AI Earnings Predictions for Arvinas Inc. (ARVN)

EX-99.2

3 exhibit992-arvinascorpor.htm

EX-99.2

exhibit992-arvinascorpor

© 2026 Arvinas. All rights reserved. N A S D A Q A R V N L I S T E D Corporate Presentation November 2026 Exhibit 99.2

This presentation contains forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995 that involve substantial risks and uncertainties, including statements regarding: PROteolysis TAargeting Chimera ("PROTAC") protein degraders having potential benefits that may provide advantages over other modalities in oncology and neurology; luxdegalutamide demonstrating signals of efficacy in late-line prostate cancer suggesting the potential for positive efficacy in earlier line-settings; Arvinas’ goal to change treatment paradigms in neurology, immuno-oncology, hematology and new medicines; Arvinas’ plans and expectations related to its clinical trials and preclinical studies and the timings associated therewith with respect to initiation of trials or studies and presentation of data; Arvinas’ assets’ intended differentiation from other therapies; Arvinas’ potential receipt of milestone or other payments from existing partners, including Novartis Pharma AG and Rigel Pharmaceuticals, Inc.; Arvinas' capitalization, and having cash runway into the second half of 2028; the potential for future partnerships to enhance the value of Arvinas’ pipeline; the potential market opportunity for any of Arvinas’ product candidates; the potential for a PROTAC B-cell lymphoma 6 (“BCL6”) degrader to address substantial unmet needs for patients with non-Hodgkin Lymphoma (“NHL”); the potential for ARV-393 to become an attractive combination partner for development of novel treatment approaches for NHL, including all oral or chemotherapy-free options; dose escalation or de-escalation of ARV-393; that a PROTAC expanded polyglutamine androgen receptor degrader may eliminate the root cause of disease for spinal bulbar muscular atrophy; the potential for ARV-6723, an oral hematopoietic progenitor kinase 1 ("HPK1") degrader, to offer sustained anti-tumor immune response as a single agent or in combination with standard of care therapies, and the potential to result in improved clinical benefits over standard of care therapies across a wide range of cancers; that HPK1 degradation may lead to an increase in immune function and immune attack, counter activation of T cell exhaustion, block suppressive tumor microenvironment and reprogram the tumor microenvironment to unleash immune response; the suggestion from preclinical work that an HPK1 degrader could work after anti-programmed death-1 (“αPD-1 ”) progression, in combination with αPD-1, and ahead of αPD-1; Arvinas’ novel PROTAC approach having potential to differentiate from existing and emerging modalities in, and potentially revolutionize the treatment of, neurodegenerative diseases; PROTAC-induced leucine-rich repeat kinase 2 (“LRRK2”) degradation having the potential to differentiate from kinase inhibition; PROTAC-induced LRRK2 degradation as a potential treatment for progressive supranuclear palsy ("PSP"), Parkinson's disease and related diseases; Arvinas' plans with respect to initiation of clinical trials of ARV-102 in patients with PSP, pending regulatory approval, and the timing thereof; and Arvinas’ plans, anticipated milestones, timing and potential impacts of such milestones in connection with ARV-393, ARV-6723, ARV-027 and ARV-102, including statements regarding sharing of data, types of data, initiation and enrollment of clinical trials, sharing or presenting data and any forums for doing so. The words “anticipate,” “believe,” “estimate,” “expect,” “intend,” “may,” “might,” “plan,” “predict,” “project,” “target,” “potential,” “goal,” “will,” “would,” “could,” “should,” “continue,” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. Arvinas may not actually achieve the plans, intentions or expectations disclosed in its forward-looking statements, and you should not place undue reliance on these forward-looking statements. Actual results or events could differ materially from the plans, intentions and expectations disclosed in the forward-looking statements Arvinas makes as a result of various risks and uncertainties, including but not limited to: whether Arvinas will be able to successfully conduct and complete development for its product candidates, including ARV-393, ARV-027, ARV-6723 and ARV-102, including whether Arvinas initiates and completes clinical trials for its product candidates and receives results from its clinical trials on expected timelines, or at all; whether Arvinas will be able to successfully conduct and complete development for its other preclinical or clinical candidates, including whether Arvinas initiates and completes preclinical studies or clinical trials and receives results from such studies or trials

arvn-20260804

0001655759FALSE00016557592026-08-042026-08-04

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 4, 2026

Arvinas, Inc.

(Exact name of registrant as specified in its charter)

Delaware001-3867247-2566120

(State or other jurisdiction of incorporation)(Commission File Number)(IRS Employer Identification No.)

5 Science Park

395 Winchester Ave.

New Haven, Connecticut 06511

(Address of principal executive offices)(Zip Code)

Registrant’s telephone number, including area code: (203) 535-1456

Not applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

oWritten communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

oSoliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

oPre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

oPre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading

Symbol(s)

Name of each exchange

on which registered

Common stock, par value $0.001 per shareARVN The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company o

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Item 2.02    Results of Operations and Financial Condition.

On August 4, 2026, Arvinas, Inc. announced its financial results for the quarter ended June 30, 2026 and provided a corporate update. The full text of the press release issued in connection with the announcement is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

The information in this Item 2.02 (including Exhibit 99.1 attached hereto) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing.

Item 9.01    Financial Statements and Exhibits.

(d) Exhibits.

Exhibit No.Description

99.1

Press Release issued by the Registrant on August 4, 2026

104 Cover Page Interactive Data File (formatted as Inline XBRL)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

ARVINAS, INC.

Date: August 4, 2026By:/s/ Andrew Saik

Andrew Saik

Chief Financial Officer

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