Arvinas Inc. (ARVN)
Pitch Summary: Arvinas trades at a massive discount to its $13/share cash balance and valuable Novartis partnership, with upcoming ASCO data and a potential Pfizer deal reset on vepdegestrant providing near-term catalysts—and activist potential if management fails to unlock value. BSD Analysis: Arvinas (ARVN) is a clinical-stage biotech focused on targeted protein degradation, now trading […]
