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Arvinas Inc (ARVN)

Upturn stock ratingUpturn stock rating
$7.36
Last Close (24-hour delay)
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Upturn Advisory Summary

06/30/2025: ARVN (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

21 Analysts rated it

Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.

1 Year Target Price $19.36

1 Year Target Price $19.36

Analysts Price Target For last 52 week
$19.36Target price
Low$5.9
Current$7.36
high$34.11

Analysis of Past Performance

Type Stock
Historic Profit -5.03%
Avg. Invested days 24
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 550.36M 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 06/29/2025
52 Weeks Range 5.90 - 34.11
Updated Date 06/29/2025
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 -392350049
Price to Sales(TTM) 1.29
Enterprise Value -392350049
Price to Sales(TTM) 1.29
Enterprise Value to Revenue 5.69
Enterprise Value to EBITDA -1.62
Shares Outstanding 72991400
Shares Floating 62988650
Shares Outstanding 72991400
Shares Floating 62988650
Percent Insiders 6.74
Percent Institutions 91.08

Analyst Ratings

Rating 5
Target Price 19.36
Buy 4
Strong Buy 9
Buy 4
Strong Buy 9
Hold 8
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

Arvinas Inc

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 430

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.