Arvinas announces multiple abstracts on vepdegestrant accepted for the San Antonio Breast Cancer Symposium, highlighting promising breast cancer treatments.
Quiver AI Summary
Arvinas, Inc., a biotechnology company focused on targeted protein degradation, has announced that multiple abstracts on its investigational drug vepdegestrant (ARV-471) will be presented at the San Antonio Breast Cancer Symposium from December 9-12, 2025. Vepdegestrant is being developed in collaboration with Pfizer as a potential treatment for advanced or metastatic breast cancer that is estrogen receptor positive and HER2 negative, particularly in patients with ESR1 mutations. The presentations will cover various studies related to vepdegestrant's efficacy compared to fulvestrant, biomarker analyses, and real-world data on ESR1 mutations. The drug has shown promising results in clinical trials, and the FDA is currently reviewing its New Drug Application with a decision expected by June 5, 2026. Arvinas continues to innovate in protein degradation therapies while progressing other investigational drugs for various cancers and neurodegenerative disorders.
Potential Positives
- Multiple abstracts on vepdegestrant have been accepted for presentation at a prominent symposium, highlighting the drug's significance in the treatment of breast cancer.
- Vepdegestrant has demonstrated statistically significant and clinically meaningful improvement in progression-free survival compared to standard treatment, indicating its potential effectiveness.
- The FDA is reviewing the New Drug Application for vepdegestrant, signaling progress towards potential market approval.
- Vepdegestrant has been granted Fast Track designation by the FDA, emphasizing the urgency for new treatment options in its target patient population.
Potential Negatives
- Potential risks associated with the approval process for vepdegestrant, including uncertainties regarding FDA approval timelines and the possibility of regulatory authorities requiring additional studies.
- Disclosure of significant risks regarding the collaboration with Pfizer, including the uncertainty of successful clinical development and commercialization of vepdegestrant.
- The mention of potential limitations on use or withdrawal of FDA approvals raises concerns regarding the future market viability of vepdegestrant.
FAQ
What is vepdegestrant?
Vepdegestrant is an investigational PROTAC estrogen receptor degrader developed for treating advanced or metastatic ER+/HER2- breast cancer.
When will vepdegestrant be presented at the SABCS?
Vepdegestrant will be presented at the San Antonio Breast Cancer Symposium from December 9–12, 2025.
What are the main findings from the VERITAC-2 Phase 3 trial?
The VERITAC-2 trial demonstrated significant improvement in progression-free survival for patients treated with vepdegestrant compared to fulvestrant.
What is the FDA's status on vepdegestrant?
The FDA is currently reviewing the New Drug Application for vepdegestrant, with a target decision date of June 5, 2026.
Who is collaborating with Arvinas on vepdegestrant?
Arvinas is collaborating with Pfizer for the co-development and commercialization of vepdegestrant.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$ARVN Insider Trading Activity
$ARVN insiders have traded $ARVN stock on the open market 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $ARVN stock by insiders over the last 6 months:
- BRIGGS MORRISON purchased 30,000 shares for an estimated $227,010
- ANDREW SAIK (Chief Financial Officer) sold 5,700 shares for an estimated $43,377
- ANGELA M CACACE (Chief Scientific Officer) sold 2,583 shares for an estimated $19,346
- DAVID K LOOMIS (Chief Accounting Officer) sold 230 shares for an estimated $2,274
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$ARVN Hedge Fund Activity
We have seen 108 institutional investors add shares of $ARVN stock to their portfolio, and 141 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CITADEL ADVISORS LLC removed 3,522,849 shares (-95.9%) from their portfolio in Q3 2025, for an estimated $30,014,673
- RTW INVESTMENTS, LP removed 3,334,308 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $24,540,506
- LOGOS GLOBAL MANAGEMENT LP added 2,275,000 shares (+68.9%) to their portfolio in Q3 2025, for an estimated $19,383,000
- ALYESKA INVESTMENT GROUP, L.P. removed 1,800,000 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $13,248,000
- TCG CROSSOVER MANAGEMENT, LLC added 1,617,365 shares (+inf%) to their portfolio in Q3 2025, for an estimated $13,779,949
- CAPTION MANAGEMENT, LLC removed 1,343,029 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $11,442,607
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,246,656 shares (-93.5%) from their portfolio in Q3 2025, for an estimated $10,621,509
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$ARVN Analyst Ratings
Wall Street analysts have issued reports on $ARVN in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Stephens & Co. issued a "Overweight" rating on 11/10/2025
- BTIG issued a "Buy" rating on 09/18/2025
- HC Wainwright & Co. issued a "Buy" rating on 08/07/2025
- Wells Fargo issued a "Overweight" rating on 08/07/2025
- Guggenheim issued a "Buy" rating on 08/07/2025
To track analyst ratings and price targets for $ARVN, check out Quiver Quantitative's $ARVN forecast page.
$ARVN Price Targets
Multiple analysts have issued price targets for $ARVN recently. We have seen 8 analysts offer price targets for $ARVN in the last 6 months, with a median target of $15.0.
Here are some recent targets:
- Sudan Loganathan from Stephens & Co. set a target price of $15.0 on 11/10/2025
- Etzer Darout from Barclays set a target price of $16.0 on 11/06/2025
- Derek Archila from Wells Fargo set a target price of $15.0 on 11/06/2025
- Jeet Mukherjee from BTIG set a target price of $14.0 on 10/30/2025
- Paul Choi from Goldman Sachs set a target price of $6.0 on 10/15/2025
- Michael Schmidt from Guggenheim set a target price of $15.0 on 08/07/2025
- Andrew S. Fein from HC Wainwright & Co. set a target price of $18.0 on 08/07/2025
Full Release
NEW HAVEN, Conn., Nov. 24, 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 multiple abstracts on vepdegestrant (ARV-471) have been accepted for presentation at the upcoming San Antonio Breast Cancer Symposium (SABCS), taking place December 9–12, 2025 in San Antonio, Texas. Vepdegestrant is a novel investigational PROTAC estrogen receptor (ER) degrader which is being developed with Pfizer Inc. (NYSE: PFE) as a potential monotherapy for estrogen receptor positive (ER+)/human epidermal growth factor receptor 2 negative (HER2-) advanced or metastatic breast cancer with estrogen receptor 1 (ESR1) mutations in the second line-plus setting.* Ongoing studies are also evaluating vepdegestrant as a monotherapy and as part of combination therapy for ER+/HER2- breast cancer.
The presentation details are as follows:
Title
: Subgroup analyses of VERITAC-2: A phase 3 trial of vepdegestrant, a PROTAC estrogen receptor (ER) degrader, versus fulvestrant in ER-positive/ human epidermal growth factor receptor 2 (HER2)-negative advanced breast cancer (aBC)
Presenting Author
: Erika P. Hamilton
Presentation Number
: PD10-03
Presentation Type
: Poster Spotlight Presentation
Session
: Poster Spotlight 10: Novel Combinations with Endocrine Therapy
Date
: Friday, December 12, 2025
Session Time
: 7:00–8:30 AM CT
Presentation Time
: 7:36–7:39 AM CT
Title
: Circulating tumor DNA (ctDNA) biomarker analyses of a phase 1/2 study evaluating vepdegestrant, a PROteolysis TArgeting Chimera (PROTAC) estrogen receptor (ER) degrader, in ER-positive/human epidermal growth factor receptor 2 (HER2)-negative advanced breast cancer (aBC)
Presenting Author
: Seth A. Wander
Presentation Number
: PS2-07-24
Presentation Type
: Poster Presentation
Session
: Poster Session 2
Date
: Wednesday, December 10, 2025
Session Time
: 5:00–6:30 PM CT
Title
: Real-world prevalence of ESR1 mutations (ESR1m) among patients with estrogen receptor (ER)-positive/human epidermal growth factor receptor 2 (HER2)-negative metastatic breast cancer (MBC) after first-line (1L) treatment with endocrine therapy (ET) and/or a cyclin dependent kinase 4/6 inhibitor (CDK4/6i)
Presenting Author
: David Chandiwana
Presentation Number
: PS1-11-09
Presentation Type
: Poster Presentation
Session
: Poster Session 1
Date
: Wednesday, December 10, 2025
Session Time
: 12:30–2:00 PM CT
Title
: I-SPY2 Endocrine Optimization Pilot (EOP): Neoadjuvant vepdegestrant monotherapy or in combination with letrozole or abemaciclib in molecularly selected patients with stage 2/3 HR+ HER2-negative breast cancer (BC)
Presenting Author
: Jo Chien
Presentation Number
: PD10-02
Presentation Type
: Poster Spotlight Presentation
Session
: Poster Spotlight 10: Novel Combinations with Endocrine Therapy
Date
: Friday, December 12, 2025
Session Time
: 7:00–8:30 AM CT
Presentation Time
: 7:33–7:36 AM CT
The I-SPY2 EOP trial is sponsored by Quantum Leap.
Title
: A phase 1/2 trial evaluating the safety, tolerability, and efficacy of the KAT6 inhibitor, PF-07248144, in combination with vepdegestrant in patients with ER+/HER2− locally advanced or metastatic breast cancer
Presenting Author
: Fengting Yan
Presentation Number
: PS5-09-30
Presentation Type
: Poster Presentation (Trial in Progress Poster)
Session
: Poster Session 5
Date
: Friday, December 12, 2025
Session Time
: 12:30–2:00 PM CT
The full abstracts can be accessed via the SABCS online program .
About Vepdegestrant
Vepdegestrant is an investigational, orally bioavailable PROTAC estrogen receptor degrader. In the VERITAC-2 Phase 3 study, vepdegestrant demonstrated statistically significant and clinically meaningful improvement in progression free survival compared to fulvestrant in patients with estrogen receptor positive (ER+)/human epidermal growth factor receptor 2 negative (HER2-) ESR1-mutated advanced or metastatic breast cancer previously treated with endocrine-based therapy. The U.S. Food and Drug Administration (FDA) is reviewing the filed New Drug Application (NDA) for vepdegestrant. The FDA has assigned a Prescription Drug User Fee Act (PDUFA) action date of June 5, 2026. Vepdegestrant has also been granted Fast Track designation by the FDA, underscoring the significant unmet need in this patient population and the potential for vepdegestrant to offer a meaningful new treatment option.
In July 2021, Arvinas announced a global collaboration with Pfizer for the co-development and co-commercialization of vepdegestrant; Arvinas and Pfizer share worldwide development costs, commercialization expenses, and profits.
*In September 2025, Arvinas and Pfizer announced their plan to jointly select a third party for the commercialization and potential further development of vepdegestrant.
About Arvinas
Arvinas (Nasdaq: ARVN) is a clinical-stage biotechnology company dedicated to improving the lives of patients suffering from debilitating and life-threatening diseases. Through its PROTAC (PROteolysis TArgeting Chimera) protein degrader platform, Arvinas is pioneering the development of protein degradation therapies designed to harness the body’s natural protein disposal system to selectively and efficiently degrade and remove disease-causing proteins. Arvinas is currently progressing multiple investigational drugs through clinical development programs, including ARV-102, targeting LRRK2 for neurodegenerative disorders; ARV-393, targeting BCL6 for relapsed/refractory non-Hodgkin Lymphoma; ARV-806, targeting KRAS G12D for mutated cancers, including pancreatic and colorectal cancers; and vepdegestrant, targeting the estrogen receptor for patients with locally advanced or metastatic ER+/HER2- breast cancer. Arvinas is headquartered in New Haven, Connecticut. For more information about Arvinas, visit www.arvinas.com and connect on
LinkedIn
and
X
.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995 that involve substantial risks and uncertainties, including statements regarding: vepdegestrant’s potential as a monotherapy for estrogen receptor positive (“ER+”)/human epidermal growth factor receptor 2 negative (“HER2-”) advanced or metastatic breast cancer with estrogen receptor 1 mutations in the second line-plus setting; vepdegestrant potential as a monotherapy and as part of combination therapy for ER+/HER2- breast cancer; and Arvinas, Inc.’s (“Arvinas”) and Pfizer, Inc.’s (“Pfizer”) plan to jointly select a third party for the commercialization and potential further development of vepdegestrant. All statements, other than statements of historical fact, contained in this press release, including statements regarding Arvinas’ strategy, future operations, future financial position, future revenues, projected costs, prospects, plans and objectives of management, are forward-looking statements. The words “anticipate,” “believe,” “estimate,” “expect,” “intend,” “may,” “plan,” “target,” “goal,” “potential,” “will,” “would,” “could,” “should,” “look forward,” “continue,” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words.
Arvinas may not actually achieve the plans, intentions or expectations disclosed in these forward-looking statements, and you should not place undue reliance on such forward-looking statements. Actual results or events could differ materially from the plans, intentions and expectations disclosed in the forward-looking statements Arvinas makes as a result of various risks and uncertainties, including but not limited to: risks related to Arvinas’ expectations regarding the potential clinical benefit of vepdegestrant to patients; whether Arvinas and Pfizer will be able to successfully conduct and complete clinical development for vepdegestrant as a monotherapy; whether the VERITAC-2 clinical trial will meet the secondary endpoint for overall survival; whether Arvinas and Pfizer will successfully perform their respective obligations under the collaboration between Arvinas and Pfizer; whether Arvinas and Pfizer, as appropriate, will be able to obtain marketing approval for and commercialize vepdegestrant; risks and uncertainties related to the potential selection of a third party for the commercialization and potential further development of vepdegestrant; uncertainties relating to regulatory applications and related approval timelines, including with respect to the New Drug Application for vepdegestrant; risks related to seeking U.S. Food and Drug Administration (“FDA”) approval of vepdegestrant and the risk that any regulatory approvals, if granted, may be subject to significant limitations on use or subject to withdrawal or other adverse actions by the applicable regulatory authority; whether FDA or other regulatory authorities will require additional information or further studies, or may fail or refuse to approve or may delay approval of vepdegestrant; Arvinas’ ability to protect its intellectual property portfolio; Arvinas’ reliance on third parties; whether Arvinas will be able to raise capital when needed; whether Arvinas’ cash and cash equivalent resources will be sufficient to fund its foreseeable and unforeseeable operating expenses and capital expenditure requirements; and other important factors discussed in the “Risk Factors” section of Arvinas’ Annual Report on Form 10-K for the year ended December 31, 2024 and subsequent other reports on file with the U.S. Securities and Exchange Commission. The forward-looking statements contained in this press release reflect Arvinas’ current views with respect to future events, and Arvinas assumes no obligation to update any forward-looking statements, except as required by applicable law. These forward-looking statements should not be relied upon as representing Arvinas’ views as of any date subsequent to the date of this release.
Contacts
Investors:
Jeff Boyle
+1 (347) 247-5089
[email protected]
Media:
Kirsten Owens
+1 (203) 584-0307
[email protected]