Short answer
ARVINAS, INC. (ARVN) filed its Q1 2026 10-Q quarterly report on May 11, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $16M (down 91.7% year over year) with net income of −$58M.
Q1 2026 key financials · XBRL
- Revenue
- $16M
- −91.7% YoY
- Net income
- −$58M
- −169.5% YoY
- Operating margin
- -409.0%
- EPS (diluted)
- −$0.90
- −178.9% YoY
Source: XBRL data from the ARVINAS, INC. (ARVN) Q1 2026 10-Q on SEC EDGAR. USD.
ARVINAS, INC. Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue and YoY change not provided in supplied MD&A
- Profitability margins and actual percentage changes not provided
- Best and worst segment performance not disclosed
- Cash position, operating cash flow, and capital deployment figures not provided
- Near-term outlook: ARV-102 PSP Phase 1b expected second half 2026; ARV-6723 trial planned mid-2026
Risk Factors
- Newly added commercialization risk triggered by VEPPANU’s FDA approval in Q2 2026; third-party partner selection remains unresolved
- Most materially updated collaboration risk: Pfizer and Arvinas now jointly seek a commercialization partner, limiting control over pricing, reimbursement, and ex-U.S. regulatory plans
- Regulatory risk: selected partner will control VEPPANU access and regulatory decisions despite FDA approval for ER+/HER2-, ESR1-mutated advanced breast cancer
- Operational risk: failure to execute a definitive partner agreement could delay or prevent VEPPANU commercialization
- Financial risk: potential loss of up to $1.4 billion in contingent Pfizer collaboration payments if partnership arrangements change
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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