Arvinas

Arvinas

ARVN
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ARVN · Stock Price

USD 10.19+3.58 (+54.16%)
Market Cap: $655.2M

Historical price data

Market Cap: $655.2MPipeline: 4 drugsPatents: 2Founded: 2013HQ: New Haven, United States

Overview

Arvinas is a leader in the field of targeted protein degradation, developing novel therapeutics through its proprietary PROTAC® platform. The company has achieved significant clinical validation, with its lead oncology asset, vepdegestrant, demonstrating efficacy in pivotal trials for breast cancer, and its neuroscience candidate, ARV-102, showing compelling early-stage proof-of-concept in Parkinson's disease. Arvinas's strategy combines internal R&D with strategic partnerships, such as its major collaboration with Pfizer, to advance a deep pipeline and solidify its position as a platform innovator and drug developer.

OncologyNeurology

Technology Platform

Proprietary PROTAC® (PROteolysis TArgeting Chimera) platform that designs bifunctional molecules to recruit the cell's ubiquitin-proteasome system to degrade specific disease-causing proteins, enabling targeting of previously 'undruggable' targets.

Pipeline

4
4 drugs in pipeline
DrugIndicationStageWatch
ARV-110Prostate Cancer MetastaticPhase 1/2
ARV-806KRAS G12D MutationPhase 1/2
ARV-110 in Combination with AbirateroneProstate Cancer MetastaticPhase 1
ARV-393 + GlofitamabRelapsed/Refractory (R/R) Mature B Cell Non Hodgkin Lymphoma (NHL)Phase 1

Funding History

3
Total raised:$203M
IPO$120M
Series B$55M
Series A$28M

Opportunities

Arvinas's lead asset, vepdegestrant, is poised for potential regulatory filing and commercialization in the large ER+ breast cancer market, while its neuroscience candidate ARV-102 has validated CNS penetration, opening a new frontier in neurodegenerative disease treatment.
The proprietary PROTAC platform also presents significant long-term value through internal pipeline expansion and potential future partnerships.

Risk Factors

Key risks include clinical trial failures for late-stage assets, intense competition in core oncology markets, potential class-wide safety issues associated with the PROTAC modality, and dependency on the strategic partnership with Pfizer for development and commercialization of its lead program.

Competitive Landscape

Arvinas is a first-mover competing against other pure-play TPD biotechs like Kymera, Nurix, and C4 Therapeutics, as well as large pharmaceutical companies with internal TPD efforts. Its competitive advantages include first-in-human clinical validation across multiple tissues, proprietary platform learnings, and a major partnership with Pfizer.

Company Timeline

2013Founded

Founded in New Haven, United States

2013Series A

Series A: $28.0M

2015Series B

Series B: $55.0M

2018IPO

IPO — $120.0M