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Arvinas price target lowered to $19 from $26 at Wells Fargo

Wells Fargo lowered the firm’s price target on Arvinas (ARVN) to $19 from $26 and keeps an Overweight rating on the shares. The firm thinks Pfizer’s (PFE) decision to remove planned 1L/2L vepdeg combo studies likely speaks to vepdeg’s non-differentiated profile in VERITAC-2. While shares are low on this news, shares trade at about 50% of cash, and Wells thinks there is value in 2L+ for vepdeg.

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