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    Tyler Van Guren

    Managing Director and Senior Equity Research Analyst specializing in biotechnology at TD Cowen

    Tyler Van Buren is a Managing Director and Senior Equity Research Analyst specializing in biotechnology at TD Cowen, with over 15 years of experience covering large-, mid-, and small-cap companies in the healthcare sector. He is recognized for his deep analysis of leading biopharma names such as Allogene Therapeutics, Gilead Sciences, Biohaven, and bluebird bio, among others, and has issued over 890 stock ratings with a track record that includes a 44% success rate and a most profitable trade yielding over 318% on BioCryst Pharmaceuticals. Van Buren began his Wall Street research career in the late 2000s and has been with TD Cowen since 2016, where he has become a frequently quoted industry voice. He holds all required U.S. securities licenses for equity research analysts and is listed as a FINRA-registered professional.

    Tyler Van Guren's questions to ARVINAS (ARVN) leadership

    Tyler Van Guren's questions to ARVINAS (ARVN) leadership • Q2 2025

    Question

    Ikenna C. O, on for Tyler Van Guren, asked if Pfizer has indicated a willingness to revise the Vepdeq collaboration or return the rights, why they would return it after significant investment, and if a return would require a cash outlay from Arvinas.

    Answer

    CEO John Houston reiterated that the current 50/50 deal is less attractive for Pfizer now that development is focused only on second-line monotherapy. He confirmed Pfizer has shown no interest in funding further development. He stated clearly that if the asset is returned to Arvinas, the company will not spend its own money on further development but will instead run a process to find a new partner, thus avoiding a significant cash outlay.

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