Arvinas Holding Company (ARVN)
NASDAQ:ARVN
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Earnings Data
Report Date
Jul 30, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.4Last Year’s EPS
-0.84Same Quarter Last Year
Moderate Buy
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented several major positive developments — notably the landmark FDA approval of VEPPANU (first heterobifunctional PROTAC approval), a global out-license to Rigel, robust early clinical and compelling preclinical data across multiple programs (ARV-102, ARV-806, ARV-393, ARV-6723, pan-KRAS), a healthy cash runway into H2 2028, and significant non-GAAP expense reductions improving financial flexibility. Counterbalancing these positives were a steep year-over-year revenue decline (driven by collaborative accounting changes), a quarter-over-quarter cash decline, an FDA-requested hold on the U.S. ARV-102 Phase 1b pending chronic NHP tox data (delaying U.S. patient dosing), and competitive/safety uncertainties in the KRAS landscape. Overall, the highlights — including the validation of the platform, key partnerships, and multiple programs advancing — materially outweigh the lowlights, supporting a positive outlook for the company.Company Guidance
First-in-Class FDA Approval of VEPPANU (vepdegestrant)
FDA approved VEPPANU for ESR1-mutant, ER+/HER2- advanced breast cancer — the first-ever heterobifunctional PROTAC degrader approval. Arvinas and Pfizer entered a global licensing agreement with Rigel for commercialization, development and manufacturing; Arvinas/Pfizer to split economics 50/50 for the out-license. Approval validates platform and de-risks modality.
Rigel Out-License and Near-Term Financial Upside
Out-license to Rigel includes upfront and near-term milestones and an approval milestone expected later in the year that will provide cash inflows; Arvinas expects milestone/royalty economics to be shared with Pfizer (50/50) for U.S. approval-related payments.
Strong Balance Sheet and Cash Runway
Cash, cash equivalents and marketable securities were $614.9 million at 3/31/2026 (down from $685.4M at end of 2025). Company reiterates cash runway into the second half of 2028 to fund operations and key data milestones.
Material Cost Reductions and Expense Discipline
Non-GAAP R&D decreased by $25.0 million (a 32% reduction) and non-GAAP G&A decreased by $10.1 million (a 44% reduction) versus prior year. Total non-GAAP expenses were $67.3 million, down $35.1 million vs prior year, reflecting completed cost reduction programs and a new 2026 cost structure.
ARV-102 (LRRK2) Phase 1 Biomarker Success and Tolerability
Phase 1 data showed approximately ≥50% reductions in CSF LRRK2 by day 14 (sustained through day 28) in Parkinson's disease patients, with dose-dependent reductions in downstream biomarkers (CD68, GPNMB). ARV-102 was generally well tolerated with no serious adverse events through 28 days.
ARV-806 (KRAS G12D) Preclinical Potency and Rapid Enrollment
Preclinical data show ~25–40x greater potency versus clinical-stage KRAS G12D inhibitors/degraders and durable degradation (>90% for 7 days after single dose). Phase 1 dose-escalation enrollment completed well ahead of schedule; initial clinical data expected later this year.
ARV-393 (BCL6) Early Clinical Responses and Combination Strategy
Ongoing Phase 1 monotherapy dose escalation in relapsed/refractory B- and T-cell lymphomas with early responses observed at exposures below predicted efficacious levels and robust BCL6 degradation. Combination trial with glofitamab in diffuse large B-cell lymphoma has been initiated.
Multiple Discovery-to-Clinic Programs and Translational Track Record
Four Phase 1 clinical programs ongoing (plus additional programs planned), over 2,000 patients/volunteers dosed historically, and promising discovery programs (ARV-6723 HPK1 IO and oral pan-KRAS) progressing toward clinical entry later this year — demonstrating platform breadth.
ARVN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ARVN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | $9.66 | $9.57 | -0.93% |
Feb 24, 2026 | $12.30 | $12.37 | +0.57% |
Nov 05, 2025 | $9.54 | $9.57 | +0.31% |
Aug 06, 2025 | $7.61 | $6.43 | -15.51% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Arvinas Holding Company (ARVN) report earnings?
Arvinas Holding Company (ARVN) is schdueled to report earning on Jul 30, 2026, TBA (Confirmed).
What is Arvinas Holding Company (ARVN) earnings time?
Arvinas Holding Company (ARVN) earnings time is at Jul 30, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What is ARVN EPS forecast?
ARVN EPS forecast for the fiscal quarter 2026 (Q2) is -0.4.