ARVINAS, INC. 8-K

What Happened
Arvinas, Inc. (ARVN) filed a Form 8‑K on June 2, 2026 disclosing a strategic re‑prioritization of its pipeline. The company said it completed dose‑escalation enrollment in the Phase 1 monotherapy trial of ARV‑806 for solid tumors with KRAS G12D mutations and plans to complete the dose‑escalation portion and share clinical data in 2026. Arvinas also disclosed it will seek an out‑licensing partner for any additional ARV‑806 trials (dose expansion or combinations). Separately, the company furnished an investor presentation (Exhibit 99.1) to be used beginning June 2, 2026, including at a Jefferies Global Healthcare Conference fireside chat on June 3, 2026.

Key Details

• Filing date: Form 8‑K filed June 2, 2026 (Regulation FD disclosure and other events).
• ARV‑806: Dose‑escalation enrollment for the Phase 1 trial in KRAS G12D solid tumors completed (announced Q2 2026); company will finish the dose‑escalation portion and report data in 2026.
• Development plan: Company intends to seek out‑licensing for any further ARV‑806 trials (dose expansion or combinations).
• Cash runway: As of March 31, 2026, Arvinas believes its cash, cash equivalents and marketable securities will fund operations into the second half of 2028.

Why It Matters
This filing is material because it updates investors on Arvinas’ near‑term clinical plans and capital outlook. Completing dose escalation and committing to report Phase 1 data in 2026 are key development milestones for ARV‑806 that could affect the program’s value and partnering prospects. The stated cash runway into H2 2028 gives investors a timeframe for the company’s funded operations under current plans, while the intent to out‑license further ARV‑806 work signals a shift toward partnering to advance later‑stage studies.