Product pipeline and R&Dmixed · 4 filings
“Income Taxes Since our inception in 2013, we have not recorded any U.S.”10-Q · May 11, 2026 ↗
Arvinas, Inc.
ARVN
Market read
Arvinas, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 14 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
Company-2.9% todayVolume comparison unavailable
Market group0 of 14 activeHealthcare & Consumer Cyclical · unavailable
Disclosed network0 of 6 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- ARVN's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if ARVN's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 14 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- ARVN's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements68
Verified relationships5
Evidence supporting the case
- Operating margin changed +49.9 percentage points in the latest annual period.
- Net margin changed +44.7 percentage points in the latest annual period.
Evidence challenging the case
- Latest annual revenue changed -0.3% year over year.
Questions before a position
- EV/sales is 68% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 11, 2026
8.446m-37.0%12m+8.8%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$53.6M+106.9%$-3.82+26.6%
2022-12-31$131.4M+145.1%$-5.31+6.4%
2023-12-31$78.5M-40.3%$-6.62+4.3%
2024-12-31$263.4M+235.5%$-2.77+29.5%
2025-12-31$262.6M-0.3%$-1.14-1.4%
What management says matters
Persistent and emerging business drivers
Foreign exchangenegative · 1 filings
“The decrease of $5.9 million was primarily due to a decrease in interest income of $5.7 million on our marketable securities and an increase in realized foreign exchange losses of $0.2 million.”10-Q · Aug 6, 2025 ↗
Macroeconomic conditionspositive · 1 filings
“Trade tensions and conflicts between the United States and China have been escalated in recent years and, as such, we are exposed to the possibility of product supply disruption and increased costs and expenses in the event of changes to the laws, rules, regu…”10-K · Feb 24, 2026 ↗
Restructuring and cost reductionsmixed · 1 filings
“Components of Restructuring Charges During the year ended December 31, 2025, the Company recognized net restructuring charges of $ 3.7 million, including $ 15.3 million of cash severance and other one-time employee related termination benefit related to the w…”10-K · Feb 24, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 2.3× · EV/sales 1.7×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
8.44-2.9% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for ARVN. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for ARVN. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind ARVN
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
PFEPfizer Inc.partnerMay 11, 2026 ▾
“In September 2025, we and Pfizer, Inc.”
NVSNovartis AGinvesteeMay 11, 2026 ▾
“In the second quarter of 2024, we completed a transaction with Novartis Pharma AG, or Novartis, which comprised a license agreement, or the Novartis License Agreement, and an asset agreement, or the Novartis Asset Agreement.”
Depended on by
PFEPfizer Inc.partnerMay 5, 2026 ▾
“37 Approvals: PRODUCT INDICATION DATE/MARKET Veppanu (vepdegestrant) (a) Treatment of adults with ER+/HER2-, ESR1-mutated advanced or metastatic breast cancer, as detected by an FDA-authorized test, with disease progression following at least one line of endo…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
ARVN is currently a Follower in the organic co-movement group Healthcare & Consumer Cyclical. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for ARVN; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.