Blake

Blake asked how the pan-KRAS program is envisioned to coexist with ARV-806, specifically whether it targets other variants or could potentially replace ARV-806 entirely.

Answer

President and CEO Randy Teel stated that they generally view them as independent programs, with ARV-806 specifically targeting G12D and pan-KRAS targeting all mutants. Chief Medical Officer Noah Berkowitz added that the pan-KRAS degrader is poised to address amplification or overexpression, and offers a larger opportunity in cancers like pancreatic cancer by covering variants beyond G12D.

Blake asked how the pan-KRAS program is envisioned to coexist with ARV-806, specifically if it covers other KRAS variants beyond G12D, or if it could eventually replace ARV-806 entirely.

Answer

Randy Teel (President and CEO) and Noah Berkowitz (CMO) explained that ARV-806 specifically targets G12D, while the pan-KRAS degrader is intended to target all mutants. They view them as independent programs, with pan-KRAS potentially addressing a larger patient opportunity (e.g., 55% of pancreatic cancer patients with other variants) and overcoming resistance pathways.