Sudan Laganathan's questions to Arvinas Inc (ARVN) leadership • Q2 2025
Question
Keith Alve, on behalf of Sudan Laganathan, asked for Arvinas's perspective on recent clinical data from Celcuity's breast cancer asset and how it impacts Vepdeq's competitive positioning.
Answer
CMO Noah Berkowitz reiterated that Arvinas has always recognized the potential for PI3K-targeting agents in this space. He stated that physicians are looking for oral degraders with attractive benefit-risk profiles, which Vepdeq offers. He concluded that the impact on Vepdeq's second-line market opportunity is likely to be modest.