Zifto + IC Impresses at EHA

研报英文原文证据摘录

Zifto + IC Impresses at EHA

atient population compared to expansion cohorts. Regarding

tolerability, the combination of 7+3 and zifto resulted in just four cases of G3

differentiation syndrome and three cases of G3 QTc prolongation, with none of

the QTc prolongation cases assessed as a result of ziftomenib; notably, ziftomenib

did not delay neutrophil or platelet count recovery, and no Grade 4 differentiation

syndrome or QTc events were reported, which we continue to view as a meaningful

differentiator relative to revumenib in the combination setting. Overall, we believe

this data further validates the combination of zifto and 7+3 in patients with newly

diagnosed AML; as a reminder, the combination continues to be investigated in the

Ph 3 KOMET-017-IC trial, which could allow for accelerated review by the FDA in

2028. Reiterating OUTPERFORM and our $36 PT.

● Relevant to KURA, SNDX presented initial revumenib + IC data from an

albeit smaller, earlier-stage trial (Aldoss et al., EHA 2026). In 26 efficacy-

evaluable patients with either NPM1m (lacking FLT3m), KMT2A-r, or NUP98-

r AML enrolled across two dose levels (n=12 DL1, 110/220 mg; n=14 DL2,

160/270 mg), CRc was 100% (12/12) at DL1 and 85.7% (12/14), alongside

CR of 91.7% (11/12) and 78.6% (11/14), respectively; further, MRD-negativity

was achieved in all 8 patients tested at DL1, and 7/10 patients tested at DL2.

Regarding tolerability, G3+ TEAEs related to revumenib occurred in 38% and

44% of patients at each dose level, respectively, which notably included anemia

and neutrophil count decrease; dose reductions/discontinuations occurred in

15% (n=2) and 23% (n=3) patients at DL1, respectively, and one patient died on

treatment at DL2. Overall, while noting cross trial comparison caveats, we view