Verastem FY Conference Summary Company Overview - **Company**: Verastem (NasdaqCM: VSTM) - **Industry**: Biotechnology, specifically focused on oncology treatments Key Points Commercial Launch in LGSC - Verastem reported strong sales in Q3, indicating good commercial momentum in the launch of their product for Low-Grade Serous Carcinoma (LGSC) [3][4] - The sales force is focused on identifying patients and working with clinical sites to optimize treatment [4][5] - The company aims to keep patients on treatment for an extended duration, with an average treatment duration of 18 months observed in clinical trials [5][6] - Initial patient distribution shows over half coming from large academic centers, with a notable amount from community settings [7][9] Patient Identification and Treatment Strategy - The launch strategy targets 100 institutions where the majority of patients are concentrated [9][10] - Verastem has established partnerships with specialty pharmacies and group purchasing organizations to enhance distribution [10][11] - The company is not planning to expand its sales force, believing current resources are sufficient [11] Off-Label Use and Clinical Data - Majority of prescriptions are for KRAS mutant patients, but some off-label use for KRAS wild-type patients is occurring without reimbursement issues [12][13] - Recent studies indicate a survival advantage for using MEK inhibitors, reinforcing the treatment's efficacy [13][14] NCCN Guidelines and Revenue Guidance - Verastem submitted for NCCN guideline inclusion, with updates expected after the new year [15][16] - The company is cautious about providing revenue guidance, preferring to wait until they have more predictable data [18][19] RAMP 301 Study Adjustments - The RAMP 301 study has seen a slight adjustment in patient enrollment due to a faster-than-expected accrual rate [20][21] - The study's interim analysis suggested adding a small number of patients to ensure robust data collection [22][23] - The final accrual is projected to finish in Q1, with top-line data expected in the second half of 2027 [28][29] Total Addressable Market (TAM) - The total addressable market for LGSC is estimated at $4 billion, with projected peak sales ranging from $200 million to over $600 million [30][31] Pipeline Drug: VS-7375 (KRAS G12D Inhibitor) - VS-7375 is positioned as a best-in-class dual inhibitor, with promising phase I data showing a 69% response rate in lung cancer and 58% in second-line pancreatic cancer [33][41] - The company is focusing on improving tolerability in its U.S. trials by using fed patients and prophylactic antiemetics [42][44] - Ongoing combination studies with other therapies are being explored to enhance treatment efficacy [49][50] Collaboration with GenFleet - Verastem is leveraging data from GenFleet, which holds rights in China, to expedite its own clinical programs [51][52] - Regular collaboration and data sharing are expected to enhance the development of both companies' pipelines [52][53] Additional Insights - The company is optimistic about the potential for accelerated approval paths based on the strong efficacy data observed [41] - There is a growing awareness of LGSC, which may lead to increased patient identification and treatment opportunities [31]

（於開曼群島註冊成立之有限公司） 網站：www.sinobiopharm.com （股份編號：1177） 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完 整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內 容而引致的任何損失承擔任何責任。 1 NF1是由NF1基因突變引起的常染色體顯性遺傳疾病，約佔所有神經纖維瘤病的96%，在中國新生兒 中預估發病率為百萬分之五[2]，2023年9月被納入中國《第二批罕見病目錄》。其中，約30%-60%的 NF1患者會發展為PN，導致疼痛、毀容甚至惡變。目前，手術是主要治療手段，但面臨高難度和易 復發等挑戰。 根據2025年《叢狀神經纖維瘤全病程管理專家共識》，對於無法手術的患者，首選MEK抑制劑進行靶 向治療以控制疾病。MEK抑制劑已證實在兒童患者中有效並有藥物在中國獲批上市，但國內的成人 PN患者目前仍缺乏有效治療藥物，治療需求遠未得到滿足。 TQ-B3234用於治療成人PN的Ⅲ期註冊臨床研究已獲CDE批准。該研究旨在更大規模的患者群體中確 證其療效與安全性，以填補國內治療空白。此次TQ-B323 ...

Core Insights - Immuneering has received a composition of matter patent for atebimetinib, a deep cyclic inhibitor of MEK, which is crucial in cancer signaling pathways [1][3][5] - The Phase 2a study shows that first-line pancreatic cancer patients treated with atebimetinib plus chemotherapy have a 94% probability of surviving 6 months, significantly higher than the 67% survival rate with standard chemotherapy [2] - The patent for atebimetinib is expected to provide exclusivity until August 2042, with potential for extension, supporting the company's strategy to maximize its therapeutic potential across various cancers [3][5][8] Company Overview - Immuneering is a clinical-stage oncology company focused on developing therapies that improve patient outcomes and quality of life [6] - The lead product candidate, atebimetinib, is designed to enhance durability and tolerability in treating MAPK pathway-driven tumors, including pancreatic cancer [6] - The company plans to explore atebimetinib in combination with other therapies for various cancer types [5][9] Intellectual Property Strategy - The granted patent validates the innovative approach of Immuneering and secures key intellectual property for atebimetinib [5] - Additional patent applications are pending, with expiration expected into 2044, further strengthening the company's intellectual property portfolio [8]