Arvinas, Inc. (ARVN): A Bull Case Theory [Yahoo! Finance]
Arvinas, Inc. (ARVN)
Last arvinas, inc. earnings: 11/4 05:00 pm
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Source: Yahoo! Finance
We came across a bullish thesis on Arvinas, Inc. on Valueinvestorsclub.com by Ray Palmer. In this article, we will summarize the bulls' thesis on ARVN. Arvinas, Inc.'s share was trading at $7.59 as of July 16th. Photo by Myriam Zilles on Unsplash Arvinas (ARVN) presents a compelling deep value investment, trading at $6.50 despite holding $954M in cash ($13/share), significantly exceeding its market cap. Beyond cash, Arvinas owns a Novartis-partnered asset that brought in $150M upfront, with a risk-adjusted NPV estimated at $300M ($4/share). Its breast cancer drug, vepdegestrant (vepdeg), though no longer a blockbuster candidate, retains meaningful value as a second-line treatment for mutant patients—a smaller but high-value market. The company estimates a sum-of-the-parts valuation north of $20/share, though corporate overhead currently drags on that value. The opportunity exists due to a combination of investor disillusionment and strategic missteps. Vepdeg's Phase 3 data, a
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ARVN
News
- Arvinas (NASDAQ:ARVN) was given a new $18.00 price target on by analysts at Barclays PLC. They now have an "overweight" rating on the stock.MarketBeat
- How the Narrative Surrounding Pfizer Is Changing After Obesity Deals and Sector Rerating [Yahoo! Finance]Yahoo! Finance
- Arvinas (NASDAQ:ARVN) had its "sell (d-)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- Arvinas Presents Preclinical Data Supporting Mechanistic Synergies and Enhanced Antitumor Activity with the Combination of ARV-393 and Glofitamab at the 2025 American Society of Hematology Annual Meeting and ExpositionGlobeNewswire
- Arvinas to Present at Piper Sandler 37th Annual Healthcare Conference [Yahoo! Finance]Yahoo! Finance
ARVN
Earnings
- 11/5/25 - Beat
ARVN
Sec Filings
- 12/8/25 - Form 8-K
- 11/14/25 - Form SCHEDULE
- 11/14/25 - Form SCHEDULE
- ARVN's page on the SEC website