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300亿美元天价收购告吹!默沙东(MRK.US)与Revolution(RVMD.US)因价格分歧中止谈判
智通财经网· 2026-01-26 00:13
Group 1 - Merck (MRK.US) has halted acquisition talks with Revolution Medicines (RVMD.US) due to disagreements over the purchase price, which was estimated to value Revolution Medicines at around $30 billion [1] - Merck is seeking to strengthen its treatment portfolio to address an anticipated $18 billion loss in sales over the next five years due to patent expirations, particularly with its key cancer drug Keytruda losing patent protection by the end of this decade [1] - The potential acquisition of Revolution Medicines could provide Merck with access to its experimental drug Daraxonrasib, which is a key asset for the company [1][2] Group 2 - Revolution Medicines is developing Daraxonrasib, an oral targeted drug that acts as a multi-selective inhibitor of RAS, aimed at treating cancers driven by RAS gene mutations [2] - Daraxonrasib is currently being evaluated in four global Phase 3 clinical trials, including three studies focused on pancreatic ductal adenocarcinoma (PDAC) and one on locally advanced or metastatic RAS-mutant non-small cell lung cancer (NSCLC) [2] - The RASolute304 clinical trial, which assesses the safety and efficacy of Daraxonrasib in resectable PDAC patients, has enrolled its first patient and plans to include approximately 500 patients [3] Group 3 - The pancreatic cancer treatment market is projected to expand tenfold to over $3 billion by 2035, driven by Daraxonrasib [3] - Daraxonrasib has been selected by the FDA for a program aimed at accelerating the approval of promising drugs, with expectations for it to be approved by 2026 [3]