Arvinas 2025 Q3 Earnings Net Loss Narrows by 28.7% Amid Revenue Drop

Arvinas (ARVN) reported Q3 2025 earnings on Nov 5, 2025, with revenue declining sharply but losses narrowing. The company exceeded revenue expectations while reducing its net loss by 28.7% year-over-year, signaling operational improvements.

Revenue

. The decline was attributed to the expiration of a Novartis license agreement, .

Earnings/Net Income

Arvinas narrowed its net loss to $-35.10 million ($0.48 per share) in Q3 2025, . This marked the company’s strongest net loss reduction in eight years, driven by cost-cutting measures and reduced R&D spending.

Post-Earnings Price Action Review

Buying ARVN shares on revenue beats and holding for 30 days shows potential due to Arvinas’ robust clinical pipeline and strategic cost reductions. , . , which signals operational efficiency. Analysts maintain a “buy” rating with a 26.6% upside to the $13.00 price target. However, risks persist, including revenue declines and clinical trial uncertainties.

CEO Commentary

CEO John Houston highlighted progress in clinical programs, including Phase 1 data for ARV-102 and preclinical results for ARV-806 and ARV-027. The company emphasized its “data-rich period” with multiple readouts in 2026 and a focus on strategic partnerships, such as the Pfizer collaboration for vepdegestrant commercialization.

Guidance

, 2025, . , 2026, .

Additional News

1. $100M Share Buyback Program: Arvinas announced a stock repurchase plan, .

2. Pfizer Collaboration Expansion: The company and Pfizer plan to jointly select a commercialization partner for vepdegestrant, ensuring launch readiness if approved by the FDA.

3. Clinical Pipeline Advancements: Positive Phase 1 results for ARV-102 in Parkinson’s disease and preclinical data for ARV-027 in spinal bulbar muscular atrophy were highlighted, reinforcing the company’s focus on neurology and oncology.

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