Derek Arquilla's questions to Arvinas Inc (ARVN) leadership • Q2 2025
Question
Carl, on behalf of Derek Arquilla, asked for more detail on the expected elevation of LRRK2 levels in Parkinson's disease patients and the company's confidence in achieving over 50% degradation in CSF. He also inquired about the potential differentiating factors for Vepdeq's label compared to competitors.
Answer
CEO John Houston and CMO Noah Berkowitz responded. For ARV-102, they noted that higher baseline LRRK2 levels are already observed in Parkinson's patients, and the degrader's superior brain penetration and target engagement compared to inhibitors provide confidence in achieving significant LRRK2 reduction. For Vepdeq, key differentiators are superior efficacy (PFS improvement vs. fulvestrant), a more attractive adverse event profile with less GI toxicity, and positive patient-reported outcomes.