arvinas is a pharmaceutical company focused on developing new small molecules ‒ known as protacs (proteolysis targeting chimeras) ‒ aimed at degrading disease-causing cellular proteins via proteolysis. based on innovative research conducted at yale university by dr. craig crews, founder and chief scientific advisor, the company is translating natural protein degradation approaches into novel drugs for the treatment of cancer and other diseases. the proprietary protac-based drug paradigm induces protein degradation, rather than protein inhibition, using the ubiquitin proteasome system and offers the advantage of potentially targeting “undruggable” as well as “druggable” elements of the proteome. this greatly expands the ability to create drugs for many new, previously unapproachable targets. for more information, visit www.arvinas.com.
Company profile
Ticker
ARVN
Exchange
Website
CEO
John G. Houston
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
ARVINAS HOLDING COMPANY, LLC, ARVINAS INC.
SEC CIK
Corporate docs
Subsidiaries
Arvinas Operations, Inc. • Arvinas Androgen Receptor, Inc. • Arvinas Estrogen Receptor, Inc. • Arvinas Winchester, Inc. ...
IRS number
472566120
ARVN stock data
Latest filings (excl ownership)
ARS
2023 FY
Annual report to shareholders
16 Apr 24
DEFA14A
Additional proxy soliciting materials
16 Apr 24
DEF 14A
Definitive proxy
16 Apr 24
8-K
Entry into a Material Definitive Agreement
11 Apr 24
S-8
Registration of securities for employees
18 Mar 24
8-K
Departure of Directors or Certain Officers
18 Mar 24
10-K
2023 FY
Annual report
27 Feb 24
8-K
Arvinas Reports Fourth Quarter and Full Year 2023 Financial Results and Provides Corporate Update
27 Feb 24
8-K
Departure of Directors or Certain Officers
20 Feb 24
S-8
Registration of securities for employees
16 Jan 24
Latest ownership filings
Financial summary
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Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
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Cash on hand (at last report) | 119.20 mm | 119.20 mm | 119.20 mm | 119.20 mm | 119.20 mm | 119.20 mm |
Cash burn (monthly) | (no burn) | 1.58 mm | 24.63 mm | 25.98 mm | 28.27 mm | 27.99 mm |
Cash used (since last report) | n/a | 10.85 mm | 169.64 mm | 178.94 mm | 194.67 mm | 192.77 mm |
Cash remaining | n/a | 108.35 mm | -50.44 mm | -59.74 mm | -75.47 mm | -73.57 mm |
Runway (months of cash) | n/a | 68.8 | -2.0 | -2.3 | -2.7 | -2.6 |
Institutional ownership, Q3 2023
77.2% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 150 |
Opened positions | 20 |
Closed positions | 24 |
Increased positions | 60 |
Reduced positions | 48 |
13F shares | Current |
---|---|
Total value | 942.86 bn |
Total shares | 52.73 mm |
Total puts | 30.70 k |
Total calls | 90.50 k |
Total put/call ratio | 0.3 |
Largest owners | Shares | Value |
---|---|---|
EcoR1 Capital | 5.47 mm | $107.37 bn |
BLK Blackrock | 4.97 mm | $97.60 bn |
FMR | 4.87 mm | $95.61 bn |
Vanguard | 4.61 mm | $90.51 bn |
PFE Pfizer | 3.46 mm | $326.63 mm |
T. Rowe Price | 2.69 mm | $52.98 bn |
Avidity Partners Management | 2.61 mm | $51.36 bn |
BLVGF Bellevue | 2.13 mm | $41.74 bn |
ArrowMark Colorado | 2.09 mm | $40.99 bn |
JPM JPMorgan Chase & Co. | 1.99 mm | $39.07 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
18 Mar 24 | Noah Berkowitz | Common Stock | Grant | Acquire A | No | No | 0 | 63,452 | 0.00 | 63,452 |
18 Mar 24 | Noah Berkowitz | Stock Option Common Stock | Grant | Acquire A | No | No | 42.6 | 93,879 | 4.00 mm | 93,879 |
23 Feb 24 | John G Houston | Common Stock | Sell | Dispose S | No | No | 47.05 | 5,196 | 244.47 k | 1,036,681 |
23 Feb 24 | John G Houston | Common Stock | Grant | Acquire A | No | No | 0 | 124,450 | 0.00 | 1,041,877 |
23 Feb 24 | John G Houston | Stock Option Common Stock | Grant | Acquire A | No | No | 47 | 184,200 | 8.66 mm | 184,200 |
23 Feb 24 | Sean A Cassidy | Common Stock | Sell | Dispose S | No | No | 47.05 | 1,702 | 80.08 k | 181,916 |