Arvinas, Inc. filings document regulatory, clinical, financial, and governance disclosures for a biotechnology company built around PROTAC targeted protein degradation. Recent Form 8-K reports cover FDA approval of VEPPANU (vepdegestrant) for ER+/HER2-, ESR1-mutated advanced or metastatic breast cancer, clinical data for ARV-102 in Parkinson’s disease, preclinical data for ARV-806 as a KRAS G12D degrader, and patient-reported outcomes for vepdegestrant.
The company’s filings also record quarterly and annual financial results, corporate updates, executive and board leadership changes, and proxy matters. Its definitive proxy statement addresses board elections, executive compensation, equity awards, shareholder voting items, and other governance information for Arvinas as a Nasdaq-listed operating company.
ARVINAS, INC. (ARVN) received a notice that director Sunil Agarwal intends to rely on Rule 144 to sell up to 23,105 shares of common stock. The shares are tied to a stock option exercise for cash, with sale information listing an aggregate market value of $196,242.32 and a proposed sale date of September 22, 2026 through Morgan Stanley Smith Barney LLC on NASDAQ.
ARVINAS, INC. (ARVN) received a Rule 144 notice from former officer Noah C. Berkowitz regarding planned sales of company stock. Berkowitz plans to sell 37,200 shares of common stock on September 9, 2026 through Morgan Stanley Smith Barney, following an exercise of options under a registered plan for cash. In the prior three months, Berkowitz reported additional Rule 144 sales of common stock on July 9, August 4, and September 4, 2026.
ARVINAS, INC. (ARVN) is the issuer of common stock for which former officer Noah C. Berkowitz has filed a notice of proposed sale on Form 144. The filing covers a planned sale of 8,300 shares of Arvinas common stock through Morgan Stanley Smith Barney LLC on September 4, 2026.
The shares to be sold were acquired by exercise of options under a registered plan from Arvinas for cash. The filing also lists prior sales by Berkowitz in the last three months, including 30,000 shares sold on August 4, 2026 and 24,000 shares sold on July 9, 2026.
D. E. Shaw & Co. entities and David E. Shaw report their ownership in Arvinas, Inc. common stock. D. E. Shaw & Co., L.P. and David E. Shaw each report beneficial ownership of 3,495,153 shares, representing 5.4% of the outstanding common stock. D. E. Shaw & Co., L.L.C. reports beneficial ownership of 3,050,971 shares, or 4.7% of the class, and notes it has ceased to be a beneficial owner of more than 5 percent since a filing dated November 14, 2025. All reporting persons have no sole voting or dispositive power; their reported powers are entirely shared through affiliated investment vehicles. David E. Shaw may be deemed to be the beneficial owner of 3,495,153 shares through his control of related entities but expressly disclaims beneficial ownership of those shares.
A shareholder of Arvinas (ARVN), Noah C. Berkowitz, filed notice of a proposed sale of 30,000 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services at New York Plaza. The filing lists an approximate aggregate sale price of $264,000.
The disclosure also reports that 24,000 shares of common stock were sold on 07/09/2026 for $201,528. In addition, restricted stock is scheduled to vest under a registered plan in two tranches: 18,692 shares on 05/09/2026 and 11,308 shares on 07/03/2026, each noted as compensation for services rendered.
Arvinas, Inc. reported a strong move to profitability in Q2 2026, with revenue of $249.7 million and net income of $169.4 million, compared with $22.4 million of revenue and a $61.2 million net loss a year earlier. Operating expenses declined to $85.6 million from $93.9 million.
Revenue came almost entirely from collaboration and license activity related to VEPPANU (vepdegestrant), including $133.7 million from the Pfizer vepdegestrant collaboration, a $50.0 million FDA-approval milestone, $62.5 million from the Rigel License Agreement and related reimbursements, and $3.5 million from a Pfizer research collaboration.
Cash, cash equivalents and marketable securities totaled $567.9 million as of June 30, 2026, and the company states this balance is sufficient to fund planned operating expenses and capital expenditures into the second half of 2028. Arvinas’ portfolio includes the newly approved PROTAC degrader VEPPANU and multiple clinical-stage PROTAC programs in oncology and neurology.
Arvinas, Inc. reported strong results for the quarter ended June 30, 2026 and advanced its protein degrader pipeline. Revenue was $249.7 million, up from $22.4 million a year earlier, driven by its vepdegestrant (VEPPANU) collaboration with Pfizer and a new license agreement with Rigel Pharmaceuticals, plus a $50.0 million FDA approval milestone. Net income was $169.4 million versus a net loss of $61.2 million in the prior-year quarter.
The FDA approved VEPPANU, the first-ever approved PROTAC degrader, for ER+/HER2-, ESR1-mutated advanced or metastatic breast cancer, and Arvinas and Pfizer licensed global rights to Rigel; VEPPANU was also added as a Category 2A option in NCCN breast cancer guidelines. GAAP R&D expenses fell to $52.6 million and GAAP G&A expenses to $24.0 million, reflecting lower personnel and commercial build-out costs. Cash, cash equivalents and marketable securities totaled $567.9 million as of June 30, 2026, which Arvinas believes will fund operations into the second half of 2028.
Arvinas continues to progress multiple PROTAC candidates, including ARV-393 for non-Hodgkin lymphoma, ARV-102 for Parkinson’s disease, ARV-027 for spinal and bulbar muscular atrophy, ARV-6723 as its first immuno-oncology HPK1 degrader, and ARV-806 for KRAS G12D-mutated solid tumors, with several Phase 1 data readouts planned from 2H 2026 through 2027.
Morgan Stanley Smith Barney LLC filed a Form 144 notice to sell 24,000 shares of Common stock. The filing lists multiple planned sales tied to restricted stock vesting under a registered plan on 03/18/2025, 02/13/2026, and 03/18/2026.
The filing shows vesting-related lot sizes of 7,205, 8,122, and 8,673 shares. A separate line lists 64,521,198 shares outstanding as of 07/09/2026 as a context figure.
ARVINAS, INC. director Laurie Smaldone Alsup reported equity awards consisting of restricted stock units and stock options. She was granted 15,527 RSUs, each representing a right to receive one share of common stock for no cash consideration upon settlement. Following this award, she directly holds 41,572 shares of common stock. She also received stock options covering 22,714 shares of common stock at an exercise price of $8.05 per share. Both the RSUs and the options vest in full on the earlier of June 24, 2027 or immediately before the first annual meeting of stockholders after the grant date, subject to her continued service with Arvinas.
ARVINAS, INC. director Leslie V. Norwalk reported routine equity compensation awards, not open-market trading. On June 24, 2026, Norwalk received 15,527 restricted stock units, each representing a right to one share of common stock for no cash payment, bringing direct common stock holdings to 41,572 shares.
Norwalk was also granted an option to buy 22,714 shares of common stock at an exercise price of $8.0500 per share, expiring on June 23, 2036. Both the RSUs and the option vest in full on June 24, 2027 or immediately before the first annual stockholder meeting after the grant date, if service with the company continues through vesting.