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Arvinas (ARVN) guidance and outlook
Arvinas' 10-Q filed Nov 3, 2026 makes 60 forward-looking statements.
Guidance and outlook
Forward-looking statements, 10-Q filed Nov 3, 2026
- Through our PROteolysis TArgeting Chimera, or PROTAC, protein degradation platform, we are pioneering the development of a new class of therapeutics designed to harness the body’s own natural protein disposal system to selectively and efficiently degrade and remove disease-causing proteins.
- We believe that our targeted protein degradation approach is a novel therapeutic modality that may provide distinct advantages over existing therapies and address a broad range of targets, including historically undruggable proteins, in areas of significant unmet need.
- While Pfizer is responsible for these ongoing development activities, we and Pfizer will share equally in this reimbursement and therefore we will reimburse Pfizer for 50% of the costs of such activities.
- All payments und er the Rigel License Agreement will be shared equally between us and Pfizer.
- In addition to the programs above and any early-stage collaborations, we are conducting exploratory research and development work on multiple other undisclosed targets.
- We plan to share data from early cohorts of this ongoing trial, including safety, pharmacokinetic, or PK, and pharmacodynamic data from all patients in these early cohorts and preliminary efficacy data from patients with T-cell lymphomas.
- We expect that the majority of this data in 2026 will be from the early cohorts dosed below the expected efficacious range.
- We anticipate sharing additional monotherapy data from the ongoing Phase 1 dose escalation clinical trial of ARV-393 in patients with B- and T-cell lymphomas in mid-2027.
- Enrollment in this clinical trial is currently ongoing, and we plan to share initial data from this combination cohort of ARV-393 with glofitamab in patients with DLBCL in mid-2027.
- We plan to continue enrollment in the multiple ascending dose cohorts of the Phase 1 clinical trial of ARV-027 in healthy volunteers and share initial data evaluating AR-degradation in muscle in the first half of 2027.
- We expect to initiate dosing in a cohort that includes patients with SBMA in the first half of 2027.
- We plan to present preclinical data where we observed ARV-6723’s superior activity and anti-tumor responses compared to ICIs in checkpoint-resistant models at the Society for Immunotherapy of Cancer Annual Meeting in November 2026.
Arvinas' latest quarter
Arvinas, Q3 2026: revenue $500K (-99% year over year), net loss $53.9M, operating cash flow −$10.4M. The chart follows the revenue to costs, profit and cash.
Questions
What does Arvinas expect?
Through our PROteolysis TArgeting Chimera, or PROTAC, protein degradation platform, we are pioneering the development of a new class of therapeutics designed to harness the body’s own natural protein disposal system to selectively and efficiently degrade and remove disease-causing proteins. We believe that our targeted protein degradation approach is a novel therapeutic modality that may provide distinct advantages over existing therapies and address a broad range of targets, including historically undruggable proteins, in areas of significant unmet need. While Pfizer is responsible for these
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.