Arvinas
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Arvinas (ARVN) investor relations material

Arvinas TD Cowen 46th Annual Health Care Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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TD Cowen 46th Annual Health Care Conference summary3 Mar, 2026

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.

Vepdegestrant: backup commercialization plans?
PROTAC differentiation: key clinical metrics?
Pan-RAS degrader: unique value vs. G12D & others?
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Next Arvinas earnings date

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Leerink Global Healthcare Conference 20269 Mar, 2026
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Leerink Global Healthcare Conference 20269 Mar, 2026

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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 PROTAC® (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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