Arvinas announced promising preclinical data for ARV-806, a novel KRAS G12D degrader, showing significant tumor inhibition in multiple cancer models.
Quiver AI Summary
Arvinas, Inc. announced promising preclinical data for its investigational drug ARV-806, a PROTAC KRAS G12D degrader, at the 2025 AACR-NCI-EORTC conference. The data reveal that ARV-806 effectively degrades KRAS G12D with high potency, significantly inhibiting tumor growth in pancreatic, colorectal, and lung cancer models. Unlike other agents targeting KRAS G12D, ARV-806 can degrade both active and inactive forms of the protein, showcasing its potential as a best-in-class treatment for KRAS G12D-mutated cancers. In preclinical studies, ARV-806 demonstrated substantial tumor volume reductions and prolonged pharmacodynamic activity. The drug is currently undergoing a Phase 1 clinical trial to evaluate its efficacy in patients with advanced solid tumors harboring KRAS G12D mutations.
Potential Positives
- ARV-806 demonstrated robust and durable KRAS G12D degradation, leading to significant tumor growth inhibition in models of pancreatic, colorectal, and lung cancer.
- The data presented highlight ARV-806's differentiation from other G12D targeting agents, indicating its potential as a best-in-class therapy for KRAS G12D mutated cancers.
- ARV-806 showed over 25-fold greater potency in reducing cancer cell proliferation and over 40-fold higher potency in degrading KRAS G12D protein compared to other clinical-stage G12D degraders.
- Arvinas is progressing ARV-806 into a Phase 1 clinical trial, signaling a step forward in addressing high unmet needs in solid tumors associated with KRAS G12D mutations.
Potential Negatives
- Despite promising preclinical data, the press release emphasizes the experimental nature of ARV-806, highlighting that its effectiveness is still unproven in human clinical trials.
- The forward-looking statements include significant risks and uncertainties related to clinical development, regulatory approvals, and potential clinical benefits that may not materialize, indicating vulnerability in the company's outlook.
- The announcement of intense competition in the KRAS G12D targeting space is implicit, with the mention of other clinical-stage agents, which may dilute ARV-806's market potential and differentiation claims.
FAQ
What is ARV-806?
ARV-806 is an investigational PROTAC degrader targeting the KRAS G12D mutation, associated with pancreatic, colorectal, and lung cancers.
How does ARV-806 work?
ARV-806 selectively degrades both ON and OFF forms of KRAS G12D, aiming to enhance treatment efficacy in mutated cancers.
What are the benefits of ARV-806?
ARV-806 demonstrated high potency in reducing tumor growth and degrading KRAS G12D protein, offering potential advantages over existing therapies.
Where is ARV-806 currently being tested?
ARV-806 is undergoing evaluation in a Phase 1 clinical trial for patients with KRAS G12D-mutated advanced solid tumors.
What distinguishes ARV-806 from other treatments?
ARV-806 shows superior potency and durability compared to other KRAS G12D targeting agents under development, marking it as a potential best-in-class therapy.
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 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 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
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$ARVN Hedge Fund Activity
We have seen 124 institutional investors add shares of $ARVN stock to their portfolio, and 105 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- 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 3,300,000 shares (+inf%) to their portfolio in Q2 2025, for an estimated $24,288,000
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,491,092 shares (-65.1%) from their portfolio in Q2 2025, for an estimated $18,334,437
- D. E. SHAW & CO., INC. added 2,150,730 shares (+inf%) to their portfolio in Q2 2025, for an estimated $15,829,372
- ALYESKA INVESTMENT GROUP, L.P. removed 1,800,000 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $13,248,000
- CAPTION MANAGEMENT, LLC added 1,279,329 shares (+2008.4%) to their portfolio in Q2 2025, for an estimated $9,415,861
- ACADIAN ASSET MANAGEMENT LLC added 1,267,593 shares (+791.1%) to their portfolio in Q2 2025, for an estimated $9,329,484
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 9 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 09/18/2025
- BTIG issued a "Buy" rating on 09/18/2025
- Guggenheim issued a "Buy" rating on 08/07/2025
- Wells Fargo issued a "Overweight" rating on 08/07/2025
- HC Wainwright & Co. issued a "Buy" rating on 08/07/2025
- UBS issued a "Buy" rating on 05/15/2025
- BMO Capital issued a "Outperform" rating on 05/05/2025
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 17 analysts offer price targets for $ARVN in the last 6 months, with a median target of $14.0.
Here are some recent targets:
- Paul Choi from Goldman Sachs set a target price of $6.0 on 10/15/2025
- Jeet Mukherjee from BTIG set a target price of $10.0 on 09/18/2025
- Sudan Loganathan from Stephens & Co. set a target price of $14.0 on 09/18/2025
- Etzer Darout from Barclays set a target price of $16.0 on 09/17/2025
- Derek Archila from Wells Fargo set a target price of $16.0 on 08/07/2025
- 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
– 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 degradation, today announced preclinical data for ARV-806, a PROTAC KRAS G12D degrader, at the 2025 AACR-NCI-EORTC International Conference on Molecular Targets and Cancer Therapeutics in Boston, Massachusetts. The ARV-806 data presented show a differentiated profile based on degradation potency, antiproliferative activity, and induction of cancer cell death. ARV-806 is designed to target both the ON and OFF forms of KRAS G12D, which is the most common mutation of the KRAS protein. ARV-806 has the potential to address high unmet need in solid tumors, such as pancreatic, colorectal and non-small cell lung cancer.
“These data suggest the potential of targeted protein degradation to overcome historical limitations in addressing undruggable KRAS mutations,” said Angela Cacace, Ph.D., Chief Scientific Officer of Arvinas. “ARV-806’s ability to eliminate both ON and OFF forms of KRAS G12D, combined with its potency and durability shown in preclinical models, supports our confidence in its clinical potential to deliver meaningful benefit for patients with KRAS G12D-mutated cancers.”
Key highlights from the presentation include:
- In vitro, ARV-806 degraded KRAS G12D with picomolar potency across pancreatic, colorectal, and lung cancer cell lines but did not induce degradation of wild-type and other mutant RAS isoforms.
- 
   ARV-806 is differentiated from other KRAS G12D targeting agents in development and has potential to be a best-in-class therapy for KRAS G12D mutated cancers due to:
   - Catalytic activity, which allows it to overcome upregulation, a common mechanism of resistance to inhibitor treatment
- 
     Compared with clinical-stage KRAS G12D ON and OFF inhibitors and another clinical-stage G12D degrader, ARV-806 demonstrated:
     - >25-fold greater potency in reducing cancer cell proliferation,
- >40-fold higher potency in degrading KRAS G12D protein (versus the comparable clinical-stage G12D degrader), and
- >10-fold lower concentrations required to induce pro-apoptotic BIM expression.
 
 
- Following a single intravenous dose in a colorectal tumor xenograft model, ARV-806 degraded >90% of KRAS G12D for seven days, with parallel suppression of c-MYC (a key driver of cancer cell proliferation) and induction of BIM (Bcl-2-interacting mediator of cell death, a pro-apoptotic factor) for ≥5 days.
- 
   ARV-806 demonstrated robust efficacy responses at low doses in tumor models including: ≥30% tumor volume reductions in pancreatic and colorectal cell line-derived xenograft (CDX) models and a patient-derived xenograft (PDX) model of lung cancer.
   
 
 
These data demonstrate sustained pharmacodynamic activity consistent with long-lasting target degradation, which we believe supports intermittent clinical dosing. Arvinas is currently evaluating ARV-806 in a Phase 1 clinical trial in patients with KRAS G12D–mutated advanced solid tumors (NCT07023731).
Also shown in the poster, orally bioavailable pan-KRAS degraders have been identified that potently degrade multiple variants of KRAS and spare other RAS isoforms. A tool pan-KRAS PROTAC demonstrated robust single-agent activity and superior combination efficacy with immune checkpoint blockade compared with a pan-RAS ON inhibitor (7 complete responses compared with 2 complete responses).
  
   About ARV-806
  
  
  ARV‑806 is a novel, investigational PROTAC degrader designed to selectively target and degrade mutant Kirsten rat sarcoma (KRAS) G12D which is the most common mutation of the KRAS protein. Therefore, ARV-806 has the potential to address high unmet need in solid tumors, such as pancreatic, colorectal and lung cancer. ARV‑806 is currently being evaluated in a Phase 1 clinical trial in patients with advanced solid tumors harboring KRAS G12D mutations.
 
  
   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, colorectal and lung cancers. 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: the potential of ARV-806, including its potential to address high unmet need in solid tumors, such as pancreatic, colorectal and non-small cell lung cancer, and it’s clinical potential to deliver meaningful benefit for patients with KRAS G12D-mutated cancers; the potential of targeted protein degradation to overcome historical limitations in addressing undruggable KRAS mutations; and Arvinas’ belief that these preclinical data demonstrating sustained pharmacodynamic activity consistent with long-lasting target degradation, support intermittent clinical dosing. 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 will be able to successfully conduct and complete clinical development for its product candidates, including ARV-806; risks related to drug development; risks related to Arvinas’ expectations regarding the potential clinical benefit of ARV-806; uncertainties relating to regulatory applications and related approval timelines; 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]
  
 
 
         
       
       
    