(ARVN) Arvinas - Ratings and Ratios

Arvinas, Inc. is a clinical-stage biotech company pioneering a novel approach to treating diseases by targeting and degrading proteins that cause harm. Their platform centers around PROTACs—proteolysis-targeting chimeras—which hijack the cells natural protein disposal system to eliminate disease-causing proteins. This is a significant shift from traditional drug development, which often focuses on inhibiting or blocking proteins rather than removing them entirely.

Their pipeline is focused on cancer, with three lead programs. Bavdegalutamide and ARV-766 are oral PROTACs targeting metastatic castration-resistant prostate cancer, a condition where prostate cancer grows despite hormone therapies. Both are in Phase 1/2 trials, aiming to show safety and efficacy. ARV-471 is further along, in Phase 3 trials, for estrogen receptor-positive breast cancer. This drug targets the estrogen receptor, a key driver in many breast cancers.

Collaborations are a key part of their strategy. Partnerships with pharma giants like Pfizer, Genentech, Roche, Bayer, and Carrick Therapeutics provide validation and resources. These deals not only bring in capital but also leverage the expertise and infrastructure of larger companies, reducing some of the risks in drug development.

As a public company on NASDAQ (ticker: ARVN), Arvinas has a market cap of ~$1.28 billion. Their financials reflect a typical clinical-stage biotech: no earnings yet, with a forward P/E of 17.7 and a price-to-book ratio of 2.19. The price-to-sales ratio is 7.98, reflecting the premium investors place on their pipeline and technology. Founded in 2013 and based in New Haven, Connecticut, Arvinas is at the forefront of the PROTAC revolution in drug discovery.