Elane (for Derek Archila)'s questions to Arvinas Inc (ARVN) leadership • Q3 2024
Question
An analyst, Elane, from Wells Fargo asked management to frame the market opportunity for vepdegestrant, considering scenarios of success in both ESR1 mutant and wild-type populations, or only in the ESR1 mutant group.
Answer
CEO John Houston outlined a significant market, with approximately 40,000 patients in the second-line plus setting and another 40,000 in the first-line setting annually. He believes a strong monotherapy profile could expand the opportunity. CMO Noah Berkowitz clarified that the trial's statistical plan tests the ESR1 mutant and ITT populations as co-primary endpoints, not the wild-type population separately.