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北京时间·🕒 发布 04:01:00时区推断·⟳ 抓取 04:07:19·⚡ 决策 07-23 04:09:15 +1m56s·96.6 天前

Verastem启动VS-7375用于KRAS G12D突变晚期非小细胞肺癌的2期注册导向试验首例给药

本次只是TARGET-D 202 2期注册导向试验首例患者给药,属于研发进度推进,没有披露新的疗效、安全性、监管沟通结果或商业化金额。

📄 原文VSTM↗ 原文
Press Release << Back Verastem Oncology Doses First Patient in TARGET-D 202 Phase 2 Registration-Directed Trial of VS-7…
不做 Verastem Oncology(VSTM.US)
不做:首例给药是例行临床进度,未披露疗效、安全性、监管获批或商业化金额,无法形成短线正期望交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-07-22 · 扩散 low · price-in 风险 medium ↗

关键理由

  • 本次只是TARGET-D 202 2期注册导向试验首例患者给药,属于研发进度推进,没有披露新的疗效、安全性、监管沟通结果或商业化金额。
  • VS-7375仍处临床开发阶段,短期不会改变Verastem现有收入或利润,事件更多是管线日历确认而非可量化业绩催化。
  • 公司正文已提示临床结果、IND修订、数据披露和商业化均存在不确定性,当前缺少足以支撑开仓的新增预期差。

主要风险

  • 若后续披露客观缓解率、脑转移队列疗效或监管快速通道等新信息,需要作为新催化重新评估。
  • 小型生物科技股对管线叙事敏感,但首例给药本身容易被视为例行里程碑,追买缺乏清晰卖点和止盈锚。

原文全文

展开原文 · 7,125 字
Press Release
<< Back
Verastem Oncology Doses First Patient in TARGET-D 202 Phase 2 Registration-Directed Trial of VS-7375 for KRAS G12D-Mutated Advanced Non-Small Cell Lung Cancer
TARGET-D 202 to evaluate VS-7375 as monotherapy at the RP2D of 900mg in patients with previously treated advanced non-small cell lung cancer
A cohort in TARGET-D 202 will also evaluate VS-7375 in non-small cell lung cancer patients with asymptomatic untreated brain metastases
Approximately 5% of patients with non-small cell lung cancer harbor a KRAS G12D mutation, yet no therapies specifically targeting KRAS G12D are
"Despite advances in RAS-targeted therapies, there are no
TARGET-D 202 (NCT07659782) is a global, open-label, Phase 2 registration-directed trial evaluating VS-7375 monotherapy at the recommended Phase 2 dose (RP2D) of 900 mg daily (QD) in patients with unresectable locally advanced or metastatic KRAS G12D-mutated NSCLC whose disease has progressed following prior treatment with platinum-based chemotherapy and an anti-PD-(1) therapy. The trial is designed to evaluate the efficacy and safety of VS-7375 and support a potential registration strategy in this patient population. A cohort in the study will also evaluate VS-7375 in non-small cell lung cancer patients with asymptomatic untreated brain metastases.
In
About Non-Small Cell
Lung cancer remains the leading cause of cancer-related death worldwide, with non-small cell lung cancer (NSCLC) accounting for approximately 80–85% of all lung cancer diagnoses. Approximately 10,000 patients with NSCLC harbor a KRAS G12D mutation in the
About KRAS G12D
KRAS G12D represents 26% of all KRAS mutations, making it the most prevalent KRAS mutation in human cancers. When the KRAS gene is mutated, it can promote cancer development and growth. Patients with KRAS G12D-mutant tumors often have poorer outcomes, underscoring the need for therapies designed specifically to inhibit this mutation potently and for a long duration. The KRAS G12D mutation occurs most commonly in pancreatic (40%), colorectal (15%), endometrial (8%), biliary tract (7-15%), and non-small cell lung (5%) cancers. Currently, no therapies are approved by the
About VS-7375, an Oral KRAS G12D (ON/OFF) Inhibitor & TARGET-D Clinical Program
VS-7375 is a potential best-in-class, potent, and selective investigational oral KRAS G12D dual ON/OFF inhibitor. It is designed to uniquely bind to both the active (ON) and inactive (OFF) states of KRAS G12D, with the potential to inhibit KRAS G12D signaling and tumor growth more completely than compounds that block KRAS G12D only in the OFF state or only in the ON state.
In
In
In
About Verastem Oncology
Verastem Oncology (Nasdaq: VSTM) is a biopharmaceutical company committed to developing and commercializing new medicines to improve the lives of patients diagnosed with RAS/MAPK pathway-driven cancers. Verastem markets AVMAPKI® FAKZYNJA® CO-PACK in the U.S. Our pipeline is focused on novel small molecule drugs that inhibit critical signaling pathways in cancer that promote cancer cell survival and tumor growth, including RAF/MEK inhibition, FAK inhibition, and KRAS G12D inhibition. For more information, please visit www.verastem.com and follow us on LinkedIn.
Forward-Looking Statements
This press release includes forward-looking statements. These forward-looking statements generally can be identified by the use of words such as “anticipate,” “expect,” “plan,” “could,” “may,” “believe,” “estimate,” “forecast,” “goal,” “project,” and other words of similar meaning. Such forward-looking statements address various matters about, among other things, Verastem Oncology’s programs and product candidates, strategy, future plans and prospects, including statements related to the potential for and timing of commercialization of product candidates, the anticipated timing for any amendments to the IND application for VS-7375/GFH375, the expected outcome and benefits of the Company’s collaboration with GenFleet Therapeutics (Shanghai), Inc., the timing of commencing and completing trials and compiling data, the expected timing of the presentation of data by the Company and the potential clinical value of various of the Company’s clinical trials. Each forward-looking statement contained in this press release is subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statement. Applicable risks and uncertainties include, among others: the uncertainties inherent in research and development, such as the possibility of negative or unexpected results of clinical trials; that we may not see a return on investment on the payments we have and may continue to make pursuant to the collaboration and option agreement with GenFleet, or that GenFleet may fail to fully perform under the agreement; that we may not be successful in our continued commercialization of AVMAPKI FAKZYNJA CO-PACK; that the development and commercialization of our product candidates may take longer or cost more than planned, including as a result of conducting additional studies or our decisions regarding execution of such commercialization; that data may not be available when expected; risks associated with preliminary and interim data, which may not be representative of more mature data; risks associated with the regulatory and policy actions proposed and enacted by the current U.S. presidential administration that may adversely affect our business; risks associated with the current administration’s reductions to the FDA’s workforce and any subsequent reductions that may lead to disruptions and delays in the FDA’s review and oversight of our product candidates and impact the FDA’s ability to provide timely feedback on our development programs; that our product candidates may not receive regulatory approval, become commercially successful products, or result in new treatment options being offered to patients; and the risks identified under the heading "Risk Factors" as detailed in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025, as filed with the Securities and Exchange Commission (SEC) on March 4, 2026, as well as the other information we file with the SEC, are possibly realized. We caution investors not to place considerable reliance on the forward-looking statements contained in this press release. You are encouraged to read our filings with the SEC, available at www.sec.gov, for a discussion of these and other risks and uncertainties. The forward-looking statements in this press release speak only as of the date of this press release, and we undertake no obligation to update or revise any of these statements. Our business is subject to substantial risks and uncertainties, including those referenced above. Investors, potential investors, and others should give careful consideration to these risks and uncertainties.
For Investor and Media Inquiries:
Julissa Viana
Senior Vice President, Corporate Communications,
Investor Relations & Patient Advocacy
investors@verastem.com or
media@verastem.com
Source: Verastem Oncology

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