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Francis

Research Analyst at TD Cowen

Francis's questions to ARVINAS (ARVN) leadership

Question · Q4 2025

Francis asked for more details on the pan-KRAS presentation at AACR, including expected data and the specific competitors used for comparison.

Answer

Chief Scientific Officer Angela Cacace explained that the presentation would compare the pan-KRAS degrader to inhibitors, highlighting its ability to remove the oncoprotein and address compensatory KRAS upregulation. Data on KRAS-amplified settings, mutant activity, and syngeneic models would be shared.

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Question · Q4 2025

Francis asked for more details on the pan-KRAS presentation at AACR, including what data to expect and which competitors Arvinas is using for comparison.

Answer

Randy Teel (President and CEO) and Angela Cacace (CSO) explained that the presentation will compare their pan-KRAS degrader to KRAS 'on' inhibitors, showcasing data in KRAS-amplified and mutant settings, anti-tumor activity, and syngeneic model data. They emphasized the degrader's ability to remove the oncoprotein and its selectivity over other RAS isoforms.

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