The earnings call reflected a generally positive sentiment with significant progress in clinical trials, especially for Vepdegestrant and ARV-102. However, the removal of planned phase 3 trials and workforce reductions indicate challenges and strategic realignments.

Company Guidance -

Q2 2025

During the Arvinas first-quarter 2025 earnings call, significant guidance was provided regarding the company's strategic direction and financial outlook. Arvinas plans to submit a regulatory filing for Vepdegestrant (VEPDEG) in the second line plus ESR1 mutant breast cancer, following strong data from the VERITAC-2 study. The company announced a restructuring effort to extend its cash runway into the second half of 2028, including a workforce reduction of approximately one-third and an annual cost reduction of $80 million. These actions are expected to result in around $500 million in cost savings and avoidance over the next three years. Arvinas also confirmed that its promising pipeline will be supported, with clinical data for ARV-102 in Neurodegeneration and ARV-393 in Hematology expected later in 2025. The company reported cash and equivalents of $954 million at the end of the first quarter, with total revenue of $188.8 million, indicating a strong financial position to support its strategic initiatives.

Positive Phase 3 Results for Vepdegestrant

Arvinas announced positive phase 3 results from the VERITAC-2 trial for Vepdegestrant, demonstrating a clinically meaningful improvement in progression-free survival in ESR1 mutant tumors.

Progress in Neuroscience Program

Arvinas reported promising first-in-human data for ARV-102, their LRRK2 degrader, showing substantial central LRRK2 protein degradation and a favorable safety profile.

Reduction in Operating Expenses

Arvinas announced a restructuring effort, including a workforce reduction and portfolio reprioritization, resulting in cost savings and avoidance of approximately $500 million over three years, extending the cash runway into the second half of 2028.

Strong Financial Position

Arvinas reported $954 million in cash, cash equivalents, and marketable securities at the end of Q1 2025 and significantly increased revenue due to changes in collaboration agreements.

Arvinas Holding Company (ARVN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ARVN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 31, 2025	2025 (Q2)	-0.94 / -	-0.49	―	―	―
May 01, 2025	2025 (Q1)	-0.96 / 1.14	-0.97	217.53% (+2.11)	―
Feb 11, 2025	2024 (Q4)	-0.95 / -0.63	-2.53	75.10% (+1.90)	―
Oct 30, 2024	2024 (Q3)	-0.84 / -0.68	-1.18	42.37% (+0.50)	―
Jul 30, 2024	2024 (Q2)	-1.08 / -0.49	-1.25	60.80% (+0.76)	―	―
May 07, 2024	2024 (Q1)	-1.42 / -0.97	-1.54	37.01% (+0.57)	―	―
Feb 27, 2024	2023 (Q4)	-1.19 / -2.53	-1.56	-62.18% (-0.97)	―	―
Nov 07, 2023	2023 (Q3)	-1.58 / -1.18	-1.24	4.84% (+0.06)	―	―
Aug 08, 2023	2023 (Q2)	-1.65 / -1.25	-1.32	5.30% (+0.07)	―	―
May 05, 2023	2023 (Q1)	-1.54 / -1.54	-1.2	-28.33% (-0.34)	―	―

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 01, 2025	$9.62	$7.23	-24.84%
Feb 11, 2025	$18.97	$17.68	-6.80%
Oct 30, 2024	$27.50	$27.66	+0.58%
Jul 30, 2024	$27.78	$27.09	-2.48%

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 31, 2025, TBA (Confirmed).

What is Arvinas Holding Company (ARVN) earnings time?

Arvinas Holding Company (ARVN) earnings time is at Jul 31, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

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What is ARVN EPS forecast?

ARVN EPS forecast for the fiscal quarter 2025 (Q2) is -0.94.

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