Arvinas (ARVN) Leerink Global Healthcare Conference 2026 summary

Company overview and strategic direction

• Four phase I programs are active across multiple disease areas, with upcoming data to guide future development decisions.

• Strong foundation established by a positive pivotal trial for vepdegestrant and a partnership with Novartis for Bavdegalutamide.

• Focus is shifting from commercializing vepdegestrant to advancing early-stage pipeline assets, with a new commercialization partner sought before the PDUFA date in June.

• Emphasis on differentiating each asset rather than the platform as a whole, with investment decisions guided by emerging data.

PROTAC technology and differentiation

• PROTAC degraders offer iterative, substoichiometric degradation, overcoming resistance seen with inhibitors.

• Molecules are optimized for oral bioavailability and blood-brain barrier penetration, providing advantages over genomic degraders.

• PROTACs can degrade multifunctional proteins, impacting all domains and associated pathologies, unlike inhibitors that target only one function.

Pipeline highlights: LRRK2, KRAS G12D, BCL6, and others

• ARV-102 (LRRK2 degrader) shows blood-brain barrier penetration, dose-dependent reduction of LRRK2, and engagement of pathologic proteins in phase I; phase Ib in PSP planned mid-year, with phase II possible by year-end.

• Preclinical data suggest LRRK2 degradation may halt progression in neurodegenerative diseases, with a 50% reduction as the target.

• ARV-806 (KRAS G12D degrader) is fully enrolled in phase I, with data expected this year; preclinical studies show superior efficacy and resistance profile compared to inhibitors.

• ARV-393 (BCL6 degrader) in phase I for B-cell and T-cell lymphomas has shown early responses and strong degradation; combination trials with bispecifics are planned.

• ARV-027 (polyglutamine repeat AR degrader) and ARV-6723 (HPK1 degrader) are entering clinical development, targeting rare neuromuscular disease and immuno-oncology, respectively.