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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Est. EPS $-0.87 · Revenue $16.82M · 7 analysts
Est. EPS $-0.87 · Revenue $15.51M · 7 analysts
Est. EPS $-0.04 · Revenue $296.10M · 9 analysts
Est. EPS $-0.93 · Revenue $15.00M · 2 analysts
EPS $1.14 · Revenue $188.80M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $262.6M | -0.3% | +1500.6% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-80.8M | +59.4% | +394.1% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +98.0% | -2.0% | +3.7% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -43.8% | +53.9% | +116.4% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -30.8% | +59.3% | +118.4% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-275.7M | -5.6% | +31.2% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -105.0% | -5.9% | +95.7% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 2.1% | +18.8% | -34.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 4.92x | +5.9% | +45.3% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $717.9M | -34.2% | +4.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| 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% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| 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 …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
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.
