Held by 6 specialist biotech funds
High Convergence# Signal Note: Avoro Capital Entry into ARWR Avoro's $705M initiating position in Arrowhead reflects conviction in the company's RNAi pipeline, particularly **plozasiran** (APOC3 inhibitor) for hypertriglyceridemia, which is positioned for a regulatory decision in 2024-2025.
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## Signal Note: Baker Bros. Initiates Major Position in Arrowhead Pharmaceuticals (ARWR) Baker Bros. has taken a significant new position in ARWR (~2.2M shares), notable given the firm's concentrated, high-conviction approach to biotech investing. The primary catalyst here is plozasiran (THA-targeted RNAi), which has a PDUFA date in 2025 for severe hypertriglyceridemia and showed strong Phase 3 data (SHASTA-2), along with Arrowhead's broader cardiometabolic RNAi pipeline including ARO-ANG3. **Note:** The reported position value (~$144B) appears to be a data error — at recent prices (~$25-30/share), 2.2M shares would be worth approximately $55-65M, which is more consistent with a meaningful but realistic Baker
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