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Wedbush cuts Arvinas to Neutral as VERITAC-2 shows monotherapy strategy limited

Wedbush cuts Arvinas to Neutral as VERITAC-2 shows monotherapy strategy limited

As previously reported, Wedbush analyst Robert Driscoll downgraded Arvinas (ARVN) to Neutral from Outperform with a price target of $12, down from $57, after the company reported topline VERITAC-2 data in patients with ER+/HER2- breast cancer previously treated with CKD4/6 inhibitors plus endocrine therapy. Vepdeg demonstrated a statistically significant improvement in PFS in the ESR1 mutant population compared to patients treated with fulvenstrant, exceeding the prespecified target hazard ratio of 0.60. However, vepdeg did not meet statistically significant improvement in PFS in the ITT, Wedbush notes. Overall survival remains immature, with less than 25% of events occurring currently.

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