Arvinas Inc at Goldman Sachs Global Healthcare Conference Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Paul Choi - The Goldman Sachs Group, Inc. - Analyst : Okay. Great. Thank you, John. Maybe to take it back a step before we get into the weeds with the various programs. For investors who may be new to the story or unfamiliar with the space, can you maybe briefly explain to us what is your project platform and how does that -- how does that address some of the challenges and unmet needs in terms of protein degradation?

Question: Paul Choi - The Goldman Sachs Group, Inc. - Analyst : Sure. If kind of led into my next question, which is, you've kind of basically explained about what is sort of the rationale behind that's the second strand here, particularly given that it is involved with obviously with a hormonal receptor?

Question: Paul Choi - The Goldman Sachs Group, Inc. - Analyst : Okay. Great. Maybe sticking with that divestment, you recently presented updated Phase I data for in combination with Pfizer's palbociclib that the recent [from] a breast cancer meeting in Berlin. Can you maybe summarize the data for us and just provide some context on how these data compare to historical data in later-line breast cancer?

Question: Paul Choi - The Goldman Sachs Group, Inc. - Analyst : And maybe how do these data stand relative to historical studies yet in sort of the post CDK4/6 population here?

Question: Paul Choi - The Goldman Sachs Group, Inc. - Analyst : That's great. One of the things I think investors focus on is how the combination performs both in wild-type patients versus ESR1 mutant patients. And so can you maybe tell us either John or Noah, what learnings did you glean in terms of planning studies for those particular populations in the second-line plus setting here?

Question: Paul Choi - The Goldman Sachs Group, Inc. - Analyst : Okay, great. Can you -- maybe also help us think about how your recently updated Phase I results that you presented at ESMO breast, might be potentially predictive of your VERITAC-3 combination study, which are planning for in terms of the terms of the front-line setting? And just maybe how do we translate your your existing data to a front-line setting?

Question: Paul Choi - The Goldman Sachs Group, Inc. - Analyst : Okay, great. Maybe turning back to what you brought up just for a moment in terms of palbociclib dose expansion, can you maybe just remind us sort of what are some of the challenges involved here with the combination of the two drugs here obviously you have access to inhibition and things like that. And just kind of what you've seen so far in terms of dose exposure and sort of what the changes are just due to some inhibition and other factors?

Question: Paul Choi - The Goldman Sachs Group, Inc. - Analyst : Okay. Maybe turning to your most advanced program, which is very attached to your ongoing monotherapy study. You've indicated that you'll you'll top-line data relatively soon in the second half of this year. So as the company's sort of next major clinical catalysts, how would you level set with investors sort of what you'll disclose with the top line results here? And just how should investors think about potentially benchmarking this upcoming top line data against a comparator such as, let's say, LLS restaurants, which you referenced earlier?

Question: Paul Choi - The Goldman Sachs Group, Inc. - Analyst : Okay, great. So assuming positive data here, as Noah has laid out here, can you maybe walk us through what would be next steps in terms of both presenting detailed data from VERITAC-2 hear potentially a medical meeting. Maybe I don't know if San Antonio, our 2020 Form. It makes sense here or and then next regulatory steps.

Question: Paul Choi - The Goldman Sachs Group, Inc. - Analyst : Yeah. Great. And then in terms of planning for regulatory steps, just what the cadence might be that they're? without the prior written consent of Thomson Reuters. 'Thomson Reuters' and the Thomson Reuters logo are registered trademarks of Thomson Reuters and its affiliated companies. JUNE 10, 2024 / 2:40PM, ARVN.OQ - Arvinas Inc at Goldman Sachs Global Healthcare Conference

Question: Paul Choi - The Goldman Sachs Group, Inc. - Analyst : Okay. And just remind us would you be you or Pfizer me handing the handling the NDA filing here?

Question: Paul Choi - The Goldman Sachs Group, Inc. - Analyst : Okay.

Question: Paul Choi - The Goldman Sachs Group, Inc. - Analyst : Okay, great. I'll talk maybe a little bit about the competitive landscape as well to end up at the recent ESMO breast meeting. We also saw some early data from [alema]. While the data set was fairly small and limited, I guess, and maybe somewhat challenging to interpret. What are your impressions of that drug in the clinic so far?

Question: Paul Choi - The Goldman Sachs Group, Inc. - Analyst : Okay, great. Also last week on the heels of Asco, some investor questions may have come up at least as reflected by your recent share price performance, which has been somewhat volatile with regard to your partnership with Pfizer and the outlook for that web degastrand program. I guess maybe what would you want to say here on the status of your partnership with Pfizer and the VERITAC clinical development program broadly?

Question: Paul Choi - The Goldman Sachs Group, Inc. - Analyst : Okay, great. You brought up something interesting, which I want to touch on briefly as well, which is Cat6 and HR-positive HER2-negative data, which is, I think, emerged as a target of interest in the wake of the Asco meeting. So I guess maybe what are your preliminary thoughts on the data we've seen so far from that particular target and the various companies pursuing that? I don't know, Noah or John, if you want to tackle that?

Question: Paul Choi - The Goldman Sachs Group, Inc. - Analyst : Okay, great. Maybe just around out the data center discussion here, John, that you briefly touched on your dual and program with other agents, including other CDK4/6, whether it's on abema or ribociclib as well as Pfizer CDK4. And just kind of maybe you can lay out for us where and when we might potentially start to see some of this additional combination data?

Question: Paul Choi - The Goldman Sachs Group, Inc. - Analyst : Okay, great. I will turn to you and maybe other areas of our pipeline, including hematology, which I think gets a little bit lost in the shadow of that [degastrand] and you're focusing on sales section maybe, can you maybe just remind us where and which -- like what tumor types are heme types it most prevalent. I think people are obviously familiar with B-cell inhibitors due to venetoclax and so forth, but just sort of what does the opportunity set here potentially is it primarily CLL or other indications as well?

Question: Paul Choi - The Goldman Sachs Group, Inc. - Analyst : Right. I mean, I think the opportunity set to avoid some of the issues seen with like a BCF of drugs like venetoclax would be quite interesting, right in terms of improving on the profile of. And so that certainly -- I'm certainly interested, great. So about make some data potentially next year. without the prior written consent of Thomson Reuters. 'Thomson Reuters' and the Thomson Reuters logo are registered trademarks of Thomson Reuters and its affiliated companies. JUNE 10, 2024 / 2:40PM, ARVN.OQ - Arvinas Inc at Goldman Sachs Global Healthcare Conference And then as a former neuroscientist, I'm always super interested in things that are working in the Parkinson's space. And so you also have a neuroscience program here and focusing on a LRRK2. And so maybe can you again and remind us what's sort of the logic of going after that here in neuro and just sort of what next steps are for that program?

Question: Paul Choi - The Goldman Sachs Group, Inc. - Analyst : That's great. What other areas might this potentially be applicable in terms of a neuro setting. Obviously Parkinson's makes it makes a lot of sense here, but just sort of talked a little bit about how opportunities and sort of what else could go --

Question: Paul Choi - The Goldman Sachs Group, Inc. - Analyst : Okay, great. We're coming up on time. So I think we'll have to end it on that note, my thanks to John and Noah for joining us today. Okay.