Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ARVN
STRONG SELLArvinas, Inc. · Healthcare · United States · $518M · Avg Vol: $6M/d
COMPANY DESCRIPTION
Arvinas, Inc. is a clinical-stage biopharmaceutical company pioneering the development of novel therapies through its proprietary PROTAC® protein degradation technology. The company holds a leading position in this innovative therapeutic modality, which aims to selectively degrade disease-causing proteins, opening new avenues for treating intractable diseases. Its advanced platform and strategic collaborations with major pharmaceutical companies underpin its competitive advantage in a high-potential, disruptive biotechnology space.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 131.4M | 78.5M | 263.4M | 262.6M | 26.0% | 89.4M | 128.9M | — | -50.9% |
| EPS | -3.82 | -5.31 | -6.62 | -2.77 | -1.14 | — | -3.18 | -2.85 | -3.33 | — |
| Shares | — | 53.2M | 68.0M | 68.8M | 63.5M | +19.4% | 64.5M | — | — | — |
| Debt | — | 5.5M | 3.2M | 9.7M | 8.9M | 17.4% | 8.4M | — | — | — |
| Equity | — | 564.9M | 660.0M | 561.6M | 433.8M | -8.4% | — | — | — | — |
| Op CF | — | -273.5M | -347.8M | -259.3M | -273.8M | — | -254.1M | — | — | — |
| Inv CF | — | 242.8M | 203.5M | 34.7M | 407.6M | — | — | — | — | — |
| Fin CF | — | 4.7M | 374.7M | 7.9M | -91.4M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of ARVN are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ARVN | Arvinas, Inc.(you) | $518M | 20 | STRONG SELL |
| ZURA | Zura Bio Limited | $496M | 22 | SELL |
| ASMB | Assembly Biosciences, Inc. | $506M | 23 | SELL |
| RZLT | Rezolute, Inc. | $480M | 23 | SELL |
| ALLO | Allogene Therapeutics, Inc. | $601M | 18 | STRONG SELL |
| DNA | Ginkgo Bioworks Holdings, Inc. | $481M | 15 | STRONG SELL |
| ACHV | Achieve Life Sciences, Inc. | $626M | 17 | STRONG SELL |
| LRMR | Larimar Therapeutics, Inc. | $416M | 23 | SELL |
| STRO | Sutro Biopharma, Inc. | $379M | 21 | SELL |
| ARTV | Artiva Biotherapeutics, Inc. | $487M | 26 | SELL |
Peer medians: ROE -25.5% · P/E 27.6x · Gross margin 50.5%