Apr. 17 at 2:34 PM
Pan-RAS molecular glue inhibitors continue to stand out as one of the most compelling yet increasingly scarce pockets in oncology. Names like
$ERAS and
$ANL are still early-stage, while
$RVMD has already begun to re-rate on stronger expectations and positioning.
Early K-RAS switch-2 inhibitor data from
$BBIO didn’t impress as much, reinforcing the view that selective pathway blocking may not be sufficient for durable or optimal response rates.
The core thesis remains intact: broader, more potent Pan-RAS inhibition could ultimately drive higher response rates across tumor types. Watching
$ERAS closely into upcoming readouts—this is where the narrative could shift quickly if data confirms potency advantage.
Flow is starting to concentrate into perceived winners, while early names still offer asymmetric setups if the biology holds.
