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    Derek Arquilla

    Wall Street Analyst at Wells Fargo

    Derek Archila is a Wall Street Analyst at Wells Fargo, specializing in healthcare sector equity research with coverage across U.S., Canadian, French, and U.K. markets. He covers 81 companies within the healthcare industry, and his track record includes 1,000 ratings since 2017, with a success rate of approximately 51% and an average return of 10.9% per rating; his most profitable rating was an 800% gain on Cabaletta Bio (CABA). Ranked #672 out of nearly 10,000 Wall Street analysts on TipRanks, Archila has been with Wells Fargo since at least 2017 and maintains a focus on biotechnology and biopharmaceutical companies. His performance data highlights both consistency in generating profitable investment ideas and breadth in sector expertise.

    Derek Arquilla's questions to ARVINAS (ARVN) leadership

    Derek Arquilla's questions to ARVINAS (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.

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