Arvinas is progressing multiple investigational drugs through clinical development including ARV-102 for neurodegenerative disorders, ARV-806 for KRAS G12D mutations, ARV-393 for non-Hodgkin Lymphoma, and vepdegestrant for ER+/HER2- breast cancer. The company has collaborations with Pfizer, Genentech, Roche, Carrick Therapeutics, and Bayer.
Cyborg Score Rationale
Vepdegestrant received FDA Fast Track designation with a PDUFA action date of June 5, 2026. The company has strong cash position and differentiated technology, but faces financial losses and recent leadership transition during strategic pivot.
Top Insights
CEO John Houston resigned February 12, 2026, with Randy Teel appointed as new president and CEO, bringing strategic experience to focus on clinical pipeline development.
Arvinas and Pfizer agreed to out-license vepdegestrant commercialization rights to a third party to maximize commercial potential.
ARV-393 demonstrated preclinical data showing complete tumor regressions in mice models, with a Phase 1 combination cohort in DLBCL planned for 2026.
Cost optimization measures expected to achieve annual savings of more than $100 million compared to FY 2024.
Named Competitors
RLAY — Clinical-stage biotech focusing on protein degradation
NRIX — Oncology-focused targeted protein degradation biotech
Recent Developments
(February 2026) Randy Teel appointed President and CEO, succeeding John Houston with focus on strategic pipeline acceleration
(June 2026) Vepdegestrant FDA PDUFA decision expected for ER+/HER2- breast cancer
(December 2025) ARV-393 preclinical data from ASH showing synergies with glofitamab for lymphoma treatment
Open the full interactive Arvinas, Inc. report
Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.