Arvinas, Inc. (ARVN)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$9.39+0.86%
Close 2026-09-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · ARVN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Achieve regulatory approval for VEPPANU and complete licensing to Rigel Pharmaceuticals for global development and commercialization.
Stated as a priority in 3 of last 3 quarters. VEPPANU received FDA approval and was licensed to Rigel Pharmaceuticals, contributing to revenue growth from $15.6M in 2026-Q1 to $249.7M in 2026-Q2. Cash position decreased modestly from $614.9M to $567.9M. Management is delivering on regulatory approval and commercialization milestones.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 41% for the rest of the cohort, n=9986).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“The approval of VEPPANU, the first ever for a PROTAC, and licensing to Rigel Pharmaceuticals.”
“Announced FDA Approval of VEPPANU and selection of Rigel Pharmaceuticals for exclusive global rights.”
“FDA approval of VEPPANU ahead of PDUFA date and plan to select third party for commercialization.”
Progress multiple Phase 1 clinical trials including ARV-393, ARV-102, ARV-027, ARV-6723, and ARV-806 with planned data sharing and enrollment.
Stated as a priority in 2 of last 2 quarters. Management reports strong enrollment and clinical progress across multiple Phase 1 trials including ARV-393, ARV-102, ARV-027, ARV-6723, and ARV-806. While no specific revenue is attributed, the pipeline advancement is consistent with management's stated clinical development focus.
“Enrollment in Phase 1 trials is strong with data milestones planned for ARV-393, ARV-102, ARV-027, and ARV-6723.”
“Presented Phase 1 data for ARV-102 and initiated dosing for ARV-027; completed dose escalation for ARV-806.”
Manage cash, operating expenses, and capital expenditures to sustain operations into the second half of 2028.
Stated as a priority in 3 of last 3 quarters. Cash and equivalents decreased from $685.4M at 2025-Q4 to $567.9M at 2026-Q2, primarily due to operating cash outflows and investments. Management maintains that current cash is sufficient to fund operations and capex into the second half of 2028, indicating disciplined capital management and a stable runway.
“Cash sufficient to fund planned operating expenses and capital expenditures into 2H 2028.”
“Cash sufficient to fund planned operating expenses and capital expenditures into 2H 2028.”
“Cash sufficient to fund planned operating expenses and capital expenditures into 2H 2028.”
Re-prioritize pipeline focus and complete dose escalation enrollment in ARV-806 Phase 1 trial with plans for out-licensing additional trials.
Stated as a priority in 2 of last 2 quarters. Management completed dose escalation enrollment for ARV-806 and plans to share initial clinical data in the second half of 2026. The company also intends to seek out-licensing agreements for additional clinical trials, reflecting a strategic reprioritization of the pipeline.
“Completed dose escalation enrollment in ARV-806 Phase 1 trial and plan to share initial data in 2H 2026.”
“Completed dose escalation enrollment in ARV-806 Phase 1 trial evaluating KRAS G12D mutations.”
License VEPPANU to Rigel Pharmaceuticals for exclusive global development, manufacturing, and commercialization rights.
Stated as a priority in 3 of last 3 quarters. Management executed a license agreement with Rigel Pharmaceuticals granting exclusive global rights to VEPPANU, supporting commercialization efforts. The transaction is progressing with necessary approvals, consistent with management's growth strategy.
“Entered into a license agreement with Rigel Pharmaceuticals for exclusive global rights for VEPPANU.”
“Announced selection of Rigel Pharmaceuticals for exclusive global rights to VEPPANU.”
“Plan to complete closing of licensing transaction of VEPPANU to Rigel, subject to approvals.”
Over the trailing year it converted 3.15x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
16 material management or governance events in the past 24 months, led by M&A activity. Historically, Health Care names rated neutral grew net income 53% of the time over the next year (vs 49% for the rest of the cohort, n=5275).
Not investment advice. As of 2026-09-04.