Arvinas, Inc. (ARVN)

Arvinas, Inc.'s stock price has fluctuated significantly over the past six months. The stock was up 56.16% in the past six months, but experienced a decline of 42.39% from January 2025 to January 2026. Key events include positive Phase 3 VERITAC-2 trial results for vepdegestrant followed by a negative market reaction and corporate restructuring. The submission of a New Drug Application (NDA) to the FDA for vepdegestrant resulted in a positive market reaction. Arvinas and Pfizer decided to out-license vepdegestrant commercialization rights, and Arvinas authorized a stock repurchase program of up to $100 million. The company reported better-than-expected third-quarter 2025 financial results. A corporate restructuring, including a workforce reduction, was implemented to reduce the burn rate and extend the cash runway.

As a clinical-stage biopharmaceutical company, Arvinas, Inc.'s revenue is primarily derived from collaboration agreements and license payments. Therefore, the demand for its drug candidates and platform technology does not exhibit typical seasonality. Its financial performance is more influenced by research and development milestones, clinical trial results, regulatory approvals, and partnership agreements.

Arvinas, Inc. is a clinical-stage biopharmaceutical company focused on discovering, developing, and commercializing therapies that degrade disease-causing proteins. They operate in the biotechnology and pharmaceutical sector, pioneering drugs based on their PROTAC protein degrader platform, which uses the body's natural protein disposal system. Their product pipeline includes vepdegestrant (ARV-471) for breast cancer, bavdegalutamide (ARV-110) and ARV-766 for prostate cancer, ARV-393 for hematology, ARV-102 for neurodegenerative diseases, and a KRAS G12D program for pancreatic and colorectal cancers. The company generates revenue through collaborations and license payments with pharmaceutical partners.

Arvinas, Inc. is headquartered in New Haven, Connecticut, United States. While its primary operations are in the U.S., collaborations with global pharmaceutical companies suggest a broader international reach for drug development and potential commercialization.

Arvinas's brand reputation in the past year has been characterized by scientific achievement and market challenges. The company is recognized as a pioneer in the Targeted Protein Degradation (TPD) space. Positive Phase 3 data for vepdegestrant was met with market disappointment, leading to a stock price decline. A corporate restructuring and strategic pivot to out-license vepdegestrant could be viewed with mixed sentiment. The FDA submission for vepdegestrant and its Fast Track designation are positive indicators. Analyst sentiment is mixed, with an average "Hold" rating.

Arvinas, Inc. has a significant institutional ownership base, with 409 institutional owners holding a total of 72,172,865 shares. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and Pfizer Inc. Timothy M. Shannon is the largest individual shareholder, owning 6.22 million shares, representing 9.69% of the company. Insiders collectively own shares valued at approximately $241 million, and the general public holds a 16% stake.