@keisan_15 $rvmd sues $eras arguing they have the same molecule. $eras present safety concerns. $rvmd 😶🌫️
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personofinterest
229 posts
@BioSyncopation $rvmd sues $eras arguing they have the same molecule. $eras present safety concerns. $rvmd 😶🌫️
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@BiotechPort $rvmd sues $eras arguing they have the same molecule. $eras present safety concerns. $rvmd 😶🌫️
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$ERAS $ANL
$ERAS were idiots how they played this game. Should not have been dragged into $RVMD scenario and be reactive. Should have waited and released mature data.
But to say that Big Pharma will just give up a $10-15B market and leave it all to $RVMD is ridicules.
Saying "RVMD will get approved first and take the whole market" is plain stupid. Never happened before.
There are many strategies Big Pharma can play with: first line, combinations.....
There is no way, because there is just no way. that this market will be left to $RVMD to play in alone.
And there are only two ways you can play this theme in public markets : $ANL or $ERAS.
All in all I think $ANL is the winner from the late $RVMD - $ERAS debacle.
Ohad Hammer@ohadhammer
Putting criticism about timing and data presentation aside, $ERAS' ERAS-0015 seems very similar to $RVMD's daraxonrasib imo. ERAS-0015 is more potent which explains the lower exposure required for efficacy (and associated with on target toxicity of course). It might have a slight advantage on GI side effects (to be seen) but other than that it is likely to have a similar therapeutic index. If we compare just the PDAC data sets, $ERAS reported 4 PRs in 21 patients (~19% ORR) in the US at relevant doses which is lower than dara's 35% ORR but that gap will likely close with more follow up as $ERAS has multiple near PRs at the first scan than can convert in the future (They need 3 such conversions to reach 33% ORR). The limited follow up probably has a confounding effect on safety as well (longer treatment typically leads to more side effects) which should take $ERAS to a similar dose interruption/reduction rate in the future. Gr5 pneumonitis case requires attention but it could be an isolated case. Is $ERAS cheap at $3B? Not sure but for pharmas who cannot afford or simply won't get $RVMD this is the closest fast follower program that could be P3 ready later this year. *no position in stocks mentioned *
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@AppleHelix $rvmd sues $eras arguing they have the same molecule. $eras
present safety concerns. $rvmd
😶🌫️
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@a_a_free $rvmd sues $eras arguing they have the same molecule. $eras present safety concerns. $rvmd 😶🌫️
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@wboscoho according to the lawsuit filed by $RVMD, $ERAS has the same molecule but now they are moving away not to have the same safety concerns on daraxsonrasib... they can't have it both 🤔
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@Quantumup1 according to the lawsuit filed by $RVMD, $ERAS has the same molecule but now they are moving away not to have the same safety concerns on daraxsonrasib... they can't have it both 🤔
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TD Cowen reiterated a Buy rating on $RVMD, and said: $ERAS's much awaited Ph 1 data demonstrate clear activity but do not inspire much conviction for a best in class therapy.
$IMRX TGNX ANL VSTM BBOT
TD Cowen added—Headline ORRs may be numerically above darax but the mixed Chinese/U.S. datasets (PDAC ORR in China=41%; US=14%), patient exclusions, and safety reporting (pneumonitis) leaves many questions.
We continue to view RVMD as the clear leader and remain at Buy.
Revolution's nearest competitor in the pan-RAS space Erasca disclosed that Revolution has alleged its lead asset ERAS-015 infringes upon Revolution's IP.
Alongside this disclosure the company accelerated plans for the release of initial data from ERAS-015's dual Chinese and U.S. Phase I trials from the previously guided mid-May to this evening.
While the initial data disclosure shows that ERAS-015 is clearly active in RAS+ solid tumors, we see little convincing data that ERAS-015 is positively differentiated vs. daraxonrasib and several datapoints (U.S. ORRs, pneumonitis, etc.) that suggest it may even prove inferior either as a monotherapy or as a combination agent.
Consequently, we continue to believe Revolution is poised to dominate the care of pancreatic cancer (and possibly RAS+ tumors more broadly) for the foreseeable future.
quantumup@Quantumup1
Mizuho⬆️the PT on $RVMD to $185 from $!40, reiterated at Outperform, and said that it now models 2035🌐risk-adj'd PDAC revenue of $14B. $IMRX ERAS TGNX ANL VSTM $BBOT Mizuho said in its note: Following last week's unprecedented survival benefit from RASolute 302 of daraxonrasib in 2L pancreatic cancer (PDAC), and now updated data for daraxonrasib (+/- GnP) in 1L PDAC, we raise our PT to $185 from $140 as we take up our PDAC PoS (80% -- >90%) and accelerate the trajectory of adoption in 1L/2L PDAC. While updated 1L PDAC didn't provide PFS/OS curves (immature with medians not reached), 6-month landmark analyses for both regimens compare very favorably to historical GnP (see pages 3 and 4 for data comps). Together with the performance of daraxonrasib in 2L, we see the opportunity in 1L PDAC and the now ongoing RASolute 303 study as extremely well-positioned and supportive of the now $14B we model in risk-adjusted 2035 WW PDAC revenues. Reiterate Outperform.
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@Pharmdca according to the lawsuit filed by $RVMD, $ERAS has the same molecule but now they are moving away not to have the same safety concerns on daraxsonrasib... they can't have it both 🤔
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$RVMD up 10% while $ERAS nearly down 43% since company rushed to post data yesterday
Pharmdca@Pharmdca
$RVMD is a buy for long term investors
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@PersimmonTI according to the lawsuit filed by $RVMD, $ERAS has the same molecule but now they are moving away not to have the same safety concerns on daraxsonrasib... they can't have it both 🤔
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$ERAS $RVMD
Against my better judgment, listened to the $ERAS cc on my way home last night, and just all over the place — seemed at once rushed and pedantic: how many times do you have to remind us that the data include unconfirmed responses as if that’s some kind of badge of honor?
And:
$ERAS — we will not share our Chinese safety data because it’s not apples to apples with US reporting of AEs.
$ERAS — take a look at this Chinese efficacy data, which corroborates our small N US efficacy.
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@AppleHelix according to the lawsuit filed by $RVMD, $ERAS has the same molecule but now they are moving away not to have the same safety concerns on daraxsonrasib. they can't have it both 🤔
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It is interesting that $RVMD darax NSCLC trial design excludes patients with history of ILD or Pneumonitis in their protocol according to CT.gov.
But $ERAS trial did not have this exclusion.
I wonder if $RVMD PDAC trial also had this exclusion criteria for lung metastasis (prob too nuanced to put in CT.gov)
clinicaltrials.gov/study/NCT06983…
clinicaltrials.gov/study/NCT06162…
Jing Liang 🇺🇦@AppleHelix
To be fair to $ERAS, $RVMD also reported a grade 4 pneumonitis in the footnote. sec.gov/Archives/edgar…
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@business according to a lawsuit filed by $RVMD, $ERAS has the same molecule but not the same safety concerns of daraxsonrasib? they can't have it both 🤔
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Erasca shares plunged up to 55% Tuesday after a trial patient withdrew and later died following severe treatment-related side effects bloomberg.com/news/articles/…
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@broheim777 according to $RVMD, $ERAS has the same molecule but not the same safety concerns of daraxsonrasib? they can't have it both 🤔
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@biotechsanya2 according to $RVMD, $ERAS has the same molecule but not the same safety concerns of daraxsonrasib? they can't have it both 🤔
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@bullishbruk according to $RVMD, $ERAS has the same molecule but not the same safety concerns of daraxsonrasib? they can't have it both 🤔
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I hear you—biotech can be a battlefield, especially with a Phase 1 play like $ERAS facing legal scrutiny from $RVMD. Charts are easily manipulated to look however the shorts want them to, so it really comes down to high-conviction holding.
I’m staying the course with $IBRX because I believe in the science behind ANKTIVA. No matter what the shorts try, I’m buying the dips. It’s only a matter of time; those same shorts were piling in at $2, and with over 120M shares short then and current 140M, their average is likely in the low $4s. They’re sitting on massive losses, and I’m happy to keep adding while they sweat it out. @alc2022 @DrPatrick
Andrew O'Connell, CFA, FRM@realpristinecap
$ERAS this is why I never trade biotech stocks, no matter how good the chart looks -42% in premarket on a treatment-related death
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@cintrix26 @SueWallSt according to $RVMD, $ERAS has the same molecule but not the same safety concerns of daraxsonrasib? they can't have it both 🤔
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@SueWallSt $ERAS also received letter from RevMed that claimed infringement
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@MarcJacksonLA according to $RVMD, $ERAS has the same molecule but not the same safety concerns of daraxsonrasib? they can't have it both 🤔
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$RVMD $ERAS
Revolution levels legal threat on Erasca as pancreatic cancer rivalry heats up
- Fresh off a major clinical win, Revolution Medicines alleges that Erasca’s pancreatic cancer drug infringes on key patent protections and that the rival has “improperly compared” the companies’ assets publicly.
biospace.com/drug-developme…
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@bioinvestor24 according to $RVMD, $ERAS has the same molecule but not the same safety concerns of daraxsonrasib? they can't have it both 🤔
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People here who keep repeating $ERAS late to certain indications have not looked at history of cancer drug development.
Taxetere came years after taxol. Infinzi years after opdivo.
$ERAS could even run H to H trials against $RVMD in any indication and win on nausea and vomiting alone. If not efficacy. Who wants to vomit with metastatic cancer.
In pancreatic cancer alone there is 1 L , adjuvant and neo adjuvant. 2L will become obsolete soon.
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@canoebrookbl according to $RVMD, $ERAS has the same molecule but not the same safety concerns of daraxsonrasib? they can't have it both 🤔
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$eras, most investors do not understand the implications of pneumonitis (G3-G5) this early in PDAC (not NSCLC). 1st line chemo combo is a concern for overlapping pneumonitis and L2 PDAC blocked. Also BPs kill any deals with pneumonitis this early in dev.
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@threadanddoc same molecule but not the same safety concerns from $RVMD daraxsonrasib 🤔
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