Commercial Launch
Q: How prepared is the commercial team for launch?
A: Management emphasized that they have built a strong commercial infrastructure, launching as the US lead with Pfizer backing and solid planning underway, ensuring a smooth transition to commercial operations.

Trial Initiation
Q: What factors are required to start the atirmociclib trial?
A: Management noted that safety is the key driver—with mature data sufficient to begin discussions with health authorities—so extended six‐month data isn’t mandatory, reflecting a focus on a safe profile for the combination.

Leadership Stability
Q: What happened with the Chief Commercial Officer?
A: The former CCO departed for personal reasons, but the team seamlessly transitioned with interim CCO Alex Santini, whose experience assures continuity and stability.

Atirmociclib Differentiation
Q: Why choose atirmociclib over other CDK4/6 inhibitors?
A: Atirmociclib’s improved selectivity—with a 20–fold CDK4 over CDK6 advantage—and a favorable safety profile free of significant hyperglycemia or neutropenia make it an attractive partner with vepdeg.

KRAS Differentiation
Q: How is your KRAS degrader different?
A: The company’s KRAS G12D degrader is touted as 40-fold more potent than Astellas’ compound and operates via a unique catalytic degradation mechanism, underscoring its competitive edge.

Parkinson’s Update
Q: What are the upcoming ARV-102 data plans for Parkinson’s?
A: Initial healthy volunteer studies on CSF exposure and LRRK2 degradation are expected soon, with patient data and progressive biomarker insights to follow at key medical meetings.

ARV-393 Enrollment
Q: How is ARV-393’s patient enrollment progressing?
A: Enrollment in the Phase I trial is progressing well, with encouraging preclinical combination data that support its potential in non-Hodgkin lymphoma, with more details to be shared at AACR.

Second-Line Evolution
Q: How is the second-line treatment landscape evolving?
A: There is a notable shift with reduced use of traditional CDK4/6 inhibitors in later lines, creating an opportunity for vepdeg as a monotherapy where unmet medical needs exist.

Frontline Strategy
Q: Are there enrichment strategies for frontline patients?
A: The study will include a broad population since the agent degrades both ESR1 wild-type and mutant receptors, thus preventing the emergence of resistant clones without selective enrichment.

Platform Expansion
Q: Will you expand into immunology targets?
A: While the primary focus remains on oncology and neuroscience, the company is open to pursuing immunology opportunities if high-quality target ligands become available.

VERITAC-2 Insights
Q: Can you disclose details on VERITAC-2 control arm assumptions?
A: Management refrained from commenting on VERITAC-2 parameters and will provide comprehensive data once available, keeping the discussion focused on upcoming results.