Arvinas, Inc. is a biopharmaceutical company in the clinical development stage, dedicated to identifying, advancing, and marketing innovative therapies designed to eliminate ...
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BPA est. $-0.87 · Ingresos $16.82M · 7 analistas
BPA est. $-0.87 · Ingresos $15.51M · 7 analistas
BPA est. $-0.04 · Ingresos $296.10M · 9 analistas
BPA est. $-0.93 · Ingresos $15.00M · 2 analistas
BPA $1.14 · Ingresos $188.80M
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $262.6M | -0.3% | +1500.6% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $-80.8M | +59.4% | +394.1% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +98.0% | -2.0% | +3.7% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | -43.8% | +53.9% | +116.4% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | -30.8% | +59.3% | +118.4% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $-275.7M | -5.6% | +31.2% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | -105.0% | -5.9% | +95.7% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 2.1% | +18.8% | -32.8% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 4.92x | +5.9% | +45.3% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $717.9M | -34.2% | +4.3% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | -1.28 vs -0.71 | -79.8% | 2.58 vs -0.37 | +789.6% |
| Revenue Surprise | $262.6M vs $289.4M | -9.3% | $249.7M vs $60.7M | +311.3% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Jun 24, 2026 | Smaldone Alsup Laurie | director | Common Stock | A | 15,527 | — |
| Jun 24, 2026 | Smaldone Alsup Laurie | director | Stock Option (right to buy) | A | 22,714 | $8.05 |
| Jun 24, 2026 | Norwalk Leslie V | director | Common Stock | A | 15,527 | — |
| Jun 24, 2026 | Norwalk Leslie V | director | Stock Option (right to buy) | A | 22,714 | $8.05 |
| Jun 24, 2026 | Morrison Briggs | director | Common Stock | A | 15,527 | — |
Operator: Hello, and welcome to Arvinas Second Quarter 2026 Earnings Conference Call. [Operator Instructions] I would now like to hand the conference over to Jeff Boyle. Sir, you may begin. Jeff Boyle: Good morning, everyone, and thank you for joining us. Earlier today, we issued a press release with our second quarter 2026 financial results, which is available in the Investor and Media section of our website at arvinas.com. Joining us on the call today, we have Randy Teel, our President and Chief Executive Officer; Angela Cacace, our Chief Scientific Officer; and Andrew Saik our Chief Financial Officer. Before we begin, I'll remind you that today's discussions contain forward-looking statements that involve risks, uncertainties and assumptions. These risks and uncertainties are outlined in today's press release and in the company's recent filings with the Securities and Exchange Commission, which I urge you to read. Our actual results may differ materially from what is discussed on today's call. A replay of this call as well as today's press release and an updated corporate deck will be available on the Investor and Media section of our website. Now I'll turn the call over to Randy Teel. Randy? Randy Teel: Thanks, Jeff, and good morning, everyone. As a company, we've made significant progress over the past several months. Our focus has been on positioning Arvinas for our next phase of growth, guided by a clear strategic vision. Central to that vision is a relentless focus on advancing transformational improvements for patients. Through continued innovation and disciplined execution, we are focused on unlocking the full potential of our pipeline for patients and shareholders. We've reached 3 significant strategic milestones since the start of the year, beginning with the first-ever FDA approval of a PROTAC degrader, VEPPANU. Second, we completed an out-licensing of VEPPANU to Rigel Pharmaceuticals, who anticipate making VEPPANU available to patients in the very near future. And third, we made the strategic decision that our KRAS G12D program, ARV-806, will only move forward in the hands of a partner. While we believe 806 has the potential to become a meaningful treatment option for patients, it will require investment that is inconsistent with our current capital allocation strategy. Taken together, our progress and decisions in the first half of 2026 have positioned Arvinas to fully capitalize on the promise of our platform in oncology and neurology. We fully shifted our focus to our Phase I clinical programs, and we are confident about the opportunity ahead to create important therapies for patients. With that, I'll spend a few moments diving into our 3 assets with significant clinical data catalysts in the next 12 months. I'll review their differentiated profiles and compelling value propositions. I'll start with ARV-393, our BCL6 degrader. I'll explain why BCL6 is an attractive target, share where we are in the progress of the trial and let …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Noah Berkowitz | Chief Medical Officer | USD 834,887 | — | 1964 | Active |
Andrew Saik | Chief Financial Officer & Treasurer | USD 819,563 | Male | 1969 | Active |
Angela Cacace | Chief Scientific Officer | USD 758,163 | Female | 1968 | Active |
Randy Teel | CEO, President & Director | USD 711,098 | — | 1980 | Active |
Jared Freedberg | General Counsel & Corporate Secretary | — | Male | 1969 | Active |
Alexander A. Santini | Chief Commercial Officer | — | Male | 1959 | Active |
David Loomis | Vice President & Chief Accounting Officer | — | Male | 1974 | Active |
Jeff Boyle | Vice President of Investor Relations | — | Male | — | Active |
Paul McInulty | Senior Vice President of Regulatory Affairs | — | Male | — | Active |
Steve Weiss | Senior Vice President & Chief Human Resources Officer | — | Male | 1970 | Active |
Kelly Page | Senior Vice President & Global Head of Oncology Strategy and Program Leadership | — | Female | — | Active |
NEW HAVEN, Conn., July 28, 2026 (GLOBE NEWSWIRE) -- Arvinas, Inc. (Nasdaq: ARVN), a biotechnology company creating a new class of drugs based on targeted protein degradation, today announced that management will review second quarter 2026 financial results and provide a corporate update during a live webcast on Tuesday, August 4, 2026 at 8:00 a.m. ET.
Arvinas NASDAQ: ARVN management outlined a more selective development strategy at a Jefferies-hosted investor discussion, emphasizing internal investment in neurological and oncology programs where the company believes it can create differentiated therapies, while seeking partners for assets that may require broader development resources.
NEW HAVEN, Conn., May 29, 2026 (GLOBE NEWSWIRE) -- Arvinas, Inc. (Nasdaq: ARVN), a clinical-stage biotechnology company creating a new class of drugs based on targeted protein degradation, today announced that management will participate in a fireside chat at the Jefferies Global Healthcare Conference on Wednesday, June 3 at 9:55 a.m. ET.
NEW HAVEN, Conn. , May 29, 2026 (GLOBE NEWSWIRE) -- Arvinas, Inc. (Nasdaq: ARVN), a clinical-stage biotechnology company creating a new class of drugs based on targeted protein degradation, today announced that management will participate in a fireside chat at the Jefferies Global Healthcare Conference on Wednesday, June 3 at 9:55 a.
NEW HAVEN, Conn., May 18, 2026 (GLOBE NEWSWIRE) -- Arvinas, Inc. (Nasdaq: ARVN), a clinical-stage biotechnology company working to create a new class of drugs based on targeted protein degradation, today announced that employees across Connecticut, in the Greater Boston area, and around the country, took part in the Company's fourth Arvinas Impact Day this past Friday. This company-wide day of service brings employees together to give back to their communities through volunteer activities that will make a meaningful difference across the Greater New Haven area and beyond.
