Arvinas, INC

Market Movers (8-K)

NASDAQ
Arvinas announced strong Q2 2026 results, highlighted by the FDA approval of VEPPANU, the first PROTAC degrader, and a strategic out-licensing agreement with Rigel Pharmaceuticals.
Better than expected
NASDAQ
Arvinas, Inc. successfully concluded its 2026 annual meeting, confirming the election of directors and ratification of its auditor.
NASDAQ
Arvinas, Inc. announced the effectiveness of its license agreement with Rigel Pharmaceuticals, Inc. for VEPPANU (vepdegestrant), receiving an initial $70 million payment.
NASDAQ
Arvinas, Inc. announced a strategic pipeline re-prioritization, focusing on ARV-806 and planning to seek out-licensing for further development.
NASDAQ
Arvinas announced first quarter 2026 financial results, highlighted by the FDA approval of VEPPANU and a corporate update on its pipeline.
Worse than expected
NASDAQ
Arvinas and Pfizer have entered into a license agreement with Rigel Pharmaceuticals for the exclusive global rights to VEPPANU (vepdegestrant), an ER+ breast cancer treatment.

Quarterly Earnings (10-Q)

NASDAQ
Arvinas announces Q1 2026 financial results, highlighting significant revenue decrease offset by progress in clinical pipeline and the landmark FDA approval of VEPPANU.
Worse than expected
Capital raise
Delay expected
NASDAQ
Arvinas, Inc. reported a significant reduction in net loss for the nine months ended September 30, 2025, driven by collaboration revenue and cost-saving measures, while advancing its PROTAC degrader pipeline and announcing a strategic shift for vepdegestrant commercialization.
Delay expected
Better than expected
Capital raise
NASDAQ
Arvinas, Inc. reports mixed Q2 2025 results with a significant revenue increase driven by accounting estimates, a net income, and a workforce reduction, while advancing its PROTAC pipeline.
Capital raise
NASDAQ
Arvinas reports a strong first quarter in 2025, marked by significant revenue growth from collaborations and continued advancement of its clinical programs, particularly vepdegestrant.
Better than expected
NASDAQ
Arvinas reported its third quarter 2024 financial results, highlighting a significant increase in revenue due to a new licensing agreement, while also detailing progress in its clinical programs.
Better than expected
NASDAQ
Arvinas, a clinical-stage biotechnology company, announced its second quarter 2024 financial results, marked by a significant collaboration with Novartis and continued progress in its clinical programs.
Worse than expected

Annual Reports (10-K)

NASDAQ
Arvinas, a clinical-stage biotechnology company, reports its 2025 annual results, highlighting the FDA's acceptance of its vepdegestrant NDA and progress across its PROTAC degrader pipeline, alongside strategic workforce reductions and a shift in vepdegestrant commercialization strategy.
Better than expected
NASDAQ
Arvinas, Inc.'s 10-K filing reveals a year of strategic shifts, clinical trial progress, and financial recalibration in the biopharmaceutical landscape.
NASDAQ
Arvinas, Inc. reported its full year 2023 results, highlighting progress in its clinical programs and a strategic shift to prioritize the ARV-766 Phase 3 trial over bavdegalutamide.
Worse than expected
Capital raise

Insider Trading (Form 4)

NASDAQ
Arvinas, Inc. Director Laurie Smaldone Alsup was granted stock options and restricted stock units on June 24, 2026, with vesting conditions tied to service and annual meetings.
NASDAQ
Arvinas, Inc. reports that Director Leslie V. Norwalk acquired 15,527 shares of common stock and was granted options for 22,714 shares.
NASDAQ
Arvinas, Inc. Director Briggs Morrison acquired 15,527 shares of common stock and was granted 22,714 stock options, as detailed in a Form 4 filing.
NASDAQ
Arvinas Director Edward Moore Kennedy Jr. was granted stock options and restricted stock units on June 24, 2026, with vesting contingent on continued service.
NASDAQ
Arvinas, Inc. Director Everett Cunningham was granted stock options and restricted stock units on June 24, 2026, with vesting conditions tied to continued service.
NASDAQ
Arvinas, Inc. Director Linda Bain acquired restricted stock units and stock options on June 24, 2026, as detailed in a Form 4 filing.

Proxy Statements (Def-14A)

NASDAQ
Arvinas, Inc. announced its 2026 Annual Meeting of Stockholders will be held virtually on June 24, 2026, to elect directors, vote on executive compensation, and ratify auditor appointment.
NASDAQ
Arvinas, Inc. has filed a definitive proxy statement with the SEC.
NASDAQ
Arvinas, Inc. announces its 2025 Annual Meeting of Stockholders to be held virtually on June 25, 2025, featuring director elections, executive compensation advisory vote, and auditor ratification.
NASDAQ
Arvinas, Inc. has filed a definitive proxy statement with the SEC.
NASDAQ
Arvinas, Inc. has scheduled its 2024 Annual Meeting of Stockholders as a virtual event on May 29, 2024, to vote on director elections, executive compensation, and auditor ratification.

Schedule 13D - Activist Investments

NASDAQ
Logos Global Management LP and its affiliates have reduced their beneficial ownership in Arvinas, Inc. to below 5% after advocating for a strategic reset, capital return, and operational changes.
Worse than expected
NASDAQ
Activist investor Logos Global Management LP and affiliates have acquired an 8.6% stake in Arvinas, Inc. and are pushing for a significant strategic overhaul, including a $700 million capital return to shareholders and a reverse stock split.
Worse than expected
NASDAQ
Logos Global Management LP and its affiliates have disclosed a 6.4% beneficial ownership stake in Arvinas, Inc., advocating for a strategic overhaul including a special distribution to stockholders, reduced early-stage pipeline investment, and a leaner operating model.
Worse than expected

Schedule 13G - Passive Investments

NASDAQ
The Vanguard Group has amended its Schedule 13G filing for Arvinas Inc., reporting 0% beneficial ownership following an internal corporate realignment.
NASDAQ
D. E. Shaw & Co. and David E. Shaw have reported a passive beneficial ownership of 5.3% in Arvinas, Inc.'s common stock.
NASDAQ
Citadel and its affiliates, including Kenneth Griffin, have filed an amended Schedule 13G, updating their beneficial ownership in Arvinas, Inc. to a combined 0.4%.
NASDAQ
T. Rowe Price Associates, Inc. filed an Amendment No. 2 to Schedule 13G, reporting a reduced 1.9% beneficial ownership stake in Arvinas Inc. common stock.
NASDAQ
EcoR1 Capital, LLC, EcoR1 Capital Fund Qualified, L.P., and Oleg Nodelman have filed an amended Schedule 13G, reporting 0% beneficial ownership of Arvinas, Inc. common stock as of March 31, 2025.
NASDAQ
The Vanguard Group has filed an amended Schedule 13G, reporting a 12.15% beneficial ownership stake in Arvinas Inc. as of March 31, 2025.