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Arvinas Inc (ARVN)



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Upturn Advisory Summary
03/25/2025: ARVN (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit -34.22% | Avg. Invested days 24 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 483.47M USD | Price to earnings Ratio - | 1Y Target Price 43.32 |
Price to earnings Ratio - | 1Y Target Price 43.32 | ||
Volume (30-day avg) 2584747 | Beta 1.96 | 52 Weeks Range 6.81 - 39.40 | Updated Date 04/1/2025 |
52 Weeks Range 6.81 - 39.40 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -2.77 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -75.51% | Operating Margin (TTM) -98.31% |
Management Effectiveness
Return on Assets (TTM) -13.05% | Return on Equity (TTM) -32.56% |
Valuation
Trailing PE - | Forward PE 17.7 | Enterprise Value -546921494 | Price to Sales(TTM) 1.84 |
Enterprise Value -546921494 | Price to Sales(TTM) 1.84 | ||
Enterprise Value to Revenue 5.69 | Enterprise Value to EBITDA -1.62 | Shares Outstanding 68771904 | Shares Floating 53685383 |
Shares Outstanding 68771904 | Shares Floating 53685383 | ||
Percent Insiders 7.62 | Percent Institutions 110.28 |
Analyst Ratings
Rating 4.59 | Target Price 63.42 | Buy 5 | Strong Buy 15 |
Buy 5 | Strong Buy 15 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Arvinas Inc

Company Overview
History and Background
Arvinas Inc. was founded in 2013 by Dr. Craig Crews, a professor at Yale University, based on his groundbreaking work in PROTAC (PROteolysis TArgeting Chimera) technology. The company's initial focus was on developing novel protein degradation therapies for cancer and other diseases. Arvinas has since grown into a clinical-stage biopharmaceutical company with a diverse pipeline of PROTAC-based candidates.
Core Business Areas
- Protein Degradation Therapeutics: Arvinas focuses on developing and commercializing PROTAC-based therapeutics. PROTACs are heterobifunctional molecules that induce the selective degradation of disease-causing proteins.
Leadership and Structure
The CEO is John Houston. The organizational structure is typical of a biotechnology company, with research, clinical development, commercial, and administrative functions.
Top Products and Market Share
Key Offerings
- Bavdegalutamide (ARV-110): Bavdegalutamide is an oral PROTAC degrader targeting the androgen receptor (AR) for the treatment of metastatic castration-resistant prostate cancer (mCRPC). The competitors are drugs that target AR such as Xtandi (enzalutamide) and Zytiga (abiraterone). Revenue is tied to clinical trial results and potential future commercialization. Market share is currently 0 as it is not yet on the market.
- Vepdegestrant (ARV-471): Vepdegestrant is an oral PROTAC degrader targeting the estrogen receptor (ER) for the treatment of ER-positive/HER2-negative breast cancer. Competitors include drugs that target ER such as Tamoxifen and Aromatase Inhibitors. Revenue is tied to clinical trial results and potential future commercialization. Market share is currently 0 as it is not yet on the market.
Market Dynamics
Industry Overview
The biopharmaceutical industry is highly competitive and rapidly evolving, with significant investment in research and development. There is increasing focus on targeted therapies and precision medicine.
Positioning
Arvinas is a leader in the development of PROTAC-based protein degradation therapeutics. Its competitive advantage lies in its proprietary PROTAC platform and deep expertise in protein degradation.
Total Addressable Market (TAM)
The TAM for targeted protein degradation therapeutics is estimated to be in the tens of billions of dollars across various disease areas. Arvinas is well-positioned to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Proprietary PROTAC platform
- Strong intellectual property portfolio
- Experienced management team
- First-mover advantage in protein degradation field
Weaknesses
- Clinical trial risk
- Reliance on PROTAC technology
- High cash burn rate
- Dependence on partnerships for certain programs
Opportunities
- Expanding PROTAC platform to new targets
- Potential for partnerships and collaborations
- Addressing unmet medical needs in oncology and other diseases
- Advancing pipeline candidates through clinical development
Threats
- Competition from other biopharmaceutical companies
- Regulatory hurdles
- Patent challenges
- Failure of clinical trials
Competitors and Market Share
Key Competitors
- LLY
- MRK
- PFE
- BMY
- GILD
Competitive Landscape
Arvinas faces competition from established pharmaceutical companies with existing therapies. Its advantage lies in the novel mechanism of action of PROTACs and its potential to address drug resistance. Competitors have greater resources and established commercial infrastructure.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Arvinas has experienced significant growth in terms of its pipeline and partnerships since its founding.
Future Projections: Future growth depends on the successful development and commercialization of its PROTAC-based therapies. Analyst estimates vary widely depending on clinical trial outcomes.
Recent Initiatives: Recent initiatives include advancing ARV-110 and ARV-471 through clinical trials, expanding the PROTAC platform, and forging new partnerships.
Summary
Arvinas is a pioneering biotechnology company focused on protein degradation, which is promising. Its lead product candidates are showing early promise, but it faces considerable clinical and regulatory risk. Its technology has created a new market segment for medicine, but they will need strong positive data and funding to support the growth trajectory. Arvinas is on the right track to change lives, but there are challenges ahead.
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Sources and Disclaimers
Data Sources:
- Arvinas Inc. website
- SEC filings
- Analyst reports
- Industry publications
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Investment decisions should be based on individual due diligence and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Arvinas Inc
Exchange NASDAQ | Headquaters New Haven, CT, United States | ||
IPO Launch date 2018-09-27 | Chairperson, CEO & President Dr. John G. Houston Ph.D. | ||
Sector Healthcare | Industry Biotechnology | Full time employees 430 | Website https://www.arvinas.com |
Full time employees 430 | Website https://www.arvinas.com |
Arvinas, Inc., a clinical-stage biotechnology company, engages in the discovery, development, and commercialization of therapies to degrade disease-causing proteins. The company engineers proteolysis targeting chimeras (PROTAC) targeted protein degraders that are designed to harness the body's own natural protein disposal system to degrade and remove disease-causing proteins. Its product pipeline includes Bavdegalutamide and ARV-766, investigational orally bioavailable PROTAC protein degraders for the treatment of men with metastatic castration-resistant prostate cancer, which are in Phase 3 clinical trials; and ARV-471, an orally bioavailable estrogen receptor degrading PROTAC targeted protein degrader for the treatment of patients with locally advanced or metastatic estrogen receptor+/human epidermal growth factor receptor 2-breast cancer, which is Phase 3 clinical trial. The company's products also consists ARV 393, orally bioavailable PROTAC designed to degrade BCL6, a transcriptional repressor and a key regulator of normal B-cell maturation and differentiation processes which is in Phase 1 first-in-human clinical trial; ARV 102 for the treatment of neurodegenerative diseases, which is in Phase 1 clinical trial; and KRAS G12D program is in preclinical development for pancreatic and colorectal cancers. Arvinas, Inc. has collaborations with Pfizer Inc., Genentech, Inc., F. Hoffman-La Roche Ltd., Carrick Therapeutics Limited, and Bayer AG. The company was founded in 2013 and is based in New Haven, Connecticut.
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