Arvinas

ARVNPhase 2

New Haven, United StatesFounded 2013arvinas.com

Arvinas is a leader in the field of targeted protein degradation, founded on groundbreaking research from Yale University. The company's PROTAC® platform enables the development of therapeutics that harness the body's natural protein disposal system to degrade disease-causing proteins, potentially addressing previously 'undruggable' targets. With multiple clinical-stage assets, strategic partnerships, and a robust discovery engine, Arvinas aims to revolutionize treatment for serious diseases in oncology and neurology.

Market Cap

$1.7B

Founded

2013

Focus

Small Molecules

ARVN · Stock Price

USD 26.18+10.13 (+63.12%)

Historical price data

AI Company Overview

Technology Platform

PROTAC® (PROteolysis TArgeting Chimera) Discovery Engine, a platform for designing bifunctional molecules that recruit the cell's ubiquitin-proteasome system to degrade specific disease-causing proteins.

Pipeline Snapshot

4 drugs in pipeline

Drug	Indication	Stage
ARV-110	Prostate Cancer Metastatic	Phase 1/2
ARV-806	KRAS G12D Mutation	Phase 1/2
ARV-110 in Combination with Abiraterone	Prostate Cancer Metastatic	Phase 1
ARV-393 + Glofitamab	Relapsed/Refractory (R/R) Mature B Cell Non Hodgkin Lymphoma (NHL)	Phase 1

Funding History

Total raised: $203M

IPO$120MUndisclosedSep 27, 2018

Series B$55MNew Enterprise AssociatesJun 15, 2015

Series A$28MCanaan PartnersJun 15, 2013

Opportunities

Arvinas' primary growth opportunities include the potential first commercial launch of vepdegestrant for breast cancer, expansion of its neurology pipeline (e.g., ARV-102 in Parkinson's) into other neurodegenerative diseases, and leveraging its PROTAC platform to address a vast array of 'undruggable' targets across therapeutic areas through internal programs and new strategic partnerships.

Risk Factors

Key risks include clinical trial failures, particularly for late-stage assets; intense competition in the protein degradation space; potential long-term safety issues unique to the catalytic degradation mechanism; and reliance on capital markets and partnership milestones for funding as a pre-revenue company.

Competitive Landscape

Arvinas competes with other protein degradation biotechs like Nurix, Kymera, and C4 Therapeutics, as well as large pharma companies investing in the modality. Its key advantages are its first-mover status, extensive clinical dataset, validated oral and CNS-penetrant degraders, and its strategic partnership with Pfizer for its lead asset.

Publications

Patents

Pipeline