Arvinas (ARVN) TD Cowen 46th Annual Health Care Conference summary

Company overview and recent progress

• Four phase I programs are active, including AR, LRRK2, KRAS G12D, and BCL6 degraders, with a fifth expected by year-end.

• Lead breast cancer program achieved pivotal trial success, with commercialization efforts ongoing.

• Strategic partnerships, notably with Novartis, are advancing AR degrader luxdegalutamide in prostate cancer.

• Over a decade of leadership in protein degradation, focusing on PROTAC technology for disease-causing proteins.

Neurology pipeline insights

• LRRK2 degrader is in two phase I studies for Parkinson's and PSP, with next data readout at ADPD conference.

• Healthy volunteer data showed blood-brain barrier penetration and dose-dependent LRRK2 reduction in CSF.

• Biomarker engagement demonstrated by reduction of LRRK2-driven proteins in CSF.

• Upcoming multiple ascending dose data in PD patients will inform later-stage trial design and de-risking.

• PSP studies leverage genetic and biomarker evidence for LRRK2 elevation and rapid disease progression.

New clinical candidates and validation

• ARV-027, a third AR degrader, targets SBMA/Kennedy's disease and recently entered clinical trials.

• Preclinical models showed muscle rescue and improved function, supporting translational validity.

• Confidence in disease modification stems from targeting mutant AR in X-linked disorders.