Arvinas, Inc.

NasdaqGS:ARVN 株式レポート

時価総額:US$587.1m

Arvinas 配当と自社株買い

配当金 基準チェック /06

Arvinas配当金を支払った記録がありません。

主要情報

n/a

配当利回り

15.5%

バイバック利回り

総株主利回り15.5%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

Recent updates

分析記事 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 Alpha
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
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新しいナラティブ 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 Alpha
分析記事 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 Alpha
分析記事 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...
分析記事 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 Alpha
分析記事 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 Alpha
分析記事 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 Alpha
分析記事 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...

決済の安定と成長

配当データの取得

安定した配当: ARVNの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: ARVNの配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

Arvinas 配当利回り対市場
ARVN 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (ARVN)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.3%
業界平均 (Pharmaceuticals)2.1%
アナリスト予想 (ARVN) (最長3年)0%

注目すべき配当: ARVNは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: ARVNは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: ARVNの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。


株主配当金

キャッシュフローカバレッジ: ARVNが配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/21 00:47
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Arvinas, Inc. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28

アナリスト機関
Peter LawsonBarclays
Etzer DaroutBarclays
Tazeen AhmadBofA Global Research