US Biopharmaceuticals: Tango data adds another positive PDAC combo signal for RVMD and ERAS

研报英文原文证据摘录

US Biopharmaceuticals: Tango data adds another positive PDAC combo signal for RVMD and ERAS

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US Biopharmaceuticals

Tango data adds another positive PDAC

combo signal for RVMD and ERAS

Industry Overview

PRMT5 plus RAS sharpens PDAC combo narrative 08 June 2026

Tango’s (uncovered) initial vopimetostat plus daraxonrasib data are constructive external Equity

validation for the broader RAS inhibitor category, with 92% ORR and 90% 6-month PFS United States

in MTAP-deleted, RAS-mutant PDAC, albeit from an early Phase 1/2 dataset. We view Biopharmaceuticals

the update as most important for what it says about the next leg of the PDAC debate, Alec W. Stranahan

namely that RAS inhibitors may move from single-agent targeted therapies into Research Analyst

backbone agents for rational combinations. The data also supports the idea that BofAS+1 646 743 2109

chemotherapy-free approaches in molecularly selected PDAC could be clinically credible, alec.stranahan@bofa.com

particularly if durability holds and tolerability remains manageable. For the group, this

shifts the narrative incrementally toward combinations, first-line positioning, and

Abbreviations:improved pan-RAS safety with material efficacy benefits through down-dosing.

AE: adverse event

RVMD gets another validation point ahead of launch CRC: colorectal cancer

DoR: duration of responseFor RVMD, the Tango update is a positive look at low-dose daraxonrasib as a RAS

EAP: expanded access protocolbackbone and follows closely after RASolute 302 established daraxonrasib as the

MTAP: methylthioadenosinebenchmark in 2L PDAC (see our thoughts at ASCO). Combinations are the next item in

phosphorylasethe expansion story, which should help support 1L PDAC and NSCLC upside ahead of