Arvinas (ARVN) Goldman Sachs 45th Annual Global Healthcare Conference summary

Strategic pipeline and clinical development

• Anticipates pivotal phase III data for vepdegestrant in metastatic breast cancer by year-end, setting up three potential launches from 2025 to 2030 in areas of high unmet need.

• Planning additional phase III studies in combination and first-line settings, with decisions on partner drugs expected in 2025.

• Ongoing collaboration with Pfizer, with both companies aligned on clinical and regulatory strategies for vepdegestrant.

• Submission planning for regulatory filings is underway, targeting a US submission within months of topline results and aiming for global submissions.

• Will lead US NDA filing, with Pfizer providing support and running pivotal studies.

Clinical data highlights and competitive positioning

• Updated phase I data for vepdegestrant plus palbociclib showed median PFS of 11–13.6 months in heavily pretreated patients, outperforming historical controls.

• First to demonstrate double-digit median PFS in this setting, with rapid ctDNA reduction supporting mechanism of action.

• Upcoming VERITAC-2 topline data expected to show improved PFS and a strong safety profile, potentially replacing fulvestrant as standard of care.

• Competitive landscape includes elacestrant and Lilly’s compound, but vepdegestrant is positioned as having superior efficacy and safety.

• Combination data with other CDK4/6 inhibitors and CDK7 expected by year-end, with further data maturing in 2025.

Platform technology and pipeline expansion

• PROTAC platform enables targeted protein degradation, offering unique pharmacology distinct from traditional inhibitors.

• Pipeline includes a BCL6 degrader for B-cell lymphomas, with phase I studies underway and early data expected next year.

• Neurodegeneration program targeting LRRK2 in Parkinson’s and tauopathies has entered healthy volunteer studies, aiming to demonstrate brain penetration and target degradation.

• Success in LRRK2 program could enable expansion to other neuro targets, including tau and alpha-synuclein.

• PROTACs seen as a transformative approach for diseases with high unmet needs, including neurodegeneration and hematologic malignancies.