ARVN Share Price Performance
US$10.92
2.97 (37.36%)
25.0% undervalued intrinsic discount
US$14.56
Fair Value
Price US$10.92
AnalystConsensusTarget US$14.56
AnalystHighTarget US$21.00
AnalystLowTarget US$7.00
Fair ValueUS$14.56
Share Pricen/a
Arvinas, Inc. Stock Price
- 3 Narratives written by author
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- 21 Fair Values set on narratives written by author
ARVN Community Narratives
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Fair Value US$14.56 25.0% undervalued intrinsic discount
Precision Therapies Will Meet Demand Despite Clinical And Regulatory Risks
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Fair Value US$21 48.0% undervalued intrinsic discount
Precision Medicine Trends Will Expand PROTAC Applications Despite Risks
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Fair Value US$7 56.0% overvalued intrinsic discount
Narrow Protein Degradation Focus Will Exacerbate Downturn Yet Spur Recovery
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Precision Medicine Trends Will Expand PROTAC Applications Despite Risks
Key Takeaways Regaining global rights and leveraging AI-driven PROTAC design could unlock significant revenue, pipeline productivity, and long-term earnings power through licensing or strategic transactions. Pipeline breakthroughs and industry shifts toward targeted protein degradation position Arvinas for rapid market expansion, revenue diversification, and enhanced valuation.Read more
6
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US$21
48.0% undervalued intrinsic discount
Fair Value
Profit Margin
41.39%
Future PE
6x
Price in 2029
US$25.49
Precision Therapies Will Meet Demand Despite Clinical And Regulatory Risks
Key Takeaways Advancements in targeted therapies and partnerships position Arvinas to capitalize on precision medicine trends and diversify future revenue streams. Streamlined operations and supportive industry momentum enhance prospects for improved margins and faster approval timelines.Read more
100
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AN
US$14.56
25.0% undervalued intrinsic discount
Fair Value
Profit Margin
21.47%
Future PE
24.17x
Price in 2029
US$17.67
Narrow Protein Degradation Focus Will Exacerbate Downturn Yet Spur Recovery
Key Takeaways Heavy reliance on a limited pipeline and milestone-driven partnerships exposes Arvinas to significant operational and revenue risks amid competitive and reimbursement pressures. Rising industry interest and regulatory tailwinds benefit Arvinas, but increased competition and pricing constraints threaten market share and long-term earnings growth.Read more
21
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US$7
56.0% overvalued intrinsic discount
Fair Value
Profit Margin
20.92%
Future PE
76.33x
Price in 2028
US$8.44
Trending Discussion
Recently Updated Narratives
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ARVN: 2026 Neurology Readouts And Cash Runway Will Drive Future Upside
Fair Value: US$21 48.0% undervalued intrinsic discount
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ARVN: 2026 Neurology Readouts And Cash Runway Will Balance Execution Risks
Fair Value: US$14.56 25.0% undervalued intrinsic discount
12 followersusers have followed this narrative
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Narrow Protein Degradation Focus Will Exacerbate Downturn Yet Spur Recovery
Fair Value: US$7 56.0% overvalued intrinsic discount
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Snowflake Analysis
Arvinas, Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -1.26
- 100.00%
- -30.77%
- 0.09%
About ARVN
- Founded
- 2013
- Employees
- 246
- CEO
- WebsiteView website
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.
