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ARTICLE | Product Development

What Arvinas’ data say about target selection

Focusing on the crowded SERD space left little room for differentiation

March 12, 2025 12:45 AM UTC

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...

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