Riz

[Denada @Denada670519]

New on Substack (Free) $ARWR
Beyond Tau: What Arrowhead’s TIDES 2026 Presentation May Really Have Demonstrated

Been working on a deeper analysis of Arrowhead’s CNS presentation and what may actually be emerging beneath the tau data itself.

The most important signal may not simply be the tau knockdown percentage — but the increasingly explicit emergence of what looks like a potentially scalable CNS delivery architecture.

#ARWR #RNAi #Alzheimers #Biotech #Neuroscience #DrugDelivery #CNS #Tau #Neurodegeneration #siRNA

https://t.co/1APGoZjNES

[Riz @Riz3496]

@May4yg5 @ArrowheadPharma Oh come on, you’re just bashing a better company because you’re invested in a worse one in terms of future prospects — switch sides and you’ll feel better…

[Riz @Riz3496]

@ArrowheadPharma Wow, if this works — and I have no doubt it will — it’s honestly one of the biggest things happening in medicine right now…

[BikeRieder🇨🇭 @BikeRieder]

$ARWR
James Hamilton:
“ARO-MAPT is a potential treatment for Alzheimer’s disease designed to achieve delivery to deep brain regions after subcutaneous administration. Given the significant impact of Alzheimer’s disease, additional disease-modifying therapies are severely needed. The tau protein, which is the target of ARO-MAPT, has strong correlation with symptom severity and is a promising therapeutic target for Alzheimer’s disease and other tauopathies,” said James Hamilton, M.D., Chief Medical Officer and Head of R&D at Arrowhead. “New preclinical data on the TRiM™ platform and ARO-MAPT, being presented today at the RNA Leaders USA Congress 2025, show improved delivery and knockdown of mRNA and protein throughout the CNS versus intrathecal administration, with long lasting protein reduction potentially enabling monthly or quarterly subcutaneous dosing. Filing of the CTA for ARO-MAPT represents further expansion of our broad TRiM™ platform, which currently includes active clinical programs delivering siRNA to liver, lung, skeletal muscle, CNS, and adipose tissue.”
ARO-MAPT is designed to silence CNS expression of the microtubule associated protein tau (MAPT) gene, which encodes the tau protein. Aggregation of the toxic tau protein is believed to be a key driver in multiple tauopathies, including Alzheimer’s disease. By preventing or potentially reversing tau protein accumulation in subjects with mild cognitive impairment due to Alzheimer’s disease and mild Alzheimer’s disease dementia, ARO-MAPT has potential to prevent or slow disease progression.

[Riz @Riz3496]

@BikeRieder Whichever way you look at it, one thing’s certain — this is yet another vote of confidence in the ARWR platform from a major big pharma player.

[Riz @Riz3496]

@RNAiAnalyst If I held SRPT in this situation, I’d sell and buy ARWR instead — I mean, isn’t that the most logical move? Given that ARWR basically is their future… or they don’t have one.

[Riz @Riz3496]

@ArrowheadPharma Let’s do this more often… :)

[Riz @Riz3496]

@ArrowheadPharma Nice and clear, thank you…

[Riz @Riz3496]

@JMaraganore @Sarepta Sorry, but it really feels like you’re more worried about Alnylam’s future than the well-being of patients…

[Riz @Riz3496]

@JMaraganore @Sarepta I mean, everyone who’s been following this knows that Arrowhead’s TRiM platform is superior to your platform — and now Sarepta, who has proven they can get a drug approved, has gained access to part of that platform…

[Riz @Riz3496]

@JMaraganore @Sarepta I’m genuinely curious — is your post sincere, or are you just worried about the competition you’ll be looking up at in a few years…?

[BioBoyScout @BioBoyScout]

$ARWR BIG BIG NEWS! Fantastic efficacy and safety results for ARO-ANG3. Very comprehensive data set. Thanks for posting. Easily a $10B drug in its own right. #RNAi

[Riz @Riz3496]

@Ken55172479 @luminartech @KodiakRobotics The autonomous driving system features Luminar’s Iris LiDAR, Hesai’s 360-degree scanning LiDARs for side- and rear-view detection, ZF’s Full Range Radar, and the Nvidia Drive platform for the AI brains.
https://t.co/PUOS0NdaIM

[Riz @Riz3496]

@luminartech @KodiakRobotics The autonomous driving system features Luminar’s Iris LiDAR, Hesai’s 360-degree scanning LiDARs for side- and rear-view detection, ZF’s Full Range Radar, and the Nvidia Drive platform for the AI brains.
https://t.co/PUOS0NvjWU

[Luminar @luminartech]

Austin tells @danielnewmanUV he's never had more conviction in $LAZR. "We have plenty of runway and, importantly, real business with real OEMs going into series production." Great chat on @MakingMarkets_

[BikeRieder🇨🇭 @BikeRieder]

$ARWR Major changes AROAAT?
I think this was done last year.
See Javier S. M. at CCQ2/21:

[Luminar @luminartech]

$LAZR is in the C-sample phase with Iris, preparing and automating our automotive-grade manufacturing capabilities to achieve series production readiness by the end of this year. Check out our progress:
https://t.co/BAZLXcEXsJ

[Luminar @luminartech]

New @IIHS_autosafety study found that cars w/ ADAS are no more effective than cars w/o ADAS at night, where 75% of fatal ped crashes occur. Proactive Safety solves this problem using lidar to generate its own light & can operate in complete darkness. https://t.co/4ITn4Szmva

[BikeRieder🇨🇭 @BikeRieder]

$ARWR Started dosing our first 2 RNAi TRiM™️ candidates in spring of 2018. At the end of 2022 we will have >14 candidates in the clinic and thereof
🎯🎯🎯🎯🎯🎯 in a phase 3!
Find another biotech company with those achievements!