ARVINAS, INC.
ARVN evidence brief
What we can confirm
- BioSniper Score:
- 6.3 / 10
- Market Cap:
- $485.8M
- Lead Asset:
- ARV-102 (Phase 2)
What it means
What to watch
Prepared research question
What matters most for ARVN—catalysts, financial risk and supporting evidence?
Traceable citations · Unknowns marked
BioSniper AI · ARVN
ARVINAS, INC. is a biotechnology company pioneering targeted protein degradation therapeutics via its PROTAC platform, with one FDA-approved product (VEPPANU) and a pipeline of clinical-stage candidates in oncology and neurology.
Key risk: No product sales revenue
BioSniper Score
Based on 4 of 6 signals
Market Cap
$485.8M
Cash Runway
—
Lead Asset
ARV-102 (Phase 2)
Next Catalyst
—
Financial data as of Jun 30, 2026.
Tracking 4 pipeline candidates · 7 clinical trials for ARVINAS, INC..
ARVINAS, INC. is a biotechnology company pioneering targeted protein degradation therapeutics via its PROTAC platform, with one FDA-approved product (VEPPANU) and a pipeline of clinical-stage candidates in oncology and neurology.
- ARVINAS has one FDA-approved product, VEPPANU (vepdegestrant), for ER+/HER2-, ESR1-mutated advanced or metastatic breast cancer [sec_mda · as of 2026-05-11].
- Cash & equivalents were $94.3M as of 2026-06-30 [sec].
- Total revenue was $249.7M and net income was $169.4M as of 2026-06-30 [sec].
- Shareholders' equity was $562.2M as of 2026-06-30 [sec].
- Pipeline includes ARV-102 (LRRK2 for Parkinson's disease), ARV-806 (KRAS G12D for solid tumors), and ARV-393 (BCL6 for relapsed/refractory hematologic malignancies) [sec · filed 2026-04-29].
What works
- ARVINAS has achieved a regulatory milestone with FDA approval of VEPPANU, its first commercial product [sec_mda · as of 2026-05-11].
- The company has a diversified pipeline targeting multiple disease areas (oncology and neurology) with several candidates in Phase 1 trials [sec · filed 2026-04-29].
- ARVINAS has secured collaboration and licensing payments totaling $933.1 million, indicating external validation of its platform [sec_mda · as of 2026-05-11].
- The company estimates its cash runway extends into the second half of 2028, providing a multi-year development horizon [sec_mda · as of 2026-08-04].
What to weigh
- ARVINAS has not yet generated any revenue from product sales and has financed operations primarily through collaborations and licensing [sec_mda · as of 2026-08-04].
- The company expects to continue incurring significant operating losses as it advances preclinical and clinical programs [sec_mda · as of 2026-08-04].
- ARV-806, a key pipeline asset, is planned to be out-licensed for further clinical development, reducing internal control over its future [sec · filed 2026-06-02].
- The company's cash position ($94.3M as of 2026-06-30) is relatively modest compared to the costs of late-stage trials and potential commercialization [sec].
From the filings
Quoted directly from source documents.
FDA approval of VEPPANU
“the FDA has approved VEPPANU™ (vepdegestrant) for the treatment of adults with ER+/HER2-, ESR1-mutated advanced or metastatic breast cancer”
SEC MD&A · May 11, 2026
Cash runway into second half of 2028
“will enable us to fund our planned operating expenses and capital expenditure requirements into the second half of 2028”
SEC filings · August 4, 2026
No revenue from product sales to date
“To date, we have not generated any revenue from product sales and have financed our operations primarily”
SEC MD&A · August 4, 2026
ARV-806 out-licensing plan
“The Company plans to seek an out-licensing agreement for any additional clinical trials, including dose expansion or combination clinical trials, for ARV-806”
SEC filings · June 2, 2026
Catalyst timeline
- 2019-03-01 · Phase2_Start: A Phase 1/2, Open-label, Dose Escalation, and Cohort Expansion Clinical Trial to Evaluate the Safety, Tolerability, Pharmacokinetics, and Pharmacodynamics of ARV-110 in Patients With Metastatic Castration Resistant Prostate Cancer — Initiation of a Phase 1/2 trial for ARV-110, an earlier asset, providing early clinical data.
- 2022-05-13 · Phase1_Start: A Phase 1b Open-Label, Clinical Trial to Evaluate the Safety, Tolerability, and Pharmacokinetics of ARV-110 in Combination With Abiraterone in Patients With Metastatic Prostate Cancer — Start of a combination trial for ARV-110, indicating exploration of combination strategies.
- 2022-09-08 · Phase1_Start: A Phase 1b Trial of ARV-471 in Combination With Everolimus in Patients With ER+, HER2- Advanced or Metastatic Breast Cancer — Initiation of a combination trial for ARV-471, a now-approved asset (VEPPANU).
- 2023-02-15 · Phase2_Start: An Open-label, Randomized, Non-comparative Phase 2 Study of ARV-471 or Anastro — Start of a Phase 2 study for ARV-471, a key step toward its eventual FDA approval.
Risks & what to watch (4)›
Key risks
- No product sales revenue — Company has not generated any revenue from product sales and relies on collaborations [sec_mda · as of 2026-08-04].
- Continued operating losses — Expects significant expenses and increasing operating losses for the foreseeable future [sec_mda · as of 2026-08-04].
- ARV-806 out-licensing dependency — Plans to out-license ARV-806, reducing internal control over its development [sec · filed 2026-06-02].
- Modest cash reserves — Cash & equivalents of $94.3M as of 2026-06-30 may limit flexibility [sec].
What to watch
- Commercial launch and revenue generation from VEPPANU following FDA approval [sec_mda · as of 2026-05-11].
- Completion of ARV-806 Phase 1 monotherapy dose escalation and clinical data release in second half of 2026 [sec · filed 2026-06-02].
- Selection of a third party for commercialization of VEPPANU, as planned with Pfizer [sec_mda · as of 2026-05-11].
- Progress of ARV-102 (LRRK2) Phase 1 multiple dose cohort and ARV-393 (BCL6) Phase 1 trial [sec · filed 2026-04-29].
Sources: Catalysts · SEC filings · SEC MD&A · Generated October 7, 2026 · How we verify sources →
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Evidence & data
Score breakdownBased on 4 of 6 signals · derived from public data
Cash runway data unavailable
D/E 0.20 · 1% dilution
Lead: Phase 3
4 candidates
No upcoming catalysts tracked
0 buys · 8 sells (180d)
Pipeline
Regulatory
Financials
Institutional Holdings
Source: SEC Form 13F · as of Mar 2026Institutional holders
206
Total value held
$550.1M
| Holder | Shares | Value |
|---|---|---|
| blackrock, inc. | 6,797,584 | $72.1M |
| vanguard portfolio management llc | 3,889,628 | $41.2M |
| d. e. shaw & co., inc. | 3,638,567 | $38.6M |
| pfizer inc | 3,457,815 | $34.9M |
| vanguard capital management llc | 2,689,362 | $28.5M |
| tcg crossover management, llc | 2,387,461 | $25.3M |
| armistice capital, llc | 1,978,000 | $21.0M |
| two sigma investments, lp | 1,832,114 | $19.4M |
| state street corp | 1,828,472 | $19.4M |
| geode capital management, llc | 1,557,107 | $16.5M |
Showing top 10 of 206 institutional holders of ARVINAS, INC.. Open the full 13F history after sign-in.
Short Interest
as of May 20, 2026- % of float
- 8.0%
- Days to cover
- 5.8
- Shares short
- 4,417,179
- Daily short volume
- -
Short percent of float and days-to-cover reflect reported short positioning. Daily short volume is the exchange-reported short share of a single day's trading volume and is noisier. See the most-shorted biotech ranking →
ARVN short interestGovernance
Frequently asked questions
What is the AI investment thesis for ARVINAS, INC.?
ARVINAS, INC. is a biotechnology company pioneering targeted protein degradation therapeutics via its PROTAC platform, with one FDA-approved product (VEPPANU) and a pipeline of clinical-stage candidates in oncology and neurology.
What is ARVINAS, INC.'s lead drug candidate?
ARVINAS, INC.'s most advanced tracked candidate is ARV-102 (Phase 2) for Neurodegenerative diseases including Parkinson's Disease (PD) and progressive supranuclear palsy (PSP).
Who is the CEO of ARVINAS, INC.?
Dr. Randy Teel Ph.D. is the chief executive officer of ARVINAS, INC. (ARVN).
Where is ARVINAS, INC. headquartered?
ARVINAS, INC. (ARVN) is headquartered in New Haven, CT, United States.
What therapeutic areas does ARVINAS, INC. focus on?
ARVINAS, INC. develops therapies across Oncology, Neurology, Immunology, Reproductive.
The AI overview and BioSniper Score are neutral, data-derived signals built from public SEC filings, ClinicalTrials.gov and FDA records — not investment advice.