Gritstone Bio

Gritstone bio's Phase 2 study of GRANITE vaccine in advanced colorectal cancer shows 21% relative risk reduction of disease progression or death, with 33% of patients remaining progression-free. The vaccine's efficacy is more pronounced in patients with low disease burden, and it has a favorable safety profile. Gritstone plans to discuss PFS data with the FDA for potential Phase 2 or 3 trials. Despite promising results, financial challenges persist, with a net loss of $23 million in Q2 and concerns about cash reserves.

The KRAS Inhibitors market is poised for significant growth driven by increasing cancer incidence, treatment access, and a robust pipeline. The market size in the 7MM was $500 million in 2023, expected to rise by 2034. KRAZATI (adagrasib) is projected to outperform LUMAKRAS (sotorasib) in revenue. The US leads in KRAS mutation cases in NSCLC, with 46% of 7MM cases. Competition in G12C NSCLC is intensifying, with Chinese biotechs entering the KRAS space. Despite G12D being the most prevalent KRAS variant, G12C is the primary target in colorectal cancer. KRAZATI is the first KRAS inhibitor approved for KRAS G12C-mutant colorectal cancer. Pancreatic cancer, with 60-90% KRAS mutations, presents a significant market opportunity. Pan-KRAS drugs, targeting multiple mutations, offer broad market potential. Key companies include Novartis, Roche, Genentech, and Mirati Therapeutics. Emerging therapies like JDQ443, Divarasib, and Avutometinib are expected to reshape the market. The KRAS inhibitor market is evolving, driven by high unmet needs, competitive drug development, and regulatory approvals.

CoherentMI's report on the RNA Therapeutics Market projects it to grow from US$2.5M in 2024 to US$948M by 2031, at a CAGR of 68%. The market leverages RNA interference and antisense technologies for gene expression modulation, targeting hereditary disorders, cancer, and infectious diseases. Key players include Alphavax, Arcturus Therapeutics, Atyr Pharma, and Gritstone Bio. The market is driven by increasing R&D investments and demand for precision medicine.