The call highlighted significant progress and achievements in clinical trials and partnerships, notably with Novartis and the NDA submission for Vepdeg. However, challenges such as revenue decline, restructuring costs, and issues with the Pfizer collaboration were noted. The sentiment is balanced between positive developments and significant challenges.

Company Guidance

During the second quarter of 2025 earnings call, Arvinas provided an extensive update on its strategic initiatives and financial position. The company announced significant progress in clinical trials, including three Phase I trials across its neuro and oncology portfolios, particularly highlighting their KRAS G12D degrader ARV-806 and LRRK2 degrader ARV-102. A noteworthy accomplishment was the submission of a new drug application for vepdeg, the first PROTAC degrader to achieve this milestone. Financially, Arvinas reported $22.4 million in revenue for the quarter, a decline from the previous year, primarily due to decreased revenue from Novartis and Pfizer collaborations. The company also implemented a restructuring plan, extending its cash runway into the second half of 2028, with $861.2 million in cash, cash equivalents, and marketable securities as of June 30, 2025. Arvinas is actively negotiating with Pfizer to optimize the development and commercialization strategy for vepdeg, considering either adjusting the economics of their collaboration or seeking a new partner should Pfizer decide to return the rights.

Strong Pipeline Progress

Significant strides in early-stage programs with enrollment in 3 Phase I trials, including a KRAS G12D degrader ARV-806, and compelling data from ARV-102 and ARV-393.

Partnership with Novartis

Luxdegalutamide, licensed to Novartis, is advancing rapidly with two new Phase II trials, with potential milestones and royalties up to $1 billion.

Financial Restructuring and Cash Runway

Company-wide restructuring extended cash runway into the second half of 2028, reducing workforce by one-third, and reprioritizing research pipeline.

NDA Submission for Vepdeg

Submitted the first-ever NDA for a PROTAC, with data from VERITAC-2 trial showing potential best-in-class monotherapy profile.

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

Daily Earnings Calendar >

ARVN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	-0.76 / -	-0.68	―	―	―
Aug 06, 2025	2025 (Q2)	-0.93 / -0.84	-0.49	-71.43% (-0.35)	―
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)	―	―

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
Aug 06, 2025	$7.61	$6.43	-15.51%
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%

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 Nov 11, 2025, TBA (Confirmed).

What is Arvinas Holding Company (ARVN) earnings time?

Arvinas Holding Company (ARVN) earnings time is at Nov 11, 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?

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 2025 (Q3) is -0.76.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing