ARVN - Arvinas: Initial Clinical Data Provides Validation For PROTAC Platform
Shares of Arvinas (ARVN) have risen by 29% since my introductory article in April explored their early-stage research and value proposition within the very intriguing targeted protein degradation space, an approach which could have several advantages over current therapies.
I'm choosing to revisit after preliminary data from phase 1 clinical trials for lead assets ARV-110 (metastatic castration-resistant prostate cancer) and ARV-471 (ER+/HER2- locally advanced/metastatic breast cancer) caused the stock to rebound. Specifically, I'd like to determine if the degree of derisking has increased and if there's still a near-term opportunity that investors can