earnings
confidence high
sentiment positive
materiality 0.75
Arvinas Q3 cash $787.6M; vepdegestrant NDA accepted PDUFA June 2026
ARVINAS, INC.
2025-Q3 EPS
reported -$0.18
vs consensus -$0.81
▲ beat
(+77.8%)
- 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.