ARVN ARVINAS, INC.
Price Chart
Executive Summary
Arvinas announced a pipeline reprioritization, planning to complete the Phase 1 monotherapy dose escalation trial for ARV-806 (KRAS G12D) and then seek an out-licensing partner for further development. The company also furnished an investor presentation for the Jefferies Global Healthcare Conference. Cash runway extends into H2 2028.
Actionable Insight
The decision to out-license ARV-806 signals a strategic retreat from a high-profile KRAS G12D program, likely viewed negatively by the market given the $499M market cap and 62% analyst bullishness. Monitor for any partnership announcement or further pipeline cuts; cash runway into H2 2028 provides some buffer but does not offset the development setback.
Key Facts
- Arvinas is deprioritizing ARV-806, its KRAS G12D program, after completing Phase 1 dose escalation enrollment in Q2 2026.
- The company plans to out-license any further clinical trials (dose expansion or combination) for ARV-806.
- Cash, cash equivalents, and marketable securities as of March 31, 2026 are expected to fund operations into H2 2028.
- An investor presentation was furnished for the Jefferies Global Healthcare Conference on June 3, 2026.
Financial Impact
Pipeline de-prioritization of ARV-806, a key clinical-stage asset, reduces the company's internal development scope and may impair perceived pipeline value. No financial terms of a potential out-license were disclosed.
Risk Factors
- Failure to secure a favorable out-licensing deal for ARV-806 could result in full program write-off.
- Pipeline narrowing increases reliance on remaining programs (e.g., ARV-471, ARV-110), heightening binary risk.
- Cash burn rate may accelerate if no partnership income materializes, potentially requiring dilutive financing before H2 2028.
Market Snapshot
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-039818 |
| Document: 0001628280-26-039818-index-headers.html | 0001628280-26-039818 |
| Document: 0001628280-26-039818-index.html | 0001628280-26-039818 |
| Document: 0001628280-26-039818.txt | 0001628280-26-039818 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 2, 2026
12d ago
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8-K
| $7.70 $7.74 | ▼ −0.52% | ▼ −0.12% | $7.58 (+1.56%) |
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May 12, 2026
4w ago
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8-K
| $9.57 $9.87 | ▲ +3.13% | ▲ +2.56% | $7.58 (−20.79%) |
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May 12, 2026
4w ago
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8-K
| $9.57 $9.87 | ▲ +3.13% | ▲ +2.56% | $7.58 (−20.79%) |
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May 12, 2026
4w ago
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Press Release
| $9.57 $9.87 | ▼ −3.13% | ▼ −2.56% | $7.58 (+20.79%) |
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May 8, 2026
5w ago
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144
| $9.66 $9.57 | ▼ −0.93% | ▼ −0.80% | $7.58 (−21.53%) |
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May 8, 2026
5w ago
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144
| $9.66 $9.57 | ▼ −0.93% | ▼ −0.80% | $7.58 (−21.53%) |
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May 5, 2026
5w ago
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Press Release
| $10.61 $10.26 | ▲ +3.30% | ▲ +4.68% | $7.58 (+28.56%) |
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May 1, 2026
6w ago
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8-K
| $10.51 $10.78 | ▲ +2.57% | ▲ +2.91% | $7.58 (−27.88%) |
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May 1, 2026
6w ago
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Press Release
| $10.51 $10.78 | ▲ +2.57% | ▲ +2.91% | $7.58 (−27.88%) |
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Apr 29, 2026
6w ago
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DEFA14A
| $9.82 $9.90 | ▲ +0.81% | ▼ −0.21% | $7.58 (−22.81%) |
US Market Status
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