Arvinas, Inc. (ARVN)

In October 2025, Arvinas's shares rose due to promising preclinical data for ARV-806 and positive patient outcomes from the VERITAC-2 trial, while analysts issued mixed ratings. In September 2025, Arvinas and Pfizer planned to out-license vepdegestrant, leading to workforce reductions and analyst rating changes. In August 2025, Arvinas reported its quarterly earnings, beating EPS estimates but missing revenue expectations, resulting in reduced price objectives from analysts. In July 2025, Arvinas announced a $100 million stock buyback program. In June 2025, Arvinas and Pfizer submitted an NDA to the FDA for vepdegestrant.

As a clinical-stage biopharmaceutical company, Arvinas does not have commercialized products that exhibit traditional demand seasonality. Its revenue primarily comes from collaboration agreements rather than direct product sales.

Arvinas, Inc., a clinical-stage biotechnology company in New Haven, Connecticut, focuses on developing therapies for oncology and neurology, utilizing its PROTAC® technology to degrade disease-causing proteins. Key product candidates include Vepdegestrant (ARV-471) for breast cancer, ARV-110/ARV-766 for prostate cancer, ARV-102 for Parkinson's disease, ARV-393 for lymphoma, and ARV-806 for solid tumors. The company also generates revenue through collaborations with pharmaceutical companies.

Arvinas, Inc. is headquartered in New Haven, Connecticut, USA, and engages in global partnerships to advance its PROTAC® therapies.

Arvinas's brand reputation is shaped by clinical trial progress, strategic partnerships, and financial decisions. Positive impacts include preclinical data for ARV-806, Phase 1 data for ARV-102, the NDA submission for vepdegestrant, and collaborations with major pharmaceutical companies. Mixed impacts include the decision to out-license vepdegestrant, which led to analyst downgrades and workforce reductions, and lower-than-expected quarterly revenue.

Institutional investors own a significant portion of Arvinas's stock, around 95.19% to 95.09%, with major holders including Vanguard Group Inc. and BlackRock, Inc. Individual insider ownership is reported at 4.73% to 30.90%, with Timothy M. Shannon being the largest individual shareholder.