Archive - BioBoyScout

The Execution Engine

Arrowhead develops more clinical candidates, across more tissues, on less money than its larger peers. That engine, not any single drug, is the asset…

Aug 3 • BioBoyScout

July 2026

Powered for What, Revisited

Arrowhead's own guidance suggests the SHASTA-3/4 trials are more powered for pancreatitis than my first note allowed, which raises the stakes on the…

Jul 19 • BioBoyScout

Powered for What

The SHASTA topline is days away, and the market may grade it on a number the trial was never built to prove. Here is the distinction to hold before the…

Jul 17 • BioBoyScout

JPMorgan says Arrowhead's brain platform is a major event. Its own price target values it at nothing. The gap between what the sell side says and what…

Jul 16 • BioBoyScout

Diranersen’s Gambit

Biogen sacrificed a clean endpoint and proved something bigger. The market will grade the tau question. The delivery question is the one that reprices…

Jul 14 • BioBoyScout

What China Can’t Copy

China's drug industry is booming and copying Western medicines fast. The one thing it cannot copy is Arrowhead's real prize, and the copying only makes…

Jul 13 • BioBoyScout

The Forced Move, by the Numbers

A numbers guide to why Novartis, Lilly, and Roche may each be cornered into buying Arrowhead, how high each could rationally bid, and where the thesis…

Jul 8 • BioBoyScout

The Forced Move - Part 3: Roche

Part Three of Three Roche: The Disciplined Pioneer Forced to Move

Jul 6 • BioBoyScout

June 2026

The Forced Move - Part 2: Lilly

Part Two of Three Lilly: The Giant That Could Simply Pay

Jun 29 • BioBoyScout

The Last Mile to the Brain

How far ARO-MAPT Has Already Been De-Risked, and the One Step That Remains

Jun 25 • BioBoyScout

The Forced Move - Part 1: Novartis

Part One of Three Novartis: The Partner Who Knows Too Much

Jun 22 • BioBoyScout

The Platform Gambit

Why Arrowhead Doesn’t Need a Buyer

Jun 15 • BioBoyScout

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