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ARVN Arvinas

Arvinas is a clinical-stage biopharmaceutical company dedicated to improving the lives of patients suffering from debilitating and life-threatening diseases through the discovery, development, and commercialization of therapies that degrade disease-causing proteins. Arvinas uses its proprietary PROTAC® Discovery Engine platform to engineer proteolysis targeting chimeras, or PROTAC® targeted protein degraders, that are designed to harness the body's own natural protein disposal system to selectively and efficiently degrade and remove disease-causing proteins. In addition to its robust preclinical pipeline of PROTAC® protein degraders against validated and "undruggable" targets, the company has two clinical-stage programs: ARV-110 for the treatment of men with metastatic castrate-resistant prostate cancer; and ARV-471 for the treatment of patients with locally advanced or metastatic ER+/HER2- breast cancer.

Company profile

Ticker
ARVN
Exchange
Website
CEO
John G. Houston
Employees
Incorporated
Location
Fiscal year end
Former names
ARVINAS HOLDING COMPANY, LLC, ARVINAS INC.
SEC CIK
Subsidiaries
Arvinas Operations, Inc. • Arvinas Androgen Receptor, Inc. • Arvinas Estrogen Receptor, Inc. • Arvinas Winchester, Inc. ...
IRS number
472566120

ARVN stock data

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Investment data

Data from SEC filings
Securities sold
Number of investors

Calendar

5 Aug 21
21 Oct 21
31 Dec 21
Quarter (USD)
Jun 21 Mar 21 Dec 20 Sep 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
Dec 20 Dec 19 Dec 18
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from Arvinas earnings reports.

Cash burn rate (estimated) Burn method: Change in cash Burn method: Operating income/loss Burn method: FCF (opex + capex)
Last Q Avg 4Q Last Q Avg 4Q Last Q Avg 4Q
Cash on hand (at last report) 53.23M 53.23M 53.23M 53.23M 53.23M 53.23M
Cash burn (monthly) 97.61M (positive/no burn) 17.29M 14.04M 15.8M 11.48M
Cash used (since last report) 362.24M n/a 64.17M 52.1M 58.64M 42.61M
Cash remaining -309.01M n/a -10.94M 1.12M -5.41M 10.62M
Runway (months of cash) -3.2 n/a -0.6 0.1 -0.3 0.9

Beta Read what these cash burn values mean

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
7 Sep 21 Shannon Timothy M Common Stock Sell Dispose S Yes No 90.7479 2,030 184.22K 1,653,128
7 Sep 21 Shannon Timothy M Common Stock Sell Dispose S Yes No 90.082 14,163 1.28M 1,655,158
7 Sep 21 Shannon Timothy M Common Stock Sell Dispose S Yes No 88.8982 5,467 486.01K 1,669,321
7 Sep 21 Shannon Timothy M Common Stock Sell Dispose S Yes No 87.9764 14,751 1.3M 1,674,788
3 Sep 21 Shannon Timothy M Common Stock Sell Dispose S Yes No 86.3929 2,319 200.35K 1,689,539
3 Sep 21 Shannon Timothy M Common Stock Sell Dispose S Yes No 85.4663 30,068 2.57M 1,691,858
2 Sep 21 John G Houston Common Stock Option exercise Acquire M No No 16 2,462 39.39K 832,333
2 Sep 21 John G Houston Common Stock Option exercise Acquire M No No 16 2,228 35.65K 829,871
2 Sep 21 John G Houston Stock Option Common Stock Option exercise Dispose M No No 16 2,462 39.39K 40,272
2 Sep 21 John G Houston Stock Option Common Stock Option exercise Dispose M No No 16 2,228 35.65K 40,000

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

99.5% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 182 182
Opened positions 25 34 -26.5%
Closed positions 25 36 -30.6%
Increased positions 82 67 +22.4%
Reduced positions 47 57 -17.5%
13F shares
Current Prev Q Change
Total value 3.8B 3.47B +9.4%
Total shares 48.95M 46.74M +4.7%
Total puts 90.3K 181.8K -50.3%
Total calls 178.6K 271.7K -34.3%
Total put/call ratio 0.5 0.7 -24.4%
Largest owners
Shares Value Change
FMR 5.98M $460.68M +40.8%
Vanguard 3.67M $282.71M +43.3%
Canaan IX 3.59M $304.86M 0.0%
Canaan Partners IX 3.59M $276.4M 0.0%
BLK Blackrock 3.11M $239.5M +3.6%
TROW T. Rowe Price 2.48M $190.94M +3.9%
BLVGF Bellevue 2.24M $172.28M +8.0%
New Leaf Venture Partners, L.L.C. 2.21M $170.38M -3.1%
Avidity Partners Management 1.85M $142.76M +5.3%
JPM JPMorgan Chase & Co. 1.74M $134.13M +0.6%
Largest transactions
Shares Bought/sold Change
FMR 5.98M +1.73M +40.8%
RTW Investments 0 -1.62M EXIT
Vanguard 3.67M +1.11M +43.3%
DB Deutsche Bank AG - Registered Shares 954.19K +778.09K +441.9%
MS Morgan Stanley 753.34K +509.17K +208.5%
Consonance Capital Management 0 -460K EXIT
Marshall Wace 511.15K -356.11K -41.1%
Wellington Management 576.31K +215.36K +59.7%
Marshall Wace North America 449.29K -195.14K -30.3%
Sectoral Asset Management 282.79K -187.25K -39.8%

Financial report summary

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Risks
  • Raising additional capital may cause dilution to our stockholders, restrict our operations or require us to relinquish rights to our technologies or product candidates.
  • If a significant portion of our total outstanding shares are sold into the market, the market price of our common stock could drop significantly, even if our business is doing well.
Management Discussion
  • Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations.
  • You should read the following discussion and analysis of financial condition and operating results together with our condensed consolidated financial statements and the related notes appearing elsewhere in this Quarterly Report on Form 10-Q and our Annual Report on Form 10-K for the year ended December 31, 2020 filed on March 1, 2021. This discussion contains forward-looking statements that involve risks and uncertainties. As a result of many factors, such as those set forth in the section titled “Risk Factors” and elsewhere in this Quarterly Report on Form 10-Q, our actual results may differ materially from those anticipated in or implied by these forward-looking statements. For convenience of presentation some of the numbers have been rounded in the text below.
  • We are a clinical-stage biopharmaceutical company dedicated to improving the lives of patients suffering from debilitating and life-threatening diseases through the discovery, development and commercialization of therapies to degrade disease-causing proteins. We use our PROTAC Discovery Engine, proprietary technology platform to engineer proteolysis targeting chimeras, or PROTAC targeted protein degraders, that are designed to harness the body’s own natural protein disposal system to selectively remove disease-causing proteins. We believe that our targeted protein degradation approach is a therapeutic modality that may provide distinct advantages over existing modalities, including traditional small molecule therapies and gene-based medicines. Our small molecule PROTAC technology has the potential to address a broad range of intracellular disease targets, including those representing the up to 80% of proteins that currently cannot be addressed by existing small molecule therapies, commonly referred to as “undruggable” targets. We are using our PROTAC Discovery Engine to build an extensive pipeline of protein degradation product candidates to target diseases in oncology (including immuno-oncology), neuroscience, and other therapeutic areas. Our three lead product candidates are ARV-110, ARV-471, and ARV-766.
Content analysis
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Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. sophomore Avg
New words: antitrust, book, caption, clearance, Codification, consummation, customary, exploit, forma, holder, HSR, hybrid, insolvency, issuer, neoadjuvant, pro, Rodino, single
Removed: case, continuation, informed, occurrence, planned, ready, remotely, Street, subsequent

Patents

GRANT
Utility
Compounds and methods for the targeted degradation of bromodomain-containing proteins
14 Sep 20
The present invention relates to bifunctional compounds, which find utility as modulators of targeted ubiquitination, especially inhibitors of a variety of polypeptides and other proteins which are degraded and/or otherwise inhibited by bifunctional compounds according to the present invention.
GRANT
Utility
Compounds and methods for the enhanced degradation of targeted proteins
3 Aug 20
The present invention relates to bifunctional compounds, which find utility as modulators of targeted ubiquitination, especially inhibitors of a variety of polypeptides and other proteins which are degraded and/or otherwise inhibited by bifunctional compounds according to the present invention.
GRANT
Utility
Compounds and methods for the targeted degradation of rapidly accelerated fibrosarcoma polypeptides
27 Jul 20
The present disclosure relates to bifunctional compounds, which find utility as modulators of Rapidly Accelerated Fibrosarcoma (RAF, such as c-RAF, A-RAF and/or B-RAF; the target protein).
GRANT
Utility
Tetrahydronaphthalene and tetrahydroisoquinoline derivatives as estrogen receptor degraders
11 May 20
The present disclosure relates to bifunctional compounds, which find utility as modulators of estrogen receptor (target protein).
GRANT
Utility
Modulators of estrogen receptor proteolysis and associated methods of use
30 Mar 20
The present disclosure relates to bifunctional compounds, which find utility as modulators of estrogen receptor (target protein).