Added to YB: 2025-07-02
Pitch date: 2025-05-16
ARVN [bullish]
Arvinas, Inc.
+93.77%
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
$748.2M
Pitch Price
$6.42
Price Target
13.00 (+5%)
Dividend
N/A
EV/EBITDA
0.32
P/E
-14.47
EV/Sales
-0.10
Sector
Pharmaceuticals
Category
value
Arvinas, Inc. - $ARVN
ARVN: Trading at 50% of cash value ($6.50 vs $13/share). SOTP ~$20/share incl. $4/share from Novartis deal + breast cancer drug vepdeg. Pfizer partnership uncertain after mixed Phase 3 results. Catalysts: ASCO data showing 'best-in-class' for mutant patients, Pfizer commercialization deal, potential activist play to cut costs/return cash.
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