ARVN logo

Arvinas, Inc. Stock Price

NasdaqGS:ARVN Community·US$572.1m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 20 Fair Values set on narratives written by author

ARVN Share Price Performance

US$8.75
2.17 (32.88%)
US$14.88
Fair Value
US$8.75
2.17 (32.88%)
41.2% undervalued intrinsic discount
US$14.88
Fair Value
Price US$8.75
AnalystConsensusTarget US$14.88
AnalystLowTarget US$6.00
AnalystHighTarget US$24.00

ARVN Community Narratives

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Fair Value US$14.88 41.2% undervalued intrinsic discount

Precision Therapies Will Meet Demand Despite Clinical And Regulatory Risks

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Fair Value US$6 45.8% overvalued intrinsic discount

Narrow Protein Degradation Focus Will Exacerbate Downturn Yet Spur Recovery

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Fair Value US$21 58.3% undervalued intrinsic discount

Precision Medicine Trends Will Expand PROTAC Applications Despite Risks

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US$14.88
41.2% undervalued intrinsic discount
Profit Margin
19.44%
Future PE
29.7x
Price in 2029
US$18.05

Trending Discussion

No trending discussion available.

Updated Narratives

ARVN logo

ARVN: Veppanu Out Licensing And Early Pipeline Execution Will Drive Future Upside

Fair Value: US$21 58.3% undervalued intrinsic discount
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ARVN logo

ARVN: Licensing Deal Cash Flows Will Test Bullish Stock Price Expectations

Fair Value: US$6 45.8% overvalued intrinsic discount
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ARVN logo

ARVN: Early Neurology Readouts And Cash Runway Will Drive Bullish Repricing

Fair Value: US$14.88 41.2% undervalued intrinsic discount
11 users have set this as their fair value
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Snowflake Analysis

Adequate balance sheet with low risk.

3 Risks
1 Reward

Arvinas, Inc. Key Details

US$316.7m

Revenue

US$9.0m

Cost of Revenue

US$307.7m

Gross Profit

US$298.4m

Other Expenses

US$9.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.14
97.16%
2.94%
0.05%
View Full Analysis

About ARVN

Founded
2013
Employees
246
CEO
Randy Teel
WebsiteView website
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 develops 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. It is also developing clinical development programs , including ARV-102, a leucine-rich repeat kinase 2 (LRRK2) protein for the treatment of neurodegenerative diseases, such as Parkinson's disease and progressive supranuclear palsy; ARV-806, a Kirsten rat sarcoma, G12D protein for the treatment of cancers with the G12D mutation, comprising pancreatic, colorectal, and non-small cell lung cancer; ARV-393, a B-cell lymphoma 6 protein for the treatment of relapsed/refractory non-Hodgkin lymphoma (NHL); ARV-027, a polyglutamine-expanded androgen receptor in skeletal muscle; and vepdegestrant, an estrogen receptor for the treatment of locally advanced or metastatic ER+/HER2- breast cancer. In addition, the company develops Bavdegalutamide (ARV-110) and Luxdegalutamide (ARV-766), investigational orally bioavailable PROTAC protein degraders for the treatment of men with metastatic castration-resistant prostate cancer. It 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.

Recent ARVN News & Updates

Narrative Update Aug 09

ARVN: Veppanu Out Licensing And Early Pipeline Execution Will Drive Future Upside

Arvinas' fair value estimate has been revised from $24.00 to $21.00 as analysts balance recent price target tweaks, including cuts tied to slower expected revenue progress and a higher discount rate, with support from the Rigel VEPPANU partnership and ongoing confidence in the early pipeline that underpins a higher future P/E assumption. Analyst Commentary Recent Street research on Arvinas points to a mixed but constructive backdrop, with several bullish analysts highlighting the VEPPANU partnership with Rigel and progress in the early pipeline as key supports for the stock's current valuation framework.

Recent updates

No updates