10-Q quarterly report · filed Aug 4, 2026

ARVINAS, INC. (ARVN) Q2 2026 10-Q Quarterly Report

Short answer

ARVINAS, INC. (ARVN) filed its Q2 2026 10-Q quarterly report on Aug 4, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $250M (up 1014.7% year over year) with net income of $169M.

Q2 2026 key financials · XBRL

Revenue
$250M
+1014.7% YoY · +1500.6% QoQ
Net income
$169M
+376.8% YoY · +394.1% QoQ
Operating margin
65.7%
EPS (diluted)
$2.60
+409.5% YoY · +388.9% QoQ

Source: XBRL data from the ARVINAS, INC. (ARVN) Q2 2026 10-Q on SEC EDGAR. USD.

ARVINAS, INC. Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Revenue, profitability, cash flow, and margins not provided in supplied MD&A excerpt
  • VEPPANU FDA approval in Q2 2026 for ESR1-mutated ER+/HER2- advanced or metastatic breast cancer
  • Rigel license generated $70.0M upfront payment, with potential $15.0M additional upfront payment
  • ARV-102 PSP Phase 1b trial on clinical hold pending FDA review of requested information
  • ARV-806 dose-escalation enrollment completed, with clinical data planned for second half of 2026

Risk Factors

  • New AI and machine-learning risk triggered by deployment in PROTAC discovery and preclinical pharmacokinetic prediction
  • VEPPANU commercialization dependence shifted to Rigel after May 2026 exclusive global license
  • AI compliance exposure increases as EU AI Act becomes fully effective in August 2026
  • Collaboration risk heightened by Genentech termination notice requiring agreement termination in August 2026
  • Capital-raising risk remains without committed external funding, potentially diluting stockholders or restricting operations

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

Other ARVINAS, INC. quarterly reports

Ask about this quarter

Compare quarters, check guidance or see what insiders and funds did around the report.