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US Biopharmaceuticals: ASCO Preview KOL Call: Unpacking recent PDAC data and ASCO Plenary expectations

发布日期: 2026-05-26研究机构: BofA Global Research报告页数: 3原文语言: 英语证据页码: 1

研报英文原文证据摘录

US Biopharmaceuticals: ASCO Preview KOL Call: Unpacking recent PDAC data and ASCO Plenary expectations

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US Biopharmaceuticals

ASCO Preview KOL Call: Unpacking recent

PDAC data and ASCO Plenary expectations

Invitation

Topic 26 May 2026

The PDAC treatment landscape continues to evolve rapidly, with RAS-targeted therapies Equity

moving closer to potential paradigm-shifting inflection points. We are hosting a United States

conference call with Dr. Michael Pishvaian from Johns Hopkins University, a leading Biopharmaceuticals

KOL in pancreatic cancer actively treating >200 PDAC patients, to discuss his

Related Researchexpectations heading into the upcoming daraxonrasib ASCO Plenary session. We will

also get his outlook on approvability, expected labeling, and real-world uptake dynamics Revolution Medicines: All cylinders firing with

following potential approval. Beyond daraxonrasib, the discussion will also cover recent RAS(ON) franchise, ASCO presentation the

updates for Erasca’s pan-RAS program ERAS-0015 and provide context on emerging next spotlight

data across mutation-specific inhibitors, including the next battlegrounds in KRAS G12D Revolution Medicines: Daraxonrasib delivers

and G12C. We aim to provide investors with a differentiated, clinically grounded for PDAC patients in first of multiple readouts;

PO to $170perspective on how these developments could shape the evolving competitive landscape Revolution Medicines: Several pivotal trial at-

in PDAC. bats with 2L PDAC data on deck; reiterate top

pick

Revolution Medicines: Working throughHost Speaker(s) Date and Time

Alec Stranahan, US SMid-cap Thursday, May 28, 2026 10:00 AM Eastern Time valuation post recent acquisition headlines,

remains top pick

Biotech Analyst, BofA Global

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