earnings
confidence high
sentiment positive
materiality 0.70
Arvinas reports Q4/FY2025 cash of $685.4M, appoints new CEO Randy Teel, PDUFA date June 2026
ARVINAS, INC.
2025-FY EPS
reported -$1.14
vs consensus -$0.60
▼ miss
(-89.3%)
- 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.