Arvinas Management

Management criteria checks 2/4

Arvinas' CEO is John Houston, appointed in Sep 2017, has a tenure of 6.58 years. total yearly compensation is $7.63M, comprised of 8.6% salary and 91.4% bonuses, including company stock and options. directly owns 1.27% of the company’s shares, worth $28.02M. The average tenure of the management team and the board of directors is 1.7 years and 4.5 years respectively.

Key information

John Houston

Chief executive officer

US$7.6m

Total compensation

CEO salary percentage	8.6%
CEO tenure	6.6yrs
CEO ownership	1.3%
Management average tenure	1.7yrs
Board average tenure	4.5yrs

Recent management updates

Recent updates

Arvinas: Behind The Huge Rally

Mar 03

What Arvinas, Inc.'s (NASDAQ:ARVN) 28% Share Price Gain Is Not Telling You

Feb 25

News Flash: Analysts Just Made A Notable Upgrade To Their Arvinas, Inc. (NASDAQ:ARVN) Forecasts

Aug 13

Arvinas a buy at Piper Sandler following failure of Sanofi breast cancer treatment

Aug 19

Arvinas: Still Holding, Just Not Buying More

May 23

Arvinas: One Of The Most Interesting Science-Heavy Emerging Biopharma

Feb 07

Arvinas: 2022 Is Full Of Catalysts For This Protein Degrader Pioneer

Nov 19

CEO Compensation Analysis

How has John Houston's remuneration changed compared to Arvinas's earnings?
Date	Total Compensation	Salary	Company Earnings
Dec 31 2023	US$8m	US$658k	-US$367m
Sep 30 2023	n/a	n/a	-US$295m
Jun 30 2023	n/a	n/a	-US$298m
Mar 31 2023	n/a	n/a	-US$301m
Dec 31 2022	US$10m	US$632k	-US$282m
Sep 30 2022	n/a	n/a	-US$253m
Jun 30 2022	n/a	n/a	-US$233m
Mar 31 2022	n/a	n/a	-US$213m
Dec 31 2021	US$13m	US$584k	-US$191m
Sep 30 2021	n/a	n/a	-US$180m
Jun 30 2021	n/a	n/a	-US$164m
Mar 31 2021	n/a	n/a	-US$139m
Dec 31 2020	US$8m	US$564k	-US$119m
Sep 30 2020	n/a	n/a	-US$99m
Jun 30 2020	n/a	n/a	-US$86m
Mar 31 2020	n/a	n/a	-US$78m
Dec 31 2019	US$5m	US$528k	-US$70m
Sep 30 2019	n/a	n/a	-US$65m
Jun 30 2019	n/a	n/a	-US$173m
Mar 31 2019	n/a	n/a	-US$179m
Dec 31 2018	US$6m	US$428k	-US$240m
Sep 30 2018	n/a	n/a	-US$233m
Jun 30 2018	n/a	n/a	-US$114m
Mar 31 2018	n/a	n/a	-US$98m
Dec 31 2017	US$954k	US$371k	-US$29m

Compensation vs Market: John's total compensation ($USD7.63M) is above average for companies of similar size in the US market ($USD5.66M).

Compensation vs Earnings: John's compensation has been consistent with company performance over the past year.

CEO

John Houston (63 yo)

6.6yrs

Tenure

US$7,627,032

Compensation

Dr. John G. Houston, Ph.D. serves as Independent Director at NextCure, Inc. since September 10, 2020. He has been President, Chief Executive Officer and Director of Arvinas, Inc. since September 20, 2017 a...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
John Houston	Chairperson	6.6yrs	US$7.63m	1.27% $ 28.0m
Ian Taylor	Chief Scientific Officer	5.1yrs	US$2.73m	0.14% $ 3.0m
Randy Teel	Interim CFO & Treasurer	less than a year	no data	0.017% $ 367.7k
David Loomis	VP & Chief Accounting Officer	1.3yrs	no data	no data
Jeff Boyle	Vice President of Investor Relations	3.3yrs	no data	no data
Jared Freedberg	General Counsel & Corporate Secretary	less than a year	no data	no data
Steve Weiss	Senior VP & Chief Human Resources Officer	no data	no data	no data
John Grosso	Senior Vice President of R&D Technical Operations	no data	no data	no data
Angela Cacace	Senior Vice President of Neuroscience & Platform Biology	no data	no data	no data
John Northcott	Chief Commercial Officer	1.7yrs	no data	no data
Lisa Sinclair	Senior Vice President of Corporate Operations	1.7yrs	no data	no data
Paul McInulty	Senior Vice President of Regulatory Affairs	1.5yrs	no data	no data

1.7yrs

Average Tenure

54yo

Average Age

Experienced Management: ARVN's management team is not considered experienced ( 1.7 years average tenure), which suggests a new team.

Board Members

Name	Position	Tenure	Compensation	Ownership
John Houston	Chairperson	6.6yrs	US$7.63m	1.27% $ 28.0m
Wendy Dixon	Independent Director	3.8yrs	US$425.40k	0.0073% $ 161.9k
Edward Kennedy	Independent Director	5.8yrs	US$422.69k	0.063% $ 1.4m
Lillian Siu	Member of Scientific Advisory Board	4.5yrs	no data	no data
Leslie Norwalk	Independent Director	4.8yrs	US$424.99k	0% $ 0
Briggs W. Morrison	Lead Independent Director	5.8yrs	US$441.76k	0.029% $ 646.5k
Laurie Smaldone Alsup	Independent Director	4.4yrs	US$430.30k	0% $ 0
Adam Boxer	Member of Scientific Advisory Board	4.5yrs	no data	no data
Lennart Mucke	Member of Scientific Advisory Board	4.5yrs	no data	no data
Bradley Hyman	Member of Scientific Advisory Board	2.1yrs	no data	no data
Benjamin Neel	Member of Scientific Advisory Board	4.5yrs	no data	no data
Linda Bain	Independent Director	3.8yrs	US$434.99k	0% $ 0

4.5yrs

Average Tenure

63yo

Average Age

Experienced Board: ARVN's board of directors are considered experienced (4.5 years average tenure).

Arvinas Management

Management criteria checks 2/4

Key information

Recent management updates

Arvinas, Inc. Appoints Randy Teel as Chief Business Officer

Arvinas, Inc., Annual General Meeting, May 29, 2024

Arvinas, Inc. Appoints Noah Berkowitz as Chief Medical Officer and A Member of the Executive Committee

Arvinas, Inc. Announces Chief Financial Officer Changes

Arvinas, Inc. Announces Chief Financial Officer Changes

Arvinas, Inc. Announces Appointment of Jared Freedberg as General Counsel

Recent updates

Arvinas, Inc. Appoints Randy Teel as Chief Business Officer

Arvinas, Inc., Annual General Meeting, May 29, 2024

Consensus EPS estimates upgraded to US$5.13 loss

Arvinas, Inc. Appoints Noah Berkowitz as Chief Medical Officer and A Member of the Executive Committee

Arvinas: Behind The Huge Rally

Full year 2023 earnings: EPS and revenues miss analyst expectations

Consensus EPS estimates upgraded to US$5.76 loss

Arvinas, Inc. announced that it has received $349.999871 million in funding from a group of investors

What Arvinas, Inc.'s (NASDAQ:ARVN) 28% Share Price Gain Is Not Telling You

Arvinas, Inc. Announces Chief Financial Officer Changes

Arvinas, Inc. Announces Chief Financial Officer Changes

Arvinas, Inc. and Pfizer Inc. Announces That the U.S. Food and Drug Administration Has Granted Fast Track Designation for the Investigation of Vepdegestrant (Arv-471) for Monotherapy

Arvinas, Inc. Announces Appointment of Jared Freedberg as General Counsel

Arvinas, Inc. and Pfizer Inc. Announce Interim Data from Phase 1b Trial of Vepdegestrant in Combination with Palbociclib (IBRANCE®?) and Plans to Expand Vepdegestrant Development Program

Price target decreased by 7.5% to US$55.82

New minor risk - Share price stability

Consensus estimates of losses per share improve by 13%

Price target decreased by 7.6% to US$55.80

New minor risk - Shareholder dilution

Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behind

Price target decreased by 10.0% to US$60.38

Arvinas, Inc. Announces the Presentation of Interim Data from the its Phase 1/2 Clinical Trial for Bavdegalutamide

Arvinas and Pfizer Announce Upcoming Vepdegestrant (ARV-471) Poster Presentation at ESMO Congress 2023

Consensus revenue estimates increase by 17%

News Flash: Analysts Just Made A Notable Upgrade To Their Arvinas, Inc. (NASDAQ:ARVN) Forecasts

New major risk - Revenue and earnings growth

Second quarter 2023 earnings: EPS and revenues exceed analyst expectations

Arvinas and Pfizer Wins Innovation Passport Designation by the U.K. Innovative Licensing and Access Pathway Steering Group for Vepdegestrant

Arvinas and Pfizer Wins Innovation Passport Designation by the U.K. Innovative Licensing and Access Pathway Steering Group for Vepdegestrant

New minor risk - Share price stability

Arvinas, Inc. Announces Changes to its Board of Directors

Arvinas, Inc. Announces Interim Data from Phase 1/2 Dose Escalation and Expansion Trial of ARV-766

Consensus revenue estimates increase by 10%, EPS downgraded

First quarter 2023 earnings: EPS in line with analyst expectations despite revenue beat

There's Reason For Concern Over Arvinas, Inc.'s (NASDAQ:ARVN) Price

Consensus EPS estimates fall by 12%

Calculating The Fair Value Of Arvinas, Inc. (NASDAQ:ARVN)

Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

Arvinas Announces Changes to Its Board of Directors

Arvinas, Inc. Announces in Post-Hoc Analysis from Phase 2 Cohort Expansion Portion (VERITAC) of Phase 1/2 Study with ARV-471 Expects VERITAC-2 Phase 3 Trial Population Achieve Clinical Benefit Rate of 62.5%

Price target decreased to US$83.90

Arvinas, Inc. Announces Initial Results from Phase 2 Cohort Expansion Portion (VERITAC) of Phase 1/2 Study with ARV-471 Co-Developed with Pfizer Inc

Third quarter 2022 earnings: EPS and revenues miss analyst expectations

Arvinas, Inc. Appoints Paul McInulty as Senior Vice President, Regulatory Affairs

Arvinas initiated Overweight at Barclays on attractive therapeutic platform

Arvinas a buy at Piper Sandler following failure of Sanofi breast cancer treatment

Arvinas, Inc. Announces Changes to its Board of Directors

Chief Medical Officer exercised options and sold US$69k worth of stock

Arvinas, Inc. Appoints Lisa Sinclair as Senior Vice President, Corporate Operations

Consensus forecasts updated

Second quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

Arvinas, Inc. Appoints John Northcott as Chief Commercial Officer

Arvinas: Still Holding, Just Not Buying More

Consensus EPS estimates fall by 12%

First quarter 2022 earnings: EPS and revenues miss analyst expectations

High number of new directors

CFO & Treasurer exercised options and sold US$810k worth of stock

Chief Scientific Officer exercised options to buy US$226k worth of stock.

Full year 2021 earnings: EPS and revenues exceed analyst expectations

Consensus forecasts updated

Chief Scientific Officer notifies of intention to sell stock

Arvinas, Inc. Announces Completed Phase 1 and Interim Phase 2 ARDENT Data for Bavdegalutamide (ARV-110), A Novel PROTAC® Degrader Targeting the Androgen Receptor

Arvinas, Inc. Announces New Data from Completed Phase 1 Dose Escalation and Ongoing Phase 2 Ardent Expansion Cohort with Novel PROTAC® Degrader Bavdegalutamide (ARV-110) to Present At 2022 ASCO GU Meeting

Arvinas: One Of The Most Interesting Science-Heavy Emerging Biopharma

Independent Director exercised options and sold US$793k worth of stock

Chief Medical Officer exercised options and sold US$782k worth of stock

CFO & Treasurer notifies of intention to sell stock

Independent Director recently sold US$24m worth of stock

Arvinas and Pfizer Announce PROTAC® Protein Degrader ARV-471 Continues to Demonstrate Encouraging Clinical Benefit Rate in Patients with Locally Advanced or Metastatic ER+/HER2- Breast Cancer