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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Arvinas
Arvinas (ARVN) investor relations material
Arvinas Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary3 Nov, 2026
Executive summary
Portfolio strategy prioritizes programs with the strongest emerging evidence of potential value; multiple clinical data milestones are expected through 2027.
Clinical portfolio includes ARV-393 for lymphoma, ARV-027 for SBMA, ARV-6723 for cancer immunotherapy and ARV-102 for neurodegenerative disease.
VEPPANU was launched in the U.S. by Rigel on August 13, 2026, following FDA approval in Q2 2026.
Financial highlights
Q3 revenue was $0.5M vs. $41.9M YoY; 9M revenue was $265.8M vs. $253.1M, including collaboration and licensing revenue and a $50.0M VEPPANU approval milestone.
Q3 net loss was $53.9M vs. $35.1M; 9M net income was $57.9M vs. a $13.4M net loss.
Q3 R&D was $46.9M and G&A was $12.6M, down from $64.7M and $21.0M YoY; non-GAAP quarterly expenses declined 25% YoY to $53.5M.
Q3 included $0.5M in Rigel license royalties; the related Yale royalty was recorded in cost of license revenue.
Outlook and guidance
ARV-393 early monotherapy data, including safety, PK, PD and preliminary efficacy, are targeted for Q4 2026; additional monotherapy and glofitamab-combination data are planned for mid-2027.
ARV-027 healthy-volunteer Phase 1 data and SBMA patient dosing are expected in H1 2027; ARV-6723 pembrolizumab-combination dosing is planned for mid-2027, with initial monotherapy data in H2 2027.
ARV-102 PSP Phase 1b trial initiation in the EU and UK is targeted for 2027, pending CTA submissions and authorization; EU CTA planned for Q4 2026 and UK CTA for Q1 2027.
Quarterly spend is expected to remain similar over the next few quarters; R&D expenses are expected to increase substantially as clinical trials advance.
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Latest events from Arvinas
- Four clinical programs approach key milestones, with cash guidance into 2H 2028.ARVN
Wells Fargo 21st Annual Healthcare Conference - Four phase I programs advance toward major data readouts, backed by strong capital and strategic focus.ARVNMorgan Stanley 24th Annual Global Healthcare Conference
- Multiple clinical programs advance toward key data readouts, supported by strong capital and science.ARVN12th Annual Cantor Fitzgerald Global Healthcare Conference
- FDA approval and out-licensing of VEPPANU drove record Q2 revenue and net income.ARVNQ2 2026
- Phase III vepdegestrant data and new combination results are set to drive multiple launches and pipeline growth.ARVN2024 Cantor Fitzgerald Global Healthcare Conference
- All voting items passed at the virtual meeting, with no shareholder questions submitted.ARVNAGM 2026
- First PROTAC approval, focused pipeline, and key clinical milestones ahead in PSP and SBMA.ARVNJefferies Global Healthcare Conference 2026
- Vepdegestrant improved median PFS by 2.9 months over fulvestrant in ESR1-mutant breast cancer.ARVNStudy Update
- Q1 2025 saw revenue and net income surge, with restructuring extending cash runway into 2H 2028.ARVNQ1 2025
Next Arvinas earnings date
Q4 202619 Feb, 2027
Arvinas
Next Arvinas earnings date
Q4 202619 Feb, 2027
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Frequently asked questions
Arvinas Inc is a clinical-stage biopharmaceutical company focused on the development of novel therapeutics for the treatment of cancer and other diseases. Utilizing its proprietary PROTAC® (Proteolysis Targeting Chimera) technology, Arvinas aims to degrade disease-causing proteins, which is a novel approach in the field of drug development. This technology harnesses the body's natural protein disposal system to selectively and efficiently remove aberrant proteins. The company's pipeline includes therapies targeting a range of diseases with significant unmet medical need, emphasizing oncology and neuroscience. The company is headquartered in New Haven, Connecticut, and its shares are listed on the NASDAQ.