– In vivo, ARV-806 demonstrated robust and durable KRAS G12D degradation, leading to significant tumor growth inhibition in models of pancreatic, colorectal, and lung cancer – – Data underscore differentiation of ARV-806 from other G12D targeting agents in development and best-in-class potential for KRAS G12D mutated cancers – NEW HAVEN, Conn., Oct. 24, 2025 (GLOBE NEWSWIRE) -- Arvinas, Inc. (Nasdaq: ARVN), a clinical-stage biotechnology company creating a new class of drugs based on targeted protein degr ...

NEW HAVEN, Conn., Oct. 22, 2025 (GLOBE NEWSWIRE) -- Arvinas, Inc. (Nasdaq: ARVN), a clinical-stage biotechnology company creating a new class of drugs based on targeted protein degradation, today announced that preclinical data for ARV-806, a PROTAC KRAS G12D degrader, will be presented at the 2025 AACR-NCI-EORTC International Conference on Molecular Targets and Cancer Therapeutics in Boston, Massachusetts. The presentation details are as follows: Title: Preclinical Activity of ARV-806, a PROTAC KRAS G12D D ...

Shares of Arvinas, Inc. (ARVN) have gained 28.3% over the past four weeks to close the last trading session at $9.66, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $12.13 indicates a potential upside of 25.6%.The mean estimate comprises 16 short-term price targets with a standard deviation of $3.58. While the lowest estimate of $6.00 indicates a 37.9% decline from the current ...

Core Insights - Vepdegestrant has shown statistically significant improvements in patient-reported outcomes (PROs) compared to fulvestrant, particularly in quality of life, pain, and daily functioning for patients with ESR1-mutated ER+/HER2- advanced or metastatic breast cancer [1][2][3] Clinical Trial Findings - The Phase 3 VERITAC-2 clinical trial demonstrated that vepdegestrant delayed deterioration in overall health status, pain severity, and various functioning domains compared to fulvestrant [2][3] - The trial enrolled 624 patients, with 270 having ESR1 mutations, and the primary endpoint was progression-free survival (PFS) [7][8] - Vepdegestrant was administered orally once daily, while fulvestrant was given intramuscularly [8] Company Collaboration and Development - Arvinas is collaborating with Pfizer for the co-development and commercialization of vepdegestrant, sharing development costs and profits [10] - The FDA has accepted the New Drug Application (NDA) for vepdegestrant, granting it Fast Track designation, indicating a significant unmet need in the target patient population [11] Additional Clinical Insights - Results from the TACTIVE-N Phase 2 clinical trial indicated that neoadjuvant vepdegestrant showed biological and clinical activity in postmenopausal women with localized ER+/HER2- breast cancer [5] - The data from the VERITAC-2 trial support vepdegestrant's potential as a best-in-class therapy for the specified patient group [4]

Core Insights - Arvinas, Inc. is set to present new patient-reported outcomes data for vepdegestrant at the ESMO Congress from October 17 to 21, 2025, highlighting its potential as a treatment for advanced or metastatic breast cancer with ESR1 mutations [1][2] Company Overview - Arvinas is a clinical-stage biotechnology company focused on developing protein degradation therapies to treat life-threatening diseases, utilizing its PROTAC platform [6][7] - The company is headquartered in New Haven, Connecticut, and is advancing multiple investigational drugs, including vepdegestrant for breast cancer and others targeting various cancers and neurodegenerative disorders [7] Product Development - Vepdegestrant is an investigational PROTAC estrogen receptor degrader being developed as a monotherapy for ER+/HER2- advanced or metastatic breast cancer with ESR1 mutations [3][5] - The FDA has accepted the New Drug Application for vepdegestrant, granting it Fast Track designation, indicating its potential as a new treatment option for patients previously treated with endocrine-based therapy [5] Collaboration and Commercialization - In July 2021, Arvinas entered a global collaboration with Pfizer for the co-development and co-commercialization of vepdegestrant, with plans announced in September 2025 to select a third party for out-licensing and commercialization [4]

Core Insights - Arvinas, Inc. announced positive results from two Phase 1 clinical trials for ARV-102, an investigational PROTAC degrader targeting LRRK2, showing well-tolerated safety profiles and significant pharmacodynamic effects in both healthy volunteers and Parkinson's disease patients [1][2][5] Group 1: Clinical Trial Results - ARV-102 was well tolerated in clinical trials, with no discontinuations due to adverse events observed [6] - In healthy volunteers, ARV-102 demonstrated dose-dependent cerebrospinal fluid (CSF) exposure and reduced biomarkers associated with Parkinson's disease after 14 days of treatment [1][6] - In patients with Parkinson's disease, ARV-102 resulted in median reductions of LRRK2 protein of 86% with a 50 mg dose and 97% with a 200 mg dose [6] Group 2: Biomarker and Pharmacodynamic Findings - The treatment led to over 90% reductions of LRRK2 protein in peripheral blood mononuclear cells (PBMCs) and more than 50% reductions in CSF [6] - Significant decreases in lysosomal pathway markers and neuroinflammatory microglial markers were observed in CSF of healthy volunteers treated with ARV-102 [6][9] Group 3: Future Development Plans - Arvinas plans to present initial data from a multiple dose cohort of the Phase 1 clinical trial in patients with Parkinson's disease in 2026 [7] - The company intends to initiate a Phase 1b trial in patients with progressive supranuclear palsy in the first half of 2026, pending data from the multiple dose cohort and investigational new drug clearance [7]

Core Insights - Arvinas, Inc. is presenting clinical data for ARV-102, a PROTAC LRRK2 degrader, at the 2025 International Congress of Parkinson's Disease and Movement Disorders [1][2] - ARV-102 is designed to target LRRK2, which is implicated in neurological diseases, particularly Parkinson's disease [3] Company Overview - Arvinas is a clinical-stage biotechnology company focused on developing protein degradation therapies to treat debilitating diseases [4] - The company is advancing multiple investigational drugs, including ARV-102 for neurodegenerative disorders and others targeting various cancers [4] Presentation Details - The presentations include a first-in-human study assessing the safety and pharmacokinetics of ARV-102 and a late breaker session on its clinical trials [2][6] - Specific presentation times and poster numbers are provided for the sessions at the congress [6]

Upgrades - Scotiabank upgraded OpenText (OTEX) to Outperform from Sector Perform with a price target of $50, up from $35, citing increased conviction in the company's content management business [2] - Jefferies upgraded Quanta Services (PWR) to Buy from Hold with a price target of $469, up from $398, noting that the stock's current valuation provides an attractive entry point [2] - UBS upgraded General Motors (GM) to Buy from Neutral with a price target of $81, up from $56, with 2026 and 2027 earnings estimates 35% and 42% above consensus, respectively [3] - Morgan Stanley upgraded ServiceNow (NOW) to Overweight from Equal Weight with a price target of $1,250, up from $1,040, believing the company is well positioned to deliver generative AI capabilities [4] - Wells Fargo upgraded Amazon.com (AMZN) to Overweight from Equal Weight with a price target of $280, up from $245, increasing conviction that Amazon Web Services will see revenue acceleration [5] Downgrades - Morgan Stanley downgraded Adobe (ADBE) to Equal Weight from Overweight with a price target of $450, down from $520, due to concerns over decelerating Digital Media annual recurring revenue [6] - Barclays downgraded Keurig Dr Pepper (KDP) to Equal Weight from Overweight with a price target of $26, down from $39, citing elevated noise and uncertainty from asset reshuffling [6] - Jefferies downgraded Bloom Energy (BE) to Underperform from Hold with a price target of $31, up from $24, due to limited visibility into growth post 2026 [6] - Susquehanna downgraded Knight-Swift (KNX) to Neutral from Positive with a price target of $43, down from $52, cutting estimates across the sector [6] - BofA downgraded Arvinas (ARVN) to Neutral from Buy with a price target of $10, down from $16, following the announcement of a partnership search for a metastatic breast cancer drug [6]

Core Viewpoint - Pfizer has not abandoned vepdegestrant but has deprioritized it, seeking new partners for the project with Arvinas, reflecting the challenges in the innovative drug industry [1][2][4] Group 1: Clinical Trial Results - The VERITAC-2 trial results showed that vepdegestrant achieved one of its dual primary endpoints in ESR1 mutant patients but failed to demonstrate significant improvement in progression-free survival (PFS) in the intent-to-treat population [2][3] - The trial's outcome indicates that vepdegestrant could not meet its core objective of covering the entire patient population, missing out on a significant market opportunity [2][3] Group 2: Market Position and Competition - Vepdegestrant is likely to struggle in a highly competitive market, as it has not differentiated itself from other second-generation SERDs, with Menarini's elacestrant showing superior clinical benefits [3][4] - The decision to seek new partners suggests that both Pfizer and Arvinas are acknowledging the limited competitive edge of vepdegestrant in the current landscape [4][5] Group 3: Company Performance and Market Sentiment - Arvinas has seen its market value plummet from a peak of $8 billion to approximately $552 million, illustrating the volatility and risks associated with innovative drug development [6] - The initial excitement surrounding vepdegestrant's early clinical data has not translated into sustained market success, highlighting the unpredictability of clinical trials [6][7] Group 4: Industry Insights - The situation with vepdegestrant serves as a cautionary tale for the innovative drug sector, emphasizing the gap between early expectations and later clinical realities [1][6] - The broader innovative drug industry is characterized by a pattern of high expectations followed by significant challenges, necessitating a cautious yet optimistic approach [7]

Group 1 - Arvinas and Pfizer have decided to sublicense the commercialization rights of the innovative drug vepdegestrant, which is an investigational estrogen receptor degrader for breast cancer [1] - The FDA approval application for vepdegestrant was submitted in June [1] - Following significant changes in the vepdegestrant project, Arvinas plans to lay off 15% of its workforce to seek greater strategic business development opportunities and identify more efficiency improvement areas [1] Group 2 - Arvinas' pre-market stock price increased by 3.81% to $7.90, while Pfizer's pre-market stock price rose by 0.75% [1] - As of the last trading session, Arvinas closed at $7.61 with a market capitalization of $559 million [1] - The stock has a 52-week high of $29.61 and a low of $5.90, indicating significant volatility [1]