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, Pfizer and Rigel have signed a major licensing deal for VEPPANU. Rigel will receive exclusive global rights to develop, manufacture and commercialize VEPPANU, the first FDA‑approved PROTAC estrogen receptor degrader for certain advanced or metastatic breast cancers.
Arvinas and Pfizer will receive a $70 million upfront payment and an additional $15 million tied to specified transition activities, shared evenly between them. They may earn up to $320 million in future development, regulatory and commercial milestone payments, plus tiered royalties in the mid‑teens to mid‑20s on worldwide net sales. Rigel will lead U.S. launch and commercialization, hold global rights with sublicensing ability, and contribute up to $40 million toward ongoing development. Closing is subject to customary conditions, including Hart‑Scott‑Rodino antitrust clearance.
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, Inc. submitted a Form 144 notice relating to proposed sales of Common Stock. The filing lists 11,343 shares tied to the 05/11/2026 settlement of vested restricted stock units through Morgan Stanley Smith Barney LLC. The filing also records a prior sale of 5,134 shares by Andrew Saik on 02/13/2026 for $61,043.26.
Arvinas, Inc. reports a proposed sale of 9,834 shares. The Form 144 lists the sale as settlement of vested restricted stock units to be sold on 05/11/2026. The filing also shows prior dispositions in the past three months of 4,592 and 3,609 shares with dollar proceeds noted.
Arvinas, Inc. notice under Rule 144 reports the settlement and intended sale of 11,312 shares of Common Stock via Morgan Stanley Smith Barney on 05/11/2026, described as the settlement of vested restricted stock units. The filing also records prior dispositions by Noah Berkowitz of 5,685 shares on 02/13/2026 for $67,594.65 and 6,435 shares on 03/18/2026 for $71,431.07.
Arvinas, Inc. submitted a Form 144 notifying the sale/settlement of 9,834 shares of Common Stock tied to the settlement of vested restricted stock units on 05/11/2026. The filing also reports prior dispositions by Randy Teel of 4,403 shares on 02/13/2026 and 4,786 shares on 02/23/2026 with reported values.
Arvinas, Inc. announced that the U.S. Food and Drug Administration has approved VEPPANU (vepdegestrant) to treat adults with ER-positive/HER2-negative, ESR1‑mutated advanced or metastatic breast cancer whose disease has progressed after at least one line of endocrine therapy, based on an FDA‑authorized test. VEPPANU is described as the first-and-only FDA‑approved PROTAC protein degrader, marking Arvinas’ first approved medicine and the first PROTAC therapy to reach the market. FDA approval came ahead of the June 5, 2026 PDUFA date. In the Phase 3 VERITAC‑2 trial, VEPPANU reduced the risk of disease progression or death by 43% versus fulvestrant, with median progression‑free survival of 5.0 months compared to 2.1 months. Under its collaboration with Pfizer, Arvinas will receive a $50.0 million development milestone payment tied to this approval, which will be offset by amounts owed to Yale University under a license agreement. Arvinas and Pfizer plan to select a third‑party partner to commercialize VEPPANU.
Arvinas, Inc. is holding its 2026 Annual Meeting of Stockholders as a virtual-only audio webcast on June 24, 2026 at 8:00 a.m. Eastern Time.
Stockholders of record at the close of business on April 27, 2026, holding 64,517,472 shares of common stock, will vote on electing two Class II directors, an advisory say‑on‑pay resolution on executive compensation, and ratification of Deloitte & Touche LLP as independent auditor for 2026. The board recommends voting FOR all three proposals and explains detailed voting procedures for stockholders of record and those holding shares in street name.
Vanguard Portfolio Management reports beneficial ownership of 3,917,671 shares of Arvinas Inc. This holding represents 6.12% of Arvinas' common stock and is reported on a Schedule 13G. Vanguard Portfolio Management discloses sole dispositive power over 3,917,671 shares and sole voting power for 28,043 shares.
The filing lists CUSIP 04335A105 and is signed by Ashley Grim on 04/28/2026.