Every material Form 8-K ARVINAS, INC. has filed with the SEC since June 22, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Arvinas reported third-quarter 2026 results on November 3, 2026. Revenue was $0.5 million, down from $41.9 million a year earlier, and the net loss widened to $53.9 million, or $0.82 per share, from $35.1 million, or $0.48 per share. The company said its cash, cash equivalents, restricted cash, and marketable securities of $558.9 million are sufficient to fund planned operations into the second half of 2028.
Revenue was $0.5 million for the quarter, all from sales-based royalties under the Rigel License Agreement, versus $41.9 million a year earlier.
Net loss was $53.9 million, or $0.82 per share, compared with a net loss of $35.1 million, or $0.48 per share, in the prior-year quarter.
Cash, cash equivalents, restricted cash, and marketable securities were $558.9 million at September 30, 2026, down from $685.4 million at December 31, 2025.
Dosing began in the monotherapy cohort of a Phase 1/2 trial of ARV-6723, and the company expects to share data from three Phase 1 programs in the fourth quarter of 2026 and in 2027.
Arvinas reported second quarter 2026 revenue of $249.7 million, up from $22.4 million a year earlier, and net income of $169.4 million, compared with a net loss of $61.2 million in the same quarter of 2025. The results followed FDA approval of VEPPANU, the first approved PROTAC, and a license agreement with Rigel Pharmaceuticals for its global rights.
Q2 2026 revenue of $249.7 million included $62.5 million from the Rigel License Agreement and a $50.0 million development milestone tied to FDA approval of VEPPANU.
Diluted earnings per share were $2.58 for Q2 2026, compared with a loss of $0.84 per share in Q2 2025.
Cash, cash equivalents and marketable securities were $567.9 million as of June 30, 2026, and the company says this funds planned spending into the second half of 2028.
GAAP R&D expense fell to $52.6 million from $68.6 million, while cost of license revenue was $9.0 million, tied to the VEPPANU approval and Rigel agreement.
Arvinas said its chief medical officer, Noah Berkowitz, will leave the company effective July 3, 2026, and it has started a search for a replacement. Under a separation agreement signed June 22, 2026, he will receive nine months of base salary continuation, up to nine months of health premium support, and accelerated vesting of certain restricted stock units.
Chief medical officer Noah Berkowitz departs effective July 3, 2026, and will remain in the role until then.
Severance includes nine months of base salary continuation and up to nine months of health coverage premium payments.
Certain RSUs that would have vested on or before May 9, 2027 will vest early; other unvested RSUs will be forfeited.
The full separation agreement is expected to be filed with the Form 10-Q for the quarter ending June 30, 2026.
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