genes using RNA interference mechanisms since its inception, developing drug pipelines for various difficult-to-treat diseases, and possessing its own RNAi platform with multiple candidate drugs in clinical stages. Arrowhead has spent most of its time as a clinical-stage biotech company, with multiple candidate drugs in different clinical stages (early to late) in its pipeline, including dozens of candidates for liver disease, hypertriglyceridemia, and more. Undoubtedly, for a long time, most of Arrowhead's projects were in the clinical research and development stage. However, with the regulatory approval and market launch of Redemplo (plozasiran), the company has transitioned from a purely clinical-stage company to a commercial-stage one, signifying that it is no longer just a "clinical-stage company" but a biopharmaceutical company that integrates research and commercialization. Redemplo is a highly novel innovative drug based on RNA interference (RNAi) technology, which is one of the first or leading drugs in SiRNA therapy, classifying it as "first-in-class" or nearly first, and has received official regulatory approval. Redemplo has been approved by the Food and Drug Administration (FDA) in the United States for the treatment of adult familial chylomicronemia syndrome (FCS) and has begun entering the market. This is also Arrowhead's first FDA-approved drug, marking its transition from the clinical stage to the commercialization stage. According to the latest media reports, Health Canada has also approved Redemplo for FCS, demonstrating significant regulatory recognition of the drug in the North American market. Redemplo is a small interfering RNA (siRNA) drug targeting the APOC3 gene, designed to significantly lower triglyceride levels in the blood for the treatment of the rare genetic metabolic disorder familial chylomicronemia syndrome (FCS). Its mechanism of action involves inhibiting the production of apoC-III protein through the RNA interference mechanism, improving lipid metabolism. Redemplo, the "future revenue engine" of Arrowhead Pharmaceuticals The formal approval of Redemplo marks Arrowhead's transformation from a research-focused company to a commercialized drug company, generating steady sales data in the short term, expanding to global markets and wider indications in the medium to long term, potentially becoming the core revenue driver for the bio-tech company, and even a massive "revenue engine", but there are still clinical, competitive, and market risks in the process. Redemplo (plozasiran) has been approved by the FDA for the treatment of familial chylomicronemia syndrome (FCS) in adults, and is the first and only siRNA-based therapy approved for this rare disease. This market launch signifies Arrowhead's successful transition from a "clinical-stage company" with a positioning in the market for many years to a "commercialized biotech company". The company has launched Redemplo for FCS, as noted by Piper Sandler analyst Edward Tenthoff. Piper expects FCS sales in the US market to reach at least $625,000 in the fourth quarter of 2025 and to increase significantly to approximately $12.3 million in 2026. The company stated that due to the higher efficacy of Redemplo and the quarterly injection treatment regimen being significantly cheaper by $60,000 per year compared to Ionis' Tryngola, the investment research firm's positive expectations may be leaning towards conservative. Piper Sandler also expressed high confidence in the Phase III clinical trial data of Redemplo in severe hypertriglyceridemia (sHTG) cases, to be announced by the biotech company in the third quarter of 2026, believing that this could lead to unprecedented breakthrough label function expansion in 2027. Additionally, on January 7, 2026, Wall Street financial giant Morgan Stanley maintained a "hold" rating for Arrowhead Pharmaceuticals, Inc., but significantly raised the target price for the biotech company from $48 to $81. The financial giant pointed out that early data on ARO-INHBE and ARO-ALK7 monotherapy from Arrowhead's clinical studies verified one of the goals of fat reduction and displayed prospects for the treatment of long-term obesity, which Morgan Stanley believes will be an additional strong value expansion drive for the drug. Morgan Stanley's research data shows that if Redemplo is approved and successfully commercialized in sHTG or even broader lipid abnormalities, its global peak sales may exceed $2 billion (or even higher). A biotech industry research firm predicts that sales potential by 2031 or later will be much higher than the revenue scale based solely on FCS.