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    Ted TenthoffPiper Sandler Companies

    Ted Tenthoff's questions to Arvinas Inc (ARVN) leadership

    Ted Tenthoff's questions to Arvinas Inc (ARVN) leadership • Q2 2025

    Question

    Ted Tenthoff inquired about the allocation of restructuring costs between R&D and G&A, and asked for more detail on the expected ARV-102 data release later in the year, specifically for the single ascending dose cohorts in Parkinson's patients.

    Answer

    CFO Andrew Saik clarified that restructuring costs were split between R&D and G&A, with most stock-based compensation in R&D. CMO Noah Berkowitz added that for ARV-102, the company expects to present the full healthy volunteer dataset and initial single ascending dose (SAD) data from Parkinson's patients at an upcoming conference, which should signal the program is on track compared to healthy volunteer results.

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