Company
Clinical-stage biotechnology company developing RAS-targeted drugs, including daraxonrasib, a KRAS inhibitor studied for pancreatic cancer.
Merck agreed to pay SciBrunch $400 million upfront, in a deal worth up to $2.13 billion, for global rights to SPR2015, an oral KRAS G12D molecular glue. Its efficacy evidence so far comes from mouse tumor models, while rival G12D drugs already report response rates in patients.
Reality
The FDA cleared daraxonrasib on Aug. 26 for patients whose chemotherapy has already failed. The median gain is 6.5 months, and the price has not been disclosed.
Perspective Coverage
3 publishersReality
Revolution Medicines' expanded access program for Rasonque closed immediately on FDA approval, leaving patients still mid-application to wait on insurers whose paperwork moves slower than metastatic pancreatic cancer.
Reality
Moderna's melanoma readout and an FDA approval a week later gave biotech bulls their summer story, though the figure worth underwriting is the calendar behind the RAS drug: money raised in 2012, asset sold in 2018, approval fourteen years on.
Reality
Revolution Medicines' daraxonrasib nearly doubled median overall survival in previously treated patients. Investors sat still anyway, because the unresolved variable is now what payers will absorb.
Reality
Intismeran autogene would arrive with a selection procedure where other drugs have a fixed molecule, and the outside expert STAT asked could not say what the software weighs. That makes the ranking code the hard part of any review.
Reality
Rasonque roughly doubled median survival against a 6.7-month chemotherapy arm in a cancer where nearly every tumor carries a KRAS mutation. Neither condition repeats in the bigger indications.
Reality