Arvinas and Pfizer announced FDA acceptance of vepdegestrant NDA for advanced breast cancer treatment, based on VERITAC-2 trial results.
Quiver AI Summary
Arvinas, Inc., in partnership with Pfizer, has announced that the FDA has accepted their New Drug Application for vepdegestrant, an investigational treatment for advanced or metastatic breast cancer with estrogen receptor-positive (ER+)/HER2-negative and ESR1 mutations, specifically for patients who have previously undergone endocrine therapy. This follows results from the pivotal Phase 3 VERITAC-2 clinical trial, which demonstrated a statistically significant improvement in median progression-free survival when compared to the existing treatment, fulvestrant. With a PDUFA action date set for June 5, 2026, Arvinas envisions vepdegestrant as a potentially best-in-class option for treating ESR1-mutant breast cancer, highlighting the urgent need for additional therapies in this area. The drug is notable for being the first PROTAC (PROteolysis TArgeting Chimera) to show clinical benefit in breast cancer patients and has received Fast Track designation from the FDA to expedite its development.
Potential Positives
- FDA acceptance of the New Drug Application (NDA) for vepdegestrant signifies a critical step toward potential market approval for the treatment of advanced or metastatic breast cancer.
- The pivotal Phase 3 VERITAC-2 clinical trial demonstrated statistically significant and clinically meaningful improvement in median progression-free survival, indicating strong efficacy of vepdegestrant compared to fulvestrant.
- Vepdegestrant is the first PROTAC to show clinical benefit in patients with breast cancer, highlighting innovation in treatment options and setting the company apart in the oncology field.
- The Fast Track designation granted by the FDA underscores the significant unmet medical need in the patient population targeted by vepdegestrant, potentially accelerating its availability to patients awaiting new treatment options.
Potential Negatives
- The announcement implies that vepdegestrant is still in the investigational stage and has not yet received FDA approval, which may lead to uncertainty in market confidence and investment.
- The press release contains multiple forward-looking statements with significant risks and uncertainties, which could create skepticism among investors regarding the company's plans and timelines.
- There are inherent risks associated with the collaboration with Pfizer, such as potential disputes or failures in executing the clinical development and commercialization strategies for vepdegestrant.
FAQ
What is vepdegestrant?
Vepdegestrant is an investigational oral PROTAC estrogen receptor degrader for treating advanced or metastatic breast cancer with ESR1 mutations.
What is the significance of the VERITAC-2 clinical trial?
The VERITAC-2 trial demonstrated vepdegestrant's significant improvement in progression-free survival compared to fulvestrant in patients with ER+/HER2- breast cancer.
When is the FDA's action date for vepdegestrant?
The FDA has set a Prescription Drug User Fee Act (PDUFA) action date of June 5, 2026, for vepdegestrant.
Who developed vepdegestrant?
Vepdegestrant is developed by Arvinas in collaboration with Pfizer, sharing development costs and profits for the drug.
What are the treatment options for patients with ESR1-mutated breast cancer?
Patients with ESR1-mutated breast cancer often have limited options; vepdegestrant aims to provide a best-in-class second-line treatment.
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
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- JOHN G HOUSTON (President and CEO) has made 0 purchases and 2 sales selling 31,338 shares for an estimated $523,880.
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- Wells Fargo issued a "Overweight" rating on 08/07/2025
- HC Wainwright & Co. issued a "Buy" rating on 08/07/2025
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$ARVN Price Targets
Multiple analysts have issued price targets for $ARVN recently. We have seen 20 analysts offer price targets for $ARVN in the last 6 months, with a median target of $15.5.
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- Terence Flynn from Morgan Stanley set a target price of $11.0 on 05/09/2025
- Srikripa Devarakonda from Truist Securities set a target price of $11.0 on 05/05/2025
Full Release
– Filing based on pivotal Phase 3 VERITAC-2 clinical trial demonstrating statistically significant and clinically meaningful improvement in median progression-free survival versus fulvestrant –
– Vepdegestrant is the first PROteolysis TArgeting Chimera (PROTAC) to demonstrate clinical benefit in patients with breast cancer –
NEW HAVEN, Conn., Aug. 08, 2025 (GLOBE NEWSWIRE) -- Arvinas, Inc. (Nasdaq: ARVN), today with its partner Pfizer Inc. (NYSE: PFE), announced that the U.S. Food and Drug Administration (FDA) has accepted the New Drug Application (NDA) for vepdegestrant for the treatment of patients with estrogen receptor-positive (ER+)/human epidermal growth factor receptor 2-negative (HER2-), ESR1-mutated advanced or metastatic breast cancer who have previously received endocrine-based therapy. The FDA has assigned a Prescription Drug User Fee Act (PDUFA) action date of June 5, 2026.
“Patients often face limited treatment options after first-line treatment and vepdegestrant demonstrated improved progression-free survival in patients with ESR1-mutated ER+/HER2- advanced breast cancer,” said John Houston, Ph.D., Chairperson, Chief Executive Officer, and President at Arvinas. “With the efficacy and favorable tolerability seen in VERITAC-2, we believe vepdegestrant, if approved, has potential to be a best-in-class treatment option for patients in the second-line ESR1-mutant setting. We look forward to working alongside Pfizer and with the FDA to pursue vepdegestrant’s approval and to ensure this important treatment option is made available to patients as rapidly as possible.”
Vepdegestrant, an investigational oral PROTAC ER degrader, is being jointly developed by Arvinas and Pfizer. The NDA submission was based on data from VERITAC-2 (NCT05654623), a global, randomized Phase 3 clinical trial evaluating vepdegestrant versus fulvestrant. These data were recently presented at the American Society of Clinical Oncology (ASCO) 2025 Annual Meeting and were simultaneously published in The New England Journal of Medicine .
About Vepdegestrant
Vepdegestrant is an investigational, orally bioavailable PROteolysis TArgeting Chimera (PROTAC) estrogen receptor degrader. Vepdegestrant is being developed as a potential monotherapy for ER+/HER2- advanced or metastatic breast cancer with estrogen receptor 1 (ESR1) mutations in the second line-plus setting.
In July 2021, Arvinas announced a global collaboration with Pfizer for the co-development and co-commercialization of vepdegestrant; Arvinas and Pfizer will share worldwide development costs, commercialization expenses, and profits.
The U.S. Food and Drug Administration (FDA) has accepted the New Drug Application (NDA) for vepdegestrant for its use as a monotherapy in the treatment of adults 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. 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.
About the VERITAC-2 Clinical Trial
The Phase 3 VERITAC-2 clinical trial (NCT05654623) is a global, randomized trial evaluating the efficacy and safety of vepdegestrant (ARV-471) as a monotherapy compared to fulvestrant in patients with ER+/HER2- advanced or metastatic breast cancer previously treated with a CDK4/6 inhibitor plus endocrine therapy. The trial enrolled 624 patients, 270 of whom had ESR1m positive disease, at 213 sites in 25 countries.
Patients were randomized 1:1 to receive either vepdegestrant once daily, orally on a 28-day continuous dosing schedule, or fulvestrant, administered intramuscularly on Days 1 and 15 of Cycle 1 and then on Day 1 of each 28-day cycle starting from Day 1 of Cycle 2. In the trial, 43% of patients (n=270) had ESR1 mutations detected. The primary endpoint was progression-free survival (PFS) in the ESR1-mutation and intent-to-treat populations as determined by blinded independent central review. Overall survival is the key secondary endpoint.
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, the Company 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 vepdegestrant, targeting the estrogen receptor for patients with locally advanced or metastatic ER+/HER2- breast cancer; ARV-393, targeting BCL6 for relapsed/refractory non-Hodgkin Lymphoma; ARV-102, targeting LRRK2 for neurodegenerative disorders; and ARV-806, targeting KRAS G12D for mutated cancers, including pancreatic and colorectal cancers. Arvinas is headquartered in New Haven, Connecticut. For more information about Arvinas, visit www.arvinas.com and connect on
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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 to be a best-in-class treatment option for patients with ER+/HER2- advanced or metastatic breast cancer with ESR1 mutations in the second line-plus setting; and vepdegestrant’s potential approval and ensuring this treatment option is made available to patients as rapidly as possible. 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: whether Arvinas and Pfizer will successfully perform their respective obligations under the collaboration between Arvinas and Pfizer; 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; risks related to our expectations regarding the potential clinical benefit of vepdegestrant to patients; uncertainties relating to regulatory applications and related approval timelines, including with respect to the New Drug Application for vepdegestrant; seeking 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; whether Arvinas and Pfizer, as appropriate, will be able to obtain marketing approval for and commercialize vepdegestrant and other product candidates on current timelines or at all; 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
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