Arrowhead Teases Q3 2026 Phase 3 SHASTA-3/4, Hits 100 Waylivra Prescriptions

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Arrowhead expects Phase 3 SHASTA-3/4 plozasiran results in Q3 2026, CSF tau knockdown data for ARO-MAPT in late Q3/early Q4 and obesity program updates alongside an event-driven SHASTA-5 pancreatitis study. Waylivra has reached 100 prescriptions in 10 weeks and is priced at $60,000 per year with positive payer engagement.

1. 2026 Catalyst Timeline

Arrowhead outlined a busy 2026 data slate including Phase 3 SHASTA-3 and SHASTA-4 plozasiran results in the third quarter, cerebrospinal fluid tau knockdown data for ARO-MAPT in late Q3/early Q4, additional obesity program updates for ARO-INHBE and ARO-ALK7 and an event-driven SHASTA-5 study assessing acute pancreatitis outcomes.

2. Waylivra Early Commercial Performance

Waylivra has generated roughly 100 prescriptions in its first ten weeks of launch, supported by a $60,000 per year price point and positive initial payer discussions. The therapy targets patients with familial chylomicronemia syndrome and is positioned for future severe hypertriglyceridemia expansion.

3. Cardiometabolic and CNS Pipeline Focus

Management emphasized a pipeline of 21 to 22 clinical programs with a growing focus on cardiometabolic diseases, including obesity constructs ARO-INHBE and ARO-ALK7, and a novel subcutaneous CNS platform exemplified by ARO-MAPT targeting tau in Alzheimer’s and tauopathies.

4. SHASTA Program Details

Phase 2 SHASTA-2 data showed high-70% triglyceride reductions at 25 mg, leading to expectations of at least matching competitors’ 60-70% reductions in SHASTA-3/4. SHASTA-5 will use event-driven design to measure pancreatitis reduction, with modified Atlanta criteria guiding acute event tracking.

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