ARVN Arvinas Inc

$ARVN Finally pulled the trigger on this one with a 1/3 position. Watched it sit on the screen for months waiting for a decent entry, and this relentless sector fire sale gave me the opportunity to step in down here. The upside potential is way too big to ignore at these prices. If sellers want to keep pushing it lower, I’m happy to step in and build the rest.

$ARVN added 1000 shares, strong science, 2 year cash runway. Lrrk2 struggles with on target tox for small molecule inhibitors, ARV-102 seems to show minimal tox, either mechanism based or due to their small dose, interesting asset.

$ARVN frustrating stock here lol so much potential in pipeline seems an easy goldmine in next year

$ARVN at these prices seems like an interesting buyout candidate for a big pharma who wants to jump start their degrader business. They could pay $15, get half of their cost immediately back in cash.

$ARVN > So company Bought back shares worth ~90Mill arround ~9 !! > trading almost at cash in hand. > good cash runway and a Oncology pipeline. hmmm... this stock has all the potential to EXPLODE when time is right.

$ARVN some thing is cooking, the Data is good or some new partnership with big Pharma. We can’t know but speculate

$ARVN agree with . I added as well. Degraders are going to be a big deal. 10 years from now, all the most profitable drugs will be degraders as biosimilars eat away at pricing for nearly all biologics. With degrades, we should get biologic-like efficacy with much simpler/lower cost manufacturing. Hard to resist taking a chance on this one while it's trading well below cash.

$ARVN literally was above 8 for a minute or so cause some one bought few 100 shares Pre market LOL Frustruatuing. we saw it moving from 7 to 9 and now & now 7 again.