Verastem在研KRAS G12D抑制剂VS-7375早期数据积极（二线胰腺癌ORR 50%），但同步定价2.5亿美元增发摊薄，股价盘前+16%后盘中回落至仅涨约4%

Verastem Oncology ( VSTM ) reported positive initial efficacy data for its investigational targeted cancer drug VS-7375 in patients with advanced KRAS G12D-mutated solid tumors, with the 900 mg once-daily dose demonstrating confirmed objective response rates of up to 50% in second-line pancreatic cancer. As of October 7, 2026, the Phase 1/2 TARGET-D 101 trial showed a confirmed objective response rate (ORR) of 50% (4 of 8 patients) in second-line pancreatic ductal adenocarcinoma (PDAC), 41% (9 of 22 patients) in the second-line-or-later setting, and 36% (5 of 14 patients) among patients treated in the third- or fourth-line setting. In the second-line-or-later group, the disease control rate was 86%, while six-month progression-free survival and overall survival rates were 67% and 80%, respectively. Sixteen of the 22 patients remained on treatment. The company also reported two complete responses in the second-line-or-later group, one confirmed and one unconfirmed in a patient whose treatment was ongoing. Verastem said the 900 mg daily dose produced deeper tumor reductions and a higher response rate than the 600 mg once-daily monotherapy dose. In the 600 mg group of 27 patients, eight achieved objective responses, including four confirmed responses, and 11 remained on treatment. VS-7375 is an investigational oral KRAS G12D inhibitor being evaluated in the ongoing Phase 1/2 TARGET-D 101 trial. The findings are preliminary clinical data and will require further evaluation as the study progresses. VSTM shares were up 16% premarket.