Jun. 1 at 2:35 PM
Oppenheimer reiterated
$IMRX Outperform-
$30 after Immuneering reported 17.3 months mOS in PDAC at ASCO.
$RVMD ANL BBOT TNGX
$ERAS
Oppenheimer said in its note:
Following RVMD's presentation of details from the RASolute-302 study during a plenary session at ASCO2026, with daraxonrasib doubling the median OS vs. chemo comparator in previously treated mPDAC patients, IMRX provided updates from the Ph2a study of atebimetinib + mGnP.
Promising signals suggest significant improvement in overall survival in 1L PDAC patients.
Overall, the latest update highlights an encouraging 17.3 months mOS across 55 PDAC patients, comparing favorably against historical benchmarks.
Our recent survey results on atebimetinib's profile (N = 34) suggest that most physicians surveyed view both the OS signal and tolerability profile as "promising" or "very promising".
We believe IMRX's ASCO update should further raise broad awareness of atebimetinib and accelerate Ph3 execution, as the study is now recruiting patients.
