Suranjit Mukherjee's questions to Arvinas Inc (ARVN) leadership • Q1 2025
Question
Suranjit Mukherjee asked about the potential to use combination data to support NCCN guideline inclusion for vepdegestrant and how Arvinas's KRAS G12D degrader compares to Astellas' asset.
Answer
CMO Noah Berkowitz stated that while data will be shared to inform medical practice, the company will only market vepdegestrant for its approved monotherapy indication. Regarding the G12D degrader, he highlighted ARV-806's 30-fold greater preclinical potency and expressed confidence that it will not have the dose-limiting hepatotoxicity observed with a competitor's drug.