What Arvinas’ data say about target selection
Focusing on the crowded SERD space left little room for differentiation
Disappointing Phase III data from leading targeted protein degrader company Arvinas offer another example of the downsides of targeting validated biology with a new modality platform.
Arvinas Inc. (NASDAQ:ARVN) and partner Pfizer Inc. (NYSE:PFE) reported that vepdegestrant, a targeted degrader of the estrogen receptor, failed to significantly improve progression-free survival over first-generation estrogen receptor degrader fulvestrant in the intent-to-treat population in the VERITAC-2 trial. The trial enrolled patients with advanced or metastatic estrogen receptor-positive, HER2-negative breast cancer who had progressed following treatment with a CDK4/6 inhibitor and endocrine therapy...