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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.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.
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