Arvinas Q2 2025: NDA for vepdegestrant; CEO to retire; cash $861M

ARVINAS, INC.

2025-Q2 EPS reported $0.30 vs consensus -$1.02 ▲ beat (+129.3%)

Submitted NDA to FDA for vepdegestrant in ESR1m ER+/HER2- advanced breast cancer.
VERITAC-2 Phase 3: 2.9-month PFS improvement in ESR1m subgroup; ITT not significant.
Cash $861.2M at June 30, 2025 (down from $1,039.4M); R&D $68.6M Q2 vs $93.7M YoY.
CEO John Houston to retire; board searching for successor; remains Chair.
ARV-102 Phase 1: >50% LRRK2 reduction in CSF, >90% in PBMCs; dosing in Parkinson's.

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