Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
the bull case· 3
4
disclosed supplier and customer ties in SEC filings
sec filingsedgar199
managers reporting a position in thirteen F filings
13fJun 30 '26+11.62%
change in shares held by the ten largest reporting managers
13fJun 30 '26the bear case· 4
5 of 8
recent reports where the move came in under the options implied range
earnings historyimplied vs realized7 of 24
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '2627
managers whose positions together make up four fifths of reported value
13fJun 30 '263
of the funds on file reporting a position in ARVN
n-portas of Jun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Nov 5 '26 report. Not a forecast, not advice.
Of the 6 companies Arvinas, Inc. moves with most closely, none share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 2834, Pharmaceutical Preparations, from each company's own filings. Largest first.
199 managers report a position worth $462.2M between them, and 27 of them hold 80% of it.
tall tick = annual report · 1 on record
Arvinas, Inc., a clinical-stage biopharmaceutical company, engages in the discovery, development, and commercialization of therapies to degrade disease-causing proteins. Its lead product candidates include Bavdegalutamide, a proteolysis targeting chimera (PROTAC) protein degrader that is in phase I clinical trial targeting the androgen receptor (AR) protein for the treatment of men with metastatic castration-resistant prostate cancer (mCRPC); ARV-471, a PROTAC protein degrader targeting the estrogen receptor protein for the treatment of patients with metastatic ER positive/HER2 negative breast cancer; and ARV-766 an investigational orally bioavailable PROTAC protein degrader for the treatment of men with mCRPC. The company has collaborations with Pfizer Inc., Genentech, Inc., F. Hoffman-La Roche Ltd., and Bayer AG. Arvinas, Inc. was founded in 2013 and is based in New Haven, Connecticut.
High 8.30 at 11:30 am ET, low 8.24 at 1:30 pm ET.
Arvinas, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Pharmaceutical Preparations
ARVN (Arvinas, Inc.) has 1 disclosed suppliers and 3 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.