Revolution Medicines' Early-Data Validation For Cancer Program Wins Price Target Boost By This Analyst
Revolution Medicines' Early-Data Validation For Cancer Program Wins Price Target Boost By This Analyst
革命醫療對癌症計劃的早期數據驗證贏得了該分析師的價格目標提升
- Needham increased the price target for Revolution Medicines Inc (NASDAQ:RVMD) from $32 to $38 with a Buy rating.
- In its Q4 earnings release, Revolution shared Early clinical data on RMC-6236. The company said initial pharmacokinetics, molecular, radiographic, and tolerability/safety data provide encouraging evidence.
- Consistent with its preclinical profile, RMC-6236 exhibited promising preliminary antitumor activity against multiple tumor types and genotypes.
- One patient with KRASG12D NSCLC treated with 80 mg achieved a partial response (PR) on the first re-staging scan. One patient with metastatic KRASG12D pancreatic cancer who progressed following a third course of chemotherapy received RMC-6236 80 mg daily and tolerated it well.
- At six weeks, all three tumor lesions were reduced 17% in size. At 12 weeks, all three residual lesions were barely detectable, and the patient achieved a 70% reduction and PR.
- The company plans to provide further evidence of first-in-class single-agent activity for RMC-6236 in mid-2023.
- Cash, cash equivalents, and marketable securities were $644.9 million.
- Needham writes that the data indicate a clean safety profile for doses up to 120mg QD with no grade ≥3 AEs and no DLTs so far.
- The analyst notes promising early efficacy with all 12 evaluable patients having either stable disease or partial response.
- Responses seem to be improving with the higher dose, as seen in the PRs at the 80mg dose, while data is more limited for the 120mg dose compared to the lower doses.
- Price Action: RVMD shares are up 14% at $27.78 on the last check Tuesday.
- 李約瑟 增加了目標的價格 革命藥品公司 （納斯達克：RVMD）從 32 美元到 38 美元的「買入」評級。
- 在其第四季度收益發布中， 共享革命 有關 RMC-6236 的早期臨床數據。該公司表示，最初的藥代動力學，分子，放射學和耐受性/安全性數據提供了令人鼓舞的證據。
- 與其臨床前特徵一致，RMC-6236 對多種腫瘤類型和基因型表現出有前景的初步抗腫瘤活性。
- 一名 KRASG12D NSCLC 接受 80 毫克治療的患者在第一次重新分期掃描時實現了局部反應（PR）。一名患有轉移性 KRASG12D 胰腺癌的患者，該患者在化療第三療程後進展，每天接受 RMC-6236 80 毫克，並且耐受性良好。
- 在六個星期內，所有三種腫瘤病變的大小減少了 17％。在 12 週時，幾乎無法檢測到所有三種殘留病變，患者減少了 70％ 和 PR。
- 該公司計劃在 2023 年中期為 RMC-6236 提供一流的單一代理活動的進一步證據。
- 現金、現金等價物和有價證券為 644.9 百萬美元。
- 尼德姆寫道，這些數據表明，劑量高達 120 毫克 QD，沒有 ≥3 級 AES 和迄今為止沒有 DLT 的乾淨安全配置文件。
- 分析師指出，所有 12 名可評估患者均具有穩定疾病或局部反應，具有前途的早期療效。
- 反應似乎正在改善與更高劑量, 如在 80 毫克劑量 PRs 中看到, 而數據是更有限的 120 毫克劑量相比較低劑量.
- 價格行動： 在上次檢查星期二，RVMD 股價上漲了 14%，報 27.78 美元。
譯文內容由第三人軟體翻譯。
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