Arvinas, Inc. (NASDAQ:ARVN) Wells Fargo 20th Annual Healthcare Conference 2025 September 4, 2025 12:45 PM EDT
Company Participants
John Houston – Chairperson, CEO & President
Noah Berkowitz – Chief Medical Officer
Conference Call Participants
Derek Archila – Wells Fargo Securities, LLC, Research Division
Presentation
Derek Archila
Senior Equity Analyst
All right, everyone. I think we’ll get started here with the afternoon session. My name is Derek Archila. I’m one of the Wells Fargo biotech analysts. Very excited to have the Arvinas team here. From the company, we have John Houston, Chief Executive Officer; as well as Noah Berkowitz, the Chief Medical Officer from the company. So gentlemen, thanks for joining us and look forward to the discussion.
John Houston
Chairperson, CEO & President
Thanks for the invite.
Noah Berkowitz
Chief Medical Officer
Good to be here.
Question-and-Answer Session
Derek Archila
Wells Fargo Securities, LLC, Research Division
So yes, maybe to start off, kind of set us the — give us a 1,000-foot view in terms of like what’s going on at Arvinas right now and ultimately, what we should be paying attention to for the next 12 months?
John Houston
Chairperson, CEO & President
Absolutely. I mean it’s certainly been a significant year of change and transition. Leading into it, we’re very excited by the fact that we’re going to have the first pivotal data for a PROTAC ever with vepdegestrant. And we had that data set. It was positive. But clearly, the market reaction and ultimately, the reaction from Pfizer said that it wasn’t positive enough.
So that was kind of a mix of real excitement of getting positive data with a disappointment at the reaction to it overall. And that spurred a number of next steps for us because clearly, when you see your stock price go down, we had a reaction where
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