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Logos Global Management Reiterates Urgent Strategic Reset with $700M Capital Return and Cost Cuts at Arvinas, Inc. (ARVN)

Key Summary: On June 10, 2025, Logos Global Management (6.4%) urged the board to undertake a strategic reset, calling for a special distribution to shareholders, halting early-stage pipeline investments, adopting a leaner cost structure, and avoiding independent development of the lead asset without a strategic partner. On August 22, 2025, with its stake increased to 8.6%, Logos reported that on August 7 it reiterated the call for an urgent reset, recommending a $700 million capital return, significant cost cuts, a 1-for-5 reverse split, and disciplined capital allocation to rebuild confidence and preserve value, while keeping open the option of further actions under Schedule 13D.

Market Cap: $537 million | Arvinas, Inc., a clinical-stage biotechnology company, engages in the discovery, development, and commercialization of therapies to degrade disease-causing proteins. 

 On June 10, 2025, Logos Global Management (6.4%) urged the board to pursue a strategic reset—recommending a special distribution to shareholders, halting early-stage pipeline investments, adopting a leaner cost structure, and avoiding independent development of the lead asset without a strategic partner. Source

On August 22, 2025, Logos Global Management (8.6%) stated that on August 7, 2025, they reiterated the need for an urgent reset, recommending a $700 million capital return, major cost cuts, a 1-for-5 reverse split, and disciplined capital allocation to restore confidence and preserve value, while leaving open the possibility of pursuing other actions under Schedule 13D. Source

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