Arvinas, Inc.

NasdaqGS:ARVN 주식 리포트

시가총액: US$551.7m

Arvinas 과거 순이익 실적

과거 기준 점검 0/6

Arvinas은 연평균 5.6%의 비율로 수입이 증가해 온 반면, Pharmaceuticals 산업은 연평균 9.7%의 비율로 증가했습니다. 매출은 연평균 35.2%의 비율로 증가했습니다.

핵심 정보

5.63%

순이익 성장률

13.05%

주당순이익(EPS) 성장률

Pharmaceuticals 산업 성장률5.95%
매출 성장률35.21%
자기자본이익률-57.21%
순이익률-247.54%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

분석 기사 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
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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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새로운 내러티브 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
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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
분석 기사 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
분석 기사 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...

매출 및 비용 세부 내역

Arvinas가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:ARVN 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 2689-22187283
31 Dec 25263-8195283
30 Sep 25312-58107306
30 Jun 25373-73161348
31 Mar 25427-47168348
31 Dec 24263-199165348
30 Sep 24161-309158360
30 Jun 2493-323105181
31 Mar 2471-355100284
31 Dec 2379-367100380
30 Sep 23159-29588383
30 Jun 23158-29886374
31 Mar 23137-30184346
31 Dec 22131-28280315
30 Sep 22127-25383279
30 Jun 22103-23379242
31 Mar 2275-21370210
31 Dec 2154-19162180
30 Sep 2123-18055152
30 Jun 2121-16448141
31 Mar 2121-13943122
31 Dec 2026-11938108
30 Sep 2024-993396
30 Jun 2047-863282
31 Mar 2045-783075
31 Dec 1943-702767
30 Sep 1942-652661
30 Jun 1915-1732258
31 Mar 1914-1791752
31 Dec 1814-2401345
30 Sep 1813-233837
30 Jun 1812-114531
31 Mar 1810-98429
31 Dec 178-29429
31 Dec 167-12320

양질의 수익: ARVN 은(는) 현재 수익성이 없습니다.

이익 마진 증가: ARVN는 현재 수익성이 없습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: ARVN는 수익성이 없지만 지난 5년 동안 연평균 5.6%의 속도로 손실을 줄였습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 ARVN의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: ARVN은 수익성이 없어 지난 해 수익 성장률을 Pharmaceuticals 업계(-5%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: ARVN는 현재 수익성이 없으므로 자본 수익률이 음수(-57.21%)입니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 17:51
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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산업 및 섹터 지표

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분석가 소스

Arvinas, Inc.는 28명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Peter LawsonBarclays
Etzer DaroutBarclays
Tazeen AhmadBofA Global Research