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Upturn AI SWOT - About
ARVN 
Arvinas Inc (ARVN)
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Upturn Advisory Summary
07/03/2025: ARVN (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
21 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $19.36
1 Year Target Price $19.36
| 9 | Strong Buy |
| 4 | Buy |
| 8 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -5.03% | Avg. Invested days 24 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 580.28M USD | Price to earnings Ratio - | 1Y Target Price 19.36 |
Price to earnings Ratio - | 1Y Target Price 19.36 | ||
Volume (30-day avg) 21 | Beta 2.2 | 52 Weeks Range 5.90 - 34.11 | Updated Date 07/3/2025 |
52 Weeks Range 5.90 - 34.11 | Updated Date 07/3/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.66 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -10.92% | Operating Margin (TTM) 37.82% |
Management Effectiveness
Return on Assets (TTM) -5.39% | Return on Equity (TTM) -7.34% |
Valuation
Trailing PE - | Forward PE 17.7 | Enterprise Value -367168019 | Price to Sales(TTM) 1.36 |
Enterprise Value -367168019 | Price to Sales(TTM) 1.36 | ||
Enterprise Value to Revenue 5.69 | Enterprise Value to EBITDA -1.62 | Shares Outstanding 72991400 | Shares Floating 62947045 |
Shares Outstanding 72991400 | Shares Floating 62947045 | ||
Percent Insiders 6.74 | Percent Institutions 91.08 |
Upturn AI SWOT
Arvinas Inc
Company Overview
History and Background
Arvinas Inc. was founded in 2013 by Dr. Craig Crews at Yale University. It pioneered the development of PROTAC (proteolysis-targeting chimera) protein degraders, aiming to revolutionize drug discovery. Arvinas has since evolved from a startup to a clinical-stage biopharmaceutical company.
Core Business Areas
- PROTAC Development: Arvinas focuses on discovering, developing, and commercializing PROTAC protein degraders for various therapeutic areas, including oncology and other diseases.
- Clinical Trials: Conducting clinical trials for its lead compounds targeting validated drug targets, like the androgen receptor (AR) and estrogen receptor (ER).
- Research and Development: Ongoing research into new PROTACs and applications, expanding its pipeline beyond initial targets.
Leadership and Structure
The leadership team includes Ron Peck as CEO, and the company has a board of directors guiding its strategic direction. Arvinas is structured with departments focusing on research, development, clinical operations, and commercial activities.
Top Products and Market Share
Key Offerings
- Bavdegalutamide (ARV-110): Bavdegalutamide is an oral PROTAC androgen receptor (AR) degrader being developed for metastatic castration-resistant prostate cancer (mCRPC). It's in Phase 3 clinical trials. Market share is not yet applicable as it is not commercialized. Competitors include androgen receptor antagonists like enzalutamide (Xtandi) from Astellas/Pfizer and abiraterone acetate (Zytiga) from Johnson & Johnson.
- Vepdegestrant (ARV-471): Vepdegestrant is an oral PROTAC estrogen receptor (ER) degrader being developed for ER-positive/HER2-negative breast cancer. It's in Phase 3 clinical trials. Market share is not yet applicable as it is not commercialized. Competitors include selective estrogen receptor degraders (SERDs) like fulvestrant and aromatase inhibitors.
Market Dynamics
Industry Overview
The biopharmaceutical industry is highly competitive and driven by innovation, with a focus on developing novel therapies for unmet medical needs. Protein degradation is a rapidly emerging field with significant potential.
Positioning
Arvinas is a leader in the PROTAC protein degradation field, with a first-mover advantage and a robust intellectual property portfolio. It aims to disrupt traditional drug development by targeting proteins previously considered undruggable.
Total Addressable Market (TAM)
The TAM for cancer therapeutics is very large, potentially hundreds of billions. Arvinas is aiming for specific markets such as breast cancer and prostate cancer that are each significant. Bavdegalutamide TAM ~ 10B and Vepdegestrant TAM ~15B.
Upturn SWOT Analysis
Strengths
- Pioneering PROTAC technology
- Strong intellectual property portfolio
- Experienced leadership team
- Advanced clinical pipeline
- Established partnerships with larger pharmaceutical companies
Weaknesses
- High research and development costs
- Dependence on clinical trial success
- Relatively small company size
- Reliance on single technology platform (PROTACs)
- No currently approved products
Opportunities
- Expanding PROTAC technology to new disease areas
- Potential for partnerships and collaborations
- Significant unmet medical needs
- Growing market for targeted therapies
- Accelerated regulatory pathways for innovative drugs
Threats
- Competition from other drug developers
- Clinical trial failures
- Regulatory hurdles
- Patent challenges
- Changes in the healthcare landscape
Competitors and Market Share
Key Competitors
- Pfizer (PFE)
- Astellas Pharma Inc (ALPMY)
- Johnson & Johnson (JNJ)
- Kymera Therapeutics (KYMR)
Competitive Landscape
Arvinas' competitive advantage lies in its pioneering PROTAC technology. However, it faces competition from established pharmaceutical companies with greater resources and experience in drug development and commercialization.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been defined by expansion of the pipeline and progress of clinical trials.
Future Projections: Future growth is dependent on the success of its clinical programs, particularly bavdegalutamide and vepdegestrant. Analyst estimates vary but generally project significant revenue growth if/when products are approved.
Recent Initiatives: Recent initiatives include advancing ongoing clinical trials, expanding its pipeline with new PROTAC candidates, and pursuing strategic partnerships.
Summary
Arvinas Inc. is a pioneering biopharmaceutical company in the PROTAC protein degradation field. Its strengths lie in its innovative technology and pipeline, but weaknesses include dependence on clinical trial success and competition from larger players. Success in late-stage trials is critical for sustained growth and market leadership. The company needs to successfully navigate regulatory hurdles and potential patent challenges.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Arvinas Inc. Investor Relations
- SEC Filings (10-K, 10-Q)
- Analyst Reports
- Company Press Releases
- ClinicalTrials.gov
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is estimated and may not be precise. Future projections are based on analyst estimates and are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Arvinas Inc
Exchange NASDAQ | Headquaters New Haven, CT, United States | ||
IPO Launch date 2018-09-27 | Chairperson, CEO & President Dr. John G. Houston Ph.D. | ||
Sector Healthcare | Industry Biotechnology | Full time employees 430 | Website https://www.arvinas.com |
Full time employees 430 | Website https://www.arvinas.com | ||
Arvinas, Inc., a clinical-stage biotechnology company, engages in the discovery, development, and commercialization of therapies to degrade disease-causing proteins. The company engineers proteolysis targeting chimeras (PROTAC) targeted protein degraders that are designed to harness the body's own natural protein disposal system to degrade and remove disease-causing proteins. Its product pipeline includes Bavdegalutamide and ARV-766, investigational orally bioavailable PROTAC protein degraders for the treatment of men with metastatic castration-resistant prostate cancer, which are in Phase 3 clinical trials; and ARV-471, an orally bioavailable estrogen receptor degrading PROTAC targeted protein degrader for the treatment of patients with locally advanced or metastatic estrogen receptor+/human epidermal growth factor receptor 2-breast cancer, which is Phase 3 clinical trial. The company's products also consists ARV 393, orally bioavailable PROTAC designed to degrade BCL6, a transcriptional repressor and a key regulator of normal B-cell maturation and differentiation processes which is in Phase 1 first-in-human clinical trial; ARV 102 for the treatment of neurodegenerative diseases, which is in Phase 1 clinical trial; and KRAS G12D program is in preclinical development for pancreatic and colorectal cancers. Arvinas, Inc. has collaborations with Pfizer Inc., Genentech, Inc., F. Hoffman-La Roche Ltd., Carrick Therapeutics Limited, and Bayer AG. The company was founded in 2013 and is based in New Haven, Connecticut.
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