Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$516.2M
65M shares
52-week range
$6.06 – $14.51
26% from low
Sector
PHARMACEUTICAL PREPARATIONS
Exchange
NASDAQ
CS
Borrow rate
0.29%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $14.3M | $43.0M | $25.9M | $53.6M | $131.4M | $78.5M | $263.4M | $262.6M |
| Cost of revenue | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $5.2M |
| Gross profit | $14.3M | $43.0M | $25.9M | $53.6M | $131.4M | $78.5M | $263.4M | $257.4M |
| Gross margin | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 98.0% |
| R&D | $45.2M | $67.2M | $108.4M | $180.4M | $315.0M | $379.7M | $348.2M | $282.9M |
| Operating income | −$43.8M | −$51.5M | −$120.8M | −$188.4M | −$263.2M | −$401.5M | −$250.2M | −$114.9M |
| EBITDA | −$40.7M | −$68.0M | −$117.6M | −$184.9M | −$253.4M | −$359.7M | −$191.7M | −$75.3M |
| Net income | −$41.5M | −$70.3M | −$119.3M | −$191.0M | −$282.5M | −$367.3M | −$198.9M | −$80.8M |
| Net margin | -289.6% | -163.6% | -460.6% | -356.3% | -215.0% | -467.9% | -75.5% | -30.8% |
| EPS (diluted) | -1.31 | -1.89 | -3.02 | -3.82 | -5.31 | -6.62 | -2.77 | -1.28 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $128M | $-2.83 | $-4.09–$-1.92 | 11 |
| 2027 | $70M | $-3.54 | $-5.01–$-2.34 | 11 |
| 2028 | $69M | $-2.98 | $-4.13–$-1.56 | 9 |
| 2029 | $113M | $-2.24 | $-5.15–$-0.43 | 3 |
Forward consensus · source: Financial Modeling Prep
Arvinas Inc is a clinical-stage biotechnology company focused on improving the lives of patients suffering from debilitating and life-threatening diseases through the discovery, development, and commercialization of therapies that degrade disease-causing proteins. The company is using its PROteolysis TArgeting Chimera, a protein degradation platform, to develop therapeutics designed to harness the body's own natural protein disposal system to selectively and efficiently degrade and remove disease-causing proteins. Its clinical development program includes various product candidates such as ARV-102, ARV-806, ARV-393, ARV-027, and vepdegestrant, in their different stages of development, being developed to target certain harmful proteins causing oncology and neurology-related diseases.
www.arvinas.comNo one on the platform currently holds ARVN.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-09-30 | 669,655 | $5.7M |
No one on the platform has traded ARVN yet.
| $667M |
| — |
| ERASErasca, Inc. | $18.29 | +14.24% | $5.7B | — |
| GERNGeron Corporation | $1.30 | -1.52% | $834M | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 1.4× sales vs its 18.6× historical median P/S.
Fair value ≈ $110.34 · price $8.29 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$ARVN No comment here on the departure of Berkowitz? It's not so surprising, given this is a fairly big year of refocusing. It seems orderly enough. Still. The guy was only around for a couple of years--was his main goal to get VEPPANU through and, since he's done with that... ?
View on StockTwits ↗$ARVN will spike violently on positive oncology data , we got multiple data read out. Oncology price spike hits diffrent .
View on StockTwits ↗Who is the shittiest money-burning management out of the following four retrobrates $KROS $PRTA $ARVN and $SPRO I rank them with the worst offender first in my opinion. I own the second and fourth offenders only. But I'm super tempted to try again with Kereos. There must be a way for me to get my hands on that Takeda money.
View on StockTwits ↗$ARVN I am still need to add 10K shares. seems revershal is on the card. If it crosses 8 and holds ! it will be confirnmed.
View on StockTwits ↗$ARVN will be a slow rise again, quick 50% drop in the last few months. But more to come
View on StockTwits ↗@LabPsycho degraders portfolio $CCCC $PRLD $ARVN $FHTX $NRIX (all likely to go down a lot with XBI dip)
View on StockTwits ↗$ARVN very poor cash position. Needs partners for everything
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.