Leerink says competitor data suggest promising view for Revolution’s zoldonrasib

Leerink analyst Jonathan Chang says that following Verastem (VSTM)/GenFleet’s interim data presentation for their KRAS G12D inhibitor program, the firm continues to view Revolution Medicines’ (RVMD) zoldonrasib as well-positioned in the competitive landscape. Leerink notes that Outperform-rated Revolution is evaluating zoldonrasib in several Phase I/II trials. Separately, the firm hosted a pulse call with a MEDACorp NSCLC key opinion leader that, among other topics, discussed this data readout and its readthrough to Revolution’s programs. At a high level, its MEDACorp KOL was encouraged by the response rate shown by VS-7475/GFH375, but they also acknowledged the caveat that the number of patients reported in the study is still small, making it difficult to compare trials from this limited patient population. Taken together, Leerink sees this update as supportive of the KRAS G12D inhibitor class as a whole and as continuing to position zoldonrasib favorably within the competitive landscape in NSCLC.