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Added to YB: 2025-05-08

Pitch date: 2025-04-30

ARVN [bullish]

Arvinas, Inc.

+4.87%

current return

Author Info

No bio for this author

Company Info

Arvinas, Inc., a clinical-stage biotechnology company, engages in the discovery, development, and commercialization of therapies to degrade disease-causing proteins.

Market Cap

$556.9M

Pitch Price

$6.36

Price Target

N/A

Dividend

N/A

Sector

Pharmaceuticals

Category

value

Show full summary:
1 Main Capital Partners Portfolio Holding: Arvinas, Inc.

ARVN (new position): Biotech down 90% from 2021 highs on trial disappointments. $1B cash + Pfizer/Novartis deals worth up to $2.4B in milestone payments. $500M market cap implies both cash burn & pipeline failure, which seems unlikely. 15% holder EcoR1 (biotech specialist) incentivized to prevent further value loss.

Read full article (1 min)