NotGenentech

$MRK not messing around - all in on Sac-TMT global Ph3 program summary by MS

Daraxonrasib will probably go down as 2026's biggest medical breakthrough 71% chance it's approved this year!

Stifel on $ERAS data. KOL from MSKCC “KOL mentions that his patients are used to GI tox (i.e., nausea, diarrhea) which are common AEs that are generally well tolerated, but vomiting, seen with daraxonrasib, can be very bothersome. This was pointed out as an AE where ERAS-0015 appears to be numerically differentiating • The KOL was intrigued by early combinability of ERAS-0015 with panitumumab in CRC, but cautioned it is still too early to get overly excited. He said he would never want to combine daraxonrasib with an EGFR mAb, but the n=3 data presented by ERAS suggests ERAS-0015 could be combinable with EGFR mAb. • KOL said , based on his experience with $RVMD daraxonrasib, he would expect Asian patients to have less skin tox versus U.S. patients; thus, he is not fazed by the fact that ERAS only presented U.S. safety. • Regarding the pneumonitis-related death, the KOL seemed unfazed. He said PDAC patients can be incredibly sick and can deteriorate very quickly; while he would need to see this patient's file/scans to make a fair judgment call, he thinks it is possible the death was more related to the patient being very late stage versus a concerning drug-related AE. It is not uncommon for patients to withdraw supportive care at this stage. He also felt the history of cryoablation of pulmonary mets put the patient at high risk. Biologically, there is a known connection between the RAS inhibitor class and this risk, however, he said he has not personally seen a high grade pneumonitis with daraxonrasib likely because of RVMD's enrollment criteria excluding high risk patients