Akash Bivari's questions to Arvinas Inc (ARVN) leadership • Q2 2025
Question
Manojo, on behalf of Akash Bivari, asked for Arvinas's expectations regarding the upcoming Denali LRRK2 inhibitor data and what signals from that study, even if it fails, would provide confidence for Arvinas's own LRRK2 degrader program.
Answer
CMO Noah Berkowitz responded that LRRK2 is an outstanding target, but the key question is the best drug modality. He highlighted the advantages of Arvinas's degrader, such as deeper brain penetration and broader target engagement compared to inhibitors. He stated they look forward to learning from Denali's results, particularly regarding patient selection or other signals that could inform their own development plan, regardless of the outcome.