8-K ·Filed Mar 18, 2026

ARVN

ARVINAS, INC.
BULLISH
Impact 7/10
Horizonmonths Processed6mo ago SEC0001628280-26-019026
8-K context-dependent: Items 7.01, 8.01
Actionable Insight ▲ Bullish

Monitor upcoming Phase 1b trial initiation in progressive supranuclear palsy and watch for further clinical data that could validate ARV-102's efficacy in neurodegenerative diseases.

DirectionBullish
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d ⚠ clustered
ARVN ▼ -34.89% at T+60d
LONG call ✗ call lost -34.89% · α vs SPY -46.42% · entry $10.89 → $7.09
Entry anchored
Mar 18, 04:26 AM ET
via exchange tick
T+1d
+2.57%
call +2.57% · α +2.84%
$11.17
settled 7mo ago
T+5d
+0.28%
call +0.28% · α +0.99%
$10.92
settled 6mo ago
T+20d
+1.01%
call +1.01% · α -5.04%
$11.00
settled 6mo ago
T+60d
-34.89%
call -34.89% · α -46.42%
$7.09
settled 4mo ago

Price Chart

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Executive Summary

Arvinas announced positive Phase 1 clinical trial data for ARV-102, showing greater than 50% degradation of LRRK2 in cerebrospinal fluid of Parkinson's disease patients, with the drug well-tolerated across all doses. The company plans to initiate a Phase 1b trial in progressive supranuclear palsy in Q2 2026, with potential for a registrational trial in late 2026.

Key Facts

  • ARV-102 demonstrated >50% LRRK2 degradation in CSF at all doses by day 14, maintained through day 28
  • Multiple oral doses of ARV-102 (20mg, 40mg, 80mg) were well tolerated with no serious adverse events
  • Data presented at AD/PD 2026 conference in Copenhagen
  • Company plans to initiate Phase 1b trial in progressive supranuclear palsy in Q2 2026
  • Potential to initiate a registrational trial in late 2026

Financial Impact

No immediate financial impact, but positive clinical data increases the probability of future revenue from ARV-102

R&D pipeline valuefuture revenue potentialmarket valuation

Risk Factors

  • Phase 1 success does not guarantee success in later-stage trials
  • Regulatory approval is still pending and not guaranteed
  • Competitors may have similar therapies in development

Market Snapshot

Exchange
Nasdaq

Investment Themes

Biotech & Drug Discovery

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-019026
Document: arv-102datapresentationp.htm0001628280-26-019026
Document: 0001628280-26-019026-index-headers.html0001628280-26-019026
Document: 0001628280-26-019026.txt0001628280-26-019026
18 reports for ARVN
Performance horizon
100% Hit rate 8 of 8 directional calls best @ T+60▲ +28.62%Feb 23, 2026
Filters
Rows
Reports for ARVN — sortable, filterable
TypeNow
Sep 4, 2026
28d ago
144
NEUTRAL ★ 3/10
$9.08 $8.26▼ −9.03%▼ −7.91%$7.41 (−18.39%)
Jun 22, 2026
14w ago
8-K
NEUTRAL ★ 3/10
$8.14 $8.29▲ +1.84%▲ +0.83%$7.41 (−8.97%)
Jun 2, 2026
17w ago
8-K
BEARISH ★ 6/10
$7.70 $6.98▲ +9.35%▲ +5.53%$7.41 (+3.77%)
May 12, 2026
20w ago
8-K
MIXED ★ 6/10
$9.57 $8.78▼ −8.26%▼ −8.33%$7.41 (−22.57%)
May 12, 2026
20w ago
8-K
BULLISH ★ 7/10
$9.57 $8.78▼ −8.26%▼ −8.33%$7.41 (−22.57%)
May 12, 2026
20w ago
Press Release
BEARISH ★ 8/10
$9.57 $8.78▲ +8.26%▲ +8.33%$7.41 (+22.57%)
May 8, 2026
20w ago
144
NEUTRAL ★ 2/10
$9.66 $8.78▼ −9.11%▼ −9.02%$7.41 (−23.29%)
May 8, 2026
20w ago
144
NEUTRAL ★ 2/10
$9.66 $8.78▼ −9.11%▼ −9.02%$7.41 (−23.29%)
May 5, 2026
21w ago
Press Release
BEARISH ★ 7/10
$10.61 $9.57▲ +9.80%▲ +11.79%$7.41 (+30.16%)
May 1, 2026
22w ago
8-K
BULLISH ★ 8/10
$10.51 $10.19▼ −3.04%▼ −5.39%$7.41 (−29.50%)
Showing 10 of 18

US Market Status

Market Closed — Opens Mon (64h 41m)

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