Question · Q4 2025
Manoj Radder inquired about early observations regarding ARV-393's plasma exposure dynamics when combined with glofitamab, potential dose modifications, and whether recent Roche data has increased interest in vepdegestrant.
Answer
Randy Teel (President and CEO) and Noah Berkowitz (CMO) stated that no dose modifications are anticipated for ARV-393 with glofitamab due to non-overlapping toxicities. Randy Teel confirmed that the recent Roche data validates the ER therapy hypothesis for vepdegestrant and does not pose a concern for its partnership process.
Ask follow-up questions
Fintool can predict
ARVN's earnings beat/miss a week before the call