Arvinas (ARVN) Aktievy
Arvinas, Inc. är ett bioteknikföretag i klinisk fas som bedriver forskning, utveckling och kommersialisering av behandlingar för nedbrytning av sjukdomsframkallande proteiner. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 2/6 |
| Framtida tillväxt | 0/6 |
| Tidigare resultat | 0/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 0/6 |
ARVN Community Fair Values
Create NarrativeSee what 17 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Arvinas, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$8.27 |
| 52 veckors högsta | US$14.51 |
| 52 veckors lägsta | US$6.06 |
| Beta | 1.75 |
| 1 månads förändring | 18.48% |
| 3 månaders förändring | -23.57% |
| 1 års förändring | 6.16% |
| 3 års förändring | -65.77% |
| 5 års förändring | -88.90% |
| Förändring sedan börsintroduktionen | -48.47% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • Jun 17
ARVN: Licensing Deal Cash Flows Will Test Bullish Stock Price Expectations
Analysts have nudged their average price targets on Arvinas higher, into a mid to high teens dollar range, citing the new Veppanu licensing agreement with Rigel, the upfront $85 million payment with potential milestones up to $320 million, and the view that Rigel's existing U.S. oncology presence could help address what had been a key commercial overhang. Analyst Commentary on Arvinas Stock Recent research notes around Arvinas tend to cluster around the implications of the Veppanu partnership with Rigel and how that filters into valuation, risk, and the outlook for the early pipeline.
Uppdatering av berättelse • Jun 02
ARVN: Veppanu Licensing And Early Pipeline Progress Will Drive Future Upside
Analysts have raised the price target on Arvinas to $24 from $21, citing the Veppanu licensing deal with Rigel, the combination of upfront and milestone payments, and updated assumptions around growth, margins, and future P/E as the key drivers of their revised view. Analyst Commentary Recent research updates on Arvinas point to a cluster of higher price targets tied directly to the Veppanu licensing deal and the latest quarterly updates.Analysartikel • 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...Recent updates
Uppdatering av berättelse • Jun 17
ARVN: Licensing Deal Cash Flows Will Test Bullish Stock Price Expectations
Analysts have nudged their average price targets on Arvinas higher, into a mid to high teens dollar range, citing the new Veppanu licensing agreement with Rigel, the upfront $85 million payment with potential milestones up to $320 million, and the view that Rigel's existing U.S. oncology presence could help address what had been a key commercial overhang. Analyst Commentary on Arvinas Stock Recent research notes around Arvinas tend to cluster around the implications of the Veppanu partnership with Rigel and how that filters into valuation, risk, and the outlook for the early pipeline.Uppdatering av berättelse • Jun 02
ARVN: Veppanu Licensing And Early Pipeline Progress Will Drive Future Upside
Analysts have raised the price target on Arvinas to $24 from $21, citing the Veppanu licensing deal with Rigel, the combination of upfront and milestone payments, and updated assumptions around growth, margins, and future P/E as the key drivers of their revised view. Analyst Commentary Recent research updates on Arvinas point to a cluster of higher price targets tied directly to the Veppanu licensing deal and the latest quarterly updates.Analysartikel • 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 AlphaAnalysartikel • 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...
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...
Ny berättelse • 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 AlphaAnalysartikel • 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 AlphaAnalysartikel • 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...Analysartikel • 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 AlphaAnalysartikel • 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 AlphaAnalysartikel • 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 AlphaAktieägarnas avkastning
| ARVN | US Pharmaceuticals | US Marknad | |
|---|---|---|---|
| 7D | -1.4% | -2.0% | 0.7% |
| 1Y | 6.2% | 44.4% | 20.6% |
Avkastning vs industri: ARVN presterade sämre än US Pharmaceuticals branschen som gav 44.4 % under det senaste året.
Avkastning vs Marknaden: ARVN presterade sämre än US marknaden som gav 20.6 % under det senaste året.
Prisvolatilitet
| ARVN volatility | |
|---|---|
| ARVN Average Weekly Movement | 6.2% |
| Pharmaceuticals Industry Average Movement | 9.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Stabil aktiekurs: ARVN har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: ARVN s veckovolatilitet ( 6% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2013 | 246 | Randy Teel | www.arvinas.com |
Arvinas, Inc. är ett bioteknikföretag i klinisk fas som bedriver forskning, utveckling och kommersialisering av behandlingar för nedbrytning av sjukdomsframkallande proteiner. Bolaget utvecklar proteolysis targeting chimeras (PROTAC), riktade proteinnedbrytare som är utformade för att utnyttja kroppens eget naturliga proteinhanteringssystem för att bryta ned och avlägsna sjukdomsframkallande proteiner. Företaget utvecklar också kliniska utvecklingsprogram , inklusive ARV-102, ett leucinrikt LRRK2-protein (leucine-rich repeat kinase 2) för behandling av neurodegenerativa sjukdomar, såsom Parkinsons sjukdom och progressiv supranukleär pares; ARV-806, ett Kirsten rat sarcoma, G12D-protein för behandling av cancerformer med G12D-mutationen, inklusive pankreas-, kolorektal- och icke småcellig lungcancer; ARV-393, ett B-cellslymfom 6-protein för behandling av recidiverande/refraktärt non-Hodgkin lymfom (NHL); ARV-027, en polyglutaminutvidgad androgenreceptor i skelettmuskulatur; och vepdegestrant, en östrogenreceptor för behandling av lokalt avancerad eller metastaserande ER+/HER2- bröstcancer.
Arvinas, Inc. Sammanfattning av grunderna
| ARVN grundläggande statistik | |
|---|---|
| Börsvärde | US$551.01m |
| Vinst(TTM) | -US$221.30m |
| Intäkter(TTM) | US$89.40m |
6.0x
P/S-förhållande-2.4x
P/E-förhållandeÄr ARVN övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| ARVN resultaträkning (TTM) | |
|---|---|
| Intäkter | US$89.40m |
| Kostnad för intäkter | -US$30.80m |
| Bruttovinst | US$120.20m |
| Övriga kostnader | US$341.50m |
| Intäkter | -US$221.30m |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | -3.43 |
| Bruttomarginal | 134.45% |
| Nettovinstmarginal | -247.54% |
| Skuld/egenkapitalförhållande | 0.08% |
Hur har ARVN utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/10 20:29 |
| Aktiekurs vid dagens slut | 2026/07/10 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
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| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Arvinas, Inc. bevakas av 25 analytiker. 15 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Peter Lawson | Barclays |
| Etzer Darout | Barclays |
| Tazeen Ahmad | BofA Global Research |