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Revolution Medicines Targets Hard-to-Treat Pancreatic Cancer With Two Early-Phase Readouts

Jefferies analyst Kelly Shi in a Sunday note to investors said that both data drops for Revolution Medicines’ experimental RAS inhibitors are positive for the two promising assets in pancreatic ductal adenocarcinoma, which could be “synergistic” in the first-line setting based on preclinical combination data.

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Biogen, Vertex Heat Up IgAN Arena With Mid-Stage Readouts at ASN 2024

William Blair analyst Myles Minter in a Monday note to investors said that Vertex’s povetacicept “has maintained its potential to be a best-in-class asset” in the IgA nephropathy space and could become a “multibillion-dollar pipeline-in-a-drug product” for autoimmune disorders, while “outstanding questions” remain for Biogen’s felzartamab before moving into pivotal studies.

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