The earnings call highlights strong clinical progress and significant collaborations, especially with the Novartis agreement and the potential approval of vepdeg. However, these positives are tempered by a decline in revenue, workforce reductions, and challenges in the partnership with Pfizer, leading to a balanced sentiment.

Company Guidance -

Q3 2025

During Arvinas' Second Quarter 2025 Earnings Call, the company provided numerous updates on their clinical programs and financial outlook. Arvinas is actively enrolling patients in three Phase I trials, with a focus on their neuro and oncology portfolios, including their KRAS G12D degrader ARV-806. They presented first-in-human data for their LRRK2 degrader ARV-102 and preclinical data for their BCL6 degrader ARV-393. Arvinas also highlighted their licensing agreement with Novartis, which includes potential milestones up to $1 billion. Financially, Arvinas implemented a restructuring plan, reducing their workforce by one-third and extending their cash runway into the second half of 2028. Despite a reduction in revenue to $22.4 million from $76.5 million in the prior year due to completed agreements with Novartis and Pfizer, Arvinas maintains a strong financial position with $861.2 million in cash, cash equivalents, and marketable securities. The company is focused on advancing their pipeline, achieving critical data milestones, and potentially reworking their collaboration with Pfizer for vepdeg, aiming to maximize shareholder value and patient benefits.

Strong Clinical Pipeline Progress

Arvinas is enrolling patients in 3 Phase I trials across its neuro and oncology portfolio, including trials for KRAS G12D degrader ARV-806 and BCL6 degrader ARV-393.

Significant Collaborations and Milestones

Arvinas has a license agreement with Novartis for luxdegalutamide, including up to $1 billion in milestones and tiered royalties. Additionally, they have submitted a new drug application for vepdeg, which could be the first PROTAC degrader to be approved.

Extended Cash Runway

After a company-wide restructuring, Arvinas has extended its cash runway into the second half of 2028.

Positive Preclinical Data

ARV-102 demonstrated dose-dependent exposure in the CNS with substantial degradation of LRRK2 protein, indicating potential in Parkinson's disease and PSP.

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.

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