{"filings":[{"id":1277160,"accession_number":"0001628280-26-045520","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2026-06-25T20:18:16+00:00","items":["5.07"],"status":"ready","headline":"Arvinas shareholders elect directors, approve say-on-pay, ratify auditor at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Leslie V. Norwalk elected with 33.2M for, 10.6M withheld; Randy Teel with 43.4M for, 0.4M withheld.","Advisory vote on named executive officer compensation approved: 41.2M for, 2.5M against, 0.1M abstain.","Ratification of Deloitte & Touche as independent auditor for FY 2026 approved: 50.6M for, 0.3M against.","No other matters were voted on at the June 24, 2026 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1194956,"accession_number":"0001628280-26-044627","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2026-06-22T20:10:16+00:00","items":["5.02"],"status":"ready","headline":"Arvinas CMO Noah Berkowitz to depart July 3, 2026; severance includes accelerated RSU vesting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dr. Berkowitz will leave as CMO effective July 3, 2026, to pursue other opportunities.","Company has begun a search for a new chief medical officer.","Separation agreement provides 9 months base salary, health coverage, and accelerated vesting of RSUs vesting on or before May 9, 2027.","All other unvested RSUs will be forfeited."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1084720,"accession_number":"0001628280-26-043559","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2026-06-16T20:30:16+00:00","items":["8.01"],"status":"ready","headline":"Arvinas, Pfizer, Rigel close VEPPANU license deal; $70M upfront received","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["HSR waiting period terminated June 11, 2026, making License Agreement effective.","Rigel paid $70M aggregate upfront to Arvinas and Pfizer, split evenly.","Additional $15M payable upon successful completion of transition activities.","Up to $320M in development, regulatory, and commercial milestones plus tiered royalties.","Milestones and royalties replace unearned payments from Pfizer to Arvinas under prior collaboration."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":807196,"accession_number":"0001628280-26-039818","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2026-06-02T20:39:40+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Arvinas to out-license ARV-806 after completing Phase 1 dose escalation","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Completed dose escalation enrollment for ARV-806 Phase 1 trial in KRAS G12D solid tumors.","Will complete monotherapy dose escalation and share clinical data in 2026.","Plans to seek out-licensing agreement for any additional ARV-806 trials.","Cash, equivalents and marketable securities as of March 31, 2026 fund operations into H2 2028."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":22363,"accession_number":"0001628280-26-033875","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2026-05-12T11:15:37+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arvinas reports Q1 2026; FDA approves first PROTAC VEPPANU; licenses to Rigel","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FDA approved VEPPANU (vepdegestrant) for ESR1m, ER+/HER2- advanced breast cancer — first PROTAC therapy approved.","Entered license agreement with Rigel Pharmaceuticals for exclusive global rights to VEPPANU; closing subject to HSR approval.","Cash and equivalents $614.9M at Mar 31, 2026 (Dec 31, 2025: $685.4M); cash runway into 2H 2028.","Randy Teel appointed President, CEO, and Director; Briggs Morrison elected Chair of the Board.","ARV-102 Phase 1: >50% LRRK2 degradation in CSF; ARV-806 KRAS G12D dose escalation complete; ARV-027 Phase 1 initiated."],"consensus_eps_estimate":-0.9375,"consensus_eps_actual":-0.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":15600000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":22364,"accession_number":"0001628280-26-033874","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2026-05-12T11:14:36+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Arvinas and Pfizer out-license VEPPANU to Rigel for $85M upfront; potential $320M milestones","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Rigel pays $70M upfront plus up to $15M upon completion of transition activities; split evenly with Pfizer.","Arvinas and Pfizer eligible for up to $320M in development, regulatory, and commercial milestones.","Tiered royalties on worldwide net sales in the mid-teens to mid-20s, also split evenly.","Rigel contributes up to $40M toward ongoing development; Arvinas/Pfizer continue current activities.","Closing subject to HSR waiting period; NCCN added vepdegestrant as Category 2A on May 8, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94462,"accession_number":"0001628280-26-029210","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2026-05-01T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Arvinas gets FDA approval for VEPPANU (vepdegestrant) in ESR1m breast cancer; first PROTAC approved","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["FDA approved VEPPANU for ER+/HER2-, ESR1-mutated advanced/metastatic breast cancer after at least one prior endocrine therapy.","VEPPANU is the first FDA-approved PROTAC degrader; approval came before June 5, 2026 PDUFA date.","Arvinas to receive $50M development milestone payment from collaborator Pfizer upon approval.","Arvinas and Pfizer on track to select third-party for VEPPANU commercialization.","Phase 3 VERITAC-2: vepdegestrant reduced risk of progression or death by 43% vs fulvestrant (HR 0.57, p=0.0001)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106860,"accession_number":"0001628280-26-019026","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2026-03-18T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Arvinas reports Phase 1 ARV-102 shows >50% LRRK2 degradation in CSF in Parkinson's patients","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["ARV-102 achieved approximately 50% or greater LRRK2 reduction in CSF across all doses (20–80 mg) by day 14, maintained through day 28.","Treatment was well tolerated; all adverse events were mild, with no serious adverse events, discontinuations, or deaths.","Endolysosomal and neuroinflammatory biomarkers (e.g., CD68, GPNMB) were reduced in cerebrospinal fluid.","Mean plasma half-life of ARV-102 was 68 hours; CSF exposure increased dose-dependently indicating brain penetration.","Company plans Phase 1b trial in progressive supranuclear palsy in Q2 2026, with potential registrational trial in late 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106859,"accession_number":"0001628280-26-010865","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2026-02-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arvinas reports Q4/FY2025 cash of $685.4M, appoints new CEO Randy Teel, PDUFA date June 2026","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Cash and equivalents $685.4M at Dec 31, 2025 (vs $1,039.4M in 2024); runway into 2H 2028.","GAAP R&D expenses $285.2M for FY2025, down from $348.2M in FY2024.","Randy Teel, Ph.D., appointed President, CEO, and Director; John Houston retired but remains on Board.","First NDA submitted for vepdegestrant (PROTAC ER degrader); PDUFA action date June 5, 2026.","Repurchased $91.9M of common stock under buyback program in FY2025."],"consensus_eps_estimate":-0.6022,"consensus_eps_actual":-1.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":262600000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106858,"accession_number":"0001628280-26-007463","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Arvinas appoints Randy Teel as CEO; John Houston resigns effective Feb 12, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John Houston stepped down as President, CEO, and Chair on Feb 12; remains on board as director and consultant through March 1, 2027.","Briggs Morrison appointed Chair of the Board effective Feb 12.","Randy Teel named President, CEO, and PEO; base salary $680,000, bonus target 60% of base.","Teel receives initial equity grants: option for 218,691 shares and RSU for 147,179 shares, four-year vest.","Consulting agreement with Houston includes $457,000 lump sum equivalent to 2025 bonus and $27,914 COBRA premium."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123182,"accession_number":"0001628280-25-055682","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2025-12-08T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Arvinas reports preclinical data showing ARV-393 + glofitamab combo yields up to 91% TGI in lymphoma model","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["ARV-393 (3 mg/kg) + glofitamab achieved 81% TGI (concomitant) and 91% TGI (sequential) vs 38% and 36% single-agent.","At 6 mg/kg ARV-393 combo, tumor regressions in 10/10 mice (concomitant) and 7/8 (sequential) vs 5/11 and 0/11 alone.","RNA-seq showed ARV-393 upregulated CD20, interferon signaling, antigen presentation; downregulated proliferation genes.","Phase 1 trial of ARV-393 in relapsed/refractory non-Hodgkin lymphoma ongoing; clinical data due at medical congress in 2026.","Company plans to add glofitamab combination cohort in DLBCL to ongoing Phase 1 trial in 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123181,"accession_number":"0001628280-25-049235","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arvinas Q3 cash $787.6M; vepdegestrant NDA accepted PDUFA June 2026","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Cash and securities $787.6M at Sept 30, 2025, down from $1,039.4M at Dec 31, 2024; cash runway into H2 2028.","R&D expenses $64.7M in Q3 2025 vs $86.9M in Q3 2024, down 26% YoY due to lower program costs.","FDA accepted NDA for vepdegestrant in ER+/HER2- breast cancer; PDUFA date June 5, 2026.","ARV-102 Phase 1 showed >90% LRRK2 reduction in PBMCs; no SAEs; multiple dose cohort launched in Parkinson's.","Repurchased $17.8M of common shares under stock repurchase program in Q3 2025."],"consensus_eps_estimate":-0.8098,"consensus_eps_actual":-0.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":253100000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123180,"accession_number":"0001628280-25-046259","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2025-10-24T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Arvinas ARV-806 preclinical data: >90% KRAS G12D degradation for 7 days in xenograft models","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["ARV-806 degraded KRAS G12D with picomolar potency across pancreatic, colorectal, and lung cancer cell lines without affecting wild-type RAS.","Compared with clinical-stage inhibitors and another G12D degrader, ARV-806 showed >25-fold greater antiproliferative potency and >40-fold higher degradation potency.","Single dose degraded >90% of KRAS G12D for 7 days in colorectal xenograft, with c-MYC suppression and BIM induction for ≥5 days.","Achieved ≥30% tumor volume reductions in pancreatic, colorectal CDX and lung PDX models at low doses.","Phase 1 trial in KRAS G12D-mutated advanced solid tumors (NCT07023731) ongoing; orally bioavailable pan-KRAS degraders also identified."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123179,"accession_number":"0001628280-25-045445","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2025-10-20T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Arvinas reports positive PRO data from Phase 3 VERITAC-2 for vepdegestrant in ESR1-mutated breast cancer","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Vepdegestrant showed reduced risk of deterioration vs fulvestrant in overall health status, pain severity, and functioning domains; statistically significant.","PRO data presented at ESMO 2025 support vepdegestrant as potential best-in-class therapy for ESR1-mutated ER+/HER2- metastatic breast cancer.","Also presented TACTIVE-N Phase 2 results: neoadjuvant vepdegestrant demonstrated biological and clinical activity in localized breast cancer.","Vepdegestrant is a PROTAC ER degrader developed with Pfizer; previously reported statistically significant PFS improvement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123178,"accession_number":"0001628280-25-044212","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2025-10-06T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Arvinas presents positive Phase 1 data for ARV-102; biomarker modulation in CSF seen","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["ARV-102 well tolerated up to 200 mg single dose and 80 mg daily; no SAEs or discontinuations.","Dose-dependent CSF exposure confirmed in healthy volunteers and Parkinson's patients.","Daily doses ≥20 mg reduced PBMC LRRK2 by >90%; 200 mg dose in patients achieved 97% reduction.","CSF proteomics showed decreases in lysosomal and neuroinflammatory microglial markers after 14 days.","Arvinas plans to report multiple-dose Parkinson's data in 2026 and initiate Phase 1b PSP trial H1 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139854,"accession_number":"0001655759-25-000147","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2025-09-17T23:59:59+00:00","items":["2.05","7.01","8.01","9.01"],"status":"ready","headline":"Arvinas and Pfizer to out-license vepdegestrant; cuts 15% workforce, authorizes $100M buyback","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Plans to out-license vepdegestrant commercialization rights to a third party; PDUFA date June 5, 2026.","Additional workforce reduction of 15%; expects $4.5M severance costs in Q3/Q4 2025.","Total annual cost savings expected to exceed $100M compared to FY 2024, including prior actions.","Board authorized up to $100M share repurchase program; funded by working capital, no time limit.","Reaffirms cash runway into H2 2028; three Phase 1 PROTAC degraders (ARV-102, ARV-393, ARV-806) advancing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139853,"accession_number":"0001655759-25-000141","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2025-08-08T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"FDA accepts Arvinas NDA for vepdegestrant in ER+/HER2- advanced breast cancer; PDUFA June 2026","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["NDA based on Phase 3 VERITAC-2 trial showing statistically significant PFS improvement vs fulvestrant.","Vepdegestrant is the first PROTAC to demonstrate clinical benefit in breast cancer.","FDA assigned PDUFA action date of June 5, 2026.","Jointly developed with Pfizer (NYSE: PFE).","Target patient population: second-line ESR1-mutant ER+/HER2- advanced/metastatic breast cancer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139852,"accession_number":"0001655759-25-000136","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arvinas Q2 2025: NDA for vepdegestrant; CEO to retire; cash $861M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Submitted NDA to FDA for vepdegestrant in ESR1m ER+/HER2- advanced breast cancer.","VERITAC-2 Phase 3: 2.9-month PFS improvement in ESR1m subgroup; ITT not significant.","Cash $861.2M at June 30, 2025 (down from $1,039.4M); R&D $68.6M Q2 vs $93.7M YoY.","CEO John Houston to retire; board searching for successor; remains Chair.","ARV-102 Phase 1: >50% LRRK2 reduction in CSF, >90% in PBMCs; dosing in Parkinson's."],"consensus_eps_estimate":-1.0247,"consensus_eps_actual":0.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":211200000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139851,"accession_number":"0001655759-25-000130","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2025-07-09T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Arvinas CEO John Houston plans retirement; will remain Chairperson","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John Houston, Ph.D., notified Arvinas of retirement as President and CEO on July 9, 2025.","He will remain as Chairperson of the Board after a new CEO is appointed.","Retirement effective upon completion of a search for a successor CEO.","No immediate change to Board leadership; Houston continues to serve as Chair."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157440,"accession_number":"0001655759-25-000128","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2025-06-30T23:59:59+00:00","items":["5.02","5.07"],"status":"ready","headline":"John Young resigns from Arvinas Board; annual meeting elects directors, approves say-on-pay","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John Young resigned from Board and Compensation Committee effective June 30, 2025; departure not due to disagreement.","Stockholders elected Linda Bain, John Houston, and Laurie Smaldone Alsup as Class I directors for terms expiring 2028.","Non-binding advisory vote on executive compensation approved: 39.5M for, 13.2M against, 0.1M abstain.","Ratification of Deloitte & Touche as independent auditor for FY2025 approved: 58.0M for, 2.3M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157439,"accession_number":"0001655759-25-000103","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2025-06-13T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Arvinas reports preclinical data for PROTAC BCL6 degrader ARV-393 at EHA 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Single-agent ARV-393 reduced tumor burden in peripheral blood, bone marrow, and spleen in nTFHL-AI PDX model from a post-chemo relapsed patient.","ARV-393 monotherapy achieved ≥95% tumor growth inhibition (TGI) in two PDX models of transformed follicular lymphoma (tFL).","Combinations with 5 small molecule inhibitors (tazemetostat, palbociclib, everolimus, acalabrutinib, venetoclax) enhanced TGI; regressions seen with 4 of 5.","Phase 1 study (NCT06393738) enrolling relapsed/refractory non-Hodgkin lymphoma patients, including DLBCL and AITL.","Data suggest broad utility across NHL subtypes and support chemotherapy-free combination strategies."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157438,"accession_number":"0001655759-25-000100","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Arvinas President of R&D Ian Taylor resigns, to serve as consultant for one year","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ian Taylor, Ph.D., President of Research and Development, resigned effective June 6, 2025.","Entered into a Consulting Agreement for one year from resignation date; provides advisory services.","Taylor will remain chair of the Company's Scientific Advisory Board.","Compensation under consulting agreement is an hourly rate; no further details disclosed.","Resignation is for retirement; no indication of any dispute or performance issue."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157437,"accession_number":"0001655759-25-000098","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Arvinas submits NDA to FDA for vepdegestrant in ER+/HER2- ESR1-mutated breast cancer","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["NDA supported by pivotal Phase 3 VERITAC-2 trial results presented at ASCO 2025 and published in NEJM.","Vepdegestrant is a first-in-class PROTAC ER degrader; fast track designation granted by FDA.","If approved, vepdegestrant would be first FDA-approved PROTAC ER degrader for advanced breast cancer.","Jointly developed with Pfizer (PFE); NDA covers ER+/HER2- ESR1-mutated advanced/metastatic breast cancer.","VERITAC-2 enrolled 624 patients across 25 countries; primary endpoint PFS in ESR1-mutation and ITT populations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157436,"accession_number":"0001655759-25-000095","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2025-06-02T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Arvinas/Pfizer vepdegestrant VERITAC-2: PFS benefit in ESR1m patients; NDA in H2 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["In ESR1m patients, vepdegestrant reduced progression/death risk by 43% (HR=0.57); median PFS 5.0 vs 2.1 months (p<0.001).","ITT population median PFS 3.7 vs 3.6 months (HR=0.83, p=0.07), not statistically significant.","Secondary endpoints in ESR1m: ORR 18.6% vs 4.0% (OR 5.45), CBR 42.1% vs 20.2% (OR 2.88).","Safety profile generally well tolerated; GI events low (nausea 13.5%); discontinuation 2.9% vs 0.7%.","Companies plan to submit NDA to FDA in H2 2025; OS data immature at analysis."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157435,"accession_number":"0001655759-25-000081","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","2.05","8.01","9.01"],"status":"ready","headline":"Arvinas cuts workforce 33%, reports positive VERITAC-2 data, removes two Phase 3 combo trials","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Positive topline results from Phase 3 VERITAC-2 trial of vepdegestrant in 2L+ ER+/HER2- metastatic breast cancer; data accepted for ASCO 2025.","Workforce reduction of ~33% across all areas; expects ~$10M in severance costs, substantially complete by end of Q2 2025.","Removed two planned Phase 3 combination trials (first-line with atirmociclib and second-line with CDK4/6 inhibitor) from vepdegestrant plan.","Cash, cash equivalents and marketable securities of $954.3M as of March 31, 2025; runway extended into H2 2028.","ARV-102 Phase 1 data demonstrated blood-brain barrier penetration and >50% LRRK2 reduction in CSF at 60 mg single dose."],"consensus_eps_estimate":null,"consensus_eps_actual":1.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":188800000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157434,"accession_number":"0001655759-25-000069","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2025-04-28T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Arvinas reports preclinical combo data for PROTAC BCL6 degrader ARV-393 with complete regressions in lymphoma","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["ARV-393 plus R-CHOP induced complete tumor regressions in all mice, outperforming single agents alone.","Combination with SOC biologics (rituximab, tafasitamab, polatuzumab vedotin) resulted in tumor regressions in DLBCL models.","ARV-393 increased CD20 expression in preclinical models, supporting combinations with CD20-targeted agents.","Combination with investigational SMIs (acalabrutinib, venetoclax, tazemetostat) showed superior growth inhibition with regressions.","Phase 1 study for ARV-393 (NCT06393738) enrolling patients with relapsed/refractory non-Hodgkin lymphoma."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157433,"accession_number":"0001655759-25-000066","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2025-04-04T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Arvinas Phase 1 data: ARV-102 achieves >50% central and >90% peripheral LRRK2 degradation","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["ARV-102 well tolerated in healthy volunteers; no serious adverse events in SAD (completed) or MAD (ongoing) cohorts.","At single dose ≥60 mg and repeated ≥20 mg: >90% LRRK2 reduction in PBMCs and >50% in CSF.","Median Tmax 6h, terminal half-life 73h; CSF exposure dose-dependent across SAD and MAD.","Phase 1 trial in Parkinson's disease patients initiated Q4 2024; initial patient data expected in 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175811,"accession_number":"0001655759-25-000057","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2025-03-11T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Arvinas and Pfizer report Phase 3 VERITAC-2 hit: vepdegestrant improves PFS in ESR1m breast cancer; ITT miss","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Vepdegestrant met primary endpoint in ESR1m population: statistically significant PFS improvement, exceeded target HR of 0.60.","ITT population did not achieve statistical significance for PFS.","Overall survival not mature (<25% of required events); trial continuing.","Safety profile consistent with prior studies; detailed results to be submitted to medical meeting and regulators.","First PROTAC degrader to show Phase 3 clinical benefit; Fast Track designation previously granted."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175810,"accession_number":"0001655759-25-000008","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2025-02-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arvinas reports Q4/FY2024 results; VERITAC-2 Phase 3 topline data expected in Q1 2025","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Cash, cash equivalents and marketable securities $1,039.4M as of Dec 31, 2024; revenue $263.4M.","VERITAC-2 Phase 3 monotherapy topline data in ER+/HER2- mBC anticipated in 1Q25; two new Phase 3 combos planned in 2025.","ARV-102 (LRRK2 degrader) Phase 1 in Parkinson's initiated; SAD data in healthy volunteers to be presented at AD/PD in April 2025.","Alex Santini appointed interim Chief Commercial Officer effective January 17, 2025.","Cash runway sufficient into 2027; VERITAC-3 (vepdegestrant+palbociclib) discontinued beyond study lead-in."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":263400000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175809,"accession_number":"0001655759-25-000006","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2025-01-22T23:59:59+00:00","items":["1.01","1.02"],"status":"ready","headline":"Arvinas terminates lease for 3,520 sq ft in New Haven effective Dec 31, 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Lease Termination Agreement with Science Park Development Corp. dated Jan 15, 2025; termination effective Dec 31, 2024.","Company must remove furniture and equipment by Jan 21, 2025; lab tables transferred to new tenant.","No rent or charges due after termination; security deposit to be returned within 10 business days post-surrender."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175808,"accession_number":"0001655759-25-000004","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2025-01-10T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Arvinas updates Phase 3 vepdegestrant combo trials; VERITAC-2 topline data expected Q1 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Topline data for VERITAC-2 Phase 3 monotherapy trial of vepdegestrant expected in Q1 2025.","First-line Phase 3 combo with Pfizer's atirmociclib planned for 2025; VERITAC-3 (palbociclib combo) discontinued.","Phase 1 trial of ARV-102 (LRRK2 degrader) in Parkinson's disease initiated; data at AD/PD conference April 2025.","Alex Santini appointed interim CCO effective Jan 17, 2025; John Northcott leaving for personal reasons.","IND filing for KRAS G12D degrader and initial data from ARV-393 (BCL6 degrader) expected in 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175807,"accession_number":"0001655759-25-000002","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2025-01-06T23:59:59+00:00","items":["1.01"],"status":"ready","headline":"Arvinas Operations expands lease by 9,700 sq ft in New Haven, monthly rent $181k","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Arvinas subsidiary enters Eighth Amendment to Lease with Science Park Development Corp.","Expands premises by approx 9,700 rentable sq ft to total approx 73,700 sq ft.","Monthly base rent from Jan 1, 2025 to Dec 31, 2025 set at $181,208.66.","Other material terms of Original Lease unchanged; amendment effective Dec 31, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192721,"accession_number":"0001655759-24-000142","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2024-12-16T23:59:59+00:00","items":["1.01"],"status":"ready","headline":"Arvinas extends New Haven leases to Dec 2029, expands Building 5 by 1,500 sq ft","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Building 5 expanded by 1,500 rentable sq ft to ~64,000 total rentable sq ft.","Monthly base rent for Building 5 Jan–Dec 2025: $157,380.04.","Monthly base rent for Building 4 Jan–Dec 2025: $8,653.33.","Both lease terms extended to December 31, 2029.","Company gets renewal options for two additional five-year terms and right of first offer on future space."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192720,"accession_number":"0001655759-24-000140","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2024-12-10T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Arvinas/Pfizer report vepdegestrant+abemaciclib Phase 1b: 62.5% CBR, 26.7% ORR in post-CDK4/6 breast cancer","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["62.5% clinical benefit rate (10/16) and 26.7% ORR (4/15) in ER+/HER2- advanced breast cancer patients all previously treated with CDK4/6 inhibitor.","No significant drug-drug interaction between vepdegestrant (200mg QD) and abemaciclib (150mg BID); no grade 4/5 TEAEs.","Recommended Phase 2 dose confirmed: vepdegestrant 200mg QD + abemaciclib 150mg BID; Phase 2 portion ongoing.","Data cut-off Aug 30, 2024; presented Dec 12, 2024 at SABCS; 5 of 16 patients remain on treatment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192719,"accession_number":"0001655759-24-000137","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2024-11-19T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Arvinas delays VERITAC-2 Phase 3 top-line data to Q1 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Enrollment for vepdegestrant monotherapy trial in 2L breast cancer completed in Q4 2024.","Primary completion date reprojected from November 2024 to January 2025.","Top-line data now expected in the first quarter of 2025 instead of late 2024.","Company and Pfizer cite routine evaluation of blinded event rates for the adjustment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.72,"calibrated_materiality_score":0.72,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192718,"accession_number":"0001655759-24-000128","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arvinas Q3 2024 revenue $102.4M; cash $1.12B; VERITAC-2 data on track 4Q24/1Q25","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $102.4M (vs $34.6M YoY) mainly from Novartis license $76.7M.","Cash and marketable securities $1.12B; sufficient to fund operations into 2027.","R&D $86.9M; G&A $75.8M incl. $43.4M lease termination loss.","VERITAC-2 Phase 3 topline data on track for 4Q24/1Q25; abemaciclib data at SABCS Dec 2024.","ARV-102 MAD portion started; KRAS G12D IND filing expected 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":204200000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209167,"accession_number":"0001655759-24-000121","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2024-08-20T23:59:59+00:00","items":["1.01"],"status":"ready","headline":"Arvinas terminates 163,784 sq ft New Haven lease for $41.5M cash termination fee","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Lease termination effective Aug 15, 2024; covers floors 4-6 and part of 1st floor at 101 College Street, New Haven, CT.","One-time termination fee of $41.5 million paid to landlord 101 College Street, LLC.","Original lease dated May 4, 2021, amended twice; termination eliminates future rent obligations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209166,"accession_number":"0001655759-24-000113","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2024-07-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arvinas Q2 2024: $1.2B cash, $150M Novartis upfront, VERITAC-2 data 4Q24/1Q25","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Cash, equivalents, and marketable securities $1.234B as of June 30, 2024; sufficient into 2027.","Revenue $76.5M (+$22M YoY) driven by $45.4M from Novartis ARV-766 license/asset purchase.","R&D expenses $93.7M (-$9.7M YoY); G&A $31.3M (+$5.6M) on higher personnel and professional fees.","VERITAC-2 enrollment on track to complete 4Q24; topline data now expected 4Q24/1Q25.","Novartis deal closed with $150M upfront; potential $1.01B in milestones plus royalties; leadership strengthened (CFO, President R&D, CSO, CBO)."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":101800000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227063,"accession_number":"0001655759-24-000101","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2024-06-24T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Arvinas appoints Andrew Saik as CFO, effective June 24, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Andrew Saik, former Intercept Pharmaceuticals CFO, named permanent CFO at Arvinas.","Base salary of $525,000; annual bonus target of 45% of base salary.","Granted 94,418 options and 61,409 RSUs, both vesting over four years.","Randy Teel, Ph.D., who served as interim CFO, returns to chief business officer role."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227062,"accession_number":"0001655759-24-000096","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2024-06-18T23:59:59+00:00","items":["1.01"],"status":"ready","headline":"Arvinas amends Yale license, pays $14.95M upfront, $5M in 2025, eliminates minimum royalties","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Upfront $14.95M to Yale for amended license and collaboration income from Novartis deal on ARV-766 and AR-V7.","Additional $5M payment due on first anniversary (June 2025).","Contingent milestones up to $15M for approval of first two royalty products.","Ongoing low single-digit royalties on collaboration products; lower single-digit on meaningfully involved products.","Minimum annual royalties and annual fees eliminated; Yale releases all prior claims."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227061,"accession_number":"0001655759-24-000091","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2024-06-17T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Arvinas appoints Ian Taylor as President of R&D, Angela Cacace as CSO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ian Taylor, Ph.D., formerly CSO, becomes President of R&D effective June 15, 2024.","Angela Cacace, Ph.D., formerly SVP Neuroscience and Platform Biology, appointed CSO.","Cacace joined Arvinas in 2018 and will drive early research pipeline.","Taylor will also chair the company's scientific advisory board."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227060,"accession_number":"0001655759-24-000070","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2024-05-30T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Arvinas stockholders elect three Class III directors at 2024 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Everett Cunningham elected with 54.3M votes for, 3.1M withheld.","Edward Kennedy Jr. elected with 48.0M for, 9.5M withheld.","Briggs Morrison elected with 38.5M for, 18.9M withheld.","Advisory say-on-pay proposal approved: 53.5M for, 3.9M against.","Ratification of Deloitte & Touche as auditor: 60.6M for, 0.1M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227059,"accession_number":"0001655759-24-000069","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2024-05-30T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Arvinas clears HSR for $150M upfront from Novartis; $1.01B milestones remain","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["HSR waiting period expired May 28, 2024; all closing conditions satisfied for the transaction.","Novartis to pay Arvinas a one-time upfront payment of $150 million.","Arvinas eligible for up to $1.01 billion in contingent milestone payments for ARV-766.","Also eligible for tiered royalties based on worldwide net sales of ARV-766."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227058,"accession_number":"0001655759-24-000063","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2024-05-16T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Arvinas/Pfizer report updated Phase 1b combo data of vepdegestrant + palbociclib; consistent with prior","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Clinical benefit rate 63% across all doses; at RP3D 200 mg, CBR 67%; ORR 42% overall, 53% at 200 mg.","Median progression-free survival 11.2 months across doses; at 200 mg, mPFS 13.9 months (95% CI: 8.1-NR).","Median duration of response 14.6 months in 13 responders; safety consistent with prior, Grade 3/4 neutropenia 91%.","ctDNA showed marked reduction in tumor fraction (-98.9%) after one cycle regardless of ESR1 mutation status."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227057,"accession_number":"0001655759-24-000056","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arvinas Q1 cash $1.17B, licenses ARV-766 to Novartis for $150M upfront","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 2024 revenue $25.3M, down from $32.5M YoY; R&D expenses $84.3M vs $95.3M YoY.","Cash, equivalents and marketable securities $1,174.8M as of March 31, down $91.7M from year-end.","Licensed ARV-766 to Novartis for $150M upfront, up to $1.01B in milestones plus royalties.","Top-line data for vepdegestrant Phase 3 VERITAC-2 trial on track for 2H 2024.","Phase 1 trial initiated for ARV-102 (LRRK2 degrader) in neurodegenerative diseases."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":25300000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227056,"accession_number":"0001655759-24-000043","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2024-04-11T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Arvinas licenses ARV-766 to Novartis for $150M upfront; 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R&D expense $379.7M. Cash $1.27B, sufficient into 2027.","Vepdegestrant: FDA Fast Track; Phase 1b combo with palbociclib CBR 63%, ORR 42%, median PFS 11.1 months. Phase 3 VERITAC-2 enrollment on track for 2H 2024.","AR program: ARV-766 selected as lead; new Phase 1/2 data showed broader efficacy vs bavdegalutamide. Phase 2 PFS data mid-2024; regulatory discussions for Phase 3 in mCRPC Q2 2024.","CFO Sean Cassidy resigns effective Feb 29; interim CFO Randy Teel. Board launched permanent replacement search.","Closed $350M oversubscribed private placement; new Pfizer collaboration for E3 ligases. Regulatory clearance for ARV-102 (LRRK2) and ARV-393 (BCL6) Phase 1 trials."],"consensus_eps_estimate":null,"consensus_eps_actual":-6.62,"consensus_revenue_estimate":null,"consensus_revenue_actual":78500000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245984,"accession_number":"0001655759-24-000011","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2024-02-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Arvinas CFO Sean Cassidy steps down Feb 29; Randy Teel named interim CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sean Cassidy will step down as CFO, Treasurer and principal financial officer effective Feb 29, 2024 to pursue another opportunity.","Randy Teel, SVP of Corporate and Business Development since Sept 2021, appointed interim CFO, Treasurer and principal financial officer effective Feb 29.","Teel previously served at Alexion Pharmaceuticals and McKinsey; no additional compensation for interim role.","Board will conduct search for permanent CFO; Teel will continue his existing business development duties."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245983,"accession_number":"0001655759-24-000002","cik":1655759,"company_name":"ARVINAS, INC.","ticker":"ARVN","form_type":"8-K","filed_at":"2024-01-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Arvinas gets FDA/EMA clearance for ARV-393 and ARV-102; Phase 1 trials planned H1 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["FDA authorized IND for ARV-393, a PROTAC BCL6 degrader.","EMA authorized CTA for ARV-102, a PROTAC LRRK2 degrader.","Both first-in-human Phase 1 trials expected to start in H1 2024.","ARV-393 targets BCL6 protein; ARV-102 targets LRRK2 protein."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":572303087.097175,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2024-01-08T23:59:59+00:00|245983"}