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JWZHAO
 · 广东  

$Verastem(VSTM)$ 定价很规矩,商业化进度不错,下有保底了。The cost of a 28-day Avapmki and Fakzynja co-pack from 网页链接{Verastem Oncology}, which includes defactinib (Fakzynja), is $48,500. This combination therapy is for patients with recurrent KRAS mutant low-grade serous ovarian cancer (LGSOC) who have received at least one prior line of therapy.

Verastem的投资逻辑@JWZHAO :  Verastem的投资逻辑  Verastem是一家专注RAS通路驱动癌症治疗的初创生物制药企业,核心资产是avutometinib(RAF+MEK) + defactinib(FAK)的治疗组合,目前进展最快的是KRAS突变的低级别浆液性卵巢癌(LGSOC),RAMP301试验已经进入三期,FDA给予突破性疗法认定并纳入优先审评,预计2025年提交NDA。
作用机制上,V...