{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-052139","form_type":"8-K","ticker":"ARVN","cik":"0001655759","company_name":"ARVINAS, INC.","filed_at":"2026-08-04T11:02:24+00:00","discovered_at":"2026-08-04T11:05:00.386483+00:00","generated_at":"2026-08-04T11:05:37.020185+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Arvinas Q2 2026: first PROTAC approval (VEPPANU) and out-license to Rigel; cash $567.9M","bullets":["First-ever FDA approval of a PROTAC degrader (VEPPANU) for ER+/HER2- ESR1-mutated breast cancer; out-licensed to Rigel Pharmaceuticals.","Cash, cash equivalents, and marketable securities $567.9M as of June 30, 2026, down from $685.4M at Dec 31, 2025.","GAAP R&D expenses $52.6M in Q2 2026 vs $68.6M in Q2 2025; decrease driven by lower compensation and vepdegestrant program costs.","Pipeline milestones: data from ARV-393, ARV-102, ARV-027 expected over next 12 months; ARV-6723 Phase 1 initiation in 3Q 2026.","Cash runway into second half of 2028."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-052139","json":"https://secwatch.observer/filing/0001628280-26-052139.json","markdown":"https://secwatch.observer/filing/0001628280-26-052139.md","text":"https://secwatch.observer/filing/0001628280-26-052139.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1655759/000162828026052139/0001628280-26-052139-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1655759/000162828026052139/arvn-20260804.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-04T11:05:37.020185+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}