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. announced a leadership transition, with longtime executive Randy Teel, Ph.D. becoming president, chief executive officer, principal executive officer, and a board member effective February 12, 2026. Former CEO John Houston, Ph.D. resigned from his officer roles but remains a director and will serve as a consultant.
Teel, who joined Arvinas in 2018 and most recently served as chief business officer, will receive a $680,000 annual base salary and a performance-based bonus target equal to 60% of salary. He is also being granted a stock option for 218,691 shares and a restricted stock unit award covering 147,179 shares, both vesting over four years.
The amended employment agreement provides 12 months of salary and health premium support if Teel is terminated without cause or resigns for good reason outside a change in control, and 18 months of salary, health benefit support, a lump sum equal to 150% of target bonus, and full vesting of unvested equity if this occurs within 12 months after a change in control. Houston’s consulting agreement runs through March 1, 2027 and includes a lump-sum COBRA-related payment of $27,914.40, a $457,000 lump sum tied to the 2025 bonus, potential hourly consulting fees, and continued equity vesting.
Arvinas (ARVN) insider update: Chief Accounting Officer David K. Loomis reported a sale of 230 shares of common stock on 11/07/2025 at $9.89 per share. The filing states the sale was made automatically by the company to cover tax withholding tied to the vesting and settlement of 25% of RSUs granted on December 13, 2022.
Following the transaction, Loomis beneficially owns 31,697 shares directly. This total includes 1,239 shares previously purchased under the company’s 2018 Employee Stock Purchase Plan.
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.
Arvinas, Inc. reported that it announced its financial results for the quarter ended September 30, 2025 and provided a corporate update. The company released these details in a press release dated November 5, 2025, which is furnished as Exhibit 99.1 to this current report. The information in this earnings-related section is furnished rather than filed, meaning it is not subject to certain securities law liabilities unless specifically incorporated into other documents.
Arvinas (ARVN) reported new preclinical results for ARV-806, a PROTAC degrader targeting the KRAS G12D mutation, presented at the 2025 AACR‑NCI‑EORTC “Triple Meeting.” The program aims at a common KRAS mutation found in pancreatic, colorectal, and non‑small cell lung cancers.
In cell studies, ARV‑806 degraded KRAS G12D with picomolar potency and spared wild‑type and other RAS isoforms. Compared with clinical‑stage KRAS G12D ON and OFF inhibitors and another clinical‑stage G12D degrader, it showed >25‑fold greater anti‑proliferative potency, >40‑fold higher degradation potency (vs the comparable degrader), and required >10‑fold lower concentrations to induce pro‑apoptotic BIM. In a colorectal tumor xenograft model, a single IV dose achieved >90% KRAS G12D degradation for seven days, with parallel c‑MYC suppression and BIM induction for ≥5 days. Tumor models showed ≥30% volume reductions across pancreatic and colorectal CDX and a lung PDX model. The company is evaluating ARV‑806 in a Phase 1 trial in KRAS G12D‑mutated advanced solid tumors.
Arvinas (ARVN) reported new patient-reported outcomes from the Phase 3 VERITAC-2 trial of vepdegestrant, presented at ESMO 2025. The company said vepdegestrant showed a reduced risk of deterioration versus fulvestrant in patients with ESR1‑mutated, ER+/HER2‑ advanced or metastatic breast cancer previously treated with endocrine therapy, with statistically significant advantages in several PRO domains including overall health status, pain severity, and role, cognitive, emotional, and social functioning.
Vepdegestrant is an investigational PROTAC estrogen receptor degrader being developed with Pfizer as a potential monotherapy for ESR1‑mutated ER+/HER2‑ disease. Arvinas also highlighted Phase 2 TACTIVE‑N results in a neoadjuvant setting for ER+/HER2‑ localized breast cancer in postmenopausal women, where vepdegestrant demonstrated biological and clinical activity. The company furnished a press release as Exhibit 99.1 and noted the information is provided under Regulation FD and Other Events.
Arvinas, Inc. presented late-breaking Phase 1 clinical data for ARV-102, a PROTAC LRRK2 degrader, showing brain penetration and strong target reduction in early trials. In healthy volunteers, single doses up to 200 mg and multiple daily doses up to 80 mg were generally well tolerated with no discontinuations for adverse events. Repeated daily doses ≥20 mg produced > 90% reductions in LRRK2 protein in blood cells and > 50% reductions in cerebrospinal fluid (CSF); pathway biomarkers (phospho-Rab10T73 and urine BMP) were reduced.
In a small Parkinson’s cohort (15 treated, 4 placebo), single doses of 50 mg and 200 mg were well tolerated with only mild treatment-related AEs. Median PBMC LRRK2 reductions were 86% at 50 mg and 97% at 200 mg. CSF proteomics after 14 days of 80 mg daily dosing in volunteers showed decreased lysosomal and neuroinflammatory markers. The company plans to present multiple-dose patient data in 2026 and intends to advance ARV-102 development.
Arvinas, Inc. director Briggs Morrison reported purchasing 30,000 shares of ARVN common stock on 09/22/2025 at a weighted average price of $7.567 per share. After the transaction, Mr. Morrison beneficially owned 76,021 shares. The filing was submitted on 09/24/2025 and signed by an attorney-in-fact.
The footnote clarifies the $7.567 figure is a weighted average for multiple purchases priced between $7.50 and $7.65; the reporting person offered to provide a breakdown of per-trade quantities on request. No derivative transactions or additional securities classes are reported on this Form 4.
Arvinas, Inc. is restructuring its business and capital allocation. Management approved a workforce reduction of approximately 15%, mainly in roles tied to vepdegestrant commercialization, and expects to incur about $4.5 million in severance and related one-time termination costs, recognized primarily in the third and fourth quarters of 2025. The reduction is expected to be largely complete in the first quarter of 2026.
Arvinas and Pfizer have jointly agreed to out-license commercialization rights to vepdegestrant to a third party and plan to limit further spending on the program while seeking a partner. The company aims to optimize costs, including an additional 15% workforce reduction and tighter pipeline spending, and believes its cash, cash equivalents and marketable securities as of June 30, 2025, plus these actions, can fund operations into the second half of 2028.
The Board also authorized a share repurchase program for up to $100 million of Arvinas common stock, to be funded from working capital and executed through various methods with no set time limit.
Logos Global and affiliated funds report owning a meaningful stake in Arvinas, Inc. The filing shows Logos Global Management and related entities jointly beneficially own 6,300,000 shares, representing 8.6% of Arvinas's outstanding common stock based on 73,417,595 shares. Logos Global Master Fund holds 5,000,000 shares (6.8%) and Logos Opportunities Fund holds 1,300,000 shares (1.8%). Purchases were made on the open market: Global Fund acquired 3,200,000 shares for $23,534,011.75 and exercised 15,000 call options on August 15, 2025 to obtain 1,500,000 shares for $7,500,000; Opportunities Fund acquired 1,300,000 shares for $10,067,317.13. The reporting persons state their purpose is investment but have actively engaged management, recommending a strategic reset including a $700 million return of capital, expense reductions, a 1-for-5 reverse stock split, and refraining from further early-stage pipeline investment absent a strategic partner.