Every 10-Q that Arvinas, Inc (ARVN) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow ARVN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ARVN filings page.
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 reported a sharp year-over-year swing to a Q1 2026 loss as one-time collaboration revenue from 2025 rolled off, while its first PROTAC drug gained FDA approval shortly after quarter-end. Revenue fell to $15.6 million from $188.8 million, largely because the prior-year period included a major accounting estimate change that accelerated Vepdegestrant collaboration revenue.
Research and development expense declined to $60.3 million from $90.8 million and general and administrative expense dropped to $19.1 million, reflecting restructuring and cost controls. Net loss was $57.6 million, or $0.90 per share, versus net income of $82.9 million a year earlier. Cash, cash equivalents and marketable securities totaled $614.9 million, which management believes can fund operations into the second half of 2028.
Subsequent to quarter-end, the FDA approved VEPPANU (vepdegestrant) for ER+/HER2-, ESR1-mutated advanced or metastatic breast cancer, the first FDA-approved PROTAC protein degrader, triggering a $50.0 million milestone from Pfizer, partially payable to Yale under a license. Arvinas continues to advance a broad pipeline, including ARV-102 for neurodegenerative diseases, ARV-806 for KRAS G12D-mutant cancers, ARV-393 for non-Hodgkin lymphoma, ARV-027 for Kennedy's disease, and preclinical programs such as ARV-6723 and a pan-KRAS degrader.
Arvinas (ARVN) reported Q3 2025 results with revenue of $41.9 million versus $102.4 million a year ago and a net loss of $35.1 million versus $49.2 million. Year to date, revenue reached $253.1 million, helped by a change in accounting estimate tied to the Pfizer collaboration that increased revenue by $150.2 million and reduced net loss accordingly. The company also recognized $20.0 million upon a Novartis development milestone for luxdegalutamide (ARV-766).
Operating discipline was evident: research and development expense fell to $64.7 million from $86.9 million, and general and administrative expense declined to $21.0 million from $75.8 million. Cash, cash equivalents and marketable securities totaled $787.6 million as of September 30, 2025. Operating cash outflow was $243.4 million for the first nine months.
Arvinas announced a $100.0 million share repurchase program and bought 2,560,030 shares for $20.2 million in Q3, leaving $79.8 million authorized. With Pfizer, the company agreed to jointly select a third party for commercialization and potential further development of vepdegestrant, and implemented workforce reductions to streamline operations.