ARVINAS INC. DL-,001

At the Cantor Fitzgerald conference, Arvinas said the strategic shift from commercialization to advancing its own PROTAC pipeline is largely complete. The company’s cash runway extends into the second half of 2028, enough capital to advance four clinical programs to key Phase I data. Near-term catalysts are data for ARV-393 (lymphomas), LRRK2-102 (neurodegeneration), ARV-027 (Kennedy disease) and ARV-6723 (immuno-oncology); KRAS‑G12D is partner-led only and the PSP program has been pushed regulatory-wise to 2027. The commercial therapy VEPPANNU is being marketed by Rigel; milestone payments and tiered royalties are expected to provide additional revenue. » Altro su de.investing.com

Arvinas emphasized that with the commercial launch of Vepdegestrant the company is involved with a marketed product for the first time and that liquidity is sufficient through the second half of 2028. Management expects data from four clinical programs within 15 months, including ARV-393 (BCL6) and ARV-102 (LRRK2), is pursuing selective partnerships and will keep key programs such as SBMA in-house. The company sees continued development of its platform but warns of the usual regulatory, safety and execution risks that will determine near-term success. » Altro su de.investing.com

Arvinas reported Q1 2026 revenue of $15.6 million (estimate $17.16 million, Q1 2025: $188.8 million), mainly due to the restructuring of the partnership with Pfizer. Earnings per share were -$0.90, beating the expected -$0.93. The company significantly cut R&D and general & administrative expenses, extended its cash runway into the second half of 2028, and points to FDA approval for VEPPANU as a key milestone. The stock rose 1.45% in premarket trading to $9.80. » Altro su de.investing.com

Arvinas and Pfizer received from Rigel the exclusive global rights to develop, manufacture and commercialize VEPPANU (vepdegestrant) for ER-positive, HER2-negative, ESR1-mutant advanced breast cancer. The agreement provides for an upfront payment of $70 million plus $15 million upon completion of certain transition activities, in addition to up to $320 million in milestones and tiered royalties in the mid-teens to mid-twenties percent range. Rigel will handle launch and commercialization in the U.S. and retains global rights with options to grant sublicenses outside the U.S. Arvinas reported Q1 EPS of -$0.90 and said its cash runway extends into the second half of 2028; closing of the transaction is subject to regulatory approvals. » Altro su de.investing.com

The FDA has approved VEPPANU (vepdegestrant) for the treatment of ER-positive, HER2-negative, ESR1-mutated advanced/metastatic breast cancer after at least one line of endocrine therapy. The approval is considered the first for a PROTAC protein degrader and was granted ahead of the PDUFA date of June 5, 2026. After trading resumed, the Arvinas share rose intraday by up to 13%. » Altro su de.investing.com