ARVN

Arvinas, Inc. (ARVN) | Rumor.io

Arvinas

ARVN

Attention (50-day avg)0%

Attention rank (50-day avg)#2,912

Bullish sentiment (50-day avg)88%

Price to earnings ratio28.8

Market capitalization491.1M

Earnings per share0.26

Dividend yield (TTM)—

Revenue (annual)262.6M

Net income (annual)-80.8M

Social

What share of all stock conversation is about ARVN?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% +0	0% new	0% 0	0% -0.01

May 12

Arvinas' VEPPANU has been approved by the FDA, validating its PROTAC platform.
Arvinas has licensed exclusive global rights for VEPPANU to Rigel Pharmaceuticals for $85M upfront, plus up to $320M in milestones and royalties.
Arvinas' financials show a revenue drop despite the FDA approval, with some analysts questioning the company's ability to turn the corner.

Generated by AI

Sentiment

Of the messages about ARVN that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	75%	80% -20	79.44% +24.78
Bearish	—	25%	20% new	20.56% -24.78

Bullish· Nov 18

*ARVN* has the potential for significant growth due to its strong momentum and positive clinical trial data, with a target price of $16 and a $100 million stock buyback program.
The company's strong cash runway into 2028 provides it with real firepower, and its lead asset, Vepdegestrant, has shown promising results in clinical trials, with an 81% overall response rate in a Phase I trial.
*ARVN* is experiencing high relative strength, with a strong bid hitting after momentum builds around the first PROTAC NDA in the pipeline, and its stock price has surged 21% driven by positive Phase 1 clinical trial data.

Bearish· Mar 11

$ARVN's vepdegestrant, a collaboration with PFE, has underperformed, leading to a 40% decline in the company's shares.
Arvinas' cash burn of $45.1 million and $1.039 billion in cash and equivalents is seen as excessive, even in the current market.
The trial results for Arvinas' vepdegestrant were mixed, but the 40% price drop is considered overdone, with some viewing it as a short trap or an opportunity to buy.

Generated by AI

Topics

Of the messages about ARVN that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	100%	100%	100%	80.03%
Earnings	0%	0%	0%	2.91%
Analysts	0%	0%	0%	6.24%
Controversies	0%	0%	0%	0%
Macro	0%	0%	0%	1.8%
Technical Analysis	0%	0%	0%	9.02%

May 12

Arvinas and Pfizer have licensed exclusive global rights for their approved PROTAC breast cancer drug VEPPANU to Rigel Pharmaceuticals for $85M upfront and transition payments, with potential for up to $320M in milestones and royalties.
Arvinas achieved a historic milestone with the FDA approval of VEPPANU, the first-ever PROTAC therapy, validating its PROTAC platform and shifting focus to its pipeline.
Arvinas' Q1 2026 financial results showed a revenue drop despite the groundbreaking success of VEPPANU's FDA approval, leaving investors to question whether the company has truly turned the corner.

Generated by AI

Community

Of the messages about ARVN, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	89.29%	53.06%	44.17%
Newcomers	0%	10.71%	46.94%	55.83%

Regulars· May 1

Arvinas may have saved a significant portion of its market cap by stopping certain trials and trimming its workforce, but this could be a tactical move to conserve cash and maintain a partnership with Pfizer.
The mixed data from phase 3 trials of Arvinas' estrogen receptor degrader has led to a rethinking of the company's research plan, and some analysts believe this could make Arvinas more likely to be sold to Pfizer at a lower price.
Arvinas' first-quarter financial results beat expectations, with a GAAP EPS of $1.14 and revenue of $188.8M, but the company's stock price still plummeted pre-market.

Newcomers· May 12

Newcomers are discussing the FDA approval of VEPPANU, a breakthrough for Arvinas' PROTAC platform, but are questioning whether the company has truly turned the corner despite a revenue drop.
The Rigel deal for VEPPANU rights has sparked interest, with some noting that the upfront payment of $85M and potential milestones and royalties could be a positive development for Arvinas.
Arvinas' Q1 2026 report is being discussed, with some highlighting the company's FDA approval of VEPPANU, a rights deal with Rigel, and the start of Phase 1 dosing for ARV-027, as well as promising Parkinson's disease data for ARV-102.

Generated by AI

– ARV-6723 is an investigational, oral PROTAC designed to degrade HPK1, a negative regulator of immune activation, in advanced solid tumors – NEW HAVEN, Conn., Sept. 28, 2026 (GLOBE NEWSWIRE) -- Arvinas, Inc. (Nasdaq: ARVN), a clinical-stage biotechnology company creating a new class of drugs based on targeted protein degradation, today announced that the first participant has been dosed in its Phase 1/2 clinical trial of ARV-6723, an investigational, oral PROteolysis TArgeting Chimera (PROTAC)

2d agoYahoo! Finance Canada

Arvinas Q2 2026 Earnings Call Transcript - Arvinas (NASDAQ:ARVN)

Arvinas (NASDAQ:ARVN) reported second-quarter financial results on Tuesday. The transcript from the company's second-quarter earnings call has been provided below. Benzinga APIs provide real-time access to earnings

5d agoBenzinga

Arvinas at Morgan Stanley conference: pipeline focus, capital discipline

13d agoInvesting.com

Arvinas at 12th Annual Cantor Fitzgerald Global Healthcare Conference: pipeline takes center stage

19d agoInvesting.com

Arvinas (ARVN) Just Made Protein Degrader History With FDA Nod

On August 4, Arvinas Inc. (NASDAQ:ARVN) reported second-quarter 2026 financial results and a corporate update that doubled as one of the more consequential updates in the company’s history. The clinical-stage biotech disclosed the first-ever FDA approval of a PROTAC, a heterobifunctional protein degrader, alongside a licensing deal that hands off commercial duties to another drugmaker. […]

21d agoYahoo Finance

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Arvinas, Inc.

Healthcare
Biotechnology

Arvinas, Inc. is a clinical-stage biotechnology company focused on targeted protein degradation. The company develops therapies designed to harness the body’s natural protein disposal system to selectively degrade disease-causing proteins, using its proprietary PROTAC platform. Its current pipeline includes investigational programs in oncology and neuroscience, with candidates aimed at hormone-driven cancers, mutated cancers, lymphoma, and neurodegenerative disorders. Arvinas also advances collaboration-based programs alongside wholly owned assets, reflecting a business model centered on drug discovery, clinical development, and strategic partnerships. Headquartered in New Haven, Connecticut, Arvinas plays a notable role in the biopharmaceutical market as a developer of next-generation medicines intended to address difficult-to-treat diseases through a differentiated protein-degradation approach.

Website

Location

5 Science Park

New Haven, CT, 06511

United States

Social

What share of all stock conversation is about ARVN?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% +0	0% new	0% 0	0% -0.01

May 12

Arvinas' VEPPANU has been approved by the FDA, validating its PROTAC platform.
Arvinas has licensed exclusive global rights for VEPPANU to Rigel Pharmaceuticals for $85M upfront, plus up to $320M in milestones and royalties.
Arvinas' financials show a revenue drop despite the FDA approval, with some analysts questioning the company's ability to turn the corner.

Generated by AI

Sentiment

Of the messages about ARVN that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	75%	80% -20	79.44% +24.78
Bearish	—	25%	20% new	20.56% -24.78

Bullish· Nov 18

*ARVN* has the potential for significant growth due to its strong momentum and positive clinical trial data, with a target price of $16 and a $100 million stock buyback program.
The company's strong cash runway into 2028 provides it with real firepower, and its lead asset, Vepdegestrant, has shown promising results in clinical trials, with an 81% overall response rate in a Phase I trial.
*ARVN* is experiencing high relative strength, with a strong bid hitting after momentum builds around the first PROTAC NDA in the pipeline, and its stock price has surged 21% driven by positive Phase 1 clinical trial data.

Bearish· Mar 11

$ARVN's vepdegestrant, a collaboration with PFE, has underperformed, leading to a 40% decline in the company's shares.
Arvinas' cash burn of $45.1 million and $1.039 billion in cash and equivalents is seen as excessive, even in the current market.
The trial results for Arvinas' vepdegestrant were mixed, but the 40% price drop is considered overdone, with some viewing it as a short trap or an opportunity to buy.

Generated by AI

Topics

Of the messages about ARVN that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	100%	100%	100%	80.03%
Earnings	0%	0%	0%	2.91%
Analysts	0%	0%	0%	6.24%
Controversies	0%	0%	0%	0%
Macro	0%	0%	0%	1.8%
Technical Analysis	0%	0%	0%	9.02%

May 12

Arvinas and Pfizer have licensed exclusive global rights for their approved PROTAC breast cancer drug VEPPANU to Rigel Pharmaceuticals for $85M upfront and transition payments, with potential for up to $320M in milestones and royalties.
Arvinas achieved a historic milestone with the FDA approval of VEPPANU, the first-ever PROTAC therapy, validating its PROTAC platform and shifting focus to its pipeline.
Arvinas' Q1 2026 financial results showed a revenue drop despite the groundbreaking success of VEPPANU's FDA approval, leaving investors to question whether the company has truly turned the corner.

Generated by AI

Community

Of the messages about ARVN, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	89.29%	53.06%	44.17%
Newcomers	0%	10.71%	46.94%	55.83%

Regulars· May 1

Arvinas may have saved a significant portion of its market cap by stopping certain trials and trimming its workforce, but this could be a tactical move to conserve cash and maintain a partnership with Pfizer.
The mixed data from phase 3 trials of Arvinas' estrogen receptor degrader has led to a rethinking of the company's research plan, and some analysts believe this could make Arvinas more likely to be sold to Pfizer at a lower price.
Arvinas' first-quarter financial results beat expectations, with a GAAP EPS of $1.14 and revenue of $188.8M, but the company's stock price still plummeted pre-market.

Newcomers· May 12

Newcomers are discussing the FDA approval of VEPPANU, a breakthrough for Arvinas' PROTAC platform, but are questioning whether the company has truly turned the corner despite a revenue drop.
The Rigel deal for VEPPANU rights has sparked interest, with some noting that the upfront payment of $85M and potential milestones and royalties could be a positive development for Arvinas.
Arvinas' Q1 2026 report is being discussed, with some highlighting the company's FDA approval of VEPPANU, a rights deal with Rigel, and the start of Phase 1 dosing for ARV-027, as well as promising Parkinson's disease data for ARV-102.

Generated by AI

Arvinas

Social

May 12

Sentiment

Bullish· Nov 18

Bearish· Mar 11

Topics

May 12

Community

Regulars· May 1

Newcomers· May 12

News

Arvinas doses first patient in ARV-6723 cancer trial

Arvinas Announces First Patient Dosed in Phase 1/2 Clinical Trial of ARV-6723, the Company’s First Immuno-Oncology Candidate

Arvinas Q2 2026 Earnings Call Transcript - Arvinas (NASDAQ:ARVN)

Arvinas at Morgan Stanley conference: pipeline focus, capital discipline

Arvinas at 12th Annual Cantor Fitzgerald Global Healthcare Conference: pipeline takes center stage

Arvinas (ARVN) Just Made Protein Degrader History With FDA Nod

Also Discussed

Arvinas, Inc.

Company Information

Location

Social

May 12

Sentiment

Bullish· Nov 18

Bearish· Mar 11

Topics

May 12

Community

Regulars· May 1

Newcomers· May 12

News

Arvinas doses first patient in ARV-6723 cancer trial

Arvinas Announces First Patient Dosed in Phase 1/2 Clinical Trial of ARV-6723, the Company’s First Immuno-Oncology Candidate

Arvinas Q2 2026 Earnings Call Transcript - Arvinas (NASDAQ:ARVN)

Arvinas at Morgan Stanley conference: pipeline focus, capital discipline

Arvinas at 12th Annual Cantor Fitzgerald Global Healthcare Conference: pipeline takes center stage

Arvinas (ARVN) Just Made Protein Degrader History With FDA Nod

Also Discussed