Logos Global Management LP Reduces Stake in Arvinas, Inc.

Logos Global Management LP and its affiliates have filed an amendment to their Schedule 13D, disclosing a reduction in their ownership of Arvinas, Inc. (ARVN) common stock. As of October 13, 2025, the reporting persons collectively own 2,500,000 shares, representing a 3.4% stake in the company, down from their previous ownership of 3,300,000 shares. The reduction includes sales of 800,000 shares by Logos Opportunities Fund IV LP and 2,800,000 shares by Logos Global Master Fund LP between September 26 and October 14, 2025, at prices ranging from $8.15 to $9.91 per share. The reporting persons acquired the securities for investment purposes and have engaged in discussions with Arvinas' management and board regarding strategic recommendations, including capital return, expense reduction, and a reverse stock split. They reserve the right to take further actions based on their evaluation of various factors.