ARVINAS (ARVN) Company Report

Arvinas's partnered estrogen receptor degrader, vepdegestrant, has a PDUFA date of June 5, 2026, for ESR1 mutant metastatic breast cancer.
The company's LRRK2 degrader, ARV-102, demonstrated 75% LRRK2 degradation and reduced neuroinflammation biomarkers in healthy volunteers. Arvinas expects to initiate a Phase 1b study in PSP in 2026 and a larger Phase 2 study by the end of 2026.
In oncology, the BCL6 degrader ARV-393 is in a Phase 1 study with observed responders, and the KRAS G12D degrader ARV-806 showed 25 to 40 times greater preclinical potency than competitors, with clinical data anticipated in 2026.
Arvinas reported a cash position of $788 million at the end of Q3, which is projected to fund operations well into the second half of 2028, alongside a $20 million stock repurchase in Q3.

12 hours ago

Transcript

Arvinas Details Advanced Protein Degrader Pipeline and Funding Runway

ARVN

New Projects/Investments

Guidance Update

Share Buyback

Arvinas's lead estrogen receptor degrader, vepdegestrant, partnered with Pfizer, has a June 5, 2026, PDUFA date for ESR1 mutant metastatic breast cancer.
The company is advancing ARV-102, a LRRK2 degrader for Parkinson's disease and PSP, with plans to initiate a Phase 1b study in PSP in the U.S. next year and a larger Phase 2 study by the end of next year, following promising Phase 1 data showing 75% LRRK2 degradation.
In oncology, Arvinas is progressing ARV-393 (BCL6 degrader), which has shown responders in its Phase 1 study, and ARV-806 (KRAS G12D degrader), which demonstrated 25 to 40 times greater preclinical potency than competitors.
Arvinas reported a strong cash position of $788 million at the end of Q3, expected to fund operations well into the second half of 2028, including $20 million in stock repurchases during Q3.

14 hours ago

Transcript

Arvinas Announces Vepdegestrant Data Presentations and Regulatory Update

ARVN

New Projects/Investments

Product Launch

Arvinas, Inc. announced that multiple abstracts on its investigational PROTAC estrogen receptor degrader, vepdegestrant (ARV-471), have been accepted for presentation at the San Antonio Breast Cancer Symposium (SABCS) taking place from December 9–12, 2025.
The VERITAC-2 Phase 3 study of vepdegestrant demonstrated statistically significant and clinically meaningful improvement in progression-free survival compared to fulvestrant in patients with ER+/HER2- ESR1-mutated advanced or metastatic breast cancer.
The U.S. Food and Drug Administration (FDA) is reviewing the New Drug Application (NDA) for vepdegestrant, with a Prescription Drug User Fee Act (PDUFA) action date of June 5, 2026.
In September 2025, Arvinas and Pfizer announced their plan to jointly select a third party for the commercialization and potential further development of vepdegestrant.

Nov 24, 2025, 12:00 PM

Press Release

Arvinas Discusses Strategic Reset, Pipeline Focus, and Financial Runway

ARVN

New Projects/Investments

Guidance Update

M&A

Arvinas is undergoing a strategic "reset" (Arvinas 2.0), focusing on five early development assets, including LRRK2, KRAS G12D, and BCL6, while seeking a third-party partner for vepdegestrant's potential launch next year.
The company reports a strong financial position with cash runway into the second half of 2028, which does not include potential future milestones or royalties from the luxdeglutamide deal with Novartis.
The LRRK2 program is highlighted as the lead, with data from its Parkinson's disease study expected in the first few months of 2026 and an IND filing for a Progressive Supranuclear Palsy (PSP) study planned for early 2026.
Arvinas's LRRK2 degrader has shown 75% degradation of LRRK2 in CSF and reduced neuroinflammation biomarkers in healthy volunteers, suggesting a more potent profile than competitor inhibitors.

Nov 18, 2025, 8:30 AM

Transcript

Arvinas outlines pipeline strategy and financial position

ARVN

New Projects/Investments

Guidance Update

Product Launch

Arvinas is undergoing a company reset, shifting its focus to five early development assets, including LRRK2 for neurodegeneration, KRAS G12D, and BCL6 programs, with data points expected next year.
The company is actively seeking a partner for Vepdegestrant, which had positive pivotal data and is anticipated for potential launch next year, with a decision expected before its projected June approval date.
Arvinas maintains a strong financial position, with cash runway extending into the second half of 2028.
The LRRK2 program is highlighted as the current lead, with a focus on Progressive Supranuclear Palsy (PSP); an IND filing for a PSP study is planned for early 2026, with potential for clinical activity measures within six months due to rapid disease progression.
The partnership with Novartis for Luxdeglutamide includes a $1 billion upfront and milestone deal plus royalties, which is not fully factored into the current cash runway guidance.

Nov 18, 2025, 8:30 AM

Transcript

Arvinas Discusses Strategic Reset, Pipeline Focus, and Financial Outlook at Jefferies Conference

ARVN

New Projects/Investments

Guidance Update

M&A

Arvinas is undergoing a "reset" (Arvinas 2.0), shifting its focus to five early development assets, including three currently in Phase 1 (LRRK2, KRAS G12D, BCL6) and two new programs (Kennedy's disease, HPK1) expected to enter the clinic next year.
The company is in a strong financial position, with money into the second half of 2028. This financial runway does not contemplate potential future milestones or royalties from the $1 billion upfront and milestone deal with Novartis for Luxdeglutamide.
The Vepdegestrant program, which showed positive pivotal data, is in the process of being transitioned to a third party for potential launch around next year if approved, with a decision date in June.
The lead program, LRRK2, targeting Parkinson's disease (PD) and progressive supranuclear palsy (PSP), is expected to have data from its PD study in early 2026, and an Investigational New Drug (IND) application for a PSP study will be filed in early 2026.

Nov 18, 2025, 8:30 AM

Transcript

Arvinas Provides Updates on Vepdegestrant Commercialization, LRRK2, BCL6, and KRAS G12D Degraders, and New Pipeline Programs

ARVN

New Projects/Investments

Guidance Update

Product Launch

Arvinas is actively seeking a third party to commercialize and potentially further develop vepdegestrant, their ER degrader, which has a June 6th PDUFA date for approval in ER-positive second-line breast cancer.
Their most advanced wholly-owned product, ARV-102 (LRRK2 degrader), achieved 75% degradation of LRRK2 levels in CSF in healthy volunteers. Results from the ongoing multiple dose cohort study in Parkinson's patients are expected in Q1 next year, and a Phase 1b study in PSP patients is planned for next year, with a potential registration-quality Phase 2 also next year.
ARV-393 (BCL6 degrader) has shown early activity and responses in B-cell malignancies and AITL. The company plans to combine it with bispecifics for large B-cell lymphoma and sees a potential accelerated approval path for AITL monotherapy.
The ARV-806 (KRAS G12D degrader), currently in Phase 1, demonstrated 25-40 times greater potency than competitors in preclinical models, with data expected to be reported next year.
Arvinas announced two new drugs entering the clinic next year: an SBMA target (polyglutamine AR degrader) for spinal and bulbar muscular atrophy, and an HPK1 degrader for immuno-oncology.

Nov 11, 2025, 7:30 PM

Transcript

Arvinas Reports Q3 2025 Financial Results and Provides Pipeline Updates

ARVN

Earnings

Guidance Update

Share Buyback

Arvinas reported Q3 2025 revenue of $41.9 million, a decrease from $102.4 million in Q3 2024, primarily due to the Novartis License agreement, though a $20 million milestone payment from Novartis was recognized this quarter.
The company ended Q3 2025 with approximately $787.6 million in cash, cash equivalents, and marketable securities, maintaining its cash runway guidance into the second half of 2028.
Arvinas announced a $100 million share repurchase program, having already bought back 2.56 million shares at an average price of $7.91 per share as of the end of September.
Vepdegestrant, partnered with Pfizer, has a PDUFA action date of June 5, 2026, with the companies jointly seeking a third-party for commercialization.
The company highlighted significant pipeline progress, including early responses in the Phase 1 trial for ARV-393 (BCL6 degrader), ongoing enrollment for ARV-806 (KRASG12D degrader), and plans to initiate a Phase 1b trial for ARV-102 (LRRK2 degrader) in the first half of 2026.

Nov 5, 2025, 1:00 PM

Transcript

Arvinas Reports Q3 2025 Financial Results and Provides Corporate Update

ARVN

Earnings

Guidance Update

New Projects/Investments

Arvinas reported revenue of $41.9 million for the third quarter ended September 30, 2025, a decrease from $102.4 million in the prior year period, primarily due to reduced revenue from Novartis agreements.
The company's cash, cash equivalents, and marketable securities totaled $787.6 million as of September 30, 2025, which is expected to fund planned operating expenses and capital expenditure requirements into the second half of 2028.
The FDA accepted the New Drug Application (NDA) for vepdegestrant, setting a Prescription Drug User Fee Act (PDUFA) action date of June 5, 2026, and Arvinas agreed with Pfizer to jointly select a third party for its commercialization.
Research and development expenses decreased to $64.7 million in Q3 2025 from $86.9 million in Q3 2024, and general and administrative expenses significantly decreased to $21.0 million from $75.8 million in the prior year period.
Arvinas initiated a Phase 1 trial for ARV-806 in patients with solid tumors harboring KRAS G12D mutations and presented positive Phase 1 data for ARV-102 in Parkinson's disease.

Nov 5, 2025, 12:02 PM

8-K

Arvinas Announces Positive Clinical Trial Data for Vepdegestrant and FDA NDA Acceptance

ARVN

Product Launch

New Projects/Investments

Arvinas, Inc. announced new patient-reported outcomes (PRO) data from the Phase 3 VERITAC-2 clinical trial evaluating vepdegestrant, which were presented at the 2025 European Society for Medical Oncology (ESMO) Congress.
In the VERITAC-2 clinical trial, vepdegestrant demonstrated a statistically significant delay in deterioration of overall quality of life, pain, and multiple functioning domains compared to fulvestrant in patients with ESR1-mutated disease.
The U.S. Food and Drug Administration (FDA) has accepted the New Drug Application (NDA) for vepdegestrant and granted it Fast Track designation for its use as a monotherapy in ER+/HER2- ESR1-mutated advanced or metastatic breast cancer.
Results from the TACTIVE-N Phase 2 clinical trial, evaluating neoadjuvant vepdegestrant, were also presented at ESMO 2025, showing biological and clinical activity.

Oct 20, 2025, 10:06 AM

8-K

Earnings Transcripts

Quarterly earnings call transcripts for ARVINAS.

Ask Fintool AI Agent

Get instant answers from SEC filings, earnings calls & more

What did John Houston say about margins?What are ARVINAS's strategic priorities?How is ARVINAS positioned vs competitors?How did ARVINAS do last quarter?

Let Fintool AI Agent track ARVINAS's earnings for you

Get instant analysis when filings drop