Arvinas (ARVN) Q4 2025 Earnings Call Transcript
The Motley Fool
by newsfeedback@fool.com (Motley Fool Transcribing)February 24, 2026
AI-Generated Deep Dive Summary
Arvinas (ARVN) delivered a Q4 2025 earnings call that highlighted key shifts in its strategy and financial performance. The company reported a significant decline in revenue, dropping to $9.5 million from $59.2 million in the prior year quarter, primarily due to reduced Novartis license revenue. For the full year, revenue totaled $262.6 million, slightly below 2024's $263.4 million. Despite this, Arvinas demonstrated cost management effectiveness, with both general and administrative expenses, as well as research and development (R&D) expenses, seeing substantial reductions. General and administrative expenses fell to $95.9 million for the year, down from $165.4 million in 2024, while R&D expenses dropped to $285.2 million from $348.2 million.
The company also provided updates on its pipeline, signaling progress across multiple programs. ARV-102 showed promising results, achieving greater than 50% LRRK2 degradation in CSF during Phase 1 trials, with data expected at the Alzheimer’s and Parkinson’s Diseases Conference. Similarly, ARV-806's Phase 1 trial completed dose escalation ahead of schedule, setting expectations for initial data in 2026. Other programs like ARV-393 and ARV-027 also demonstrated positive early-stage results, with combination trials planned for the first half of 2026.
Arvinas emphasized its strategic refocus on four key Phase 1 programs: ARV-102, ARV-806, ARV-393, and ARV-02
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Originally published on The Motley Fool on 2/24/2026