Revolution Medicines

RMC-9805, a covalent KRAS(G12D)(ON) molecular glue inhibitor, employs a CypA-recruiting tricomplex mechanism and an aziridine covalent handle to target the 'undruggable' KRAS(G12D) mutant, synergizing with PD-1 inhibitors and showing clinical progress.

Revolution Medicines reported positive Phase 1 and 1b data for RMC-6236 in RAS-addicted cancers, particularly PDAC and NSCLC, with promising safety and efficacy. The company plans to advance RMC-6236 into earlier lines of therapy and initiate a Phase 3 trial for NSCLC in Q1 2025. Combination studies with pembrolizumab and RMC-6291 also showed potential. Despite a net loss of $156.3 million, Revolution Medicines maintains a strong cash position of $1.55 billion.

Tango Therapeutics reports Q3 2024 financials, highlighting progress in PRMT5 inhibitor TNG462 clinical trials, including positive data in pancreatic and NSCLC. The company plans to advance TNG462 into combination trials with RAS(ON) inhibitors and other treatments, expecting enrollment in 1H 2025. TNG908 trial enrollment is halted to focus on TNG462. Tango also announces the appointment of Dr. Maeve Waldron-Lynch as SVP, Head of Clinical Development.

The non-small cell lung cancer market is driven by increasing NSCLC cases, uptake of immune checkpoint inhibitors, emerging premium therapies, and awareness of mutations. DelveInsight's report covers current treatment practices, emerging drugs, market share, and forecasted market size from 2019 to 2032 in 7MM. Key companies and therapies include EMD Serono, Merck, AstraZeneca, Bristol-Myers Squibb, and therapies like M1774, C-TIL051, and Osimertinib. FDA approvals for Opdivo and Tagrisso in 2024 highlight advancements in treatment.

DelveInsight's report on KRAS Inhibitors covers market trends, epidemiology, and pipeline developments in the US, EU4, UK, and Japan. The market is driven by cancer incidence and personalized treatments, with key companies like Novartis, Roche, and Verastem Oncology leading in KRAS inhibitor therapies.

Life sciences and biopharma hedge funds saw gains in October, led by Casdin Capital's 16% surge. RTW Investments rose 13%, Madrigal Pharmaceuticals surged 22%, and Janus Henderson Biotech Innovation Fund climbed 2%. RA Capital Management gained 2%, while Avoro Capital Advisors and Soleus Capital added 1.6% and 2.1% respectively. Averill Partners lost 2.8%, and EcoR1 Capital dropped 3.4%, primarily due to Apellis Pharmaceuticals.

RMC-9805 showed safety and activity in KRAS G12C-mutant PDAC patients, with 30% ORR and 80% DCR in a phase 1/1b trial. The study aims to evaluate RMC-9805 in advanced solid tumors with KRAS G12D mutations, with ongoing dose optimization.

Revolution Medicines, Inc. announced the first patient dosed in RASolute 302, a Phase 3 study of RMC-6236, a RAS(ON) inhibitor for metastatic pancreatic ductal adenocarcinoma (PDAC). The study aims to evaluate RMC-6236's safety and efficacy compared to standard chemotherapy, enrolling 460 patients worldwide with RAS mutations. Primary endpoints are progression-free survival (PFS) and overall survival (OS) in RAS-mutated PDAC patients.

Revolution Medicines, Inc. announced the first patient dosed in RASolute 302, a Phase 3 study of RMC-6236, a RAS(ON) inhibitor for metastatic pancreatic ductal adenocarcinoma (PDAC). The trial aims to evaluate RMC-6236's safety and efficacy compared to standard chemotherapy, enrolling 460 patients globally. Primary endpoints are progression-free survival (PFS) and overall survival (OS) in patients with RAS mutations.

RMC-9805, a covalent KRAS(G12D)(ON) molecular glue inhibitor, employs a CypA-recruiting tricomplex mechanism and an aziridine covalent handle to target the 'undruggable' KRAS(G12D) mutant. Structural and modeling insights were crucial for engaging the mutant Asp, and RMC-9805 synergizes with PD-1 inhibitors, showing clinical progress.