Arvinas, Inc. (ARVN) Stock Analysis: Unlocking Potential in Biotechnology with an 8.52% Upside
Arvinas, Inc. (ARVN) is a biotechnology company focused on developing therapies using the body’s natural protein disposal system, with its stock showing potential an 8.52% upside according to analysts. Despite facing financial challenges common for clinical-stage firms, Arvinas has a robust product pipeline including therapies for prostate and breast cancer in Phase 3 trials and strong partnerships with major pharmaceutical companies. Technical indicators suggest the stock is oversold, while analyst sentiment remains cautiously optimistic, making it a compelling opportunity for risk-tolerant investors.
Insider Selling: Arvinas (NASDAQ:ARVN) Insider Sells 5,685 Shares of Stock
Arvinas (NASDAQ:ARVN) insider Noah Berkowitz sold 5,685 shares of the company's stock for approximately $67,595 on February 13th, reducing his stake by 3.35%. Despite the insider selling, Arvinas shares traded up 3.3% to $11.82, with institutional investors owning a significant portion of the stock. Analysts currently have an average "Hold" rating on Arvinas with a price target of $13.12.
ARVN stock drops on CEO exit — retail is bullish on new chief’s credentials, dismisses selloff
The article reports that ARVN stock dropped following the exit of its CEO. However, retail investors are reportedly bullish on the credentials of the new chief executive and are dismissing the immediate selloff as a short-term reaction.
Arvinas to Report Fourth Quarter and Full Year 2025 Financial Results on February 24, 2026
Arvinas, Inc. (Nasdaq: ARVN), a clinical-stage biotechnology company, announced it will report its fourth quarter and full year 2025 financial results on Tuesday, February 24, 2026, at 8:00 a.m. ET. The company will also provide a corporate update during a live webcast accessible through its investor page. Arvinas focuses on developing protein degradation therapies for various diseases, including neurodegenerative disorders and cancers.
Arvinas to Report Fourth Quarter and Full Year 2025 Financial Results on February 24, 2026
Arvinas, Inc. will report its fourth quarter and full year 2025 financial results and provide a corporate update during a live webcast on February 24, 2026, at 8:00 a.m. ET. The clinical-stage biotechnology company, known for its PROTAC protein degrader platform, will make the webcast accessible via its investor page, with a replay available afterward.
Biotech behind first PROTAC trial taps dealmaker Randy Teel as CEO
Arvinas (Nasdaq: ARVN) has appointed Randy Teel, Ph.D., as its new President, Chief Executive Officer, and director, effective February 12, 2026. Teel, who previously served as Chief Business Officer and played a key role in the company's 2018 IPO and strategic development, replaces John Houston, Ph.D., who is retiring but will remain on the board as a consultant. Briggs Morrison, M.D., will assume the role of board chair, as Arvinas aims to continue its momentum in PROTAC degrader development.
ARVN Stock Drops On CEO Exit — Retail Is Bullish On New Chief’s Credentials, Dismisses Selloff
Shares of Arvinas, Inc. (ARVN) dropped 11% following the announcement that Randy Teel would replace John Houston as CEO. Despite the stock's decline, retail investors on Stocktwits expressed bullish sentiment, viewing the change as a planned transition and dismissing the selloff as an overreaction, confident in Teel's credentials to advance Arvinas' protein degradation therapies. Teel, previously Arvinas' Chief Business Officer, played a significant role in the company's IPO and transition to a public company.
Arvinas appoints Randy Teel as new CEO
Arvinas has announced Randy Teel, Ph.D., as its new President, Chief Executive Officer, and Director, signifying a major leadership transition. Teel, an established leader within the company, will focus on advancing Arvinas' strategic objectives. Further details about this appointment are available on Arvinas's official website.
Arvinas Announces Appointment of Randy Teel, Ph.D., as President, Chief Executive Officer, and Director
Arvinas, Inc. has appointed Randy Teel, Ph.D., as its new President, Chief Executive Officer, and a member of the Board of Directors, effective February 12, 2026. Dr. Teel, previously Chief Business Officer, succeeds John Houston, Ph.D., who is retiring but will remain on the Board and serve as a consultant. Briggs Morrison, M.D., has been elected as the new Chair of the Board.
Arvinas Announces Appointment of Randy Teel, Ph.D., as President, Chief Executive Officer, and Director
Arvinas, Inc. has announced the appointment of Randy Teel, Ph.D., as its new President, Chief Executive Officer, and Director. Dr. Teel, previously Arvinas' Chief Business Officer, succeeds John Houston, Ph.D., who is retiring but will remain on the Board and serve as a consultant. Briggs Morrison, M.D., has been elected as the new Chair of the Board of Directors.
(ARVN) Movement Within Algorithmic Entry Frameworks
The article provides an algorithmic analysis for Arvinas Inc. (NASDAQ: ARVN), highlighting a neutral near-term sentiment but strong mid-term sentiment, with a mid-channel oscillation pattern in play. It outlines specific institutional trading strategies including position trading, momentum breakout, and risk hedging, complete with entry zones, targets, and stop losses. The analysis also details multi-timeframe signal strengths and key support and resistance levels.
Arvinas (ARVN) to Release Quarterly Earnings on Tuesday
Arvinas (NASDAQ:ARVN) is set to release its Q4 2025 earnings before market open on Tuesday, February 10th. Analysts anticipate an EPS of ($0.55) and revenue of $37.263 million. The biopharmaceutical company, which specializes in targeted protein degradation, previously surpassed estimates in Q3 2025 with an EPS of ($0.48) against a consensus of ($0.75) and revenue of $41.9 million.
Arvinas, Inc. (NASDAQ:ARVN) Receives Consensus Recommendation of "Hold" from Brokerages
Arvinas, Inc. (NASDAQ:ARVN) has received a consensus "Hold" rating from 22 brokerages, with an average 12-month target price of $16.79, despite a mixed bag of individual analyst ratings ranging from "Sell" to "Buy." The company recently exceeded quarterly EPS and revenue estimates but remains unprofitable with a significant year-over-year revenue drop. Institutional investors have notably increased their positions in the stock, which is currently trading around $13.38.
Y Intercept Hong Kong Ltd Buys 137,794 Shares of Arvinas, Inc. $ARVN
Y Intercept Hong Kong Ltd significantly increased its stake in Arvinas, Inc. (NASDAQ:ARVN) by 94.5%, purchasing an additional 137,794 shares and now holding 283,539 shares worth approximately $2.416 million. This move comes as institutional investors collectively own about 95.19% of the company's stock. Arvinas recently reported better-than-expected adjusted EPS of ($0.48) and revenue of $41.9 million, despite a 59.1% year-over-year revenue decrease, with analysts holding a "Hold" consensus rating and an average price target of $16.79.
Companies Like Arvinas (NASDAQ:ARVN) Are In A Position To Invest In Growth
Arvinas (NASDAQ:ARVN) is a loss-making company with a cash burn of US$330m annually, but it also shows strong revenue growth of 94%. While its cash runway is estimated at 2.4 years, analysts predict the company will break even in about 4 years. The company's cash burn represents 40% of its market capitalization, raising concerns about potential shareholder dilution if further funding is required.
Companies Like Arvinas (NASDAQ:ARVN) Are In A Position To Invest In Growth
Arvinas (NASDAQ:ARVN) is a clinical-stage biotechnology company that, despite currently losing money, has a significant cash reserve of US$788m as of September 2025. With a cash burn of US$330m over the last twelve months, the company has a cash runway of about 2.4 years. While its cash burn increased by 27% year-on-year, its revenue grew by a strong 94%, and analysts forecast Arvinas to reach breakeven in approximately 4 years, indicating a good potential for future growth.
Trading Systems Reacting to (ARVN) Volatility
Stock Traders Daily reports on Arvinas Inc. (ARVN) volatility, indicating a stable neutral reading in shorter horizons and a mid-channel oscillation pattern. The analysis presents institutional trading strategies including long, breakout, and short setups, along with multi-timeframe signal analysis. Key findings highlight a 104.3:1 risk-reward short setup and AI-generated signals for ARVN.
Nordea Investment Management AB Grows Position in Arvinas, Inc. $ARVN
Nordea Investment Management AB significantly increased its stake in Arvinas, Inc. (ARVN) by 28.7% in Q3, now owning 557,742 shares valued at $4.73 million. Despite mixed analyst ratings with a "Hold" consensus and an average price target of $16.79, institutional investors hold a substantial 95.19% of the company's stock. Arvinas reported better-than-expected Q3 EPS of -$0.48 and revenue of $41.9M, though revenue was down year-over-year.
Arvinas, Inc. (NASDAQ:ARVN) Short Interest Down 27.9% in December
Short interest in Arvinas, Inc. (NASDAQ:ARVN) decreased by 27.9% in December, totaling 4,859,281 shares, which represents 7.9% of the company's float. The days-to-cover ratio is currently 6.2 days based on average daily trading volume. Analyst ratings for Arvinas are mixed, with an average "Hold" rating and a price target of $16.79, although some firms recently upgraded the stock.
Arvinas, Inc. $ARVN Stock Position Boosted by Campbell & CO Investment Adviser LLC
Campbell & CO Investment Adviser LLC significantly increased its stake in Arvinas, Inc. (NASDAQ:ARVN) by 307.7% in the third quarter, now holding 223,576 shares valued at $1.905 million. Other institutional investors also boosted their positions, leading to institutional ownership of 95.19% for Arvinas. The company recently exceeded quarterly earnings and revenue expectations, though revenue still declined year-over-year.
Metastatic Prostate Cancer Market Positioned for Accelerated Development Through 2034, DelveInsight Finds | Merck, Arvinas Androgen Receptor, UNICANCER, Aragon Pharma, Mark Stein, Novartis
The metastatic prostate cancer market is set for accelerated development through 2034, driven by increasing prevalence and a robust pipeline of therapies. DelveInsight's report highlights key companies like Merck, Novartis, and AstraZeneca, and projects significant market growth due to new drug launches and ongoing clinical trials. Notably, the report forecasts a rising number of prostate cancer cases, particularly in the United States, and points to opportunities in the metastatic castration-sensitive prostate cancer (mCSPC) market due to fewer approved drugs.
Metastatic Prostate Cancer Market Positioned for Accelerated Development Through 2034, DelveInsight Finds | Merck, Arvinas Androgen Receptor, UNICANCER, Aragon Pharma, Mark Stein, Novartis
The Metastatic Prostate Cancer market is projected for significant growth through 2034, driven by increasing prevalence and awareness, as well as the launch of numerous pipeline products. Key companies like Merck, Novartis, and AstraZeneca are actively involved in developing new therapies, with several clinical trials showing promising results for advanced metastatic castration-resistant prostate cancer (mCRPC). The report highlights that while the mCRPC market is robust, the metastatic hormone-sensitive prostate cancer (mHSPC) market presents considerable opportunities for new therapies due to fewer approved drugs.
TAC to the future: Where induced proximity is pointing in 2026
The induced proximity field, specifically targeting chimera (TAC) technologies, is experiencing significant evolution beyond classical PROTACs. There is a growing industry adoption of next-generation ligases, cell surface degraders, and mechanisms distinct from protein degradation. This shift is gaining momentum as evidenced by increasing pharma investments and deal activity, with companies like Arvinas Inc. leading the clinical development of early PROTACs.
Arvinas draws Wedbush downgrade after data for Pfizer-partnered cancer drug
This article reports that Arvinas received a downgrade from Wedbush following recent data for its cancer drug, which is partnered with Pfizer. The specific details of the data and the reasons for the downgrade are not provided within this placeholder content.
How Arvinas Inc. (ARVN) Affects Rotational Strategy Timing
This article analyzes Arvinas Inc. (ARVN) through the lens of a rotational strategy, highlighting divergent sentiment across different time horizons. It presents key findings such as a potential shift in near-term sentiment and an exceptional short setup. The piece also details specific institutional trading strategies, including long, momentum breakout, and risk hedging, based on AI-generated signals for ARVN.
Arvinas, Inc. (ARVN) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release
Arvinas, Inc. (ARVN) is projected to report a quarterly loss of $0.75 per share on revenues of $26.98 million for Q3 2025, representing a year-over-year decline in both metrics. Despite this, the company is expected to beat earnings estimates due to a positive Earnings ESP of +5.86% and a Zacks Rank #2 (Buy). Arvinas has also consistently beaten EPS estimates in the last four quarters.
ARVN Stock: Citigroup Upgrades Arvinas to 'Buy' with 50% Target
Citigroup has upgraded Arvinas (ARVN) from 'Neutral' to 'Buy', increasing its target price by 50% from $10.00 to $15.00. This upgrade, effective January 6, 2026, reflects renewed confidence in the biopharmaceutical company, which focuses on developing therapies to degrade disease-causing proteins. Wall Street analysts forecast an average target price of $12.94, implying a 15.75% upside from the current price, with a consensus "Outperform" recommendation.
Arvinas, Inc. (NASDAQ:ARVN) Given Consensus Recommendation of "Hold" by Brokerages
Arvinas, Inc. (NASDAQ:ARVN) has received a consensus "Hold" rating from 23 brokerage firms, with an average 12-month price target of $16.50. Despite beating EPS and revenue estimates last quarter, the company remains unprofitable with a year-over-year revenue decline of 59.1%. Institutional investors hold a significant portion of the company's shares, and the board has authorized a $100 million stock buyback program.
Arvinas (NASDAQ:ARVN) Shares Gap Up - Time to Buy?
Arvinas (NASDAQ:ARVN) shares gapped up pre-market, opening at $12.74 from a prior close of $11.17, and were trading around $11.94, up approximately 4.4% on significant volume. Despite beating quarterly EPS and revenue estimates, the company remains unprofitable with revenue down 59% year-over-year. Analyst sentiment is mixed with an average "Hold" rating, though the board authorized a $100 million share buyback, indicating a belief that the stock is undervalued.
Bragar Eagel & Squire, P.C. Is Investigating Organon, Landstar, Arvinas, and GoHealth and EncOurages Investors to Contact the Firm
Bragar Eagel & Squire, P.C., a shareholder rights law firm, is investigating potential claims against Organon & Co. (NYSE: OGN), Landstar System, Inc. (NASDAQ: LSTR), Arvinas, Inc. (NASDAQ: ARVN), and GoHealth, Inc. (NASDAQ: GOCO). The investigations concern whether these companies violated federal securities laws or engaged in other unlawful business practices. Investors are encouraged to contact the firm for more information regarding these potential claims.
(ARVN) and the Role of Price-Sensitive Allocations
This article provides an in-depth analysis of Arvinas Inc. (NASDAQ: ARVN), highlighting a potential shift from near-term strong sentiment to persistent mid and long-term weakness. It details AI-generated trading strategies for different risk profiles, including long and short positions, and provides multi-timeframe signal analysis with key support and resistance levels. The report also notes an exceptional risk-reward short setup for ARVN.
Possible Bearish Signals With Arvinas Insiders Disposing Stock
Multiple insiders at Arvinas, Inc. have sold a significant amount of stock over the past year, which could be a red flag for investors. While there has been recent insider buying, the overall trend of insider selling suggests caution, despite insiders owning a decent percentage of shares. Investors should consider these transactions carefully when evaluating Arvinas.
Possible Bearish Signals With Arvinas Insiders Disposing Stock
Over the past year, multiple Arvinas, Inc. insiders have offloaded a considerable amount of shares, with the largest sale by Chairperson John Houston for US$524k at US$16.75 per share, raising potential red flags for investors. While there have been recent purchases by individuals like Lead Independent Director Briggs Duncan W. Morrison, the overall trend of more selling than buying over the last year suggests a cautious outlook, despite insiders owning a decent percentage of shares.
Possible Bearish Signals With Arvinas Insiders Disposing Stock
Multiple Arvinas, Inc. insiders have offloaded a considerable amount of shares over the past year, with the biggest sale made by Chairperson John Houston for US$524k. While there has been more insider selling than buying over the last year, recent insider buying by Lead Independent Director Briggs Duncan W. Morrison shows some optimism. Insiders own 2.0% of Arvinas shares, indicating some alignment with shareholders.
Caxton Associates LLP Takes $2.19 Million Position in Arvinas, Inc. $ARVN
Caxton Associates LLP has acquired a new stake of 298,062 shares, valued at approximately $2.19 million, in Arvinas, Inc. This purchase means institutional investors now own about 95.19% of the company, with insiders holding 4.73%. Despite a recent stock repurchase program approval and analysts' mixed ratings (consensus "Hold" with a $16.39 target), revenue fell 59.1% year-over-year, and the company remains unprofitable.
Armistice Capital LLC Invests $4.12 Million in Arvinas, Inc. $ARVN
Armistice Capital LLC invested $4.12 million in Arvinas, Inc. (NASDAQ:ARVN) during the second quarter, acquiring 560,000 shares. This comes as Arvinas beat its Q2 earnings estimates by a significant margin and announced a $100 million share buyback program. Despite analyst ratings largely being a "Hold" with a consensus price target of $16.39, institutional investors hold a substantial 95.19% of the stock.
Arvinas, Inc. (NASDAQ:ARVN) Receives Average Recommendation of "Hold" from Analysts
Arvinas, Inc. (NASDAQ:ARVN) has received an average "Hold" rating from twenty-three analysts, with a mean 12-month price target of $16.39. The company recently beat Q3 earnings estimates but saw a significant year-over-year revenue decline and remains unprofitable. Despite unprofitability, Arvinas initiated a $100M share buyback, and a director purchased 30,000 shares, signaling management confidence.
Diadema Partners LP Invests $710,000 in Arvinas, Inc. $ARVN
Diadema Partners LP has invested $710,000 in Arvinas, Inc. (NASDAQ:ARVN) by purchasing 96,455 shares, while institutional investors now own about 95.19% of the stock. Director Briggs Morrison also acquired 30,000 shares, and Arvinas has authorized a $100 million share buyback program. The company recently exceeded EPS and revenue estimates despite a year-over-year revenue decline, holding an average analyst rating of "Hold" with a price target of $16.39.
22NW LP Acquires Shares of 413,533 Arvinas, Inc. $ARVN
22NW LP acquired a new stake of 413,533 shares in Arvinas, Inc. (NASDAQ:ARVN) during the second quarter, valued at approximately $3.04 million, representing 2.2% of its portfolio. This acquisition contributes to institutional investors collectively owning 95.19% of Arvinas' stock. Despite a 59% year-over-year revenue decline, Arvinas recently beat quarterly estimates, authorized a $100 million share repurchase, and holds a consensus "Hold" rating from analysts with a $16.39 target price.
Arvinas Presents Preclinical Data Supporting Mechanistic Synergies and Enhanced Antitumor Activity with the Combination of ARV-393 and Glofitamab at the 2025 American Society of Hematology Annual Meeting and Exposition
Arvinas announced preclinical data for ARV-393, a PROTAC BCL6 degrader, in combination with glofitamab, a CD20×CD3 bispecific antibody, showing enhanced tumor growth inhibition and regression in diffuse large B-cell lymphoma (DLBCL) models. These findings, presented at the 67th American Society of Hematology Annual Meeting, support the initiation of a Phase 1 clinical trial cohort in 2026 to evaluate this chemotherapy-free combination approach. The company believes these results provide a strong mechanistic rationale for ARV-393's potential in treating aggressive forms of lymphoma.
Arvinas Reveals Promising Preclinical Data for ARV-393
Arvinas, Inc. (ARVN) announced promising preclinical data for its PROTAC BCL6 degrader, ARV-393, when combined with glofitamab, a bispecific antibody. This combination showed enhanced tumor inhibition and increased regression rates in high-grade B-cell lymphoma models, suggesting synergistic effects. These findings back the plan to start a Phase 1 clinical trial in 2026 for this chemotherapy-free treatment for diffuse large B-cell lymphoma.
Arvinas, Inc. Announces Preclinical Data for ARV-393 Combination
Arvinas, Inc. announced promising preclinical data for ARV-393 combined with glofitamab, demonstrating enhanced tumor growth inhibition and regression in preclinical models. The combination achieved up to 91% tumor growth inhibition, and higher doses of ARV-393 increased tumor regression. A Phase 1 trial for DLBCL patients including a glofitamab combination cohort is planned for 2026.
Arvinas, Inc. Announces Phase 1 Clinical Trial Initiation for ARV-393 Plus Glofitamab in Diffuse Large B-Cell Lymphoma Following Promising Preclinical Data
Arvinas, Inc. has announced the initiation of a Phase 1 clinical trial for ARV-393 in combination with glofitamab for treating diffuse large B-cell lymphoma (DLBCL), following promising preclinical data. The combination therapy, which targets BCL6 degradation and T-cell engagement, showed enhanced tumor growth inhibition and regression compared to single agents. This chemotherapy-free approach aims to address an unmet medical need for DLBCL patients, with the combination cohort expected to begin in 2026.
Arvinas Presents Preclinical Data Supporting Mechanistic Synergies and Enhanced Antitumor Activity with the Combination of ARV-393 and Glofitamab at the 2025 American Society of Hematology Annual Meeting and Exposition
Arvinas presented preclinical data at the 2025 American Society of Hematology Annual Meeting showing ARV-393 combined with glofitamab significantly inhibited tumor growth and increased tumor regression in a B-cell lymphoma model. These findings support the initiation of a Phase 1 clinical trial cohort in 2026 to evaluate this chemotherapy-free combination in diffuse large B-cell lymphoma (DLBCL). The data suggest mechanistic synergies between ARV-393's BCL6 degradation and glofitamab's T-cell engagement.
How the Narrative Around Arvinas Is Shifting Amid Strategic Moves and Analyst Uncertainty
Arvinas (ARVN) is experiencing a shifting narrative among analysts due to strategic moves and uncertainties surrounding its lead programs. While some analysts maintain bullish outlooks, citing progress in new clinical assets and capital reallocation, others express bearish concerns over competitive landscapes and unclear commercialization timelines for vepdegestrant. The company’s fair value estimate has remained stable at $12.31 per share despite these varying perspectives and a slight decrease in the discount rate.
Bronstein, Gewirtz & Grossman, LLC Encourages Arvinas, Inc. (ARVN) Shareholders to Inquire about Securities Investigation
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Arvinas, Inc. (ARVN) following a significant stock price drop. This drop occurred after Arvinas announced the removal of certain Phase 3 clinical trials and a workforce reduction due to a review of emerging information and capital allocation. The firm encourages affected investors to contact them for more information regarding the securities investigation.
Arvinas to Present Preclinical Data for ARV-393 at the 2025 American Society of Hematology (ASH) Annual Meeting
Arvinas, Inc. will present preclinical data for its PROTAC BCL6 degrader ARV-393, in combination with glofitamab, at the 2025 American Society of Hematology (ASH) Annual Meeting. ARV-393 is designed to degrade B-cell lymphoma 6 protein (BCL6), a key driver of B-cell lymphomas, and is currently in a Phase 1 clinical trial for non-Hodgkin lymphoma. The presentation will detail how PROTAC-mediated degradation could address the previously undruggable nature of BCL6.
Arvinas: Approvable, But Asset Looks Mediocre, Initiating With A Hold Rating (NASDAQ:ARVN)
Arvinas is rated HOLD due to vepdegestrant's strong ESR1-mutant data but limited commercial scope after missing the ITT endpoint in VERITAC-2. Vepdegestrant faces competitive pressure in the niche ESR1-mutant market, and Pfizer's reduced commitment adds uncertainty. ARVN's early-stage pipeline remains high-risk, limiting near-term upside and warranting a cautious approach.
Arvinas to Present at Piper Sandler 37th Annual Healthcare Conference
Arvinas, Inc. will participate in a fireside chat at the Piper Sandler 37th Annual Healthcare Conference on December 4, 2025. Chief Medical Officer Noah Berkowitz and Chief Financial Officer Andrew Saik will represent the company. Arvinas is a clinical-stage biotechnology company focused on developing targeted protein degradation drugs for various debilitating diseases.
Arvinas (Nasdaq: ARVN) plans fireside chat at Piper Sandler 37th Healthcare Conference
Arvinas (Nasdaq: ARVN) announced that its Chief Medical Officer, Noah Berkowitz, M.D., Ph.D., and Chief Financial Officer, Andrew Saik, will participate in a fireside chat at the Piper Sandler 37th Annual Healthcare Conference. The presentation is scheduled for Thursday, December 4, 2025, at 11:00 a.m. ET in New York. A live audio webcast will be available on the company’s website.
