Arrowhead Pharmaceuticals, Inc. ARWR

Competitive advantage analysis · healthcare

Corporate Default
Overall moat score
59/100
Moderate

About Arrowhead Pharmaceuticals, Inc.

Arrowhead Pharmaceuticals, Inc. develops medicines for the treatment of intractable diseases in the United States. Its pipeline includes Plozasiran to reduce production of apolipoprotein C-III in Phase 3 studies; Zodasiran to reduce production of angiopoietin-like protein 3 in Phase 3 clinical trials; ARO-DIMER-PA, a dual functional RNAi molecule in a Phase 1/2a clinical trials; and ARO-PNPLA3, an investigational RNAi therapeutic … Full ARWR analysis →

Competitive advantage assessment

Key strengths

  • Cost Leadership Position Operating margin at 90.1th percentile with strong OpEx control demonstrates cost leadership.
  • Consistent Cash Generation Cash generation is strong and consistent (score 0.92).

Key risks

  • Revenue Volatility Signals Weak Stickiness Revenue volatility is high (stability score 0.03), suggesting weak customer stickiness.
  • Volatile Margins Suggest Cyclicality Margin volatility is high (stability score 0.23), suggesting cyclical exposure or competitive pressure.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
54

Where ARWR ranks in Biotechnology

Arrowhead Pharmaceuticals, Inc. ranks #119 of 713 scored companies in Biotechnology by moat score — the top 17%. The widest moat in the group is Royalty Pharma plc (RPRX) at 85/100.

Moat scores for companies ranked near ARWR in Biotechnology
# Company Moat score Rating
115 Tarsus Pharmaceuticals, Inc. TARS 60/100 Moderate
116 Phio Pharmaceuticals Corp. PHIO 60/100 Moderate
117 Climb Bio, Inc. CLYM 59/100 Moderate
118 Ascentage Pharma Group Internat AAPG 59/100 Moderate
119 Arrowhead Pharmaceuticals, Inc. ARWR 59/100 Moderate
120 BriaCell Therapeutics Corp. BCTX 59/100 Moderate
121 BriaCell Therapeutics Corp. BCTXW 59/100 Moderate
122 Day One Biopharmaceuticals, Inc DAWN 59/100 Moderate
123 ImmunityBio, Inc. IBRX 59/100 Moderate

See every Biotech / Pre-Revenue company ranked by moat score →

How ARWR scores on the Corporate Default defenses

Pricing Power

Score 54 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 94 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 56 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 41 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 62 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 51 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding ARWR's moat

What is Arrowhead Pharmaceuticals, Inc.'s moat score?

Arrowhead Pharmaceuticals, Inc. (ARWR) scores 59 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #119 of 713 scored companies in Biotechnology, the top 17%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 712 companies in Biotechnology. Its strongest defense is Cost Advantage (94/100) and its weakest is Capital Efficiency (41/100).

How does Arrowhead Pharmaceuticals, Inc. compare with other Biotechnology companies?

Arrowhead Pharmaceuticals, Inc. ranks #119 of 713 scored companies in Biotechnology by moat score. The widest moat in Biotechnology is Royalty Pharma plc (RPRX) at 85/100. The companies ranked closest are Ascentage Pharma Group Internat (AAPG) at 59 just above it and BriaCell Therapeutics Corp. (BCTX) at 59 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 712 companies in Biotechnology. The defenses are then weighted to produce the overall score out of 100.

Why is Arrowhead Pharmaceuticals, Inc. scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Arrowhead Pharmaceuticals, Inc.?

The Corporate Default template measures 6 defenses, and ARWR scores: Pricing Power (54), Cost Advantage (94), Customer Stickiness (56), Capital Efficiency (41), Resilience (62), Scale & Market Position (51). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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