@Denada670519 Denada

Denada posts on X about $arwr, arwr, novartis, target the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

Engagements: [--] #

[--] Week [--] -64%
[--] Month [-----] -64%
[--] Months [------] +184%

Mentions: [--] #

[--] Week [--] +50%
[--] Month [--] -48%
[--] Months [--] +7.40%

Followers: [---] #

[--] Week [---] +2.10%
[--] Month [---] +2.50%
[--] Months [---] +129%

CreatorRank: undefined #

Social Influence

Social category influence stocks 17% finance 8% countries 4% exchanges 1%

Social topic influence $arwr #23, arwr 9%, novartis 7%, target 5%, in the 4%, how to 4%, $100m 3%, china 3%, sanofi 3%, $srpt 3%

Top accounts mentioned or mentioned by @cavebear2509 @grok

Top assets mentioned Arrowhead Research Corporation (ARWR) Novartis AG (NVS) Sanofi (SNY) Sarepta Therapeutics, Inc. (SRPT) Core Scientific, Inc. Common Stock (CORZ) GSK plc (GSK) Alnylam Pharmaceuticals, Inc. (ALNY) Wave Life Sciences Ltd. Ordinary Shares (WVE)

Top Social Posts

Top posts by engagements in the last [--] hours

"As [----] comes to a close I wanted to share a different kind of year-end reflection. Over the year Ive tried to share the analytical side of Arrowheads story on Substack carefully and in hindsight using public sources. In parallel this music was written inside the year track by track as an ARWR investor living through it alongside many of you. One is aimed at analysis. The other at expressing what the experience was like. Wishing everyone a healthy thoughtful and productive [----]. $ARWR https://soundcloud.com/denadaland/sets/untitled-playlist"
X Link 2025-12-31T13:22Z [---] followers, [---] engagements

"New on Substack (Free): $ARWR Arrowheads ARO-DIMER-PA: From Drugs to Designed Systems This isnt about predicting trial outcomes. Its about why multi-pathway diseases exposed the limits of layered drug regimensand why a single integrated RNAi construct represents a different design approach altogether. First in a short series. #RNAI #ARWR https://primarysourceai.substack.com/p/arrowheads-aro-dimer-pa-from-drugsr=2d70i8 https://primarysourceai.substack.com/p/arrowheads-aro-dimer-pa-from-drugsr=2d70i8"
X Link 2026-01-28T14:15Z [---] followers, [----] engagements

"New on Substack (Free): $ARWR Arrowhead in 2025: A Year in the Record A chronological review of what happened and when based on public disclosures. #RNAi #biotech https://primarysourceai.substack.com/p/arrowhead-in-2025-a-year-in-the-recordr=2d70i8 https://primarysourceai.substack.com/p/arrowhead-in-2025-a-year-in-the-recordr=2d70i8"
X Link 2025-12-30T12:29Z [---] followers, [---] engagements

"New on Substack (Free): What Arrowheads New TfR1 Patent Clarifies $ARWR Arrowhead published a new TfR1-related patent last week. This piece looks at what has actually changed since December and what hasnt. Focused on delivery maturity and IP posture not target speculation. #RNAi #BBB https://primarysourceai.substack.com/p/from-target-x-to-execution-grader=2d70i8 https://primarysourceai.substack.com/p/from-target-x-to-execution-grader=2d70i8"
X Link 2026-01-26T12:12Z [---] followers, [---] engagements

"New on Substack (Free): $ARWR Arrowhead and ARO-DIMER-PA (Part II): The Case for Integrated Drugs A systems-level look at how combination drug regimens erode in practice over time and why integrated drugs are emerging now. #RNAI #ARWR https://primarysourceai.substack.com/p/arrowhead-and-aro-dimer-pa-part-iir=2d70i8 https://primarysourceai.substack.com/p/arrowhead-and-aro-dimer-pa-part-iir=2d70i8"
X Link 2026-01-29T12:01Z [---] followers, [---] engagements

"New on Substack (Free): $ARWR Arrowhead and ARO-DIMER-PA (Part III): Reading Early Clinical Studies of Integrated Drugs How to interpret early Phase 1/2a data for integrated RNAi therapies and what those studies are actually built to show. #RNAI #ARWR https://primarysourceai.substack.com/p/arrowhead-and-aro-dimer-pa-part-iii https://primarysourceai.substack.com/p/arrowhead-and-aro-dimer-pa-part-iii"
X Link 2026-01-30T12:00Z [---] followers, [---] engagements

"Sarepta [---] Sarepta is pivoting fastand the Arrowhead deal just became the story. Watch now: https://youtube.com/shorts/1I44BkIr3yM https://youtube.com/shorts/1I44BkIr3yM"
X Link 2025-07-22T10:44Z [--] followers, [---] engagements

"What could bring $ARWR back After this weeks market shakeup heres what could spark a rebound: A joint statement from Sarepta & Arrowhead affirming the deal A new licensing deal with a non-SRPT partner Strong clinical data from GSK Takeda or Amgen Analyst upgrades or institutional re-entry Resumption of ELEVIDYS shipments + FDA label update Direct response from ARWR leadership or share buyback Markets can overshoot in both directions. It doesnt take much to change the narrativejust the right catalyst. #ARWR #RNAi #biotech #Sarepta #Arrowhead #FastTrack"
X Link 2025-07-22T14:02Z [--] followers, [---] engagements

"The Sarepta Deal: Real Numbers Real Stakes 🎥 #RNAi #Biotech #Sarepta https://youtube.com/shorts/JtDMdl0FFKA https://youtube.com/shorts/JtDMdl0FFKA"
X Link 2025-07-23T12:00Z [--] followers, [---] engagements

"Four clinical RNAi programs Muscle. Brain. Lung. And Sarepta bought nearly 10% of $ARWR. This wasnt just a dealit was a bet on the platform"
X Link 2025-07-23T12:01Z [--] followers, [---] engagements

"New press release just dropped from Arrowhead and its exactly the kind of thing you issue when fear starts distorting facts. First: Arrowhead confirms the cash is real. Theyve already received $825M from Sarepta ($500M cash + $325M equity). Theres another $100M expected soon from near-term clinical milestones with the full $300M likely by year end. The $250M in five annual installments is locked in not voluntary. And if Sarepta walks Arrowhead keeps the cash and gets all rights back to the programs. Also worth noting: Arrowhead reminds everyone that Sarepta has publicly said these RNAi"
X Link 2025-07-23T12:17Z [--] followers, [---] engagements

"@cavebear2509 I believe the real upside lives in Plan A: strong science shared execution and a clear path to value for both parties. Thats where the real momentum is right now. (Still nice to know the parachute is packed.)"
X Link 2025-07-23T13:30Z [--] followers, [--] engagements

"20 in '25: Arrowheads Pipeline Is No Joke Arrowhead already has [--] RNAi drugs in the clinic and aims for [--] by year-end. 🎥 #arwr #pipeline #rnairevolution https://youtube.com/shorts/nQn0bw6nJZk https://youtube.com/shorts/nQn0bw6nJZk"
X Link 2025-07-24T07:53Z [--] followers, [---] engagements

"Arrowheads ARO-ALK7 goes straight for fat. -90%+ gene silencing -Clinical trials now underway 🎥 Watch: #ARWR $ARWR #Obesity #RNAi https://youtube.com/shorts/PDmSvy8FnG0 https://youtube.com/shorts/PDmSvy8FnG0"
X Link 2025-07-25T11:46Z [--] followers, [---] engagements

"FDA lifts voluntary hold on Elevidys for ambulatory DMD patients. FDA concludes 8yo death in Brazil was unrelated to therapy. Ambulatory use can resume. Non-ambulatory: Still on hold (pending further review). FDA cites continued engagement with patient community. Clear step toward de-escalation. #DMD #Elevidys #SRPT #Biotech"
X Link 2025-07-29T11:50Z [--] followers, [--] engagements

"Big win for $ARWR. Sanofi is acquiring China rights to plozasiran from Visirna (Arrowheads sub) for $130M upfront + $265M in milestones. Visirna completed Ph3 & filed NDA in China. ARWR keeps global rights + earns royalties. Validation of program and China model"
X Link 2025-08-01T10:47Z [--] followers, [----] engagements

"$ARWR reports todayand this one matters. -RAGE: Will a pulmonary deal finally drop -DM1: $100M milestone confirmed more possible -MMP7: Not much info from $SRPT -Plozasiran: Nov PDUFA launch on track -Zodasiran obesity complement: updates pending Big day"
X Link 2025-08-07T12:00Z [--] followers, [---] engagements

"I think Ive found my calling. Stop Sweep Groove 🎷 https://youtu.be/0cofB9BOTOA https://youtu.be/0cofB9BOTOA"
X Link 2025-08-09T14:40Z [--] followers, [--] engagements

"Wall Streets never looked this funky. Market makers in bell-bottoms ticker-tape guitars and enough disco swagger to flush your weak hands. Catch it before the bid gets baited"
X Link 2025-08-09T14:40Z [--] followers, [--] engagements

"RNAi Didnt Fail. It Evolved. Why did Big Pharma abandon RNA interference a decade agoand why are they pouring back in now https://youtube.com/shorts/V7OoxKCvS9I https://youtube.com/shorts/V7OoxKCvS9I"
X Link 2025-08-22T10:48Z [---] followers, [--] engagements

"How a few small biotech companies quietly solved the core scientific and engineering challenges that once scared off the industry. From delivery failures and safety concerns to targeted platforms like GalNAc TRiM FALCON and DISCthe long arc of RNAi is now bending toward scale. And the ones who did the hard work now hold the keys"
X Link 2025-08-22T10:48Z [---] followers, [--] engagements

"New Substack: Sareptas RNAi Pivot https://primarysourceai.substack.com/p/sarepta-and-the-rnai-pivotr=2d70i8 https://primarysourceai.substack.com/p/sarepta-and-the-rnai-pivotr=2d70i8"
X Link 2025-08-27T11:39Z [---] followers, [---] engagements

"Sareptas deal with Arrowhead wasnt just a licensing agreement its reshaping both companies. From the $825M upfront to the July restructuring this post breaks down how Sarepta is betting its future on RNAi"
X Link 2025-08-27T11:39Z [---] followers, [--] engagements

"New on Substack: (Free Article) Arrowhead and Novartis: Breaking Into the Brain https://primarysourceai.substack.com/p/arrowhead-and-novartis-breaking-intor=2d70i8 https://primarysourceai.substack.com/p/arrowhead-and-novartis-breaking-intor=2d70i8"
X Link 2025-09-02T12:38Z [---] followers, [--] engagements

"Novartis joins Arrowhead in advancing ARO-SNCA a subcutaneous RNAi therapy for Parkinsons in a deal that highlights both the promise and the risk of breaking into the CNS"
X Link 2025-09-02T12:38Z [---] followers, [--] engagements

"New on Substack: (Free Article) The Hidden Economics of RNAi Partnerships How to read between the headlines of billion-dollar deals https://primarysourceai.substack.com/p/the-hidden-economics-of-rnai-partnershipsr=2d70i8 https://primarysourceai.substack.com/p/the-hidden-economics-of-rnai-partnershipsr=2d70i8"
X Link 2025-10-01T00:02Z [---] followers, [--] engagements

"From Takedas profit-sharing pact to Novo Nordisks outright buyout of Dicerna RNAi partnerships take many forms. Using Arrowheads deals with Takeda GSK and Sarepta as examples this article offers a toolkit for investors to separate financing from strategic alignment"
X Link 2025-10-01T00:02Z [---] followers, [---] engagements

"New on Substack: (Free Article) The Quiet Quarter Before Launch https://primarysourceai.substack.com/p/the-quiet-quarter-before-launchr=2d70i8 https://primarysourceai.substack.com/p/the-quiet-quarter-before-launchr=2d70i8"
X Link 2025-10-13T13:40Z [---] followers, [--] engagements

"Arrowheads quiet quarter has been anything but idle. From Sanofi to Novartis from Alzheimers to dual-target RNAi the companys steady execution reveals a different kind of signal beneath the surface"
X Link 2025-10-13T13:40Z [---] followers, [--] engagements

"Sarepta Q2 confirms $100M milestone paid to $ARWR for ARO-DM1. DM1 data expected 2H [--]. siRNA is still a core focus. But: No mention of ARO-MMP7/IPF anywhere. Likely still early no milestone hit. Pulmonary programs quietfor now. #RNAi #ARWR #SRPT"
X Link 2025-08-07T10:50Z [---] followers, [----] engagements

"New on Substack: (Free Article) Four Late-Stage Bets From Arrowheads Bench Arrowheads next twelve months hinge on four late-stage programs: plozasiran zodasiran fazirsiran (Takeda) and olpasiran (Amgen). https://primarysourceai.substack.com/p/four-late-stage-bets-from-arrowheadsr=2d70i8 https://primarysourceai.substack.com/p/four-late-stage-bets-from-arrowheadsr=2d70i8"
X Link 2025-10-09T11:23Z [---] followers, [--] engagements

"New on Substack: (Free Article) NVS-SNCA: The Next Frontier for RNAi https://primarysourceai.substack.com/p/nvs-snca-the-next-frontier-for-rnair=2d70i8 https://primarysourceai.substack.com/p/nvs-snca-the-next-frontier-for-rnair=2d70i8"
X Link 2025-10-22T13:08Z [---] followers, [--] engagements

"How Arrowhead and Novartis are testing whether RNAi can reach the brainand what success would mean for the future of neurodegenerative medicine"
X Link 2025-10-22T13:08Z [---] followers, [--] engagements

"Follow-up to my latest Substack on Arrowheads adipose programs ARO-INHBE & ARO-ALK7. Two silencers one thesis: better fat loss less lean loss. $ARWR #RNAi #biotech https://x.com/Denada670519/status/1981330814605443262 New on Substack: (Free Article) The Adipose Ambition https://t.co/fc6RTglrNT https://x.com/Denada670519/status/1981330814605443262 New on Substack: (Free Article) The Adipose Ambition https://t.co/fc6RTglrNT"
X Link 2025-10-23T12:54Z [---] followers, [---] engagements

"For anyone following Arrowhead and the RNAi story every Substack article Ive written so far (about [--] and counting) is now easy to browse here: 🔗 One view at a time the network grows. $ARWR #RNAi #biotech http://primarysourceai.substack.com/archive http://primarysourceai.substack.com/archive"
X Link 2025-10-23T13:05Z [---] followers, [---] engagements

"New on Substack: (Free Article) When Silence Speaks: The Maturing of RNAi Therapeutics From rare disease to routine care TRiM shows how medicine can heal by subtraction. $ARWR #RNAI #biotech https://primarysourceai.substack.com/p/when-silence-speaksr=2d70i8 https://primarysourceai.substack.com/p/when-silence-speaksr=2d70i8"
X Link 2025-10-24T10:35Z [---] followers, [---] engagements

"Follow-up to my latest Substack on Arrowheads move into CNS with Novartis. $ARWR #RNAi #Biotech On Substack: (Free Article) NVS-SNCA: The Next Frontier for RNAi https://primarysourceai.substack.com/p/nvs-snca-the-next-frontier-for-rnair=2d70i8 https://primarysourceai.substack.com/p/nvs-snca-the-next-frontier-for-rnair=2d70i8"
X Link 2025-10-25T11:44Z [---] followers, [---] engagements

"New on Substack: (Free Article) The Fibrotic Frontier-- Inside ARO-MMP7 and the Next Phase of Pulmonary RNAi $ARWR #RNAI #Biotech https://primarysourceai.substack.com/p/the-fibrotic-frontier https://primarysourceai.substack.com/p/the-fibrotic-frontier"
X Link 2025-10-26T11:40Z [---] followers, [----] engagements

"New on Substack: (Free Article) Inside ARO-DM1: Silencing the Genetic Echo of Myotonic Dystrophy $ARWR #RNAI #Biotech https://primarysourceai.substack.com/p/inside-aro-dm1-silencing-the-geneticr=2d70i8 https://primarysourceai.substack.com/p/inside-aro-dm1-silencing-the-geneticr=2d70i8"
X Link 2025-10-27T11:06Z [---] followers, [----] engagements

"New on Substack: (Free Article) Arrowhead's ARO-RAGE: Silencing Inflammation at Its Source $ARWR #RNAI #Biotech https://primarysourceai.substack.com/p/aro-rage-silencing-inflammation-atr=2d70i8 https://primarysourceai.substack.com/p/aro-rage-silencing-inflammation-atr=2d70i8"
X Link 2025-10-28T11:05Z [---] followers, [---] engagements

"New on Substack: (Free Article) $ARWR Arrowhead's ARO-C3: Turning Down the Immune Engine ARO-C3 represents Arrowheads first successful extension of RNAi therapy into innate immune regulationdelivering deep durable C3 silencing early efficacy in IgA nephropathy and a path toward long-acting system-wide complement control that could redefine how complement diseases are treated. #RNAI #Biotech https://primarysourceai.substack.com/p/aro-c3-turning-down-the-immune-enginer=2d70i8 https://primarysourceai.substack.com/p/aro-c3-turning-down-the-immune-enginer=2d70i8"
X Link 2025-10-29T11:08Z [---] followers, [---] engagements

"The full archive of Substack articles on $ARWR and #RNAi is here: https://primarysourceai.substack.com/archive https://primarysourceai.substack.com/archive"
X Link 2025-10-29T11:09Z [---] followers, [---] engagements

"New on Substack: (Free Article) $ARWR Fazirsiran: What to Watch as The Liver Meeting [----] Approaches #RNAI #Biotech https://primarysourceai.substack.com/p/fazirsiran-what-to-watch-as-the-liverr=2d70i8 https://primarysourceai.substack.com/p/fazirsiran-what-to-watch-as-the-liverr=2d70i8"
X Link 2025-10-31T14:08Z [---] followers, [---] engagements

"How a decade of work on silencing Z-AAT has brought Arrowhead and Takeda to the threshold of proving RNA interference can reverse liver fibrosis"
X Link 2025-10-31T14:08Z [---] followers, [--] engagements

"New on Substack: (Free Article) $ARWR Inside ARO-DUX4: RNAis Next Frontier in Muscle Disease A closer look at the data design and deal shaping Arrowhead and Sareptas move into facioscapulohumeral muscular dystrophy. #RNAI #Biotech https://primarysourceai.substack.com/p/inside-aro-dux4-rnais-next-frontierr=2d70i8 https://primarysourceai.substack.com/p/inside-aro-dux4-rnais-next-frontierr=2d70i8"
X Link 2025-11-02T12:43Z [---] followers, [----] engagements

"New on Substack: (Free Article) $ARWR $SRPT The Four Keys to the Brain How Arrowhead and Sarepta Are Teaching RNAi to Cross the BloodBrain Barrier #RNAI #Biotech https://primarysourceai.substack.com/p/four-keys-to-the-brainr=2d70i8 https://primarysourceai.substack.com/p/four-keys-to-the-brainr=2d70i8"
X Link 2025-11-03T12:08Z [---] followers, [---] engagements

"New on Substack: (Free Article) $ARWR Arrowheads ARO-MAPT: Silencing Tau at the Source #RNAI #Biotech https://primarysourceai.substack.com/p/aro-mapt-silencing-tau-at-the-sourcer=2d70i8 https://primarysourceai.substack.com/p/aro-mapt-silencing-tau-at-the-sourcer=2d70i8"
X Link 2025-11-04T12:10Z [---] followers, [---] engagements

"New on Substack: (Free Article) $ARWR $SRPT $NVS The Next Era of Delivery How Arrowheads TRiM platform evolved from liver to lung muscle and mind #RNAI #Biotech https://primarysourceai.substack.com/p/the-next-era-of-deliveryr=2d70i8 https://primarysourceai.substack.com/p/the-next-era-of-deliveryr=2d70i8"
X Link 2025-11-05T12:17Z [---] followers, [---] engagements

"New on Substack: (Free Article) $ARWR $GSK Before the Reveal: The Story Behind GSK4532990 and the HSD17B13 Pathway #RNAI #Biotech #AASLD2025 https://primarysourceai.substack.com/p/before-the-reveal-the-story-behindr=2d70i8 https://primarysourceai.substack.com/p/before-the-reveal-the-story-behindr=2d70i8"
X Link 2025-11-06T12:21Z [---] followers, [---] engagements

"Two RNAi programs linked to Arrowheads TRiM platform step into the spotlight at #AASLD2025. Fazirsiran targets AAT liver disease. GSK4532990 extends RNAi into steatohepatitis. $ARWR #Biotech #RNAI New analyses now live on Primary Source AI. https://primarysourceai.substack.com/archive https://primarysourceai.substack.com/archive"
X Link 2025-11-07T13:08Z [---] followers, [---] engagements

"New on Substack (Free Article) The Countdown Begins: Why This Decision Matters Beyond One Drug Ten days until the FDAs verdict on plozasiran a moment that could redefine $ARWR RNAi and the future of gene silencing. 🔗 $ARWR #RNAi #Plozasiran #Biotech https://primarysourceai.substack.com/p/the-countdown-begins-why-this-decisionr=2d70i8 https://primarysourceai.substack.com/p/the-countdown-begins-why-this-decisionr=2d70i8"
X Link 2025-11-08T13:55Z [---] followers, [---] engagements

"New on Substack: (Free Article) $ARWR Plozasirans Blueprint: How siRNA Turned APOC3 Into an FDA Test Case A closer look at the science behind Arrowheads plozasiran how RNA interference turns a natural mechanism into medicine. #RNAI #Biotech #Plozasiran https://primarysourceai.substack.com/p/plozasirans-blueprint-how-sirna-turnedr=2d70i8 https://primarysourceai.substack.com/p/plozasirans-blueprint-how-sirna-turnedr=2d70i8"
X Link 2025-11-09T12:13Z [---] followers, [---] engagements

"Day [--] of the #CountdownToPlozasiran New (Substack Free): From Data to Decision How years of RNAi work brought $ARWRs plozasiran to the threshold of its first FDA decision in FCS. https://primarysourceai.substack.com/p/from-data-to-decision-the-road-thatr=2 https://primarysourceai.substack.com/p/from-data-to-decision-the-road-thatr=2"
X Link 2025-11-10T12:15Z [---] followers, [---] engagements

"New on Substack (Free) Countdown to Plozasiran Day 4: The TG Wars Where $ARWR stands in the siRNA landscape ahead of its Nov [--] PDUFA. https://primarysourceai.substack.com/p/countdown-to-plozasiran-day-4-ther=2d70i8 https://primarysourceai.substack.com/p/countdown-to-plozasiran-day-4-ther=2d70i8"
X Link 2025-11-11T12:24Z [---] followers, [---] engagements

"New on Substack (Free) $ARWR Countdown to Plozasiran Day [--] Ultra-Orphan Mega-Ambition: Why Arrowheads launch could rewrite the biotech playbook. #RNAI #Biotech #Plozasiran https://primarysourceai.substack.com/p/countdown-to-plozasiran-day-5r=2d70i8 https://primarysourceai.substack.com/p/countdown-to-plozasiran-day-5r=2d70i8"
X Link 2025-11-12T12:23Z [---] followers, [---] engagements

"New on Substack (Free Article) $ARWR Countdown to Plozasiran Day 8: Delivery The Launch Blueprint: From Approval to First Dose #RNAI #plozasiran https://primarysourceai.substack.com/p/countdown-to-plozasiran-day-8r=2d70i8 https://primarysourceai.substack.com/p/countdown-to-plozasiran-day-8r=2d70i8"
X Link 2025-11-15T12:11Z [---] followers, [---] engagements

"Day [--] mapped the risks; Day [--] looks at how Arrowhead plans to turn an FDA decision into real-world delivery"
X Link 2025-11-15T12:11Z [---] followers, [--] engagements

"New on Substack (Free Article) $ARWR Countdown to Plozasiran Day 10: The Decision The final chapter in the ten-day series ahead of the FDA decision on Nov [--]. Nine days of science strategy and context all converging on one moment. https://primarysourceai.substack.com/p/countdown-to-plozasiran-day-10-ther=2d70i8 https://primarysourceai.substack.com/p/countdown-to-plozasiran-day-10-ther=2d70i8"
X Link 2025-11-17T12:04Z [---] followers, [----] engagements

"New on Substack (Free): $ARWR Today Is the Day Plozasiran PDUFA After ten days of walking through the biology the data the economics and the meaning of this moment were here. #RNAI #plozasiran #Biotech https://primarysourceai.substack.com/p/today-is-the-dayr=2d70i8 https://primarysourceai.substack.com/p/today-is-the-dayr=2d70i8"
X Link 2025-11-18T12:17Z [---] followers, [---] engagements

"For more on the Arrowhead story and pipeline an archive of my free articles is here: Ill be posting all future pieces in the same archiveworth saving if you want everything in one place. https://primarysourceai.substack.com/archive https://primarysourceai.substack.com/archive"
X Link 2025-11-18T12:17Z [---] followers, [--] engagements

"New on Substack (Free): $ARWR REDEMPLO Approved: Arrowheads first FDA-Approved Medicine The U.S. Food and Drug Administration has approved REDEMPLO (plozasiran) as an adjunct to diet to reduce triglycerides in adults with Familial Chylomicronemia Syndrome (FCS). https://primarysourceai.substack.com/p/redemplo-approved-arrowheads-firstr=2d70i8 https://primarysourceai.substack.com/p/redemplo-approved-arrowheads-firstr=2d70i8"
X Link 2025-11-18T17:23Z [---] followers, [---] engagements

"New on Substack (Free): $ARWR Why Arrowhead Priced REDEMPLO at $60K/year and Why It Matters A clear breakdown of the $60K price using only FDA label + approval-day docs to explain the economics. All primary-source based. #RNAI #plozasiran #Biotech https://primarysourceai.substack.com/p/why-arrowhead-priced-redemplo-atr=2d70i8 https://primarysourceai.substack.com/p/why-arrowhead-priced-redemplo-atr=2d70i8"
X Link 2025-11-19T01:12Z [---] followers, [---] engagements

"New on Substack (Free): $ARWR REDEMPLOs First Five Years a global revenue outlook. How FCS ex-US expansion and future sHTG approvals could shape the early economics of Arrowheads first commercial RNAi drug. #RNAI #plozasiran #Biotech https://primarysourceai.substack.com/p/redemplos-first-five-years-a-globalr=2d70i8 https://primarysourceai.substack.com/p/redemplos-first-five-years-a-globalr=2d70i8"
X Link 2025-11-20T12:05Z [---] followers, [---] engagements

"New on Substack (Free): $ARWR A New Phase for ARO-RAGE A new ARO-RAGE trial just appeared on a focused Phase 2a allergen-challenge study that adds a mechanistic step before the broader Phase [--]. #ARORAGE https://primarysourceai.substack.com/p/a-new-phase-for-aro-rage-mappingr=2d70i8 http://ClinicalTrials.gov https://primarysourceai.substack.com/p/a-new-phase-for-aro-rage-mappingr=2d70i8 http://ClinicalTrials.gov"
X Link 2025-11-22T11:48Z [---] followers, [---] engagements

"New on Substack (Free): Arrowheads new ARO-RAGE trial isnt about mild asthma its a mechanistic test of whether silencing RAGE actually changes human lung inflammation. If that switch is real the implications reach far beyond this study. 🔗 #ARWR #RNAi #Biotech #Asthma #Pulmonary #RAGE #ClinicalTrials https://primarysourceai.substack.com/p/the-aro-rage-inflection-point-whatr=2d70i8 https://primarysourceai.substack.com/p/the-aro-rage-inflection-point-whatr=2d70i8 https://primarysourceai.substack.com/p/the-aro-rage-inflection-point-whatr=2d70i8"
X Link 2025-11-23T12:35Z [---] followers, [---] engagements

"For more on the Arrowhead story and pipeline an archive of my free articles is here: https://primarysourceai.substack.com/archive https://primarysourceai.substack.com/archive"
X Link 2025-11-23T12:36Z [---] followers, [--] engagements

"New on Substack (Free): After the Sanofi Deal: How Arrowhead Visirna and Sanofi Now Fit Together A summer transaction quietly shaped the entire China pathway for plozasiran. Heres how the pieces fit nowand why it matters. $ARWR #RNAi #Biotech #plozasiran https://primarysourceai.substack.com/p/after-the-sanofi-deal-how-arrowheadr=2d70i8 https://primarysourceai.substack.com/p/after-the-sanofi-deal-how-arrowheadr=2d70i8 https://primarysourceai.substack.com/p/after-the-sanofi-deal-how-arrowheadr=2d70i8 https://primarysourceai.substack.com/p/after-the-sanofi-deal-how-arrowheadr=2d70i8"
X Link 2025-11-24T12:42Z [---] followers, [----] engagements

"Sanofis positioning in China does give them a meaningful head start: they already own the rights inherit the China NDA and now sit close to the early launch mechanics. That proximity always matters. At the same time Europe is still a wide-open strategic question and theres more than one structure that could make sense. Novartis in particular has some interesting alignment on the ex-U.S. side that Ive been exploring in a separate piece especially after the year theyve had in RNA and cardiometabolic. Ill share that soon"
X Link 2025-11-24T14:07Z [---] followers, [--] engagements

"No Substack post today while we wait for the $ARWR call. Instead something a little different: I put together a DenadaLand Radio playlist songs Ive made over the past year about the emotional side of being an Arrowhead investor. No analysis no takeaways. Just a soundtrack for the long road weve all been on. https://on.soundcloud.com/CCcMCt2mL1J9WRP2Ol https://on.soundcloud.com/CCcMCt2mL1J9WRP2Ol"
X Link 2025-11-25T13:52Z [---] followers, [---] engagements

"New on Substack (Free): $ARWR Arrowheads FY25 Turning Point: What the Press Release and 10-K Really Signal Some filings land like routine housekeeping. Others arrive with a different kind of weight not because of what they announce outright but because of how the pieces fit together. #RNAI #plozasiran #Biotech https://primarysourceai.substack.com/p/arrowheads-fy25-turning-point-whatr=2d70i8 https://primarysourceai.substack.com/p/arrowheads-fy25-turning-point-whatr=2d70i8"
X Link 2025-11-26T12:22Z [---] followers, [----] engagements

"That generic REDEMPLO article going around is just boilerplate risk-language from Arrowheads 10-K repackaged by TipRanks. $ARWR REDEMPLO is an siRNA biologic there is no generic pathway for RNAi drugs and competitors cant rely on Arrowheads data. RNAi biologics get [--] years of exclusivity + patents + major manufacturing barriers. The $49 price target is just an automated average of older analyst notes. Not a real risk signal just low-quality scraping"
X Link 2025-11-28T13:28Z [---] followers, [----] engagements

"New on Substack (Free): $ARWR After Approval: What Changed And What Didnt REDEMPLOs approval validated Arrowheads science but the story now shifts to commercial execution. Why the post-approval period feels unsettled why price action can look disconnected and what the middle phase really means for patient uptake payers and scale: #RNAI #plozasiran #Biotech https://primarysourceai.substack.com/p/after-redemplo-approval-what-changedr=2d70i8 https://primarysourceai.substack.com/p/after-redemplo-approval-what-changedr=2d70i8"
X Link 2025-11-29T14:24Z [---] followers, [----] engagements

"New on Substack (Free): $ARWR How Arrowhead is funding its platform without dilution. A deep dive into their capital strategy using BD partnerships (Sarepta Novartis & others) not just to advance programs but to build runway. Capital generation (cash in) Capital conservation (risk & cost sharing) Not a deal recap a business-model analysis. #RNAI #Biotech https://primarysourceai.substack.com/p/understanding-arrowheads-capitalr=2d70i8 https://primarysourceai.substack.com/p/understanding-arrowheads-capitalr=2d70i8"
X Link 2025-11-30T14:46Z [---] followers, [----] engagements

"New on Substack (Free): $ARWR Dual-Target RNAi: Why ARO-DIMER-PA is bigger than a single drug program An Arrowhead design story. How RNAi enables two targets in one molecule why combo drug regimens often underperform and why this dimer reflects a real platform milestone not just another pipeline asset. #RNAI #Biotech https://primarysourceai.substack.com/p/dual-target-rnai-why-aro-dimer-par=2d70i8 https://primarysourceai.substack.com/p/dual-target-rnai-why-aro-dimer-par=2d70i8"
X Link 2025-12-01T12:02Z [---] followers, [----] engagements

"New on Substack (Free): $ARWR Arrowheads CNS Story: Platform Validation vs. Frontier Expansion An in depth look at where CNS delivery really fits in the TRiM platform story: whats already validated (lung & muscle) whats now being tested (adipose / ALK7) and what remains true frontier science (CNS). We separate delivery expansion from biological expansion and frame the upcoming CNS Summit as a platform update not a data catalyst. #RNAI #Biotech https://primarysourceai.substack.com/p/arrowheads-cns-story-platform-validationr=2d70i8"
X Link 2025-12-02T12:07Z [---] followers, [---] engagements

"Big milestone for $ARWR today first patients dosed in the Phase 1/2a ARO-MAPT trial for Alzheimers & tauopathies. This is Arrowheads first clinical test of its systemic CNS RNAi delivery platform (subcutaneous dosing crossing the BBB). Safety/PK study in healthy volunteers + early AD patients; initial data expected 2H [----]. Platform moment now moving from preclinical proof into humans"
X Link 2025-12-08T12:37Z [---] followers, [----] engagements

"Nice refresh from the Arrowhead communications team under new Director Jeff Blake. Clear snapshot of a company moving firmly into commercial execution mode. [----] focus: REDEMPLO ramp SHTG Phase [--] in Q3 first DIMER-PA data in 2H plus steady progress across the obesity and CNS pipelines. $ARWR https://ir.arrowheadpharma.com/static-files/30b2fbe8-e8b9-4e03-ac03-bd276293430c https://ir.arrowheadpharma.com/static-files/30b2fbe8-e8b9-4e03-ac03-bd276293430c"
X Link 2025-12-10T12:39Z [---] followers, [---] engagements

"ARWR CNS platform isnt single-drug: Deck shows 90% NHP brain KD on an undisclosed cardiometabolic target using SC dosing. Confirms the BBB platform is generalizable beyond neurodegeneration. Impressive"
X Link 2025-12-10T15:41Z [---] followers, [---] engagements

"New on Substack (Free): $ARWR Inside the New CNS Deck: How Arrowheads Systemic Platform Enters the Clinic. A clear look at what the deck actually shows the delivery architecture the reproducible NHP data and the significance of ARO-MAPT now dosing in humans. #RNAI #Biotech #BBB https://primarysourceai.substack.com/p/inside-the-new-cns-deck-how-arrowheadsr=2d70i8 https://primarysourceai.substack.com/p/inside-the-new-cns-deck-how-arrowheadsr=2d70i8"
X Link 2025-12-11T12:08Z [---] followers, [---] engagements

"New on Substack (Free): $ARWR APOE on the Menu: What Arrowheads BBB Patent Actually Tells Us A look at the CNS Target X slide APOEs cardiometabolic/CNS biology and Arrowheads new TfR1 BBB patent. How APOE emerges as a clean prototype for a Target Xstyle program and why Target X = APOE is still a hypothesis not a disclosed fact. #RNAI #Biotech #BBB https://primarysourceai.substack.com/p/apoe-on-the-menu-what-arrowheadsr=2d70i8 https://primarysourceai.substack.com/p/apoe-on-the-menu-what-arrowheadsr=2d70i8"
X Link 2025-12-15T11:52Z [---] followers, [----] engagements

"ALNY joins the NASDAQ [---] next week. Todays moves in ARWR and ALNY could be the rebalancing at work"
X Link 2025-12-16T15:56Z [---] followers, [---] engagements

"$ALNY $ARWR"
X Link 2025-12-16T16:03Z [---] followers, [---] engagements

"New on Substack (Free): $ARWR Why ARWRs pullback isnt ALNY [----] all over again. Similar charts. Very different foundations: cash platform validation sector maturity and a possible Nasdaq-100 flow effect. #RNAI #Biotech https://primarysourceai.substack.com/p/arwr-vs-alny-why-the-price-actionr=2d70i8 https://primarysourceai.substack.com/p/arwr-vs-alny-why-the-price-actionr=2d70i8"
X Link 2025-12-17T12:09Z [---] followers, [---] engagements

"New on Substack (Free): $ARWR Pricing REDEMPLO as a Platform Not a One-Off Drug Why would Arrowhead price its first approved drug below traditional rare-disease norms This piece looks at REDEMPLOs $60K price as strategic sequencing not a mistake and what it signals about platform ambition. #RNAI #Biotech https://primarysourceai.substack.com/p/pricing-redemplo-as-a-platform-notr=2d70i8 https://primarysourceai.substack.com/p/pricing-redemplo-as-a-platform-notr=2d70i8"
X Link 2025-12-18T12:00Z [---] followers, [----] engagements

"Sure I'll try. Todays obesity drugs work mainly by suppressing appetite. Theyre effective but they come with trade-offs: GI side effects lean-mass loss and difficulty maintaining weight loss once therapy stops. An INHBE-based approach is aimed at a different problem: how fat is handled and stored not how much people eat. The avenue is improving fat metabolism preserving lean mass and potentially supporting durability or combination use rather than replacing GLP-1s. Its not an alternative to the current paradigm so much as a complement to it if the biology translates"
X Link 2025-12-26T21:10Z [---] followers, [---] engagements

"For anyone looking ahead to Arrowheads Jan [--] obesity update: I published a short source-grounded piece on how to read the ALK7 preclinical data; what early human results can inform and what they cant by design. This is a contextual article not a prediction. $ARWR #RNAi #Biotech #Obesity https://primarysourceai.substack.com/p/reading-the-preclinical-alk7-datar=2d70i8 https://primarysourceai.substack.com/p/reading-the-preclinical-alk7-datar=2d70i8"
X Link 2025-12-29T12:05Z [---] followers, [---] engagements

"New on Substack: (Free) $ARWR Understanding Arrowheads TRiM Platform A practical guide to how Arrowhead builds RNAi medicines at scale This is a long-form explainer on Arrowheads TRiM platform. It walks through how TRiM is structured how it extends beyond the liver and why Arrowhead frames it as a repeatable development systemusing the companys own language with a brief note on limits and risk. If youve ever wondered what TRiM actually is this is for you. #TRIM https://primarysourceai.substack.com/p/understanding-arrowheads-trim-platformr=2d70i8"
X Link 2026-01-04T22:44Z [---] followers, [----] engagements

"For more on the Arrowhead story and pipeline an archive with direct access to all of my free articles (80+) is here: https://primarysourceai.substack.com/archive https://primarysourceai.substack.com/archive"
X Link 2026-01-26T12:12Z [---] followers, [---] engagements

"New on Substack (Free): $ARWR Why Obesity Isnt a Single-Pathway Disease and How to Read Arrowheads January Data Ahead of Arrowheads January obesity data heres a source-grounded piece on how to read early ARO-INHBE / ARO-ALK7 results. Not predictions. Just biology and expectations. #RNAI #Biotech #ARO_INHBE #ARO_ALK7 https://primarysourceai.substack.com/p/why-obesity-isnt-a-single-pathwayr=2d70i8 https://primarysourceai.substack.com/p/why-obesity-isnt-a-single-pathwayr=2d70i8"
X Link 2025-12-22T00:11Z [---] followers, [----] engagements

"New on Substack (Free): $ARWR How to read the INHBE preclinical data from Arrowhead and Wave not as a scorecard but as a map of scientific intent. What each program chose to measure tells you what their early human data are designed to answer. Context not predictions. #RNAI #Biotech $WVE #ARO_INHBE https://primarysourceai.substack.com/p/reading-the-preclinical-inhbe-datar=2d70i8 https://primarysourceai.substack.com/p/reading-the-preclinical-inhbe-datar=2d70i8"
X Link 2025-12-26T12:08Z [---] followers, [----] engagements

"Ahead of todays KOL: INHBE silencing is now showing consistent human translation with fat reduction and lean preservation. $ARWR Arrowhead adds stand out combo data with tirzepatide in T2D while ALK7 validates adipose tissue as a direct RNAi target in humans. Looking forward to a more complete analysis at the KOL at 11:30. #ARO_INHBE #ARO_ALK7 #Biotech #obesitycare https://ir.arrowheadpharma.com/events-and-presentations https://ir.arrowheadpharma.com/events-and-presentations"
X Link 2026-01-06T13:02Z [---] followers, [---] engagements

"New on Substack (Free): Paths Through Uncertainty RNAi Gene Editing and the Long View in Biotech Investing How I think about comparing RNAi and gene editing without collapsing uncertainty into inevitability. This isnt about picking a winner. Its an attempt to: frame modality comparisons the way long-horizon investors underwrite risk focus on how uncertainty resolves over time explain how reversibility information flow adoption pacing and economics shape outcomes over time Investor posture not valuation. https://primarysourceai.substack.com/p/paths-through-uncertaintyr=2d70i8"
X Link 2026-01-14T13:21Z [---] followers, [---] engagements

"I wrote something a bit different this week. Not about ARWR or RNAi directly but about AI meaning and why the consciousness debate keeps missing something important. Coherence Without Consciousness: AI Meaning and the Limits of the Consciousness Debate https://primarysourceai.substack.com/p/coherence-without-consciousnessr=2d70i8 https://primarysourceai.substack.com/p/coherence-without-consciousnessr=2d70i8"
X Link 2026-01-20T03:13Z [---] followers, [---] engagements

"RNAi delivery keeps splitting into two lanes nobody talks about: [--] Front-end (targeting uptake) [--] Back-end (endosomal escape) Arrowhead owns #1. $ARWR #TRiM Sanegene just got Lillys $1.2B vote for #2. #LEAD Feels less like competition more like assembly. My new (free) Substack feature: #RNAi #Biotech @grok https://primarysourceai.substack.com/p/two-paths-to-silence-trim-lead-andr=2d70i8 https://primarysourceai.substack.com/p/two-paths-to-silence-trim-lead-andr=2d70i8"
X Link 2025-11-16T13:06Z [---] followers, [----] engagements

"New on Substack (Free): $ARWR Reading the Preclinical ALK7 Data: what Arrowhead is actually testing in humans Ahead of the Jan [--] INHBE + ALK7 readout: what the preclinical data do (and dont) show what early human data are designed to answer why this is a readout not a verdict #RNAi #Biotech #Obesity #ALK7 #INHBE https://primarysourceai.substack.com/p/reading-the-preclinical-alk7-datar=2d70i8 https://primarysourceai.substack.com/p/reading-the-preclinical-alk7-datar=2d70i8"
X Link 2025-12-28T23:34Z [---] followers, [----] engagements

"For more on the Arrowhead story and pipeline an archive with direct access to all of my free articles (80+) is here: Ill be posting all future pieces in the same archiveworth saving if you want everything in one place. https://primarysourceai.substack.com/archive https://primarysourceai.substack.com/archive"
X Link 2025-12-29T12:07Z [---] followers, [---] engagements

"For readers interested in the financial side of TRiM this earlier piece looks at how Arrowhead has funded the platformlargely without dilutionusing partnerships and sequencing. Understanding Arrowheads Capital Strategy: Funding the Platform Without Dilution $ARWR #TRIM https://primarysourceai.substack.com/p/understanding-arrowheads-capitalr=2d70i8 https://primarysourceai.substack.com/p/understanding-arrowheads-capitalr=2d70i8"
X Link 2026-01-04T22:44Z [---] followers, [---] engagements

"New on Substack: (Free) $ARWR A follow-up on INHBE and ALK7 now that interim human data are available. This isnt a ranking exercise. Its an attempt to: state clearly what the data do establish clarify what they dont explain why early translation still matterswithout a winner narrative Framed in the context of GLP-1s and what comes after appetite suppression. #TRIM #ARO_INHBE #ARO_ALK7 https://primarysourceai.substack.com/p/inhbe-alk7-and-the-next-layer-ofr=2d70i8 https://primarysourceai.substack.com/p/inhbe-alk7-and-the-next-layer-ofr=2d70i8"
X Link 2026-01-07T12:20Z [---] followers, [---] engagements

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