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    Suranjit Mukherjee

    Managing Director and Senior Equity Analyst at BTIG

    Suranjit Mukherjee is a Managing Director and Senior Equity Analyst at BTIG, specializing in energy sector research with a particular focus on exploration and production (E&P), oilfield services, and midstream companies. He covers notable industry names including EOG Resources, Hess Corporation, Occidental Petroleum, Diamondback Energy, and ConocoPhillips, consistently delivering investment insights noted for accuracy and strong performance. Over his career, Mukherjee has achieved a TipRanks ranking within the top quartile of Wall Street analysts, maintaining a success rate of approximately 60% and generating average returns of 9% per recommendation. He began his financial services career in the early 2000s, previously holding roles at Deutsche Bank and RBC Capital Markets before joining BTIG in 2022, and holds FINRA registrations including Series 7, 63, and 86/87.

    Suranjit Mukherjee's questions to ARVINAS (ARVN) leadership

    Suranjit Mukherjee's questions to ARVINAS (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.

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