Revolution Medicines (NasdaqGS:RVMD) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsAlan Sandler - Chief Development OfficerAnthony Mancini - Chief Global Commercialization OfficerAsthika Goonewardene - Managing Director, Equity ResearchJack Anders - CFOMark A. Goldsmith - Chairman and CEOPoorna Kannan - Biotech Equity Research AssociateRyan Aase - Senior Vice President of Corporate AffairsSteve Kelsey - President, Research and DevelopmentWei Lin - Chief Medical OfficerConference Ca ...

Revolution Medicines (NasdaqGS:RVMD) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsAlan Sandler - Chief Development OfficerAnthony Mancini - Chief Global Commercialization OfficerAsthika Goonewardene - Managing Director, Equity ResearchJack Anders - CFOMark A. Goldsmith - Chairman and CEOPoorna Kannan - Biotech Equity Research AssociateRyan Aase - Senior Vice President of Corporate AffairsSteve Kelsey - President, Research and DevelopmentWei Lin - Chief Medical OfficerConference Ca ...

Revolution Medicines (NasdaqGS:RVMD) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Speaker15Good day, and thank you for standing by. Welcome to Revolution Medicines' fourth quarter 2025 earnings conference call. After the speaker's presentation, there will be a question-and-answer session. To ask a question during your session, you will need to press star 11 on your telephone. You will then hear an automated message advising that your hand is raised. To withdraw your question, please press star 11 aga ...

On track for readout of RASolute 302, a Phase 3 trial of daraxonrasib in second line metastatic PDAC, in first half of 2026Continues to advance broad late-stage pipeline, with five ongoing Phase 3 trials and three additional Phase 3 trials planned to initiate in 2026Expects to substantially complete enrollment in RASolve 301, a Phase 3 trial of daraxonrasib in previously treated NSCLC, this yearInitiated RASolute 305, the first Phase 3 trial for zoldonrasib, in first line metastatic PDAC harboring a RAS G12 ...

Summit Therapeutics (NasdaqGM:SMMT) Q4 2025 Earnings call February 23, 2026 04:30 PM ET Company ParticipantsAllen Yang - Chief R&D Strategy OfficerDave Gancarz - Chief Business and Strategy OfficerJosh Schimmer - Senior Managing Director and Leader in Biotechnology Equity ResearchMaky Zanganeh - Co-CEO and PresidentManmeet S. Soni - COO and CFOMark Schwartz - Vice ChairmanRobert Duggan - Co-Chief Executive Officer and Chairman of the BoardConference Call ParticipantsAsthika Goonewardene - Managing Director ...

Summit Therapeutics (NasdaqGM:SMMT) Q4 2025 Earnings call February 23, 2026 04:30 PM ET Speaker10Good afternoon, welcome to Summit, Summit Therapeutics Q4 and year-end 2025 earnings call. All participants will be in listen-only mode until the question and answer session portion of this call. We do not expect any technical difficulties today. However, in the event that we lose the webcast connection and are unable to provide any updates, please wait up to 10 minutes for resolution. Please refer to the compan ...

Summary of Tango Therapeutics Conference Call Company Overview - **Company**: Tango Therapeutics (NasdaqGM:TNGX) - **New CEO**: Malte Peters, who has been a board member since 2018 and emphasizes continuity in strategy following the transition from former CEO Barbara. Key Priorities and Strategic Focus - **Regulatory Approval**: The primary focus is to achieve regulatory approval for vopimetostat, either as a monotherapy or in combination with RAS inhibitors [4][5]. - **Clinical Development**: Transitioning Tango into a late-phase drug development company is a key priority, with a pivotal trial protocol developed for second-line pancreatic cancer [4][6]. Clinical Trials and Data - **Pivotal Trial for Pancreatic Cancer**: A pivotal trial protocol for second-line pancreatic cancer has been developed, with positive feedback from the FDA regarding trial design and statistical analysis [6][11]. - **Combination Trials**: A combination trial of vopimetostat with RevMed's RAS inhibitors (daraxonrasib and zoldonrasib) has been initiated, showing early signs of clinical activity [6][16]. - **Monotherapy Study**: A 300-patient study is planned, focusing on progression-free survival (PFS) and overall survival [9][12]. - **Promising Data**: Previous monotherapy data indicated a 25% overall response rate (ORR) and approximately 7 months PFS in pancreatic cancer [12]. Market and Competitive Landscape - **Global Trial Design**: The study will be conducted globally, including the USA, Europe, and Asia Pacific, to enhance patient recruitment [11]. - **Chemo-Free Regimen**: There is significant interest in developing a chemotherapy-free regimen for pancreatic cancer, which could greatly benefit patients [37][41]. - **Comparison with Competitors**: Tango is pursuing a different strategy than competitors like BMS, focusing on non-chemotherapy combinations due to scientific and financial considerations [40][41]. Future Directions and Opportunities - **Expansion into Other Tumor Types**: The company is exploring opportunities in other tumor types with MTAP deletions, showing promising signals in head and neck cancer [45][46]. - **TNG456 Development**: The TNG456 clinical trial is in dose escalation, with plans to explore its potential in glioblastoma and non-small cell lung cancer [42][43]. - **Combination with Abemaciclib**: There are plans to pursue a combination with abemaciclib based on preclinical data suggesting potential benefits [49]. Upcoming Updates - **Data Releases**: Updates on pancreatic cancer monotherapy data, combination data with Revolution Medicines, and TNG456 dose escalation data are expected later this year [51][56]. Conclusion - **Exciting Year Ahead**: The company anticipates a year filled with significant developments and data releases, positioning itself for potential breakthroughs in cancer treatment [56].

Summary of Erasca Conference Call Company Overview - **Company**: Erasca (NasdaqGS:ERAS) - **Focus**: Development of cancer therapies, specifically targeting RAS mutations Key Points Discussed Pipeline and Differentiation - **Key Products**: - ERAS-0015: Pan-RAS molecular glue - ERAS-4001: Pan-KRAS inhibitor - **Differentiation Potential**: - ERAS-0015 shows a 5- to 10-fold potency advantage over RMC-6236, requiring only 1/10 to 1/5 of the dose for similar tumor growth inhibition [3][6] - ERAS-0015 has higher bioavailability and longer half-life compared to competitors, which may lead to a better therapeutic window [7][9] Clinical Study Updates - **AURORAS-1 Study**: - Multiple confirmed and unconfirmed partial responses observed at a dose of 8 mg, reinforcing the 10-to-1 potency ratio [16] - No dose-limiting toxicities (DLTs) reported, indicating a generally safe and well-tolerated profile [17] - Ongoing dosing at 40 mg with plans to report data on dozens of patients in the first half of the year [20][22] Patient Responses - Notable case: A 72-year-old man with advanced non-small cell lung cancer (NSCLC) experienced a confirmed partial response after just one cycle of ERAS-0015, highlighting the potential effectiveness of the treatment [27] Tumor Type Sensitivity - **KRAS Mutations**: - G12D mutations appear more sensitive to Pan-KRAS inhibitors than G12V mutations [28] - ERAS-0015 demonstrated significant efficacy in a G12V NSCLC model, requiring only 1 mg daily for tumor regression [29] Future Development Plans - **Expansion Cohorts**: Plans to initiate dose expansion cohorts for both monotherapy and combination therapy in the second half of the year [55] - **Combination Strategies**: Exploring combinations with standard care agents and investigational drugs, particularly in pancreatic and lung cancers [44] Market Considerations - The unmet need in cancer treatment remains significant, providing a favorable environment for new therapies [46] - Differentiation from competitors is crucial; a 10-point or higher absolute difference in overall response rate (ORR) could indicate meaningful differentiation from existing treatments [49] ERAS-4001 Insights - **Mechanism**: ERAS-4001 is a Switch Two Pocket binder with good in vitro potency and favorable PK profile [54] - **Development Timeline**: Data expected in the second half of the year, with plans for monotherapy dose expansions and combination studies in 2027 [55] Conclusion - Erasca is positioned to make significant contributions to cancer therapy with its innovative pipeline, particularly in targeting RAS mutations. The ongoing clinical studies and promising early results suggest a strong potential for differentiation in a competitive market.

Group 1 - The upcoming Phase III trial for daraxonrasib, specifically the RASolute 302 study, is set to release top-line data in the first half of 2026, focusing on second-line PDAC treatment [1] - The study has dual primary endpoints of progression-free survival (PFS) and overall survival (OS), indicating that it could succeed based on either endpoint being positive, although it will be triggered by a specific number of OS events [1] - There is a question regarding the similarity of patients in the RASolute 302 study compared to the prior Phase I/II study, and the confidence in replicating the positive results from the earlier study in the larger Phase III trial [2]

Summary of Revolution Medicines Conference Call Company Overview - **Company**: Revolution Medicines (NasdaqGS: RVMD) - **Focus**: Development of targeted therapies for RAS-addicted cancers, particularly pancreatic cancer Key Points Clinical Trials and Data - **RASolute 302 Study**: - Phase 3 trial with dual primary endpoints: Progression-Free Survival (PFS) and Overall Survival (OS) [6][7] - Expected top-line data release in the first half of 2026 [6] - OS is prioritized as the main endpoint due to historical data showing PFS may not translate to survival benefits [7] - The trial is designed to be OS event-driven, with three possible outcomes: fail on both endpoints, succeed on both, or succeed on PFS but not OS [8] - **Control Arm Performance**: - Historical data indicates chemotherapy yields a PFS of 3-4 months and OS of 6-7 months in previously treated pancreatic cancer patients [11] - **Patient Population**: - The study includes both RAS mutation and wild-type patients, with a focus on G12 mutations, which represent about 85% of pancreatic cancer cases [12][14] - RAS is considered central to pancreatic cancer, with evidence suggesting that even wild-type patients may benefit from RAS-targeted therapies [12][13] Regulatory Considerations - The FDA will analyze data in various ways but will not seek statistical significance in small populations [19] - The company plans to share top-line results initially, with detailed data presented at a medical meeting [21] Future Studies - **RACELUTE 303 Study**: - A new three-arm trial for first-line metastatic pancreatic cancer patients is now open for enrollment [23] - High engagement and enthusiasm from investigators and patients are expected due to promising single-arm data from previous studies [23][25] - **Combination Therapies**: - The company is exploring multiple combination therapies, including zoldonrasib with chemotherapy, to provide more treatment options for patients [38][41] - Initial data shows that both monotherapy and combination regimens are well-tolerated and effective [35][41] Colorectal Cancer Research - The company is actively researching colorectal cancer, where 50% of patients have a RAS mutation [48] - Plans to share data on combination regimens targeting RAS and other pathways are expected later this year [49] New Developments - **RM055**: - A new class of pan-RAS inhibitors is in development, with a clinical trial expected to start by the end of the year [52] Strategic Decisions - The company opted for a global approach without partnerships, believing it to be the right decision given the complexities of managing pricing and market differentiation [55] Additional Insights - The company emphasizes the importance of providing multiple treatment options to cater to the diverse needs of patients [37] - There is a focus on the potential for post-progression use of therapies and the implications for overall survival data interpretation [30][31] This summary encapsulates the critical aspects of Revolution Medicines' conference call, highlighting their ongoing clinical trials, regulatory strategies, and future directions in cancer treatment development.