Arvinas, Inc.

NasdaqGS:ARVN Aktierapport

Börsvärde: US$672.2m

Arvinas Förvaltning

Förvaltning kriterier kontrolleras 3/4

Arvinas VD är Randy Teel, utsedd i Feb 2026, har en mandatperiod på mindre än ett år. totala årliga ersättningen är $ 3.78M, bestående av 12.6% lön 87.4% bonusar, inklusive företagsaktier och optioner. äger direkt 0.073% av företagets aktier, värda $ 493.62K. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 2.3 år respektive 6.6 år.

Viktig information

Randy Teel

Verkställande direktör

US$3.8m

Total ersättning

VD-lön i procent12.58%
Anställning som VDless than a year
Ägande av VD0.07%
Ledningens genomsnittliga anställningstid2.3yrs
Styrelsens genomsnittliga mandatperiod6.6yrs

Senaste uppdateringar av ledningen

Recent updates

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.

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.

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.

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.

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.

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.

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).

Companies Like Arvinas (NASDAQ:ARVN) Are In A Position To Invest In Growth

Jan 27
Companies Like Arvinas (NASDAQ:ARVN) Are In A Position To Invest In Growth

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.

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.

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.

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.

Arvinas: Approvable, But Asset Looks Mediocre, Initiating With A Hold Rating

Nov 24

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.

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.

Improved Revenues Required Before Arvinas, Inc. (NASDAQ:ARVN) Stock's 26% Jump Looks Justified

Sep 09
Improved Revenues Required Before Arvinas, Inc. (NASDAQ:ARVN) Stock's 26% Jump Looks Justified

We're Not Very Worried About Arvinas' (NASDAQ:ARVN) Cash Burn Rate

Jun 01
We're Not Very Worried About Arvinas' (NASDAQ:ARVN) Cash Burn Rate

Arvinas, Inc.'s (NASDAQ:ARVN) Shares Bounce 37% But Its Business Still Trails The Industry

May 01
Arvinas, Inc.'s (NASDAQ:ARVN) Shares Bounce 37% But Its Business Still Trails The Industry
User avatar

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.

Arvinas: Veritac-2 ITT Failure Confirms Limited Prospects

Mar 14

Arvinas, Inc. (NASDAQ:ARVN) Not Doing Enough For Some Investors As Its Shares Slump 56%

Mar 12
Arvinas, Inc. (NASDAQ:ARVN) Not Doing Enough For Some Investors As Its Shares Slump 56%

Arvinas' Vepdegestrant: Why The Data May Not Hold Up

Dec 25

Arvinas (NASDAQ:ARVN) Is In A Good Position To Deliver On Growth Plans

Dec 24
Arvinas (NASDAQ:ARVN) Is In A Good Position To Deliver On Growth Plans

Investors Still Waiting For A Pull Back In Arvinas, Inc. (NASDAQ:ARVN)

Nov 28
Investors Still Waiting For A Pull Back In Arvinas, Inc. (NASDAQ:ARVN)

Arvinas: Major Catalyst Ahead, But Its History Gives Me Pause

Oct 16

Arvinas, Inc. (NASDAQ:ARVN) Reported Earnings Last Week And Analysts Are Already Upgrading Their Estimates

Aug 02
Arvinas, Inc. (NASDAQ:ARVN) Reported Earnings Last Week And Analysts Are Already Upgrading Their Estimates

Arvinas: Hugely Important Data Catalyst Upcoming - Success May Prove Elusive

Jul 12

Here's Why We're Watching Arvinas' (NASDAQ:ARVN) Cash Burn Situation

Jun 27
Here's Why We're Watching Arvinas' (NASDAQ:ARVN) Cash Burn Situation

Arvinas: Behind The Huge Rally

Mar 03

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

Feb 25
What Arvinas, Inc.'s (NASDAQ:ARVN) 28% Share Price Gain Is Not Telling You

Analys av ersättningar till VD

Hur har Randy Teel:s ersättning förändrats jämfört med Arvinas:s resultat?
DatumTotal ersättningLönFöretagets resultat
Dec 31 2025n/an/a

-US$81m

Sep 30 2025n/an/a

-US$58m

Jun 30 2025n/an/a

-US$73m

Mar 31 2025n/an/a

-US$47m

Dec 31 2024US$4mUS$475k

-US$199m

Ersättning vs marknad: Randy s total kompensation ($USD 3.78M ) är ungefär genomsnittet för företag av liknande storlek på US marknaden ($USD 3.69M ).

Ersättning vs inkomst: Otillräcklig data för att jämföra Randy s ersättning med företagets resultat.


VD OCH KONCERNCHEF

Randy Teel (45 yo)

less than a year
Anställning
US$3,776,333
Kompensation

Dr. Randy Teel, Ph.D. served as Interim Chief Financial Officer and Treasurer at Arvinas, Inc. since February 29, 2024 until April 2024 and served as its Chief Business Officer since April 2024 until Febru...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Randy Teel
CEO, President & Directorless than a yearUS$3.78m0.073%
$ 493.6k
Andrew Saik
CFO & Treasurer1.9yrsUS$3.72m0.026%
$ 176.5k
Angela Cacace
Chief Scientific Officer1.9yrsUS$2.97m0.063%
$ 423.6k
Noah Berkowitz
Chief Medical Officer2.2yrsUS$6.10m0.039%
$ 260.2k
David Loomis
VP & Chief Accounting Officerno datainga uppgifter0.014%
$ 97.1k
Jeff Boyle
Vice President of Investor Relations5.3yrsinga uppgifteringa uppgifter
Jared Freedberg
General Counsel & Corporate Secretary2.3yrsinga uppgifteringa uppgifter
Steve Weiss
Senior VP & Chief Human Resources Officerno datainga uppgifteringa uppgifter
Paul McInulty
Senior Vice President of Regulatory Affairs3.6yrsinga uppgifteringa uppgifter
Alexander Santini
Chief Commercial Officerno datainga uppgifteringa uppgifter
Kelly Page
Senior VP & Global Head of Oncology Strategy and Program Leadership3.2yrsinga uppgifteringa uppgifter
2.3yrs
Genomsnittlig anställningstid
56yo
Genomsnittlig ålder

Erfaren ledning: ARVN s ledningsgrupp anses vara erfaren ( 2.3 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Randy Teel
CEO, President & Directorless than a yearUS$3.78m0.073%
$ 493.6k
Edward Kennedy
Independent Director7.8yrsUS$451.53k0.082%
$ 554.3k
Lillian Siu
Member of Scientific Advisory Board6.6yrsinga uppgifteringa uppgifter
Leslie Norwalk
Independent Director6.8yrsUS$451.53k0.016%
$ 105.3k
Briggs Duncan W. Morrison
Chairman & Lead Director7.9yrsUS$480.39k0.13%
$ 840.8k
Laurie Smaldone Alsup
Independent Director6.5yrsUS$456.53k0.016%
$ 105.3k
Adam Boxer
Member of Scientific Advisory Board6.6yrsinga uppgifteringa uppgifter
Lennart Mucke
Member of Scientific Advisory Board6.6yrsinga uppgifteringa uppgifter
Benjamin Neel
Member of Scientific Advisory Board6.6yrsinga uppgifteringa uppgifter
Linda Bain
Independent Director5.9yrsUS$461.53k0.016%
$ 105.3k
John Houston
Director8.7yrsUS$12.75m1.55%
$ 10.4m
Ian Taylor
Chairman of Scientific Advisory Board1.3yrsUS$4.22m0.18%
$ 1.2m
6.6yrs
Genomsnittlig anställningstid
63yo
Genomsnittlig ålder

Erfaren styrelse: ARVN s styrelse anses vara erfaren ( 6.6 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/03 01:12
Aktiekurs vid dagens slut2026/05/01 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

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.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* 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 användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials 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 28 analytiker. 17 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Peter LawsonBarclays
Etzer DaroutBarclays
Tazeen AhmadBofA Global Research