Billal Jahangiri (for Kripa)'s questions to Arvinas Inc (ARVN) leadership • Q3 2024
Question
An analyst, Billal Jahangiri, from Truist Securities asked about the final deciding factor for choosing a combination partner for vepdegestrant, questioning if it would be strictly efficacy or if strategic factors are involved.
Answer
CEO John Houston emphasized that the decision will be data-driven, based on a holistic view of efficacy and safety/tolerability from all ongoing combination trials. CMO Noah Berkowitz added that for a first-line decision, they would rely on early signals like ORR and CBR rather than waiting for mature PFS data, which can take over two years.