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Ticker: $ARVN Company: Arvinas Lead drug: Vepdegestrant (brand: VEPPANU) https://www.medpagetoday.com/hematologyoncology/breastcancer/121076 Thesis: $ARVN just got FDA approval of the first commercial validation of the PROTAC platform, a new way of treating disease by degrading proteins instead of blocking them. (partnered with Pfizer) That matters because: It opens the door to an entirely new class of drugs It validates years of platform risk It turns ARVN from “clinical story” to “commercial biotech” What just happened: FDA approved VEPPANU (vepdegestrant) for: ER+/HER2- advanced …
— ORIGINAL POST ·
$ARVN DD - First-in-class PROTAC cancer drug just got FDA approval
· r/wallstreetbets
· May 1, 2026