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Arvinas Holding Company (ARVN)
NASDAQ:ARVN
Earnings Data
Report Date
Apr 30, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.93Last Year’s EPS
1.14Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed strong scientific and clinical momentum—multiple programs advancing, encouraging early biomarker and preclinical signals, and disciplined cost reductions—while simultaneously revealing material financial pressure from a steep decline in cash and a large quarter-over-quarter revenue drop. The company maintained guidance for cash runway into 2028 and emphasized partner discussions, but the balance sheet tightening and competitive landscape create meaningful execution and financing risk alongside the positive clinical developments.Company Guidance
Pipeline Advancement and Clinical Momentum
Four clinical-stage programs (ARV-102, ARV-806, ARV-393, ARV-027) ongoing with multiple readouts planned in 2026; first‑in‑human dosing initiated for ARV-027 (polyQ AR degrader) and ARV-6723 (HPK1) expected to enter clinic later in 2026.
LRRK2 Program (ARV-102) — Biomarker and Presentation Win
ARV-102 showed >50% reduction in LRRK2 in CSF in healthy volunteers and demonstrated pathway biomarker engagement (GPNMB and CD68); Phase 1 patient data accepted for oral presentation at AD/PD and a Phase 1b in PSP planned in H1 2026 with potential registrational trial late 2026 pending regulatory feedback.
KRAS G12D Program (ARV-806) — Fast Enrollment and Preclinical Potency
ARV-806 enrollment advanced faster-than-expected; company expects first clinical data disclosures in 2026. Preclinical data cited >25-fold greater potency versus clinical KRAS G12D inhibitors and the degrader eliminates both on/off forms of KRAS.
BCL6 Program (ARV-393) — Early Clinical Responses and Strong Preclinical Combo Data
ARV-393 Phase 1 dose escalation progressing with observed responses in both B- and T-cell lymphomas at early cohorts despite exposures below predicted efficacious levels; robust BCL6 degradation and tolerability support continued escalation. Preclinical combination with glofitamab produced 91% tumor growth inhibition vs 36% for glofitamab alone.
Immuno-Oncology and Pan-KRAS Preclinical Strength
ARV-6723 (HPK1 degrader) showed robust single-agent and combination activity in preclinical models, outperforming HPK1 inhibitors and anti–PD-1 in several settings. Pan-KRAS degrader program shows selective KRAS degradation (vs HRAS/NRAS), activity across mutants and KRAS-amplified models, and planned AACR data comparing to inhibitors.
Cost Reduction and Expense Control
Company reduced spend in 2025: Q4 G&A down to $23.0M from $34.1M (≈-32.6% QoQ year-ago quarter), Q4 R&D down to $61.1M from $83.3M (≈-26.7%), FY G&A $95.9M vs $165.4M (≈-42.0% YoY), and FY R&D $285.2M vs $348.2M (≈-18.1%), reflecting deliberate cost-cutting and operational efficiencies.
Cash Runway Guidance Maintained
Management maintained cash runway guidance into 2028 to support upcoming data readouts and program advancement despite recent balance sheet changes.
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 |
|---|---|---|---|
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% |
May 01, 2025 | $9.62 | $7.23 | -24.84% |
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 Apr 30, 2026, TBA (Confirmed).
What is Arvinas Holding Company (ARVN) earnings time?
Arvinas Holding Company (ARVN) earnings time is at Apr 30, 2026, 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?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ARVN EPS forecast?
ARVN EPS forecast for the fiscal quarter 2026 (Q1) is -0.93.