Tango’s MTAP Combo Data Point to Synergistic Activity with Daraxonrasib

研报英文原文证据摘录

Tango’s MTAP Combo Data Point to Synergistic Activity with Daraxonrasib

Flash Note Health Care | Biotechnology / SMID Cap

June 08, 2026

Revolution Medicines, Inc. Cory Kasimov Noah Eisenberg 917-733-5320 212-446-5622

RVMD | $149.23 cory.kasimov@evercoreisi.com noah.eisenberg@evercoreisi.com

Outperform | Target Price/Base Case: $200.00 Johnny Phan Joshua Chazaro, MD

Commentary 646-705-1846 917-750-5601

johnny.phan@evercoreisi.com joshua.chazaro@evercoreisi.com

TNGX’s Ph1/2 update of vopimetostat + RVMD’s RAS(ON) inhibitors is incrementally positive for RVMD. The data

demonstrates synergy between PRMT5i and RAS inhibition in MTAP-del pancreatic cancer, which is present in ~40%

of PDAC and 15% of NSCLC cases. The vopimetostat + daraxonrasib profile showed both depth and early durability,

with 90% 6-mo PFS despite a meaningful 3L mix. Importantly, we think this represents an interesting opportunity to

increase the durability of daraxon in PDAC patients and could enable a chemo free option in the 1L for MTAP-del

patients. Reit OP.

Key takeaways:

• Vopimetostat + daraxon appears synergistic with promising efficacy. The combination delivered a 92%

ORR/100% DCR in MTAPdel 2/3L PDAC. This compares favorably to RASolute 302 daraxon monotx ITT data in 2L

PDAC with a ~32% ORR and mPFS of 7.2mos and ~56% 6-mo PFS. Importantly 65% of vopimetostat +

daraxonrasib PDAC treated patients had 2 prior lines of therapy. Vopimetostat + zoldon in PDAC also looked

active at 52% ORR/96% DCR. Combined 2/3L PDAC ORR was 64%/DCR 97%, supporting the PRMT5 + RAS(ON)

synergy thesis. NSCLC efficacy for vopimetostat + daraxon also looks promising but early with 100% (3/3) ORR.

• Combination uses a lower daraxon dose due to increased exposure in combination with vopimetostat. DL1 uses