RVMD Sees Darax Approval Soon

RVMD earnings update -- darax approval date TBD but gonna be soon.

End of August? Early Sept.? -- 2K PDAC patients already received darax in expanded access program.

The commercial launch will be fast and big. -- Darax label 2L only or agnostic? Mgmt won't say ("it's up to the FDA") but practically speaking, docs can easily call 1L patient "chemo ineligible" and give darax. -- NSCLC programs (combinations with pembro+chemo) progressing nicely.

Zoldonrasib (G12) and elironrasib (G12C) data look great.

Adam F on X post