中信建投:解锁不可成药靶点 RAS药物打开肿瘤治疗新格局

智通财经
Jul 17
【中信建投:解锁不可成药靶点 RAS药物打开肿瘤治疗新格局】中信建投证券研报称,解锁不可成药靶点,RAS药物打开肿瘤治疗新格局。RAS是人类肿瘤中最重要的致癌驱动基因家族之一,主要包括KRAS、NRAS和HRAS,其中KRAS占据核心地位。RAS靶向治疗已从G12C单点突破,进入G12D、Pan-KRAS和Pan-RAS多路线推进阶段,管线布局和临床验证正在逐步丰富。2026年ASCO大会上,RMC-6236在2L转移性胰腺癌III期研究中取得积极结果,中位OS较化疗接近翻倍,进一步强化了市场对RAS靶向治疗临床价值的期待。国内企业也在G12D、Pan-RAS、Pan-KRAS等多方向积极跟进。

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