Latest revenue
$15.6M
as of 2026-03-31
Latest net income
$-57.6M
as of 2026-03-31
Net margin
-369.2%
as of 2026-03-31
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Pharmaceutical Preparations (528 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.
Community sentiment
Where do you think ARVN is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $478.1M
- Enterprise value
- $391.3M
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- 1.24×
- Dividend yield
- 0.0%
- 52-wk high
- $14.51
- 52-wk low
- $6.06
- Beta
- —
- Shares out
- 64.5M
5-year trend
What this company does
Item 1. Business. Overview We are a clinical-stage biotechnology company dedicated to improving the lives of patients suffering from debilitating and life-threatening diseases. Through our PROteolysis TArgeting Chimera, or PROTAC, protein degradation platform, we are pioneering the development of a new class of therapeutics designed to harness the body’s own natural protein disposal system to selectively and efficiently degrade and remove disease-causing proteins. We have designed and optimized our proprietary PROTAC Discovery Engine for the discovery of PROTAC therapeutics to address diseases caused by abnormal proteins or aberrant protein expression. We believe that our targeted protein…
AI summary unavailable — showing raw filing excerpt
Generated from ARVN's filing dated 2026-02-24
Key risks
65 Item 1A. Risk Factors. We face a variety of risks and uncertainties in our business and investing in our common stock involves a high degree of risk. You should carefully consider the risks and uncertainties described below together with all of the other information contained in this Annual Report on Form 10-K, including our consolidated financial statements and the related notes appearing elsewhere in this Annual Report on Form 10-K, before deciding to invest in our common stock. Additional risks and uncertainties not presently known to us or that we currently believe to be immaterial may also become important factors that affect our business. If any of the following risks actually…
AI summary unavailable — showing raw filing excerpt
Generated from ARVN's filing dated 2026-02-24
Profitability
Operating margin
-45.1%
52.5%Net margin
-30.8%
59.3%Return on equity
-18.6%
47.4%Return on assets
-11.3%
38.2%Leverage
Debt / equity
0.65×
30.6%Long-term debt / equity
0.00×
13.7%Debt / assets
39.6%
18.5%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $15.6M | -91.7% | $-57.6M | -169.5% | -369.2% |
Q4 2025 2025-12-31 | $9.5M | -84.0% | $-172.0M | -281.4% | -1810.5% |
Q3 2025 2025-09-30 | $41.9M | -59.1% | $-13.4M | +72.8% | -32.0% |
Q2 2025 2025-06-30 | $22.4M | -70.7% | $21.7M | +161.6% | 96.9% |
Q1 2025 2025-03-31 | $188.8M | +646.2% | $82.9M | +219.5% | 43.9% |
Q4 2024 2024-12-31 | $59.2M | — | $-45.1M | — | -76.2% |
Q3 2024 2024-09-30 | $102.4M | +196.0% | $-49.2M | +23.1% | -48.0% |
Q2 2024 2024-06-30 | $76.5M | +40.4% | $-35.2M | +47.1% | -46.0% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Pharmaceutical Preparations · SIC 2834
Your notes
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Insider activity
Insider buying
$495.1K
Insider selling
$1.4M
Net activity
−$922.8K
Distinct insiders
7
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns ARVN
Institutional value
$254.5M
Total shares held
25.3M
Distinct holders
103
-100 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.8M | $72.1M | -524.9K (-7.2%) | Trimmed |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.9M | $41.2M | — | New |
| 3 | Pfizer Inc | 3.5M | $34.9M | +0 (+0.0%) | No change |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.7M | $28.5M | — | New |
| 5 | FEDERATED HERMES, INC. | 1.1M | $12.1M | +45.7K (+4.2%) | Added |
| 6 | KENNEDY CAPITAL MANAGEMENT LLC | 552.6K | $5.9M | +109.9K (+24.8%) | Added |
| 7 | DIMENSIONAL FUND ADVISORS LP | 485.8K | $5.1M | +13.3K (+2.8%) | Added |
| 8 | NORDEA INVESTMENT MANAGEMENT AB | 474.5K | $5.1M | -21.0K (-4.2%) | Trimmed |
| 9 | VANGUARD FIDUCIARY TRUST CO | 412.6K | $4.4M | — | New |
| 10 | Nuveen, LLC | 406.3K | $4.3M | +263.6K (+184.6%) | Added |
| 11 | Invesco Ltd. | 316.7K | $3.4M | +14.6K (+4.8%) | Added |
| 12 | Brummer Multi-Strategy AB | 285.1K | $3.0M | +118.7K (+71.4%) | Added |
| 13 | WASATCH ADVISORS LP | 281.9K | $3.0M | +12.7K (+4.7%) | Added |
| 14 | Bank of New York Mellon Corp | 236.7K | $2.5M | -31.9K (-11.9%) | Trimmed |
| 15 | FRANKLIN RESOURCES INC | 216.8K | $2.3M | +12.8K (+6.3%) | Added |
| 16 | JANE STREET GROUP, LLC | 199.9K | $2.1M | -109.2K (-35.3%) | Trimmed |
| 17 | Y-Intercept (Hong Kong) Ltd | 172.8K | $1.8M | +48.0K (+38.4%) | Added |
| 18 | DEUTSCHE BANK AG\ | 147.5K | $1.6M | +2.2K (+1.5%) | Added |
| 19 | JPMORGAN CHASE & CO | 143.3K | $1.5M | +111.3K (+347.9%) | Added |
| 20 | Russell Investments Group, Ltd. | 137.2K | $1.5M | +102.5K (+296.1%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
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