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Arvinas (ARVN) investor relations material

Arvinas Piper Sandler 37th Annual Healthcare Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Piper Sandler 37th Annual Healthcare Conference summary4 Dec, 2025

Key pipeline updates

  • Advancing early-stage PROTAC pipeline with focus on LRRK2 degrader ARV-102 for Parkinson's and PSP, BCL6 degrader ARV-393 for B-cell malignancies, and KRAS G12D degrader ARV-806 for oncology indications.

  • Vepdegestrant, an estrogen receptor degrader, has a PDUFA date of June 5, 2026, for ESR1 mutant metastatic breast cancer.

  • ARV-027, a polyQ AR degrader, targets SBMA and is set for a phase I healthy volunteer study next year.

LRRK2 degrader (ARV-102) clinical progress

  • Phase 1 healthy volunteer study showed brain penetration, dose proportionality, and 75% LRRK2 degradation at 20-80 mg/day.

  • Biomarker reductions in neuroinflammation (GPNMB, IBA1, CD68) observed in healthy volunteers, outperforming competitor's inhibitor.

  • Multi-dose Parkinson's disease phase 1 cohorts enrolling, with results expected in early next year.

  • Phase 1b study in PSP planned for next year, followed by a potential registration-quality phase II study.

  • Development path for Parkinson's disease to be refined after competitor data readout in first half of next year.

Oncology pipeline highlights

  • ARV-393 (BCL6 degrader) in phase I for B-cell malignancies, with observed complete responses and plans for combination with Glofitamab.

  • Fast-to-market strategy includes monotherapy for AITL, an uncommon T-cell malignancy.

  • ARV-806 (KRAS G12D degrader) shows 25-40x preclinical potency over competitors and may overcome resistance due to KRAS overexpression.

  • Dose escalation for ARV-806 ongoing, with clinical data expected next year.

How will LUMA study results shape ARV-102 PD plan?
ARV-393: AITL fast-to-market vs. DLBCL combo?
What's the strategic shift behind ARV-027 SBMA?
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Frequently asked questions

Arvinas Inc is a clinical-stage biopharmaceutical company focused on the development of novel therapeutics for the treatment of cancer and other diseases. Utilizing its proprietary PROTACĀ® (Proteolysis Targeting Chimera) technology, Arvinas aims to degrade disease-causing proteins, which is a novel approach in the field of drug development. This technology harnesses the body's natural protein disposal system to selectively and efficiently remove aberrant proteins. The company's pipeline includes therapies targeting a range of diseases with significant unmet medical need, emphasizing oncology and neuroscience. The company is headquartered in New Haven, Connecticut, and its shares are listed on the NASDAQ.

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