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    Amanda Acosta-Ruiz • Leerink Partners

    Amanda Acosta-Ruiz's questions to Arvinas Inc (ARVN) leadership

    Amanda Acosta-Ruiz's questions to Arvinas Inc (ARVN) leadership • Q2 2025

    Question

    Amanda Acosta-Ruiz, on for Andy Berens, asked for Arvinas's perspective on the recent Phase 3 trial data for Giredestrant in HR-positive breast cancer, and whether this result changes the outlook for Vepdeq or if a combination would be considered.

    Answer

    CMO Noah Berkowitz stated that the result was not surprising and that while there is an overlap between ESR1 and PIK3CA mutations, the impact on their market modeling for Vepdeq is expected to be minimal. He confirmed that Arvinas will not pursue further development or new combination studies with Vepdeq themselves, but such a combination could be of interest to a future partner.

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    Amanda Acosta-Ruiz's questions to Zymeworks Inc (ZYME) leadership

    Amanda Acosta-Ruiz's questions to Zymeworks Inc (ZYME) leadership • Q1 2025

    Question

    Amanda Acosta-Ruiz, on behalf of Andy Berens at Leerink Partners, asked about the LY-6E targeted ADC, inquiring what gives Zymeworks confidence in their asset compared to another clinical-stage ADC targeting LY-6E.

    Answer

    Chief Scientific Officer Dr. Paul Moore highlighted two key differentiators for their LY-6E ADC. First, it utilizes a different, optimized topoisomerase payload. Second, Zymeworks developed a novel antibody with significantly superior payload delivery and internalization compared to the prior clinical benchmark. He added that the target's known safety profile, combined with their candidate's favorable preclinical tolerability, suggests the potential for a best-in-class molecule.

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