ARVN · ARVINAS, INC.

📣 What ARVN Says Is Next

• in 2026 · ARV-393: “Additionally, the Company plans to add a glofitamab combination cohort in patients with diffuse large B-cell lymphoma in the ongoing Phase 1 clinical trial of ARV-393 in 2026.”
  Company press release, Dec 8, 2025 · SEC filing
• in 2026 · “The Company plans to present initial data from a multiple dose cohort of the Phase 1 clinical trial of ARV-102 in patients with Parkinson’s disease (ARV-102-103) in 2026.”
  Company press release, Oct 6, 2025 · SEC filing

Quoted word for word from the company's press releases filed with the SEC. Timing is the company's own guidance, not a BioRadar estimate.

🧪 Trial & FDA Catalysts

• Oct 2026 · trial_status_change · ✅ ARVN Trial Completed: TACTIVE-U: A Study to Learn About the Study Medicine (Vepdegestran
  Registry primary completion date, not a results date
• Nov 2026 · Phase 1/2 · Active Trial · A Study to Evaluate ARV-806 in Adults With Advanced Cancer That Has the KRAS G12D Mutation
  Registry primary completion date, not a results date
• Dec 2026 · Phase 1 · Recruiting · A Study to Learn How the Body Processes the Study Medicine Called Vepdegestrant in People
  Registry primary completion date, not a results date
• Dec 2026 · Phase 1/2 · Active Trial · TACTIVE-U: A Study to Learn About the Study Medicine (Vepdegestrant) When Given With Other
  Registry primary completion date, not a results date
• Dec 2026 · Phase 3 · Active Trial · Vepdegestrant (ARV-471/PF-07850327) + Palbociclib vs Letrozole + Palbociclib in ER(+)/HER2
  Registry primary completion date, not a results date
• Mar 2027 · Phase 1/2 · Active Trial · TACTIVE-U: A Study to Learn About the Study Medicine (Vepdegestrant) When Given With Other
  Registry primary completion date, not a results date

📊 Drug Pipeline

Also used in these trials (approved or third-party drugs, not ARVN's own candidates): Letrozole, Fulvestrant, Pembrolizumab, Palbociclib, Ribociclib, Anastrozole, Abemaciclib, Itraconazole, Midazolam Hydrochloride, Glofitamab, Dabigatran Etexilate, Carbamazepine.

Source: ClinicalTrials.gov trials sponsored by the company, one row per candidate at its most advanced registered trial. FDA approvals: Drugs@FDA. Wrong or missing drug? Report it

💰 Cash Runway & Dilution Risk

ARVN holds $567.9M in cash and short-term investments (as of Jun 30, 2026) and burns about $58.8M/quarter from operations, an estimated runway of 29 months at that rate (BioRadar estimate, not company guidance).

Dilution pressure: 15 · Low

• Cash runway 29 months
• ATM program on file since Nov 2023 +15
• Shelf registration (S-3ASR, Nov 2023) +10
• Company says cash lasts into the second half of 2028 -10We believe the existing cash, cash equivalents and marketable securities on hand will be sufficient to fund our operations into the second half of 2028, which will enable us to execute on multiple data readouts across our programs. 10-Q, Aug 2026

Recent financing filings on SEC EDGAR:

• Nov 27, 2023 · Private placement (8-K Item 3.02) · 8-K
• Nov 7, 2023 · Shelf registration with ATM program, up to $263M · S-3ASR

Source: SEC EDGAR (XBRL cash flow and financing filings). Dilution Watch: every company ranked → · Get an alert when ARVN files for a raise →

👥 Who Owns ARVN

Share count 65,386,191 (latest 10-Q/10-K). Insiders: each officer's, director's and 10% owner's latest Form 3, 4 or 5, direct and indirect shares; options are not counted. 5%+ holders: latest Schedule 13D or 13G of each holder above 5%. Institutions: the total held by all 13F filers (Yahoo Finance); the table lists the largest (13F quarter ending 2026-06-30). Sources have different dates, so the split is approximate. Source: SEC EDGAR.

📈 Recent Insider Activity (Form 4)

Only open-market purchases (P) and sales (S) are trading decisions. Awards (A), option exercises (M) and tax withholding (F) are compensation mechanics. Source: SEC Form 4.

📅 Past FDA Decisions & Stock Reactions

Browse all historical PDUFA outcomes →