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/ARVN
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Arvinas Inc

Arvinas Inc

ARVN
$8.01USD↓-0.25%-0.02 today

MARKET CAP

516.8M

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$8 – $8

52W RANGE

$6
$15

AI Summary

Stalk
StalkMedium

ARVN is in an early Stage 1 consolidation following a terminal decline, with a Bullish Pivot Point pattern signaling failure of downside control and structural repair toward a higher equilibrium. The medium-term bias is bullish within this emerging base, but short-term conditions are extended near the upper boundary and RSI is overbought. Execution should be deferred, stalking for a pullback and absorption around the rising 9/20 EMA zone near prior resistance.

  • ↑FDA approval of Veppanu treats ESR1 mutant ER+ breast cancer, marking first PROTAC therapeutic approved.
  • ↑Q1’26 cash balance of $614.9M funds operations through mid-2028, underpinning ongoing trials and pipeline expansion.
  • ↓Q1’26 revenue fell 91.7% YoY to $15.6M, driven by reduced Pfizer collaboration income.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Arvinas Inc. (NASDAQ: ARVN) is a clinical-stage biopharmaceutical company leading the way in protein degradation therapies using its proprietary PROTAC® technology. With a strong focus on oncology and neurodegenerative disorders, Arvinas aims to deliver highly differentiated therapies. The recent FDA approval of its drug Vepdegestrant (Veppanu) marks a significant milestone as it represents the first therapeutic of its kind approved in the US, enhancing its potential within the growing precision medicine landscape.

Bull says

  • ↑FDA approval of Veppanu treats ESR1 mutant ER+ breast cancer, marking first PROTAC therapeutic approved.
  • ↑Q1’26 cash balance of $614.9M funds operations through mid-2028, underpinning ongoing trials and pipeline expansion.
  • ↑50/50 revenue-share partnership with Rigel speeds Veppanu commercialization via established oncology sales network.
  • ↑Pipeline includes ARV102 (Parkinson’s) and ARV806 (KRAS G12D), with key readouts due through 2026.
  • ↑Proprietary PROTAC platform offers differentiated protein degradation approach, addressing high unmet oncology and neurodegeneration needs.
  • ↑High liquidity and significant 13F insider ownership reflect institutional confidence.

Bear says

  • ↓Q1’26 revenue fell 91.7% YoY to $15.6M, driven by reduced Pfizer collaboration income.
  • ↓Negative profitability persists after $60.3M R&D and $19.1M G&A expenses, raising cash-burn concerns.
  • ↓High interest-rate sensitivity risks increased financing costs amid biotech market volatility.
  • ↓Clinical hold on ARV102 delays Parkinson’s program, extending development timelines and regulatory uncertainty.
  • ↓Competitive oncology landscape demands >35% response rates, challenging differentiation versus peers.
  • ↓Weak earnings yield and profitability metrics spotlight potential underperformance despite approval momentum.

Investment themes with ARVN

Pharmaceuticals↓ -1.67%

Drug development driving global healthcare solutions

JNJ · LLY · RPRX

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-13-2026neutral

Transcript signals

Bull points

  • Given our extensive experience with AR degraders, we feel confident in our ability to translate this approach into clinical benefit.
  • We are excited about the potential of ARV027 to become the first disease modifying therapy for patients with SPMA.
  • we believe this program has the potential to really change the treatment paradigm in immuno-oncology landscape, and we're on track to enter the clinic later this year.

Bear points

  • revenue for the three months ended March 31st, 2026, totaled $15.6 million, compared to $188.8 million in revenue for the same period in 2025. The decrease of $173.2 million was due to decreased revenue recognized from the Vegas grant collaborative agreement with Pfizer driven by changes to the estimated remaining program costs.
  • Importantly, LRRK2 degradation led to dose-dependent reductions in biomarkers of neuroinflammation and lysosomal stress, including CD68 and GPNMB.
  • I also want to provide an update on the timeline for initiating our Phase 1B clinical trial with ARB102 in patients with progressive supernuclear palsy. The planned trial is on clinical hold and will not begin until we provide these data, which we expect will be available in mid-2026.
Read full transcript analysis ›