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Price · 1Y
$8.03
Thesis
Arvinas pioneered PROTAC targeted protein degradation, with its most advanced asset — vepdegestrant, an estrogen-receptor degrader for breast cancer — partnered with Pfizer. The platform's reach into oncology and neuroscience (tau, alpha-synuclein degraders) is the long-term value, demonstrating that PROTACs can drug previously intractable targets.
The investment case is a degradation-platform pioneer with a partnered late-stage oncology asset and optionality in neurodegeneration. Risks: clinical-stage volatility (mixed late-stage signals have whipsawed the equity), competition in ER+ breast cancer, and concentration around the Pfizer-partnered lead.
Catalysts
- Vepdegestrant late-stage data and regulatory path
- Pfizer partnership milestones
- Neuroscience degrader (tau / alpha-synuclein) progress
- Platform validation across new target classes
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.
- Jun 22LeadershipSEC
8-K item 5.02: disclosure of officer or director change.
- Jun 2OtherSEC
Arvinas filed Form 8-K (items 7.01, 8.01, 9.01) on 2026-06-02.
- Jun 2Trial readoutClinicalTrials.gov
Pfizer-sponsored Phase 1 trial (NCT05930925) of ARV-471 in healthy adults completed
- May 12Financial resultsSEC
Arvinas filed 8-K (items 2.02, 9.01) disclosing results of operations.
- May 12DealSEC
8-K (items 1.01/7.01/9.01) disclosing entry into material definitive agreement.