ARVINAS, INC. 8K

Arvinas reported strong Q2 2026 financial results driven by FDA approval and out-licensing of VEPPANU, the first approved PROTAC, while providing a broad update on its clinical pipeline and confirming cash runway into the second half of 2028.

Arvinas, Inc. filed a Form 8-K to furnish its second quarter 2026 financial results and corporate update, highlighting the landmark U.S. FDA approval of VEPPANU (vepdegestrant), the first-ever approved PROTAC degrader, and its subsequent out-licensing to Rigel Pharmaceuticals for exclusive global development, manufacturing and commercialization rights. The company reported a sharp increase in quarterly revenue to $249.7 million driven by recognition of deferred collaboration revenue with Pfizer, a $62.5 million payment from the Rigel license agreement, and a $50.0 million development milestone tied to VEPPANU’s approval, resulting in net income of $169.4 million for the quarter. Arvinas also outlined progress across its pipeline, including ongoing or planned Phase 1 trials for ARV-393, ARV-102, ARV-027, ARV-6723 and ARV-806, presentation of positive preclinical data for its HPK1 and pan‑KRAS degrader programs, and plans to seek an out-licensing partner for further development of ARV-806. Management reiterated that its $567.9 million in cash, cash equivalents and marketable securities as of June 30, 2026, are expected to fund operations into the second half of 2028, and announced an investor conference call on August 4, 2026, to discuss these results and developments.

Filing Facts

CIK

1655759

Ticker

ARVN

Form

8K

Source Type

fda

Accession

0001628280-26-052139

Alert Tier

7