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/ARVN
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Arvinas Inc

Arvinas Inc

ARVN
$8.45USD↓-2.99%-0.26 today

MARKET CAP

552.5M

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$8 – $9

52W RANGE

$7
$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.

  • ↑Q2 2026 revenue jumped to $249.7 M (+1,045% YoY) from $22.4 M a year ago
  • ↑Diluted EPS of $2.58 in Q2 vs loss of $0.84 prior year marks profitability shift
  • ↓Q2 profit relies on $112.5 M in Pfizer/Rigel licensing revenue with no guarantee of repeats
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Arvinas, Inc. (NASDAQ:ARVN) is a biopharmaceutical company that focuses on the development of therapeutics leveraging its proprietary PROTAC technology to degrade disease-causing proteins. The company is a leader in targeted protein degradation and is primarily engaged in oncology and neurology therapeutics. With significant recent advancements and FDA approval of its product VEPPANU, Arvinas is positioned at the forefront of biopharmaceutical innovation, significantly impacting treatment paradigms central to targeted cancer therapies.

Bull says

  • ↑Q2 2026 revenue jumped to $249.7 M (+1,045% YoY) from $22.4 M a year ago
  • ↑Diluted EPS of $2.58 in Q2 vs loss of $0.84 prior year marks profitability shift
  • ↑$567.9 M cash on hand supports oncology and neurology trials into 2028
  • ↑VEPPANU FDA approval drove $62.5 M in licensing revenue, diversifying income
  • ↑Multiple data catalysts due over next 12 months; average analyst target of $15.17
  • ↑Strong momentum and growth factors with high institutional backing signal upside

Bear says

  • ↓Q2 profit relies on $112.5 M in Pfizer/Rigel licensing revenue with no guarantee of repeats
  • ↓Negative earnings yield and weak profitability factors imply low returns potential
  • ↓High stock volatility deters risk-averse investors amid rapid price swings
  • ↓Unfavorable analyst revisions and potential downgrades could pressure shares
  • ↓Value-trap risk if recurring licensing deals fail and core growth stalls
  • ↓Smaller scale vs peers may limit market confidence and growth prospects

Investment themes with ARVN

Pharmaceuticals↓ -0.48%

Drug development driving global healthcare solutions

JNJ · LLY · RPRX

Earnings Call · Q3 2024 · Mgmt. Guidance

Updated 11-09-2025bullish

Transcript signals

Bull points

  • At the end of Q3, we had $1.1 billion in cash equivalents and marketable securities on the balance sheet. This allows us to progress all of our key strategic objectives, which include progressing the BEPTED clinical program, including two expected phase three programs starting later next year, preparing for our first launch of a commercial product, and advancing our promising portfolio of pro-tech degraders.
  • During the quarter, we recorded $102.4 million in revenue. That was compared to $34.6 million in revenue for the same period in 2023. The increase of $67.8 million was primarily due to revenue from the Novartis License Agreement of $76.7 million,
  • In addition, we continue to make significant progress with a novel approach to discover, develop, and commercialize a new class of medicines for the treatment of cancers and neurodegenerative diseases.

Bear points

  • General and administrative expenses were $75.8 million in the third quarter compared to $22.6 million for the same period, 2023. The increase of $53.2 million was primarily due to the termination of our laboratory and office space lease with 101 College Street of $43.4 million, as well as increases in personnel and infrastructure-related costs of $5 million.
Read full transcript analysis ›