Arvinas Inc (NASDAQ:ARVN) Reports Q2 2025 Earnings: Revenue Misses but EPS Beats Estimates

Arvinas Inc (NASDAQ:ARVN) reported its second-quarter 2025 financial results, missing revenue estimates but delivering a narrower-than-expected loss per share. The biopharmaceutical company posted revenue of $22.4 million, falling short of the consensus estimate of $31.0 million. Meanwhile, its earnings per share (EPS) came in at -$0.84, beating analyst expectations of -$1.02.

Key Financial Takeaways

• Revenue Miss: Reported revenue of $22.4 million vs. $31.0 million estimated, a 27.7% shortfall.
• EPS Beat: Loss per share of -$0.84 was better than the anticipated -$1.02.
• Pre-Market Reaction: Shares dipped 3.8% in pre-market trading, suggesting investor disappointment with the revenue miss despite the EPS outperformance.
• Recent Performance: The stock has been relatively flat over the past week (+1.7%) and month (-5.1%), reflecting cautious sentiment ahead of earnings.

Corporate Updates from the Press Release

The company highlighted several key developments:

• NDA Submission for Vepdegestrant: Arvinas submitted a New Drug Application (NDA) for vepdegestrant, its investigational treatment for ER+/HER2- advanced or metastatic breast cancer. This marks a significant regulatory milestone.
• Progress on ARV-102: The company presented Phase 1 clinical trial data for ARV-102 in healthy volunteers and has begun dosing patients with Parkinson’s disease, signaling advancement in its neurodegenerative disease pipeline.

Forward-Looking Estimates vs. Market Sentiment

Analysts project full-year 2025 revenue at $283.4 million, with an estimated EPS of -$1.53. For Q3, expectations stand at $33.1 million in revenue and an EPS of -$0.89. The market’s muted reaction—despite the EPS beat—could reflect concerns over revenue growth or the timeline for commercialization of key pipeline assets.

For a deeper dive into Arvinas’ earnings and analyst estimates, visit Arvinas Earnings & Estimates.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.