Replies to post #1206 on Arrowhead Research Corp (ARWR)

[SweatpantKing]

I think you are correct, there is some long term potential here, but it's all about when to get in.

Arwr doesn't have much cash, they will have to raise more- possibly diluting the stock.

A Phase I for calando's cancer drug should be done soon since the last data was taken in august 2012.

The weightloss drug is also supposed to be done in 2013, not sure when though.

A third drug is also in phase 1b/2a testing.
http://www.prnewswire.com/news-releases/cerulean-announces-first-patient-dosed-in-phase-1b2a-study-of-crlx101-in-combination-with-avastin-in-renal-cancer-161062615.html

So, there is a lot in the pipeline. And if any of these early drugs show success the stock should pop quite a bit. Unfortunately, it's a long road to any real stable long-term value.

I guess we can hope for a buyout of one of the companies and a large cash dividend.

[biocqr]

ARWR research report... http://www.edisoninvestmentresearch.co.uk/researchreports/Arrowhead_090113_update.pdf

snip...

Financials
Arrowhead provides financial, administrative, corporate and strategic resources to its two majority owned subsidiaries, Calando (79% owned) and Ablaris, (64%). Cash at year end (September) was $3.4m, which has since been boosted by the issue in December 2012 of 1.8m unit at $2.26 per unit, to raise c $4m. Each unit incorporates one share plus a warrant to purchase 0.5 of a share. The warrants have a five-year term and an exercise price of $2.20 per share at year end. We have not included any warrants exercised in our forecasts. Cash burn is expected to remain in range of $1.1-1.4m per month.

Arrowhead Research Corp | 9 January 2013

Arrowhead retains an equity credit line with Lincoln Park Capital for up to $15m over three years. $14m of this facility remains available. For 2013 we have a forecast financing requirement of $15m. Arrowhead has a number of available options to address this, including equity credit line drawdown, issuance of new equity, or revenues from potential licensing partners. For simplicity, we reflect this requirement in long-term debt in our financial model (Exhibit 7).

[biomanbaba]

part of the cell biology seven.....my target time frame for that portfolio is 2016 to 2020