Trading the Move, Not the Narrative: (ARVN) Edition
This article provides an AI-generated analysis for Arvinas Inc. (NASDAQ: ARVN), highlighting strong sentiment across all time horizons supporting an overweight bias. It outlines three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss zones. The analysis also includes multi-timeframe signal strengths and support/resistance levels.
ARVN - Arvinas Inc Latest SEC Filings
This article provides a detailed financial overview and recent SEC filing information for Arvinas Inc. (ARVN). It covers various financial metrics including market capitalization, sales, income, profitability ratios, insider and institutional ownership, stock performance, and analyst recommendations.
Arvinas (ARVN) director receives RSU and stock option grants in equity award
Arvinas (ARVN) director Leslie V. Norwalk received routine equity compensation through a grant of 15,527 restricted stock units (RSUs) and an option to purchase 22,714 shares of common stock at $8.05 per share. These awards, granted on June 24, 2026, are not open-market trades and are subject to vesting conditions based on continued service with the company. After these transactions, Norwalk directly holds 41,572 shares of Arvinas common stock.
Form 4 Arvinas Inc For: 26 June By Investing.com
This article from Investing.com reports the filing of a Form 4 for Arvinas Inc. on June 26. The content includes market data for various indices, currencies, and commodities, reflecting market performance. It also lists trending stocks and popular articles related to financial news and analysis.
Arvinas (ARVN) director Briggs Morrison granted RSUs and stock options
Arvinas (ARVN) director Briggs Morrison was granted 15,527 restricted stock units (RSUs) and 22,714 stock options with an exercise price of $8.05 per share. These equity awards, reported on a Form 4 filing, are subject to vesting criteria tied to continued service and the company's annual stockholders' meeting. Following these grants, Morrison directly holds 111,548 common shares and 22,714 options.
[Form 4] ARVINAS, INC. Insider Trading Activity
Edward M. Kennedy Jr., a director at ARVINAS, INC. (ARVN), received new equity awards comprising 15,527 restricted stock units (RSUs) and an option to purchase 22,714 shares at an exercise price of $8.05 per share. These awards were granted on June 24, 2026, and are set to vest fully by June 24, 2027, or before the company's first annual shareholder meeting after the grant date, contingent on his continued service. Following these transactions, Kennedy Jr. directly holds 54,957 common shares and indirectly 29,333 common shares through trusts.
Director Linda Bain receives RSUs and stock options at Arvinas (ARVN)
Arvinas, Inc. director Linda Bain was granted 15,527 restricted stock units (RSUs) and stock options for 22,714 shares at an exercise price of $8.05 per share. Both the RSUs and options vest fully on the earlier of June 24, 2027, or immediately before the first annual stockholders' meeting after the grant date, contingent on her continued service. Following these grants, Bain directly holds 41,572 common shares in Arvinas.
Arvinas (ARVN) director receives new RSU and stock option awards
Arvinas, Inc. director Everett Cunningham was granted 15,527 restricted stock units (RSUs) and a stock option for 22,714 shares at an exercise price of $8.05, according to a June 24, 2026 filing. Both awards are set to vest on the earlier of June 24, 2027, or immediately before the company's next annual stockholders’ meeting, contingent on his continued service. Following these awards, Cunningham directly holds 41,572 shares of Arvinas common stock.
Arvinas, Inc. Actuals & Estimates (NASDAQ:ARVN)
This article provides key financial actuals and estimates for Arvinas, Inc. (NASDAQ:ARVN), including its current stock price, market capitalization, historical highs and lows, and analyst forecasts. It also details recent earnings, revenue, net income, and upcoming earnings report dates, while clarifying that the company does not pay dividends.
Arvinas Inc (ARVN) Institutional Confidence
Arvinas Inc (ARVN) has an institutional shareholding score of 7.00, placing it 80th out of 387 in the Biotechnology & Medical Research industry. The institutional shareholding proportion is 83.59%, which is a decrease of 50.35% quarter-over-quarter. Bill Nygren | OAKMX is the largest institutional shareholder with 337.85K shares.
Arvinas (NASDAQ: ARVN) investors back directors, pay and auditor
Arvinas, Inc. held its annual meeting on June 24, 2026, where stockholders elected Leslie V. Norwalk, Esq. and Randy Teel, Ph.D. as Class II directors. They also approved, on a non-binding advisory basis, the compensation for named executive officers and ratified Deloitte & Touche LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026. The 8-K filing details the voting results for all three proposals.
Arvinas CFO Andrew Saik sells $46,473 in company stock
Arvinas CFO Andrew Saik sold 5,696 shares of company stock for $46,473 to cover tax withholding obligations related to the vesting of restricted stock units. This was not a discretionary trade. The stock is currently trading below its fair value, despite a recent earnings report where EPS beat expectations but revenue fell short.
Form 4 Arvinas Inc For: 24 June By Investing.com
This article from Investing.com reports on a Form 4 filing for Arvinas Inc (ARVN) dated June 24, 2026. Form 4s disclose transactions by company insiders, but the article provides no specific details about the transactions, only listing the filing and referencing the stock ticker. The article mainly serves as a placeholder or notification of the filing.
ARVN Forecast — Price Target — Prediction for 2027
This article provides a forecast for Arvinas, Inc. (ARVN) stock, including analyst price targets, current stock performance, and financial data. It highlights that the stock has a price target of 15.07 USD based on 14 analysts, with a max estimate of 24.00 USD and a min of 6.00 USD. The report also details recent earnings, revenue, and market capitalization, along with a note that ARVN does not pay dividends.
Arvinas CFO Andrew Saik sells $46,473 in company stock
Arvinas CFO Andrew Saik sold 5,696 shares of company stock worth $46,473 to cover tax withholding obligations related to RSU vesting. This sale was a non-discretionary transaction. The company recently reported Q1 2026 EPS of -$0.90, which beat analyst expectations, but revenue of $15.6 million fell short of forecasts.
ARVINAS (ARVN) CFO auto-sells shares to cover RSU tax withholding
ARVINAS, INC.'s Chief Financial Officer, Andrew Saik, automatically sold 5,696 shares of common stock at $8.159 per share to cover tax withholding obligations related to the vesting of his restricted stock units. This was a non-discretionary sale made by the company and not a personal trading decision by Saik. After this transaction, Andrew Saik directly holds 187,432 shares of common stock.
Form 144 Arvinas Inc For: 23 June By Investing.com
This article from Investing.com reports on Form 144 for Arvinas Inc. filed on June 23rd. Form 144 is a notice of the intent to sell restricted securities. The brief article provides no further details beyond the filing date and company name.
ARVN: All voting items passed at the virtual meeting, with no shareholder questions submitted
Arvinas, Inc. (ARVN) held its virtual Annual General Meeting (AGM) where all proposed agenda items were approved by shareholders. These items included director elections, executive compensation, and auditor ratification. No shareholder questions were submitted during the meeting.
Form 144 Arvinas Inc For: 23 June By Investing.com
This article from Investing.com reports on the filing of Form 144 for Arvinas Inc. on June 23. It notes that the stock symbol involved is ARVN, which showed a 5.17% increase. The content provided is primarily identification of the SEC filing and mentions the company's stock performance.
Arvinas (NASDAQ: ARVN) to settle 5,846 vested RSU shares on 06/24/2026
Arvinas, Inc. (NASDAQ: ARVN) is set to settle 5,846 shares of common stock stemming from vested restricted stock units on June 24, 2026, through Morgan Stanley Smith Barney LLC. The SEC Form 144 filing also notes a previous disposition of 11,139 shares by Andrew Saik on May 11, 2026. This transaction reflects a standard compensation settlement and an insider sale, with details on cash treatment and proceeds unspecified in the filing.
[8-K] ARVINAS, INC. Reports Material Event
ARVINAS, INC. has reported a material event in an 8-K filing, announcing that Chief Medical Officer Noah Berkowitz, M.D., Ph.D. will depart from the company on July 3, 2026. A separation agreement includes nine months of base salary, health premiums, and accelerated vesting of certain restricted stock units. The company has initiated a search for a new Chief Medical Officer, signaling a planned transition in leadership.
Arvinas, Inc. $ARVN Stock Holdings Lifted by Armistice Capital LLC
Armistice Capital LLC significantly increased its stake in Arvinas, Inc. (NASDAQ:ARVN) by 50% in the fourth quarter, now holding 1.8 million shares valued at $21.35 million. While institutional investors are increasing positions, company insiders, including the CFO, recently sold shares primarily for tax withholding related to equity vesting. Analysts maintain a mixed but cautious outlook on the stock, despite the company reporting a smaller-than-expected quarterly loss.
Arvinas (ARVN) CSO has shares sold automatically to cover RSU tax withholding
Arvinas, Inc.'s Chief Scientific Officer, Angela M. Cacace, automatically sold 2,576 shares of common stock at $7.595 per share. This non-discretionary sale was executed by the issuer to cover tax withholding obligations arising from the vesting of restricted stock units (RSUs). Following this transaction, Ms. Cacace directly holds 180,390 shares of Arvinas common stock.
Rigel Deal for VEPPANU Cleared, Arvinas Receives Payment
Rigel Pharmaceuticals has secured exclusive global rights to develop and commercialize VEPPANU from Arvinas and Pfizer, following the early termination of the Hart-Scott-Rodino waiting period. This agreement triggered an upfront payment of $70 million, shared by Arvinas and Pfizer, with potential for an additional $15 million and up to $320 million in future milestone payments and royalties. The deal reshapes Arvinas's financial stake in VEPPANU, as Rigel takes over commercialization, replacing previous Pfizer collaboration terms.
Arvinas Inc (ARVN) Earnings Forecast: Future EPS & Revenue Growth Estimates
Arvinas Inc (ARVN) has an earnings forecast score of 7.40, ranking 293 out of 388 in the Biotechnology & Medical Research industry. The average analyst price target for ARVN is $14.00, with 18 analysts predominantly recommending a "Buy" trend. The company's expected revenue for the next quarter is $35.54 million, and its EPS for the previous quarter was -$1.04, with an expectation of -$0.54 for the next quarter.
Arvinas Inc (ARVN) Dividends & Stock Splits: Historical Payouts and Event Timeline
The article provides a historical overview of Arvinas Inc's (ARVN) dividend payouts and stock splits, noting that the company has distributed $0.00 in dividends over the past five years. It also indicates that there is no historical data available for stock splits. The content presents current stock performance data and financial metrics for Arvinas Inc.
Arvinas (NASDAQ: ARVN) insider sells 2,642 shares; May sale of 9,657 noted
An insider at Arvinas (NASDAQ: ARVN) sold 2,642 shares on June 17, 2026, stemming from vested restricted stock units. This Form 144 SEC filing also notes a previous sale of 9,657 common shares by Angela Cacace on May 11, 2026, for $95,965.47. The transactions are considered routine compliance disclosures of affiliate sales and do not reflect new operational metrics for the company.
According to a document submitted to the U.S. Securities and Exchange Commission, an agreement between Arvinas Holding Company LLC and Pfizer indicates that both parties are eligible for milestone payments totaling up to 320 millions USD, along with a
An agreement between Arvinas Holding Company LLC and Pfizer, detailed in a U.S. SEC document, outlines potential milestone payments of up to $320 million and a tiered royalty structure for both companies. These payments are phased based on R&D progress, regulatory approvals, and commercialization, with royalty rates adjusting according to product sales thresholds. This financial model highlights confidence in the project and reflects common risk and profit-sharing mechanisms in the biopharmaceutical sector.
Arvinas (NASDAQ: ARVN) secures $70M VEPPANU payment and major milestones
Arvinas, Inc. announced that its license agreement with Rigel Pharmaceuticals and Pfizer for VEPPANU (vepdegestrant) is now effective, following early Hart-Scott-Rodino antitrust clearance. This triggers an aggregate $70.0 million upfront payment from Rigel to Arvinas and Pfizer, with an additional $15.0 million upon completion of transition work. The agreement also includes potential for up to $320.0 million in future development, regulatory, and commercial milestone payments, plus tiered mid-teens to mid-20s royalties on worldwide VEPPANU sales, all split evenly between Arvinas and Pfizer.
Rigel Announces Closing of Licensing Agreement for VEPPANU™ (vepdegestrant)
Rigel Pharmaceuticals, Inc. announced the closing of its licensing agreement for VEPPANU™ (vepdegestrant) with Arvinas, Inc. and Pfizer Inc. This follows the early termination of the Hart-Scott Rodino waiting period and satisfaction of other closing conditions. Rigel has made the upfront payment of $70.0 million and expects to make VEPPANU commercially available in August for the treatment of certain advanced or metastatic breast cancers.
ARVN News | ARVINAS INC (NASDAQ:ARVN)
This article provides recent news and analysis for Arvinas Inc. (NASDAQ: ARVN). It includes updates on their Q1 2026 results, reporting a loss and missed revenue estimates despite their first PROTAC approval. The company recently joined The Michael J. Fox Foundation's programs to develop therapies for Parkinson's Disease and has scheduled presentations at healthcare conferences.
Arvinas Sharpens Pipeline Focus After First PROTAC Approval, Eyes Key Trial Data
Arvinas is strategically refining its pipeline focus, emphasizing internal investment in neurological and oncology programs while seeking partnerships for other assets after achieving the first PROTAC degrader approval with Veppanu. The company is advancing several key programs, including ARV-102 for Parkinson's and PSP, ARV-027 for Kennedy's disease, and ARV-393 for hematologic disorders, with plans for upcoming trial data and phase advancements. Arvinas aims to differentiate its therapies and leverage its strong balance sheet for targeted internal development.
Arvinas Sharpens Pipeline Focus After First PROTAC Approval, Eyes Key Trial Data
Arvinas (NASDAQ:ARVN) is refining its development strategy, prioritizing internal investment in neurological and oncology programs while seeking partners for other assets, especially after the first PROTAC degrader approval with Veppanu. The company is focusing on key pipeline assets like ARV-102 for neurological diseases and ARV-027 for a rare disease, expecting significant trial data and milestones this year and next, underscoring a disciplined approach to capital allocation. Arvinas aims to differentiate its therapies, moving beyond a broad platform approach to concentrate on programs with strong potential for clinical impact and market opportunity.
Arvinas Joins Michael J. Fox Foundation LRRK2 Consortium to Advance Protein Degrader Research
Arvinas, a clinical-stage biotechnology company, has partnered with The Michael J. Fox Foundation's LRRK2 Cohort Consortium (LITE) and the Parkinson's Progression Markers Initiative (PPMI). This collaboration aims to advance protein degrader research for Parkinson's disease, leveraging Arvinas' proprietary platform and the Foundation's extensive clinical data and biological samples. The goal is to refine PROTAC protein degrader development and better understand LRRK2 mutations to inform new treatments for LRRK2-linked Parkinson's.
Arvinas joins Michael J. Fox effort to develop new Parkinson's therapies
Arvinas (Nasdaq: ARVN) has joined the Michael J. Fox Foundation's LRRK2 Investigative Therapeutics Exchange (LITE) and Parkinson’s Precision Medicine Initiative (PPMI) programs. This collaboration aims to accelerate the development of ARV-102, an investigational PROTAC targeting LRRK2 for neurodegenerative diseases like Parkinson's and progressive supranuclear palsy (PSP). The partnership leverages shared data, biomarker infrastructure, and expert networks to enhance the understanding of LRRK2 biology and inform clinical development strategies for ARV-102.
Arvinas Joins The Michael J. Fox Foundation’s LITE and PPMI Programs to Advance New Therapies Targeting LRRK2 for Parkinson’s Disease
Arvinas, Inc. has joined The Michael J. Fox Foundation's LRRK2 Investigative Therapeutics Exchange (LITE) program and Parkinson’s Precision Medicine Initiative (PPMI). This collaboration aims to advance ARV-102, Arvinas’ investigational targeted protein degrader for neurodegenerative diseases like Parkinson's and PSP, through enhanced data generation and understanding of LRRK2 biology. The initiatives foster collaborative research to accelerate the development of better and more personalized treatments for Parkinson's disease.
Arvinas Joins The Michael J. Fox Foundation’s LITE and PPMI Programs to Advance New Therapies Targeting LRRK2 for Parkinson’s Disease
Arvinas, Inc. has joined The Michael J. Fox Foundation's LRRK2 Investigative Therapeutics Exchange (LITE) and Parkinson’s Precision Medicine Initiative (PPMI) programs. This collaboration aims to advance ARV-102, Arvinas' investigational drug targeting LRRK2, for the treatment of Parkinson's disease and progressive supranuclear palsy. The initiatives will support rigorous translational science and data generation to deepen understanding of LRRK2 biology and its role in neurodegenerative diseases.
ARVN Reiterates by Stephens & Co. -- Price Target Maintained at $18
Stephens & Co. has reiterated an Overweight rating for Arvinas Inc (ARVN), maintaining a price target of $18.00, suggesting a positive outlook and significant upside potential from its current trading price of $8.00, which GuruFocus deems 29.9% undervalued. The company's GF Score™ of 67 indicates moderate long-term return potential, with strong financial strength and momentum, despite challenges in profitability and valuation. Investors are advised to consider these factors, along with mixed insider activity, before making investment decisions.
ARVN Financials: Revenue Breakdown, Margins & Competitor Comparison
The article provides a financial overview of Arvinas Inc. (ARVN), detailing its revenue breakdown, profitability margins, and a comparison with competitors like CBIO and ALT. It highlights ARVN's gross margin of 100.00%, operating margin of -408.97%, and net margin of -369.23%, alongside a Return on Equity (ROE) of -42.28%. The analysis positions ARVN's $516.17M market capitalization within its sector and uses competitor benchmarking to assess its financial performance.
Arvinas reprioritizes pipeline, to complete ARV-806 Phase 1 data and seek out-license; cash runway into H2 2028
Arvinas (ARVN) announced a reprioritization of its pipeline, focusing on completing Phase 1 dose-escalation for ARV-806 and then seeking out-licensing partners for further trials. The company expects to share clinical data for ARV-806 in KRAS G12D solid tumors in 2026. This strategic shift is projected to extend Arvinas's cash runway into the second half of 2028.
Arvinas (ARVN) refocuses ARV-806 strategy and projects cash runway into second half of 2028
Arvinas, Inc. has announced a re-prioritization of its ARV-806 program, opting to complete the ongoing Phase 1 monotherapy dose escalation trial for KRAS G12D mutations and seek an out-licensing partner for any subsequent development. This strategic shift is expected to extend the company's cash runway into the second half of 2028, based on its cash, cash equivalents, and marketable securities as of March 31, 2026. Clinical data from the Phase 1 trial is anticipated in 2026.
Full Transcript: Arvinas Q1 2026 Earnings Call
Arvinas (NASDAQ: ARVN) reported its Q1 2026 financial results, highlighted by the FDA approval of Vepanu for ESR1 mutant breast cancer and a licensing agreement with Rigel Pharmaceuticals for its commercialization. The company also announced progress in its neurodegenerative disease program (ARV102) and oncology pipeline (ARV806, ARV393), while maintaining a strong cash position of $614.9 million with a runway into the second half of 2028. The call also covered the temporary clinical hold for ARV102 in the US for PSP trials and the strategic focus on differentiated therapies.
Full Transcript: Arvinas Q1 2026 Earnings Call
Arvinas (NASDAQ: ARVN) reported its Q1 2026 financial results, highlighted by the FDA approval of Vepanu for ESR1 mutant breast cancer and a licensing agreement with Rigel Pharmaceuticals for its commercialization. The company discussed advancements in its ARV102 program for neurodegenerative diseases, despite a temporary hold on the US trial. Financially, Arvinas maintained a strong cash position of $614.9 million, projecting a runway into the second half of 2028, despite decreased Q1 2026 revenue compared to the previous year.
Monaco Asset Management SAM Has $833,000 Holdings in Arvinas, Inc. $ARVN
Monaco Asset Management SAM significantly reduced its stake in Arvinas, Inc. by 90.1% in the fourth quarter, now holding 70,253 shares worth $833,000. Insider transactions include Director Briggs Morrison purchasing 20,000 shares, while CFO Andrew Saik sold 11,139 shares. Despite a smaller-than-expected loss, Arvinas reported a 91.7% year-over-year revenue decline, with analysts maintaining a "Hold" rating and an average price target of $14.69.
Arvinas to present at Jefferies Healthcare Conference, highlighting FDA-approved PROTAC drug VEPPANU and pipeline progress
Arvinas, a clinical-stage biotech company, announced its participation in a fireside chat at the Jefferies Global Healthcare Conference on June 3, 2026. The company will highlight VEPPANU, the first FDA-approved PROTAC drug for certain advanced breast cancers, developed in collaboration with Pfizer. Arvinas will also discuss its ongoing clinical programs and innovative protein degradation platform, which includes investigational drugs for various conditions like neurodegenerative disorders, mutated cancers, and lymphoma.
Arvinas to Present at Jefferies Global Healthcare Conference
Arvinas, Inc. (Nasdaq: ARVN), a clinical-stage biotechnology company, announced it will participate in a fireside chat at the Jefferies Global Healthcare Conference on June 3, 2026. The company specializes in targeted protein degradation drugs, including its FDA-approved PROTAC VEPPANU for breast cancer, and has several other investigational drugs in its pipeline for various diseases. A live audio webcast of the presentation will be available for interested parties.
Arvinas to Present at Jefferies Global Healthcare Conference
Arvinas, Inc., a clinical-stage biotechnology company, announced that its management will participate in a fireside chat at the Jefferies Global Healthcare Conference on June 3, 2026, at 9:55 a.m. ET. The company is focused on targeted protein degradation for various diseases and has developed VEPPANU, an FDA-approved PROTAC, in partnership with Pfizer Inc. Arvinas is also advancing several other investigational drugs through clinical development.
Arvinas to Present at Jefferies Global Healthcare Conference
Arvinas, Inc. announced that its management will participate in a fireside chat at the Jefferies Global Healthcare Conference on June 3, 2026, at 9:55 a.m. ET. The company is a clinical-stage biotechnology firm focused on targeted protein degradation for new drugs. Arvinas, in partnership with Pfizer, developed VEPPANU™, the first FDA-approved PROTAC, and is advancing several other investigational drugs for various diseases.
Arvinas to Present at Jefferies Global Healthcare Conference
Arvinas, Inc. announced its management will participate in a fireside chat at the Jefferies Global Healthcare Conference on June 3, 2026. The company, a clinical-stage biotechnology firm, specializes in targeted protein degradation and has an FDA-approved drug, VEPPANU, developed with Pfizer. Arvinas is also advancing several other investigational drugs for various diseases.
Arvinas (ARVN) CEO reports small automatic share sale for RSU tax withholding
Arvinas (ARVN) CEO Randy Teel reported an automatic sale of 2,209 shares of common stock at $9.0365 per share. This sale was made to cover tax withholding obligations from the vesting of restricted stock units (RSUs) and was not a discretionary trade. After the transaction, Teel still holds 285,009 shares, and the sale is considered to have minimal signaling value regarding his view of the company's future prospects.
