Arvinas (NASDAQ:ARVN) Posts Earnings Results, Beats Estimates By $0.06 EPS

Arvinas (NASDAQ:ARVN) released its quarterly earnings results on Tuesday. The company reported ($0.82) EPS for the quarter, topping analysts’ consensus estimates of ($0.88) by $0.06, Zacks reports. The firm had revenue of $0.50 million during the quarter, compared to analysts’ expectations of $16.93 million. Arvinas had a net margin of 2.94% and a return on equity of 1.91%. The firm’s revenue for the quarter was down 98.8% compared to the same quarter last year. During the same period in the previous year, the company earned ($0.48) EPS.

Here are the key takeaways from Arvinas’ conference call:

• ARV-393 is expected to deliver initial monotherapy data at ASH in December, focused on T-cell lymphoma, with additional B-cell lymphoma, durability, and glofitamab-combination data planned for mid-2027. Management said early responses have been observed across lymphoma subtypes and views the program as potentially competitive, though most initial patients were treated below predicted efficacious exposure levels.
• The company plans to dose SBMA patients with the oral ARV-027 androgen-receptor degrader in the first half of 2027, following healthy-volunteer data. Management is targeting approximately 50% reduction in polyQ-AR, which it believes could translate into improved muscle strength and endurance based on preclinical findings.
• ARV-6723, Arvinas’ oral HPK1 degrader, has entered a Phase I monotherapy trial, with pembrolizumab combination dosing planned for the first half of 2027 and initial clinical data expected in the second half of 2027. The company highlighted preclinical activity in checkpoint-resistant models and complete tumor regressions in combination studies, but clinical validation remains pending.
• Development of the LRRK2 degrader ARV-102 remains constrained by an ongoing FDA clinical hold in the U.S.; the company now expects to initiate a Phase Ib PSP trial in Europe and the U.K. in 2027 and may add U.S. sites later. While biomarker and oculomotor findings strengthened management’s confidence, the relationship between these measures and meaningful clinical benefit is not yet established.
• Arvinas ended the quarter with $558.9 million in cash, restricted cash, and marketable securities and projects funding into the second half of 2028. Lower year-over-year R&D and G&A spending supports the runway, although the balance declined from $685.4 million at year-end 2025 and some programs may extend beyond current cash guidance.

Arvinas Stock Down 7.9%

ARVN traded down $0.59 on Tuesday, reaching $6.93. 289,469 shares of the company traded hands, compared to its average volume of 820,334. The company has a market cap of $446.99 million, a P/E ratio of 68.93 and a beta of 1.80. Arvinas has a one year low of $6.74 and a one year high of $14.51. The firm has a fifty day simple moving average of $8.06 and a two-hundred day simple moving average of $9.68.

Analysts Set New Price Targets

Several analysts have issued reports on ARVN shares. Wedbush raised their price objective on shares of Arvinas from $11.00 to $12.00 and gave the stock a “neutral” rating in a research note on Wednesday, August 5th. Weiss Ratings downgraded Arvinas from a “sell (d+)” rating to a “sell (d)” rating in a report on Friday, October 23rd. Citigroup decreased their price target on Arvinas from $24.00 to $21.00 and set a “buy” rating for the company in a research note on Monday, August 10th. BTIG Research reissued a “buy” rating and set a $18.00 price target on shares of Arvinas in a research note on Tuesday, August 4th. Finally, Wall Street Zen upgraded Arvinas from a “sell” rating to a “hold” rating in a report on Saturday, August 8th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $15.40.

Arvinas Company Profile

Arvinas, Inc is a clinical-stage biopharmaceutical company focused on developing medicines based on targeted protein degradation. The company’s proprietary PROTAC® protein degrader platform is designed to direct the body’s natural cellular machinery to selectively break down disease-causing proteins that may be difficult to address with conventional drug approaches.

Arvinas has concentrated its research and development efforts primarily on oncology, including hormone-driven cancers. Its pipeline has included vepdegestrant, an estrogen receptor protein degrader being developed for patients with estrogen receptor-positive, human epidermal growth factor receptor 2-negative breast cancer, as well as other investigational degraders targeting cancer-related proteins.