---
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"
generated_at: "2026-08-04T11:05:37.020185+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Arvinas Q2 2026: first PROTAC approval (VEPPANU) and out-license to Rigel; cash $567.9M

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-052139
- JSON: https://secwatch.observer/filing/0001628280-26-052139.json
- Plain text: https://secwatch.observer/filing/0001628280-26-052139.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.