Arvinas (ARVN) Aperçu de l'action
Arvinas, une société de biotechnologie au stade clinique, se consacre à la découverte, au développement et à la commercialisation de thérapies visant à dégrader les protéines pathogènes. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 0/6 |
| Performances passées | 0/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
ARVN Community Fair Values
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Analyst Price Targets
Arvinas, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$9.08 |
| Plus haut sur 52 semaines | US$14.51 |
| Plus bas sur 52 semaines | US$6.06 |
| Bêta | 1.8 |
| Variation sur 1 mois | -17.45% |
| Variation sur 3 mois | -22.06% |
| Variation sur 1 an | 39.91% |
| Variation sur 3 ans | -59.10% |
| Variation sur 5 ans | -86.35% |
| Évolution depuis l'introduction en bourse | -43.43% |
Nouvelles et mises à jour récentes
Article d’analyse • May 16
Analysts Just Published A Bright New Outlook For Arvinas, Inc.'s (NASDAQ:ARVN)
Arvinas, Inc. ( NASDAQ:ARVN ) shareholders will have a reason to smile today, with the analysts making substantial...Seeking Alpha • May 12
Arvinas: FDA Approval Validates The Platform, But Does Not Signal Near-Term Profitability
Summary Arvinas receives FDA approval for Veppanu, the first PROTAC drug, targeting ER+/HER2- breast cancer with ESR1 mutations. Veppanu’s commercial upside is limited by niche indication, direct competition from Orserdu, and royalty economics split with Pfizer. ARVN’s near-term profitability is unlikely; Veppanu royalties and milestones cannot offset a $230M annual cash burn. A Hold rating is justified by a strong cash runway and de-risked platform, but late-stage pipeline catalysts remain years away. Read the full article on Seeking AlphaArticle d’analyse • May 12
Will Arvinas (NASDAQ:ARVN) Spend Its Cash Wisely?
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Recent updates
Article d’analyse • May 16
Analysts Just Published A Bright New Outlook For Arvinas, Inc.'s (NASDAQ:ARVN)
Arvinas, Inc. ( NASDAQ:ARVN ) shareholders will have a reason to smile today, with the analysts making substantial...Seeking Alpha • May 12
Arvinas: FDA Approval Validates The Platform, But Does Not Signal Near-Term Profitability
Summary Arvinas receives FDA approval for Veppanu, the first PROTAC drug, targeting ER+/HER2- breast cancer with ESR1 mutations. Veppanu’s commercial upside is limited by niche indication, direct competition from Orserdu, and royalty economics split with Pfizer. ARVN’s near-term profitability is unlikely; Veppanu royalties and milestones cannot offset a $230M annual cash burn. A Hold rating is justified by a strong cash runway and de-risked platform, but late-stage pipeline catalysts remain years away. Read the full article on Seeking AlphaArticle d’analyse • May 12
Will Arvinas (NASDAQ:ARVN) Spend Its Cash Wisely?
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Mise à jour du récit • May 01
ARVN: Early Neurology Readouts And Cash Runway Will Drive Bullish Repricing
Analysts have nudged Arvinas' implied price target higher by a few dollars per share, reflecting updated models after recent Q4 results, early approval for Vepdeg, and a fuller view of the upcoming data cycle for programs like ARV-102 and other 2026 readouts. Analyst Commentary Recent Street research on Arvinas clusters around early approval for Vepdeg, the updated Q4 models, and a more detailed path for ARV-102 and other 2026 data events.
Mise à jour du récit • Apr 17
ARVN: Upcoming Neurology Data Readouts Will Challenge Current Share Price Assumptions
Narrative Update on Arvinas Analysts have lifted their average price targets on Arvinas by several dollars per share, into a mid-teens to around $20 range. This reflects updated models after recent quarterly results, a busy calendar of expected ARV-102 data readouts across neurological indications, and views on the company’s multiyear cash runway.Mise à jour du récit • Apr 03
ARVN: 2026 Neurology Readouts And Cash Runway Will Drive Bullish Reassessment
Analysts have modestly raised the Arvinas fair value estimate from $14.56 to $14.88, reflecting higher Street price targets after recent Q4 model updates, expanded program timelines, and detailed cash runway assessments across multiple firms. Analyst Commentary Recent Street research presents a mixed but generally constructive picture for Arvinas, with several firms adjusting price targets higher following the Q4 update and program milestones.
Mise à jour du récit • Mar 20
ARVN: 2026 Neurology Readouts And Cash Runway Will Drive Future Upside
The analyst price target for Arvinas has moved from $18 to $21, with analysts pointing to updated models that reflect revised assumptions around revenue growth, profit margins, and future P/E as they factor in recent quarterly results and upcoming clinical data readouts. Analyst Commentary Recent research updates show a cluster of higher price targets on Arvinas, with bullish analysts pointing to refreshed models following quarterly results and upcoming clinical data.Mise à jour du récit • Mar 05
ARVN: 2026 Neurology Readouts And Cash Runway Will Balance Execution Risks
Narrative Update on Arvinas The analyst price target for Arvinas has moved higher by $1.75, with analysts tying their updated views to refreshed post earnings models, a higher fair value estimate of $14.56, and anticipated 2026 data readouts for ARV-102 and other pipeline programs. Analyst Commentary Recent research updates show a cluster of higher price targets on Arvinas, with analysts revising their models after the latest quarterly report and company updates.Mise à jour du récit • Feb 19
ARVN: New Leadership And Lymphoma Program Will Drive Future Upside
Analysts have maintained their $18.00 price target for Arvinas, with updated assumptions that reflect adjusted views on revenue growth, profit margins, and future P/E expectations. What's in the News Arvinas appointed Randy Teel, Ph.D., as Chief Executive Officer, effective February 12, 2026.Mise à jour du récit • Feb 05
ARVN: Hematology Data And Preclinical Combination Results Will Balance Cash Burn Risks
Analysts have nudged their price target on Arvinas slightly higher to about $12.81 from $12.75, citing updated assumptions around discount rates, revenue contraction, profit margins, and future P/E expectations. What's in the News Arvinas shared preclinical data for ARV-393, an investigational PROTAC BCL6 degrader, in combination with glofitamab at the 67th American Society of Hematology Annual Meeting and Exposition in Orlando, Florida (Key Developments).Article d’analyse • Jan 27
Companies Like Arvinas (NASDAQ:ARVN) Are In A Position To Invest In Growth
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Mise à jour du récit • Jan 22
ARVN: New Hematology And KRAS Data Will Balance Cash Burn Risks
Narrative Update on Arvinas The analyst price target for Arvinas has moved slightly higher from US$12.44 to US$12.75. Analysts attribute this adjustment to updated assumptions for fair value, discount rate, profit margin, and future P/E.Mise à jour du récit • Jan 07
ARVN: Future Returns Will Balance Breast Cancer Setbacks And Cash Burn Risks
Analysts have nudged their price target for Arvinas slightly higher to about $12.44 from $12.31, while highlighting rising concerns that competitive progress in hormone receptor positive, HER2 negative metastatic breast cancer could leave vepdegestrant at risk of becoming less relevant and keep investor focus on cash burn. Analyst Commentary Bullish Takeaways Bullish analysts point to the updated average price target of about $12.44 as an indication that some on the Street still see room for upside relative to the most cautious views, even as competitive pressure builds around vepdegestrant.Mise à jour du récit • Dec 16
ARVN: Early Neuroscience Pipeline Will Drive Future Upside Despite Breast Cancer Reset
Analysts have sharply cut their price target on Arvinas to about $18 from over $60. The change reflects heightened competitive pressure on vepdegestrant, uncertainty around out-licensing timelines, and a reset of expectations toward the company’s earlier-stage oncology and neuroscience pipeline.Mise à jour du récit • Dec 02
ARVN: Refocus On Neuroscience And Cost Discipline Will Balance Risks And Opportunities
Analysts have revised Arvinas' price target lower. Notable cuts include Goldman's reduction to $6 from $8, reflecting heightened uncertainty around vepdegestrant's outlook and increased competitive pressures in breast cancer therapies.Mise à jour du récit • Nov 18
ARVN: Core Oncology And Neuroscience Focus Will Drive Share Recovery Ahead
Arvinas' analyst price target has been revised downward from approximately $17.44 to $12.31 per share. Analysts cite increased competitive risks for vepdegestrant along with heightened uncertainty surrounding the company's future commercial prospects.Mise à jour du récit • Sep 25
Precision Therapies Will Meet Demand Despite Clinical And Regulatory Risks
Arvinas’ consensus price target was reduced to $17.44, reflecting increased commercialization uncertainty for vepdegestrant following the decision to seek a third-party partner, restructuring, and delays to peak sales estimates despite ongoing support for the early-stage pipeline. Analyst Commentary Recent decision by Arvinas and Pfizer to seek a third-party partner for vepdegestrant has introduced significant uncertainty around commercialization timing and strategy, prompting downside risk to valuation.Article d’analyse • Sep 09
Improved Revenues Required Before Arvinas, Inc. (NASDAQ:ARVN) Stock's 26% Jump Looks Justified
Arvinas, Inc. ( NASDAQ:ARVN ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...Article d’analyse • Jun 01
We're Not Very Worried About Arvinas' (NASDAQ:ARVN) Cash Burn Rate
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Article d’analyse • May 01
Arvinas, Inc.'s (NASDAQ:ARVN) Shares Bounce 37% But Its Business Still Trails The Industry
Arvinas, Inc. ( NASDAQ:ARVN ) shareholders are no doubt pleased to see that the share price has bounced 37% in the last...
Nouveau récit • Mar 24
Phase III And PROTAC Data Will Advance Pipeline Despite Hurdles
Successful trials and partnerships in oncology could support Arvinas' transition to commercial operations, driving growth and revenue potential.Seeking Alpha • Mar 14
Arvinas: Veritac-2 ITT Failure Confirms Limited Prospects
Summary Arvinas' Vepdegestrant failed to show significant improvement over fulvestrant in the VERITAC-2 trial in the ITT population, leading to a 52% stock drop. Arvinas' enterprise value plummeted to -$400M, with a high cash burn rate and no advanced pipeline candidates to offset losses. Despite a healthy cash balance, the ARVN's burn rate and lack of near-term catalysts make it an unattractive investment; reiterate sell rating. Read the full article on Seeking AlphaArticle d’analyse • Mar 12
Arvinas, Inc. (NASDAQ:ARVN) Not Doing Enough For Some Investors As Its Shares Slump 56%
Arvinas, Inc. ( NASDAQ:ARVN ) shareholders that were waiting for something to happen have been dealt a blow with a 56...Seeking Alpha • Dec 25
Arvinas' Vepdegestrant: Why The Data May Not Hold Up
Summary Arvinas, Inc. is a clinical-stage biotech firm focusing on protein degradation, with its lead candidate, ARV-471, in Phase 3 trials for breast cancer. We believe Arvinas is a short due to weak clinical data for ARV-471, which may not demonstrate compelling efficacy, risking a valuation collapse. Vepdegestrant (ARV-471) shows limited efficacy, likely due to poor bioavailability, and may not outperform existing treatments like fulvestrant in upcoming trials. Given Arvinas' significant cash burn and reliance on ARV-471, we expect a 30-40% stock price decline if Phase 3 results disappoint. Read the full article on Seeking AlphaArticle d’analyse • Dec 24
Arvinas (NASDAQ:ARVN) Is In A Good Position To Deliver On Growth Plans
Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Article d’analyse • Nov 28
Investors Still Waiting For A Pull Back In Arvinas, Inc. (NASDAQ:ARVN)
Arvinas, Inc.'s ( NASDAQ:ARVN ) price-to-sales (or "P/S") ratio of 11.1x might make it look like a strong sell right...Seeking Alpha • Oct 16
Arvinas: Major Catalyst Ahead, But Its History Gives Me Pause
Summary Arvinas, Inc.'s lead candidate, ARV-471, shows promise in phase 3 trials, especially in ESR1 mutant patients, but has mixed results in wild-type ESR1 patients. Despite past poor performance, recent positive data and a strong cash balance make ARVN a cautiously optimistic investment ahead of upcoming phase 3 data. Financially, Arvinas has a market cap of $1.78bn and a cash balance of $1.23bn, providing a runway of 8–9 quarters. While ARVN has potential, past inconsistent data warrants a cautious approach before investing further, despite promising recent developments. Read the full article on Seeking AlphaArticle d’analyse • Aug 02
Arvinas, Inc. (NASDAQ:ARVN) Reported Earnings Last Week And Analysts Are Already Upgrading Their Estimates
A week ago, Arvinas, Inc. ( NASDAQ:ARVN ) came out with a strong set of second-quarter numbers that could potentially...Seeking Alpha • Jul 12
Arvinas: Hugely Important Data Catalyst Upcoming - Success May Prove Elusive
Summary Arvinas utilizes PROTAC technology to develop protein degraders, with vepdegestrant as a lead drug candidate in Phase 3 studies. Vepdegestrat will read out data from a large, late-stage study in breast cancer patients this year - a major catalyst to look out for. Data shared to date has been somewhat unconvincing and from small subsets - to secure approval, the drug will need to meet an endpoint of progression-free survival. The drug is also being tested in a Phase 3 study alongside Pfizer's Ibrance - some early promising data is not a cast iron guarantee of success. I'm a little lukewarm on Vepdegestrat's prospects and am downgrading my former "buy" rating to hold. Read the full article on Seeking AlphaArticle d’analyse • Jun 27
Here's Why We're Watching Arvinas' (NASDAQ:ARVN) Cash Burn Situation
We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Seeking Alpha • Mar 03
Arvinas: Behind The Huge Rally
Summary Today, we take a look at Arvinas, Inc., a biotech company that is focused on developing therapies to degrade disease-causing proteins. Arvinas is partnered with drug giant Pfizer around its lead drug candidate and the stock has more than tripled over the past four months. The company also ended fiscal year 2023 with over $1.25 billion in cash and marketable securities, sufficient to fund activities until 2027. An analysis around Arvinas follows in the paragraphs below. Read the full article on Seeking AlphaArticle d’analyse • Feb 25
What Arvinas, Inc.'s (NASDAQ:ARVN) 28% Share Price Gain Is Not Telling You
Despite an already strong run, Arvinas, Inc. ( NASDAQ:ARVN ) shares have been powering on, with a gain of 28% in the...Rendement pour les actionnaires
| ARVN | US Pharmaceuticals | US Marché | |
|---|---|---|---|
| 7D | -10.2% | 2.0% | -0.3% |
| 1Y | 39.9% | 34.8% | 24.0% |
Rendement vs Industrie: ARVN a dépassé le secteur US Pharmaceuticals qui a rapporté 34.8 % au cours de l'année écoulée.
Rendement vs marché: ARVN a dépassé le marché US qui a rapporté 24 % au cours de l'année écoulée.
Volatilité des prix
| ARVN volatility | |
|---|---|
| ARVN Average Weekly Movement | 7.6% |
| Pharmaceuticals Industry Average Movement | 10.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: ARVN n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ARVN ( 8% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2013 | 246 | Randy Teel | www.arvinas.com |
Arvinas, une société de biotechnologie au stade clinique, se consacre à la découverte, au développement et à la commercialisation de thérapies visant à dégrader les protéines pathogènes. La société développe des chimères protéolytiques ciblées (PROTAC) qui sont conçues pour exploiter le système naturel d'élimination des protéines de l'organisme afin de dégrader et d'éliminer les protéines pathogènes. Elle développe également des programmes de développement clinique, notamment ARV-102, une protéine LRRK2 (leucine-rich repeat kinase 2) pour le traitement des maladies neurodégénératives, telles que la maladie de Parkinson et la paralysie supranucléaire progressive ; ARV-806, une protéine G12D du sarcome du rat de Kirsten pour le traitement des cancers présentant la mutation G12D, notamment le cancer du pancréas, le cancer colorectal et le cancer du poumon non à petites cellules ; ARV-393, une protéine de lymphome à cellules B 6 pour le traitement du lymphome non hodgkinien (LNH) récidivant/réfractaire ; ARV-027, un récepteur d'androgènes étendu à la polyglutamine dans le muscle squelettique ; et vepdegestrant, un récepteur d'œstrogènes pour le traitement du cancer du sein ER+/HER2- localement avancé ou métastatique.
Arvinas, Inc. Résumé des fondamentaux
| ARVN statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$585.85m |
| Bénéfices(TTM) | -US$221.30m |
| Recettes(TTM) | US$89.40m |
6.6x
Ratio P/S-2.6x
Ratio P/ELe site ARVN est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ARVN compte de résultat (TTM) | |
|---|---|
| Recettes | US$89.40m |
| Coût des recettes | -US$30.80m |
| Marge brute | US$120.20m |
| Autres dépenses | US$341.50m |
| Les revenus | -US$221.30m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -3.43 |
| Marge brute | 134.45% |
| Marge bénéficiaire nette | -247.54% |
| Ratio dettes/capitaux propres | 0.08% |
Quelles ont été les performances à long terme de ARVN?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/17 20:56 |
| Cours de l'action en fin de journée | 2026/05/15 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Arvinas, Inc. est couverte par 28 analystes. 17 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Peter Lawson | Barclays |
| Etzer Darout | Barclays |
| Tazeen Ahmad | BofA Global Research |