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Arvinas, Inc. is a clinical-stage biotechnology company focused on the discovery, development, and commercialization of therapies that degrade disease-causing proteins. The company utilizes its proprietary PROTAC (PROteolysis TArgeting Chimera) Discovery Engine to engineer targeted protein degraders that harness the body’s natural protein disposal system. Arvinas does not currently sell any approved products but generates revenue through research collaborations and licensing arrangements with pharmaceutical partners.
- Research Collaborations and Licensing - Engages in agreements with pharmaceutical partners, including Novartis, Pfizer, Genentech, and Bayer, to advance research and development efforts.
- Vepdegestrant (ARV-471) Collaboration Agreement with Pfizer - Focuses on developing a PROTAC estrogen receptor degrader for the treatment of locally advanced or metastatic ER+/HER2- breast cancer.
- Novartis Agreements - Includes the Novartis License Agreement and Novartis Asset Agreement, contributing significantly to the company's revenue through licensing and collaboration.
- ARV-766 - Prioritized for Phase 3 clinical trials as a PROTAC androgen receptor degrader for metastatic castration-resistant prostate cancer (mCRPC).
- Bayer Collaboration Agreement - Involves exploratory research and development on multiple undisclosed targets.
- Pfizer Research Collaboration Agreement - Includes research and development activities targeting various disease-causing proteins.
- Genentech Agreement - Previously contributed to revenue through collaboration, though its performance period concluded in 2023.
- Oerth Bio Joint Venture - Engages in collaborative efforts to advance research and development.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
John Houston ExecutiveBoard | President and Chief Executive Officer | Board Director, NextCure, Inc. | John Houston, Ph.D. is the President and Chief Executive Officer and Chairman of the Board at ARVN since September 2017. He has held other key roles at ARVN, including President of Research and Development and Chief Scientific Officer, and previously served in senior executive positions at Bristol Myers Squibb. | View Report → |
Andrew Saik Executive | Chief Financial Officer, Treasurer, and Principal Financial Officer | Andrew Saik is the Chief Financial Officer, Treasurer, and Principal Financial Officer at ARVN since June 24, 2024. He has over 20 years of biopharmaceutical finance experience and has held CFO roles at multiple companies. | ||
Angela Cacace Executive | Chief Scientific Officer | Angela Cacace, Ph.D. is the Chief Scientific Officer at Arvinas since June 17, 2024 and previously served as Senior Vice President, Neuroscience and Platform Biology, having joined the company in September 2018. | ||
Ian Taylor Executive | President of Research and Development | Ian Taylor, Ph.D., has been the President of Research and Development at ARVN since June 2024. He previously served as Chief Scientific Officer from March 2019 to June 2024 and held several executive roles at ARVN. | ||
Noah Berkowitz Executive | Chief Medical Officer | Noah Berkowitz is the Chief Medical Officer at ARVN since March 18, 2024. He has an extensive background in medical oncology and drug development with previous executive roles at Bristol-Myers Squibb and Novartis. | ||
Briggs Morrison Board | Lead Independent Director | CEO of Crossbow Therapeutics, Inc. (Feb 2022); Board Member, Carisma Therapeutics, Inc.; Board Member, CRISPR Therapeutics AG; Board Member, Werewolf Therapeutics Inc. | Briggs Morrison, M.D. has served as the Lead Independent Director at ARVN since June 2023. He brings extensive biopharmaceutical expertise from his roles as CEO of Crossbow Therapeutics, Inc. (since February 2022) and as a board member at companies including Carisma Therapeutics, Inc., CRISPR Therapeutics AG, and Werewolf Therapeutics Inc.. | |
Edward Kennedy Board | Member of the Board of Directors, Chair of the Nominating and Corporate Governance Committee | Partner, Health Care and Life Sciences Practice at Epstein Becker & Green, P.C. ; Co-Founder and President of Marwood Group ; Board Member at InnovAge Holding Corp. | Edward Kennedy, Jr. has served as a board member and chair of the Nominating and Corporate Governance Committee at ARVN since July 2018. He is a healthcare regulatory attorney with extensive experience, including roles as Partner at Epstein Becker & Green, P.C. and Co-Founder and President of Marwood Group. | |
Everett Cunningham Board | Board Member | Chief Commercial Officer, Illumina, Inc.; Board Member, Visby Medical | Everett Cunningham joined ARVN as a board member in December 2022 and serves on the Audit and Compensation Committees. He has over 30 years of leadership in pharmaceuticals and healthcare and holds external roles as Chief Commercial Officer at Illumina, Inc. and as a board member at Visby Medical. | |
John Young Board | Board of Directors Member and Compensation Committee Chair | Johnson Controls International; Novartis AG | John Young serves as a board member at Arvinas, Inc. since August 2022 and has been the chair of the compensation committee since the 2024 annual meeting. He brings nearly 35 years of pharmaceutical industry experience from his extensive career at Pfizer. | |
Laurie Smaldone Alsup Board | Member of the Board of Directors | Board Member at Theravance Biopharma, Inc.; Board Member at Blackberry Ltd. | Laurie Smaldone Alsup, M.D. has served on ARVN's board since November 2019 and participates in the Compensation and Science and Technology Committees, contributing her expertise in clinical development and regulatory affairs. | |
Leslie V. Norwalk Board | Member of the board of directors | CVS Health; ModivCare, Inc.; Neurocrine Biosciences, Inc.; Globus, Inc. | Leslie V. Norwalk, Esq. has served as a board member at ARVN since July 2019 and is also a member of its Audit Committee. | |
Linda Bain Board | Member of the Board of Directors | Venture Partner at Atlas Venture; Board Member at Autolus Therapeutics plc | Linda Bain has served as a board member at Arvinas, Inc. since June 2020. She is an audit committee financial expert and has a strong background in leadership roles within the biotech industry, including CFO positions at multiple companies. | |
Sunil Agarwal Board | Member of the Board of Directors | Board Member at Astria Therapeutics, Inc. | Sunil Agarwal, M.D., has served as a board member at ARVN since June 2023. He also chairs the science and technology committee and is a member of the nominating and corporate governance committee, bringing extensive leadership experience from his past executive roles in the biotechnology sector. |
- Given the positive VERITAC-2 data, how does management plan to secure a significant market share in the second-line ESR1 mutant setting, especially when competitors like Orserdu already capture about one-third of this market?
- With the announced cost reduction efforts, including a one-third workforce reduction and $80 million annual savings expected by Q4, can you clarify the timeline and expected impact on your operational efficiency and long-term cash runway?
- Considering that ARV-102 achieved over 50% LRRK2 degradation in healthy volunteers, how confident are you that this effect will translate to Parkinson’s disease patients, and what additional clinical measures will you use to validate its efficacy?
- In view of the strategic shift away from the first-line vepdeg study with Pfizer, are there any plans to renegotiate partnership terms or explore alternate paths to commercialize vepdeg, particularly in light of changing market dynamics?
- With the exploratory KAT6 combination study yet to enroll patients, what specific milestones and criteria will you use to determine its potential as a viable backbone treatment, and how do you plan to mitigate the inherent risks of early Phase I combinations?
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
Accutar Biotechnology, Inc. | This company is researching chimeric small molecules for protein degradation, which is a competitive area for the company's PROTAC platform. |
This company is involved in the development of protein degradation therapies, directly competing with the company's PROTAC technology. | |
Cullgen Inc. | This company is another player in the field of chimeric small molecules for protein degradation, posing competition to the company's platform. |
This company is also researching protein degradation technologies, which overlaps with the company's focus on PROTAC degraders. | |
This company is a competitor in the protein degradation space, developing therapies that could rival the company's offerings. | |
This company is engaged in the development of protein degradation therapies, competing with the company's PROTAC platform. | |
Proteovant Therapeutics, Inc. | This company is another competitor in the field of protein degradation, which is central to the company's technology. |
This large pharmaceutical company has disclosed preclinical or clinical investments in protein degradation, a field where the company operates. | |
This major pharmaceutical company is investing in protein degradation technologies, competing with the company's PROTAC platform. | |
This company has made investments in protein degradation, posing competition to the company's therapeutic developments. | |
This company is involved in protein degradation research, which competes with the company's focus on PROTAC degraders. | |
Boehringer Ingelheim | This pharmaceutical company is exploring protein degradation technologies, competing with the company's platform. |
This company has disclosed investments in protein degradation, a competitive area for the company's PROTAC technology. | |
This company is another competitor in the protein degradation field, which overlaps with the company's focus. | |
Genentech | This company is involved in protein degradation research and has disclosed clinical investments in this area, competing with the company's platform. |
This company has disclosed preclinical or clinical investments in protein degradation, directly competing with the company's PROTAC technology. | |
This large pharmaceutical company is investing in protein degradation technologies, which competes with the company's therapeutic developments. | |
This company is exploring protein degradation technologies, posing competition to the company's platform. |
Recent press releases and 8-K filings for ARVN.
- Financial Performance: Q1 2025 revenue surged to $188.8M (up from $25.3M) with cash, cash equivalents, and marketable securities at $954.3M as of March 31, 2025 .
- Clinical Update: Positive topline Phase III data for vepdegestrant/vepdeg PROTAC in ESR1 mutant breast cancer supports upcoming regulatory filings .
- Operational Changes: A one-third workforce reduction was implemented along with portfolio reprioritization to streamline operations and extend the cash runway into the second half of 2028 .
- Cost Reduction Measures: The restructuring is expected to generate $80 million annual operating expense savings and nearly $500 million in total cost savings over three years .
- Pipeline & Collaboration: Ongoing clinical developments, including ARV-102 for neurodegenerative indications and ARV-393 in hematology, coupled with strategic modifications to Pfizer combination study plans .
- ARV-102 demonstrated dose-dependent blood-brain barrier penetration and achieved >50% LRRK2 reduction in cerebrospinal fluid and >90% reduction in peripheral blood mononuclear cells at specified dose thresholds in the first-in-human Phase 1 study.
- The randomized, double-blind, placebo-controlled trial in healthy volunteers showed a favorable safety profile with no serious adverse events, supporting continued evaluation of ARV-102 in neurodegenerative diseases.
- Announced strong Q4 & full year 2024 financial results with revenue of $59.2 million and $263.4 million, backed by over $1B in cash to fund operations into 2027
- Showcased robust clinical pipeline progress with anticipated Phase III VERITAC-2 topline results in 1Q25, encouraging Phase 1b vepdegestrant combination data, and plans for new combination trials in 2025
- Highlighted advancements in neuroscience with ARV-102 showing promise in neurodegenerative disease, with initial human data expected in April