Arvinas Company Profile | Drug Discovery & DDS

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Company Profile

Arvinas
— The biotech behind the first approved PROTAC, returning to its role as a protein-degradation technology company while partners handle commercialization

Arvinas breaks the cause protein of the disease into the mechanism of decomposition of cellsPROTACBiotech vepdegestrant (product name VEPPANU), jointly developed with Pfizer, was approved in the United States in 2026, and the company explains “the first and only PROTAC approved by the FDA”. On the other hand, the company did its own sales, and in May 2026Global development, manufacturing and sales rights to RigelIn this article, we will organize the new modalities of PROTAC and the structure of affiliation and external manufacturing that support it.

Composition: Form 10-K (submitted on February 24, 2026), Form 8-K (submitted on August 4, 2026), Form 8-K (submitted on August 4, 2026), and DailyMed (submitted on September 20, 2026)

In this article

Alvinas in 30 seconds and DDS
About logo and company name
Where is this company in the world of drug discovery and DDS?
Company size
Drug discovery and DDS resources
Past Initiatives
Future plans
What is DDS?
Collaboration mapping of drug discovery and DDS
Technologies, Products and Services
The risk of this company
Glossary/Source/Ins ment and Source Response Table

1. Arvinas in 30 seconds and standing position in drug discovery and DDS

NameArvinas, Inc.Delaware Corporation

HeadquartersNew Haven, Connecticut, USAApprox. 70,000 sq. ft. leasing of offices and laboratories

ListingNasdaq: ARVNUS company to submit 10-K to SEC

Categories in this fieldDrug discovery biotech
(protein decomposition derivative)We do not manufacture or sell our products.

Core modalityPROTAC
(Oral low))target and E3 ligase with one

ProductsVEPPANU
（vepdegestrant）Release of U.S. approval on May 1, 2026. Sell Rigel

Sales (FY2025)US$262.6 millionAll affiliation and license income

246 peopleYear 2025 188 people

1 point to press

Alvinas“A company that delivered new modalities to the first approval” but does not sell the drug yourself10-Q whether you get sales from VEPPANU"Full Rigel"The price, insurance reimbursement, and approval plan outside the US are also written by Rigel FactsHome In April 2025, the company reduces approximately 33% of employees and about 15% in September.vepdegestrantdecreased most FactsHome That is, this company will close the company,Create candidates with PROTAC’s design technology and monetize partnersIt is narrowed down to the shape.

2. Logo and company name

Alvinas is a trademark of the company. In this article, we do not reproduce the generated image, Images obtained from the official website(SVG) img/arvinas_logo.svg Contact Us

Note: Corporate name Arvinas, Inc.Home In Japanese, it is written as "Alvinas". PROTAC PROteolysis TArgeting Chimera Product name is VEPPANU, general name is vepdegestrant (development code ARV-471).

Official Site:https://www.arvinas.com/

3. Where is this company in the world of drug discovery and DDS?

Figure 1　3 types of companies involved in drug discovery and DDS and the position of albinus. The classification is based on this article, and the company name is an example from the company handled by this series. The paper's focusArvinas is a clinical biotechnology company with no manufacturing equipment, and it has provided Rigel with VEPPANU. This information is based on Form 10-K for the clinical year ending December 2025 and Form 10-Q for the fiscal year ending June 2026.

TypeDrug discovery biotech (protein degradation technology)Home 10-K writes its company as a clinical biotechnology company, 7 programs in the past 5 years from the foundation of PROTAC are going to be clinical trials FactsHome ModalityLow10-K is classified as “traditionally low-molecular solvent” FactsHome The mechanism of protein decomposition induction is "targeted protein decomposition", and the transition to the brain is handled by "blood brain barrier".

4. Company Scope

Indicators (US Accounting Standards, US Dollars)	FY2024	FY2025	January to June 2026
Sales (Partnership / License)	263.4	262.6	265.3
R&D expenses	348.2	285.2	113.0
General administrative expenses	165.4	95.9	43.0
Net Income	△198.9	△80.8	111.8
Cash, cash equivalents, securities (late term)	―	685.4	567.9

Funds for the end of 2024 are not confirmed in this article. From January to June 2026, the black letter was calculated by the agreement with Rigel and the income from VEPPANU.

Alvinas salesRevenue by affiliation and license, not product salesComment 10-Q writes that sales by product sales are not so far and we don’t expect it. FactsHome The black letter from January to June 2026 (USD 1,180 million) is based on the income recorded at the time of the contract, and does not indicate the ability to earn continuously. The company is funded by the end of March 2026Late 2028We are looking forward to working with you. Undetermined / Future。

5. Drug discovery and DDS resources

Resource Types	ation
Person: Research Center	Offices and laboratories in Newhaven, Connecticut (up to December 2029) No other research sites	Facts
Person:	(As of December 31, 2025) More than 167 high degree holders such as 188 R&D and Doctor. Reduced personnel by about 33% in April 2025 and about 15% in September	Facts
Gold: R&D expenses	US$28.85 million (2025) Reduced US$6,300 million from the previous year. ARV-806, ARV-102 and ARV-393 are increased by program, and luxdegalutamide and vepdegestrant are reduced.	Facts
Gold: Manufacturing Equipment	There is no plan to set up without manufacturing equipment. CMO and CDMO Pfizer is mainly responsible for the production of VEPPANU's commercial products.	Facts
External: Outsour and Sale	Pfizer (co-development of vepdegestrant, 2021), Nov)s (development of luxdegalutamide and sale of AR-V7 decomposition agent, 2024), Rigel (world rights of VEPPANU, 2026)	Facts
External: Acquisition and Investment	Acquisition and investment in drug discovery and DDS	Not specified
University	Yale UniversityIntellectual property introduced the intellectual property of the target protein degradation from Dr. Craig Crews' research (revised in July 2013, June 2024, and paid US$1,495 million). Share the patent family of PROTAC compounds with Yale University.	Facts
Public Funds	10-K gives a subsidy to one of the sources of funds, but does not include the amount and source	Not specified

6. Past Initiatives

Time	Home	The meaning of drug discovery and DDS
July 2013	license agreement for intellectual property on target protein decomposition with Yale University	Technology from university technology
September 2015	Genentech and PROTAC Exploration Research Options License Agreement (expanded in November 2017)	Verification of basic technology through joint research with major companies
December 2017	Pfizer and PROTAC	Conduct research programs for each target
July 2021	Joint development and joint sales agreement between Pfizer and vepdegestrantHome T contract fee of USD 65,000 million, development fee of USD 50 to USD 50	Maximum Funds
April to May 2024	Conducted luxdegalutamide (ARV-766, prostate cancer) to Nov)s and sold the AR-V7 decomposition agent ($150 million). Revised contract with Yale University in June	Free the prostate cancer area
August 2024	End of partnership with Bayer	Change partners
April 2025	Reduce employees by about 33% and by about 15%. Pfizer and vepdegestrant are jointly selected and announced in the third quarter	Disco ed sales
October 2025	A-102 (LRRK2 degradation agent)	Shows the transition to the brain with oral PROTAC
May 1, 2026	VEPPANU (vepdegestrant)Home Approval before the examination deadline (June 5). Milestone from Pfizer to US$50 million (with payment and offset to Yale University)	First approval as PROTAC and description by the company
May 11, 2026	VEPPANU’s worldwide development, manufacturing and sales rights to Rigel with Pfizer	Sales of approved drugs to other companies
June 2026	Re-priority of the portfolio. KRAS G12D Disassembly ARV-806 is a policy to find the destination after a single-dose dose gradual increase in phase I	Focus on the cancer area and nerves

VERITAC-2

Test based on US approval. The number is quoted from the US attachment,Does not recommend specific treatment Facts。


Test name	VERITAC-2 (NCT05654623), randomized, non-blinded, drug-controlled, 624 cases (including 270 cases with ESR1 mutations)
	Prognoz of ER-positive, HER2-negative, and metastatic lactose carcinoma, which has progressed after 1-2 lines of endocrine therapy including CDK4/6 in the brain.
Dosage	VEPPANU 200mg once per day oral vs Full-best 500mg intramus injection
Main evaluation items	Blind-independent median survival (ESR1 mutations and overall population)
Results (ESR1 mu population)	5.0 months to 2.1 months, hazard ratio 0.57 (95% confidence interval 0.42–0.77). Unmatured (death 16's)

7. Future plans

FundingLate 2028The Company’s funds as of March 31, 2026

A)-102Plan for clinical trials in 2027Premises regulatory approval

A)-393Cohort Data
Mid 2027glofitamab

VEPPANU IncomeRoyalty, etc.
PfizerRigel

Products	Target	Stage
ARV-102	LRRK2. Parkinson's disease and progressive nuclear par . Migrating to the brain orally	Developed (phase I). FDA requests for additional information in the US	Undetermined / Future
ARV-393	BCL6. Non-Hodgkin Lymphoma with Recurrent and Obligatory	Development (Phase I)	Undetermined / Future
ARV-027	Polyglutamin elongated androgen receptor. Limited peri al to act on bone muscle	Developed (First phase I, first quarter 2026)	Undetermined / Future
ARV-806	KRAS G12D Pancreatic cancer, colorectal cancer, non-small cell lung cancer	Developed (phase I). Additional test is a policy to find the destination	Undetermined / Future

Not confirmed

None of the following are listed in the primary information Undetermined / Future。

VEPPANURelease date and price(Rigel decided)/Plan for approval applications outside the United States/A-806Contact Us/Research and DevelopmentDistribution by programPublic GrantsPriceThis article does not use media and analysts.

8. What is this company aiming for drug discovery and DDS?

This includes parts that the company does not directly state.Range of the range that can be read from primary informationand write with the basis.

Read	Primary Information
CancerTransmitting a focus on neuromus diseases	Prostate cancer (Nov s), lactose cancer (Rigel), and KRAS G12D (search for destinations) are put out and ARV-102 and ARV-027 are in-house.
The axis of different that "reach to the brain with oral"	ATAC-102 is an oral PROTAC designed to cross the blood-cerebellum. It indicates the drug concentration and target reduction in the cerebrospinal fluid.	Facts
E3 LigerzeIncrease options and prepare for patent expiration	In addition to VHL (、20d from Yale University, Expires 2033), with its own CRBN (2035) and IAP/MDM2 (2036) patents
No salesEarn by technology and candidatesCompany	Re personnel mainly on sales-related after-sales service by providing rigel with the right to sell approved drugs.	Facts

Learn more about the basis of guessing: why brain?

PROTAC tends to be large because it connects the target part to the E3 ligase with a linker. VEPPANU723.90Home FactsHome Larger than 500 as a general oral low- drug guide The paper's focusHome Still in ARV-102, in patients with Parkinson's diseaseLRRK2 in the cerebro、nal fluid decreases by 50% or more by day 14 by one dose of 28 days, maintained by day 28and the company has announced (Change from baseline) Multiple dose cohort with placebo control)FactsHome 、The point that large molecules can be delivered to the brainHowever, it reads that arbinus is a technical basis that transfers axis to neurological diseases. Undetermined / FutureHome However, in phase I, the effect on symptoms is not known yet.

9. Collaboration mapping of drug discovery and DDS

Figure 2　Collaboration between drug discovery and DDS centered on Alvinas. Source: Form 10-K, Form 10-Q, Form 8-K, June 2026. Since CMO and CDMO do not have a company name in 10-K, it is shown in one frame. Bayer has not included in the diagram.

10. Technologies, Products and Services

PROTACPart of binding to target proteinHomePart to join E3 ubiquitin ligase (decomposition marking))HomeLinkerOne molecule FactsHome Since the target is passed to the decomposition mechanism, it is explained that it is not necessary to continue binding like in tors, and 10-K aims for "proteins that are conventionally found on drugs".


VEPPANU（vepdegestrant）	A low-molecular that connects the part that binds to the estrogen receptor and the part that binds to the E3 ligase with a linker. Formula C45H49N5O4, Weight 723.90. 200mg per day	Facts
PROTAC Discovery Engine	Our foundations designed and optimized to explore PROTAC	Facts
E3 Ligerze Patents	VHL, CRBN, IAP and MDM2 (including in-house, 2036, and pending)	Facts
Manufacturing Philosophy	In addition to efficacy and safety, 10-K is selected for the process that can be made from easy-to-access raw materials without special equipment.	Facts

Material Technician Perspectives: Large Low Mole es: “Dissolve in the stomach and soluble in the intestine”

VEPPANU's attachment is the melting rate of vepdegestrantIt depends on pH and melts well with the pH of the stomach, but it is slightly dissolved in the pH of the intestinewritten FactsHome PROTAC over 700 weight for oral absorptionFormulation design (improvement of solubility, crystal form management, selection of ingredients)is a modality that makes it easy to depend on the performance of the drug Undetermined / FutureHome On the other hand, 10-K is a candidate for albinusFrom easily accessible raw materials, scalable and scalable without special equipment, suitable for scale upExplain FactsHome It does not require specialized solid-phase pharmaceutical facilities or special configuration units like nucleic acid drugs,Can be used as a general low- contract manufacturing networkThis article reads that there is no manufacturing facility in order to operate. Undetermined / Future。

11. Risks that this company has

Risks
Revenue of approved drugs	VEPPANU’s revenue is completely dependent on Rigel’s performance, royalty and milestones are also folded with Pfizer. Rigel has optional termination rights after a certain period of time	Facts
No product sales	All sales are affiliated and licensed. The company does not expect product sales.	Facts
Delay on the main candidate	The FDA called for additional information and final data for non-clinical chronic toxicity testing for U.S. clinical trial plans in the progressive nuclear part of A-102	Facts
Fully external dependence on manufacturing	CMO and CDMO have no long-term supply contract and no order base	Facts
Organization	2nd reduction in personnel in 2025 (about 33% and about 15%). Risks include the possibility that the company itself does not have the expected effect and the business is confusing	Facts
Base patent deadline	VHL patents introduced from Yale University will expire in 2033	Facts
Not known to be effective in neurological diseases	A-102 is in Phase I and has not yet shown an effect on the progression of symptoms and diseases	Undetermined / Future

12. Glossary

PROTAC: PROTE。 TArgeting Chimera. A drug that connects target protein and E3 ligase with one and dissolves the target.

E3 Ubiquitin Ligase: Enzyme marking "Ubikitin" to decompose protein. VHL, CRBN, etc.

Pro: A device in a cell that decomposes protein with a mark of Bunitin.

Linker: A chain that connects the target part to the E3 ligase with PROTAC. Length and hardness are effective.

ESR1 mutations: mutations of estrogen receptor genes. It is caused by the milk that continues the endocrine therapy, and the treatment becomes difficult.

LRRK2: Kinase that has a relationship with Parkinson's disease. A。-102 target.

CMO／CDMO: A company that entrusts manufacturing of pharmaceutical products (CMO), development and manufacturing (CDMO).

Unexpected survival (PFS): Period from start of treatment to cancer progression or death.

Conceptual diagram: A structure that connects two bindings with a linker to the target protein and decomposition, and the target is transported to the decomposition device — **Figure 3**　Concept diagram of how PROTAC decomposes targeted proteins (conception diagram by AI generation). Actual structure and products are not copied).

13. Source

Arvinas　Form 10-K for the year ended December 31, 2025 Pfizer, Clinicaltech, Nov's, Yale University https://www.sec.gov/Archives/edgar/data/1655759/000162828026011226/arvn-20251231.htm
Arvinas　Form 10-Q for the quarterly period ended June 30, 2026 License agreement with Rigel, performance from January to June, 2026, funding, ARV-102, ARV-393, ARV-027 progress. https://www.sec.gov/Archives/edgar/data/1655759/000162828026052554/arvn-20260630.htm
Arvinas　Form 8-K (May 1, 2026). Publication of VEPPANU U.S. approval, payment from Pfizer to Milestone and Yale University. https://www.sec.gov/Archives/edgar/data/1655759/000162828026029210/arvn-20260501.htm
Arvinas　Form 8-K (June 2, 2026). Re-priority of portfolio, ARV-806 investment policy, financial . https://www.sec.gov/Archives/edgar/data/1655759/000162828026039818/arvn-20260602.htm
Arvinas　Form 8-K (June 16, 2026). License Agreement with Rigel (June 11) https://www.sec.gov/Archives/edgar/data/1655759/000162828026043559/arvn-20260611.htm
Arvinas　Form 8-K Exhibit 99.1 “Arvinas Announces Positive Phase 1 Data for A ...-102 ...” (March 18, 2026). Results of multiple dose cohort in patients with Parkinson's disease. https://www.sec.gov/Archives/edgar/data/1655759/000162828026019026/arv-102datapresentationp.htm
National Library of Medicine DailyMed　VEPPANU (vepdegestrant) US attachment. Design and results of VER composition, formula, weight, solubility, and VERITAC-2 testing. https://dailymed.nlm.nih.gov/dailymed/drugInfo.cfm?setid=484e21ba-8fe1-4c6d-b923-8ba4cf5b2f20
Arvinas　Official website (for confirmation of company profile and logo) https://www.arvinas.com/

14. Response table of claims and sources

Content
Official name, Delaware, Nasdaq, Newhaven’s facility (approx. 70,000 square feet), and clinical biotechnology company	Facts	Source 1 https://www.sec.gov/Archives/edgar/data/1655759/000162828026011226/arvn-20251231.htm
7 Programs are clinically accepted, candidates are dependent on CMO and CDMO, and explain the ease of use.	Facts	Source 1 https://www.sec.gov/Archives/edgar/data/1655759/000162828026011226/arvn-20251231.htm
Sales, R&D, General Management, Net Income of 2024 and 2025	Facts	Source 1 https://www.sec.gov/Archives/edgar/data/1655759/000162828026011226/arvn-20251231.htm
Re employees with 246 employees, April and September 2025	Facts	Source 1 https://www.sec.gov/Archives/edgar/data/1655759/000162828026011226/arvn-20251231.htm
Pfizer (Research affiliation, 2021 vepdegestrant), Clinicaltech, Nov's, Bayer, Yale University, and E3 Ligase patent expiration date	Facts	Source 1 https://www.sec.gov/Archives/edgar/data/1655759/000162828026011226/arvn-20251231.htm
The terms of the license agreement with Rigel, the revenue of VEPPANU is up to Rigel, the lack of product sales, the FDA’s request for the U.S. clinical trial plan of the ARV-102, the progress of ARV-393 and ARV-027	Facts	Source 2 https://www.sec.gov/Archives/edgar/data/1655759/000162828026052554/arvn-20260630.htm
VEPPANU’s U.S. approval announcement (May 1, 2026) and the company description, “The First and Only PROTAC”	Facts	Source 3 https://www.sec.gov/Archives/edgar/data/1655759/000162828026029210/arvn-20260501.htm
Portfolio Re-Priority and ARV-806	Facts	Source 4 https://www.sec.gov/Archives/edgar/data/1655759/000162828026039818/arvn-20260602.htm
Effective Agreement with Rigel (June 11, 2026)	Facts	Source 5 https://www.sec.gov/Archives/edgar/data/1655759/000162828026043559/arvn-20260611.htm
LRRK2 in the cerebro)nal fluid decreases by 50% or more in a multi-dose cohort of A102-102 (up to 14 days and up to 28 days)	Facts	Source 6 https://www.sec.gov/Archives/edgar/data/1655759/000162828026019026/arv-102datapresentationp.htm
VEPPANU structure, formula, weight, pH-dependent solubility and usage, design and result of VERITAC-2 trial	Facts	Source 7 https://dailymed.nlm.nih.gov/dailymed/drugInfo.cfm?setid=484e21ba-8fe1-4c6d-b923-8ba4cf5b2f20
Forecast of funds to cover business until late 2028	Undetermined / Future	Source 4. Not a company's claim and track record https://www.sec.gov/Archives/edgar/data/1655759/000162828026039818/arvn-20260602.htm
Comparison of weight 723.90 exceeds 500 oral low s	The paper's focus	Organization of this paper comparing the weight of source 7 and general guide
Classification of type 3 (pharmaceu) company / drug discovery biotech / contract development manufacturing / research)	The paper's focus	This article. Company name is an example from the company of this series.
VEPPANU Release Date, Price, Application Plan Outside the US, ARV-806 Destination, Public Grant Amount	Undetermined / Future	Not listed in Source 1 and 2. Not mentioned in this article
Reading from cancer to nerve and muscle, reading to prepare for patent due date with E3 ligase options		Interpre of this paper from the description of the source 1・2・4
Read the basis of transferring large molecules to the brain		Interpre of this article from the description of Source 6 and 7
How to see how the preparation design is easy to depend on the performance, and how to use a general low- contract manufacturing network		Explanation of this article from the description of Source 1 and 7

Last Updated:September 26, 2026/Troy Technical
The number of this document is based on the statutory disclosure document (Form 10-K, 10-Q, 8-K) submitted to the U.S. Securities and Exchange Commission (SEC) and the US attachment (DailyMed). We do not use estimates and media-based numbers of survey companies. The "、ulation" section is an interpretation that the article reads from the primary information and is not an announcement of the company. This article is not intended for medical advice, but does not recommend the use of certain drugs.