Logos Global Management Acquires 8.6% Stake in Arvinas, Inc.

Logos Global Management has acquired an 8.6% stake in Arvinas, a clinical-stage biotechnology company focused on developing therapies that degrade disease-causing proteins. Arvinas is working on four clinical-stage programs, including vepdegestrant for breast cancer, ARV-766 and bavdegalutamide for prostate cancer, and ARV-102 for neurodegenerative disorders. The company is also developing ARV-393, a product candidate targeting the BCL6 protein.

Logos Global Management LP has reported an 8.6% stake in Arvinas, Inc. as of August 15, up from 6.4% as of June 9, according to a recent SEC filing. The investment comes following a letter sent by Logos Global Management to Arvinas' management and board on August 7, urging the company to return $700 million of capital to stockholders, reduce operating expenses, and right-size the organization [1].

Arvinas, Inc. is a clinical-stage biotechnology company specializing in developing therapies that degrade disease-causing proteins. The company leverages its PROTAC Discovery Engine platform to create proteolysis targeting chimeras (PROTACs), which selectively and efficiently degrade and remove disease-causing proteins. Arvinas' pipeline includes vepdegestrant (ARV-471) for breast cancer, ARV-766 and bavdegalutamide for prostate cancer, ARV-102 for neurodegenerative disorders, and ARV-393 targeting the BCL6 protein [2].

The letter from Logos Global Management also urged Arvinas to rebase the company's valuation around its core science, execute a 1-for-5 reverse stock split, and rebuild credibility through disciplined capital allocation and business development. The move reflects Logos Global Management's strategic focus on biotechnology and its commitment to fostering growth and innovation in the sector.

This acquisition underscores Logos Global Management's growing influence in the biotechnology industry and highlights its interest in supporting innovative companies with high-potential therapeutic pipelines. The implications of this investment on Arvinas' financial health and operational strategies will be closely watched by investors and industry observers alike.

References:
[1] https://www.tradingview.com/news/reuters.com,2025:newsml_FWN3UE0NV:0-logos-global-management-reports-8-6-stake-in-arvinas/
[2] https://www.marketscreener.com/news/logos-global-management-reports-8-6-stake-in-arvinas-ce7c50dbdb8ff122