来源：市场资讯 有媒体称，其他大型制药集团仍在关注Revolution Medicines，不排除出现其他竞购者的可能，因此交易 结果尚未尘埃落定。若默沙东成功收购Revolution Medicines，这将是近三年来制药行业最大规模的交易 ——此前纪录是辉瑞以430亿美元收购癌症生物技术公司Seagen。 默沙东旗下重磅抗癌药物Keytruda的专利将在2030年前到期，该公司通过自主研发及重大并购（如以 115亿美元收购Acceleron公司，获得其肺动脉高压治疗药物Winrevair）使后期研发管线规模自2021年以 来增长近三倍。 若与Revolution Medicines达成协议，默沙东有望获得其处于后期临床试验阶段的实验性药物 Daraxonrasib。该药物已获美国食品药品监督管理局（FDA）快速通道审查资格，主要靶向RAS基因的 多种突变，这些突变是包括部分胰腺癌、肺癌和结直肠癌在内的多种癌症的常见驱动因素。 据瑞穗证券分析师预计，到2035年，Revolution Medicines旗下RAS抑制剂产品组合在全球的风险调整后 销售额有望超过100亿美元。 默沙东洽谈收购癌症药物开发商，交 ...

此外，Wolfe Research还将其对艾伯维(ABBV.US)的股票评级由"跑赢大盘"下调至"与同行表现一致"，同 时取消了此前给予该股的275美元目标价。分析师认为，该公司股价已充分反映了其新一代免疫产品 Skyrizi和Rinvoq的优异表现。在关节炎重磅药物Humira遭遇专利悬崖后，这两款产品已成为艾伯维免疫 与炎症产品组合的主导力量。 基于医生的反馈意见，分析师预计，到2029年，默沙东将把41%的Keytruda静脉注射版收入转化为其新 近获批的皮下注射版本Qlex。她因此将Keytruda产品线在2030年的收入预测上调至较市场一致预期高出 60亿美元。此外，分析师认为，凭借近期包括收购抗病毒药物开发商Cidara Therapeutics在内的并购交 易，默沙东正处于一个催化剂密集的阶段，并且"在具有增厚收益效应的并购推动下，有望实现突破性 表现"。 值 得 一 提 的 是 ， 据 报 道 ， 默 沙 东 正 在 洽 谈 收 购 专 注 于 癌 症 领 域 的 生 物 技 术 公 司 Revolution Medicines(RVMD.US)。该报道援引知情人士消息称，双方讨论的交易价格在 ...

智通财经APP获悉，据报道，默沙东(MRK.US)正在洽谈收购专注于癌症领域的生物技术公司 Revolution Medicines(RVMD.US)。该报道援引知情人士消息称，双方讨论的交易价格在280亿美元至 320亿美元之间。若交易达成，这将成为自2023年底辉瑞(PFE.US)以430亿美元收购Seagen以来规模最大 的制药行业交易之一。受此消息提振，截至发稿，Revolution Medicines周四美股盘后大涨超15%。 根据行业研究的数据，在Daraxonrasib的带动下，到2035年，胰腺癌治疗药物市场的规模可能会扩大十 倍，达到30亿美元以上。去年10月，美国食品药品监督管理局(FDA)选择Daraxonrasib参加了一项旨在 帮助有前景的药物加速获批的新凭单计划。行业研究称，Daraxonrasib预计最快将在2026年获批上市。 通常情况下，每年1月制药公司之间的并购交易会明显升温，因为生命科学行业的企业会齐聚旧金山， 参加一年一度的摩根大通医疗健康大会(JPMorgan Healthcare Conference)——该会议被视为并购交易的 温床。根据行业研究的分析，Revol ...

| 厨局: 112.43 | JS | | --- | --- | | 最低: 94.52 | Bf | | 52周最高: 112.43 | 트 | | 52周最低: 29.17 | में मे | | 每股收益: -4.97 | 服 | | 每股净资产: 8.42 | 服 | | 机构持股: -- | B | 1月9日， Financial T imes 报道默沙 东正在与Revolution Medicines（ RVMD ）讨论收购事宜， 价 格范围为280亿美元~320亿美元。 R VMD美股盘后大涨17.24%，市值达到约243亿 美元。然而就在两 天前谣传艾伯维要收购RVMD，后者股价也暴涨，后艾伯维予以否认。 这表明制药行业正在进行战略扩张。默沙东的财务状况稳健，盈利能力强大，资产负债表 稳健。估值指标显示，默沙东的估值合理，市场情绪稳定。RVMD的RAS抑制剂组合资产 预计销售峰值超1 0 0亿美元。 | COMPOUND | FOCUS | STUDY DETAILS | | EARLY CLINICAL DEVELOPMENT | REGISTRATIONAL TRIAL | | --- ...

Erasca Inc. (NASDAQ:ERAS) shares on Wednesday jumped close to 60% to $6.12. On Thursday, the stock fell as low as $4.33. • Erasca shares are advancing steadily. Why is ERAS stock trading higher?The movement came in reaction to a rumored deal, wherein AbbVie Inc. (NYSE:ABBV) was reportedly in advanced talks to buy cancer-drug biotech Revolution Medicines, Inc. (NASDAQ:RVMD) .The Wall Street Journal report on Wednesday noted Revolution had drawn interest from other bidders, citing people familiar with the mat ...

据悉，Revolution Medicines正在研发的泛RAS抑制剂RMC-6236(通用名为Daraxonrasib)是该公司拥有的 关键资产。Daraxonrasib这款前沿药物是一种口服靶向药、一种直接作用的RAS(ON)多选择性抑制剂， 用于治疗由RAS基因突变驱动的癌症。它直接作用于处于激活状态的RAS蛋白，阻断RAS与下游信号蛋 白的结合，从而抑制RAS信号通路的持续激活，减缓肿瘤细胞的生长和增殖。Daraxonrasib靶向常见的 致癌性RAS突变，包括G12X、G13X和Q61X突变，这些突变是胰腺导管腺癌(PDAC)、非小细胞肺癌 (NSCLC)和结直肠癌(CRC)等主要癌种的重要驱动因素。 智通财经APP获悉，艾伯维(ABBV.US)表示，该公司没有就收购专注于癌症领域的生物技术公司 Revolution Medicines(RVMD.US)进行谈判。受此消息影响，Revolution Medicines周三美股盘后跌逾 6%。 周三有报道称，艾伯维正在就收购Revolution Medicines进行"深入"谈判，该交易对后者这家尚未有产品 上市的公司估值可能超过200亿美元。受此消息 ...

On Target to Outsmart Cancer November 2025 © 2025 Revolution Medicines, Inc. 2 Legal Disclaimer This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act. All statements other than statements of historical facts contained in this presentation, including statements regarding our future results of operations and financial position, business strategy, prospective products, availability of funding, ability to manage existing collaborations and estab ...

Pipeline and Clinical Development - Daraxonrasib, a multi-selective RAS(ON) inhibitor, is being evaluated in a Phase 3 trial for 2L metastatic PDAC and has planned Phase 3 initiations for 1L metastatic and adjuvant resectable PDAC [15] - Elironrasib, a G12C-selective inhibitor, shows promising antitumor activity in previously treated RAS G12C NSCLC, with an objective response rate (ORR) of 56% (20 out of 36 patients) and a disease control rate (DCR) of 94% (34 out of 36 patients) at 200 mg BID [40] - Zoldonrasib, a G12D-selective inhibitor, demonstrates initial activity in previously treated KRAS G12D NSCLC, with an ORR of 61% (11 out of 18 patients) and a DCR of 89% (16 out of 18 patients) at 1200 mg QD [72] Daraxonrasib Clinical Data - In 2L PDAC patients treated with daraxonrasib at 300 mg daily, the median PFS was 85 months in RAS mutant patients, and the OS rate at 6 months was 97% [24] - In 2L/3L RAS G12X NSCLC patients treated with daraxonrasib at 120-220 mg daily, the median PFS was 98 months and the median OS was 177 months [28] - Daraxonrasib combined with pembrolizumab +/- chemotherapy in 1L RAS mutant NSCLC showed an ORR of 60% and a DCR of 90% in patients with TPS < 50%, and an ORR of 86% and a DCR of 100% in patients with TPS ≥ 50% [32] Financial Position - The company has a strong financial position with $21 billion in cash, cash equivalents, and marketable securities as of June 30, 2025 [119] - The company anticipates a 2025 GAAP Net Loss of $103 - $109 Billion [119]

Pipeline and Focus - Revolution Medicines' pipeline is led by three clinical-stage RAS(ON) inhibitors: Daraxonrasib (MULTI), Elironrasib (G12C), and Zoldonrasib (G12D)[6, 15] - The company's strategy is to maximize the impact of its RAS(ON) inhibitor portfolio by commercializing daraxonrasib initially in late-stage disease and developing RAS(ON) inhibitors in earlier lines of therapy[18, 19] - Revolution Medicines is also innovating for patients by producing new, differentiated drug candidates, including RMC-5127 (G12V-selective inhibitor) and next-generation programs[19, 15] Daraxonrasib (MULTI) - In 2L patients with KRAS G12X PDAC treated with daraxonrasib at 300 mg daily, the median PFS was 8.8 months, and the OS rate at 6 months was 100%[24] - In 2L/3L patients with RAS G12X NSCLC treated with daraxonrasib at 120-220 mg daily, the median PFS was 9.8 months, and the median OS was 17.7 months[28] - In 1L RAS mutant NSCLC patients treated with Daraxonrasib 100-200 mg + Pembrolizumab + Chemotherapy, the ORR was 60% and the DCR was 90% in the TPS < 50% subgroup[32] - In 1L RAS mutant NSCLC patients treated with Daraxonrasib 200 mg + Pembrolizumab, the ORR was 86% and the DCR was 100% in the TPS ≥ 50% subgroup[32] Elironrasib (G12C) - In previously treated RAS G12C NSCLC patients, Elironrasib (200 mg BID) showed an ORR of 56% and a DCR of 94%[40] - In previously treated RAS G12C NSCLC patients, Elironrasib (200 mg BID) showed a median PFS of 9.9 months[40] - In 1L RAS G12C NSCLC patients with TPS ≥ 50%, Elironrasib 200 mg BID + Pembrolizumab showed an ORR of 100% and a DCR of 100%[45] - In CRC patients previously treated with KRAS(OFF) G12C inhibitor, Elironrasib + Daraxonrasib doublet showed an ORR of 25% and a DCR of 92%[51] - In 2L+ NSCLC patients following G12C(OFF) inhibitor, Elironrasib showed an ORR of 42% and a DCR of 79%[55] - In 2L+ NSCLC patients following G12C(OFF) inhibitor, Elironrasib + Daraxonrasib showed an ORR of 62% and a DCR of 92%[56] Zoldonrasib (G12D) - In previously treated patients with KRAS G12D PDAC treated with 1200 mg daily dose, the ORR was 30% and the DCR was 80%[67] - In previously treated patients with KRAS G12D NSCLC treated with 1200 mg QD, the ORR was 61% and the DCR was 89%[72] Financials - Revolution Medicines has $2.1 billion in cash, cash equivalents, and marketable securities as of June 30, 2025[119] - The company anticipates a 2025 GAAP Net Loss of $1.03 – $1.09 billion, including $115 million to $130 million in non-cash stock-based compensation expense[119] - Royalty Pharma partnership bolsters financial position by providing $2 billion in flexible committed capital[116]