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Arrowhead challenges Ionis in severe hypertriglyceridemia with positive Phase III plozasiran data

Arrowhead challenges Ionis in severe hypertriglyceridemia with positive Phase III plozasiran data

Arrowhead Pharmaceuticals, Inc. (Nasdaq: ARWR) reported topline results from two pivotal Phase III trials of plozasiran in severe hypertriglyceridemia, data that could expand the drug's use well beyond the ultra-rare genetic disease for which it is already approved. The California-based company said the SHASTA-3 and SHASTA-4 studies both hit their primary endpoint and showed a statistically significant reduction in acute pancreatitis events. For a company whose only approved product currently serves a population estimated at roughly 6,500 patients in the US, positive results in the much larger severe hypertriglyceridemia population would transform the molecule into a mainstream cardiometabolic drug.

SHASTA-3 and SHASTA-4 are global, double-blind, placebo-controlled trials that together randomized approximately 750 adults with severe hypertriglyceridemia — defined as fasting triglycerides above 500 mg/dL — to four quarterly doses of 25 mg plozasiran or placebo. At month 12, plozasiran produced median triglyceride reductions of 79% and 81% in the two studies, respectively, compared with roughly 27% for placebo. Arrowhead also reported a statistically significant reduction in acute pancreatitis events across the pooled study population, with what it described as a 100% reduction among high-risk patients, though the company did not disclose the underlying p-value or confidence intervals in the topline release. Safety findings were consistent with plozasiran's existing profile with no new signals, and particularly no meaningful change in liver fat on MRI-PDFF imaging or in liver enzymes. Arrowhead has consistently emphasized a clean liver profile as a differentiator. Full efficacy and safety data will be presented as a Hot Line late-breaker at the European Society of Cardiology Congress in Munich on August 30.

Plozasiran silences production of apolipoprotein C-III, a liver-derived protein that normally slows the breakdown and clearance of triglyceride-rich lipoproteins. By reducing apoC-III through RNA interference, the drug allows lipoprotein lipase to clear those particles more efficiently, driving triglycerides down. The mechanism is the same one underlying plozasiran's existing approval: the drug is marketed as Redemplo in the US, EU, China, Australia and Canada as an adjunct to diet for adults with familial chylomicronemia syndrome, a rare genetic disorder representing the most extreme end of the hypertriglyceridemia spectrum.

Arrowhead intends to file a supplemental new drug application with the FDA before the end of 2026, drawing on data from SHASTA-3, SHASTA-4 and the related MUIR-3 study, which enrolled patients with more moderate hypertriglyceridemia. The company has already built commercial infrastructure around Redemplo's FCS launch, including a dedicated patient support program and a pricing model designed to hold steady across indications — a structure explicitly built in anticipation of this broader sHTG approval.

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Plozasiran is not the only APOC3-targeted therapy chasing this population. Ionis Pharmaceuticals' Tryngolza (olezarsen), an antisense oligonucleotide against the same target, won FDA approval for FCS in December 2024 and has already reported pooled data from its CORE and CORE2 trials showing an 85% reduction in acute pancreatitis risk and 66% triglyceride lowering in patients with baseline triglycerides above roughly 880 mg/dL. That program carries a US FDA action date of June 30, 2026, for the broader severe hypertriglyceridemia indication. Olezarsen is dosed monthly in contrast woth plozasrian's quarterly schedule.


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