NSCLC; Non-small Cell Lung Cancer; Non-Small Cell Lung Cancer NSCLC
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Estimated readout windows: registry primary-completion date + 6-12 weeks. Windows already open are shown from "Now". Drug names link to ClinicalTrials.gov.
Metastatic pancreatic cancer, previously treated (2L PDAC)(Stage not disclosed)
Metastatic PDAC, first-line (with and without chemotherapy)(Phase 3)
Resectable PDAC, adjuvant(Phase 3)
RAS mutant NSCLC, previously treated with immunotherapy and platinum chemotherapy(Phase 3)
Catalysts
— 2026
— 2026 (2H)
Status note RASolute 302 Phase 3 registration study (daraxonrasib vs chemotherapy in 2L PDAC) completed; NDA accepted by FDA for previously treated metastatic pancreatic cancer; EMA initiated a phased review. Phase 3 PDAC and NSCLC programs ongoing.
Partnerships Royalty Pharma (royalty participation on RMC-9805 Products if approved for the same indication as an approved RMC-6236 Product). Clinical collaboration: Tango (vopimetostat + zoldonrasib in MTAP-deleted RAS-mutant PDAC/NSCLC).
Indications
Metastatic PDAC, first-line (in combination with investigator-choice chemotherapy)(Phase 3)
Metastatic RAS G12D PDAC, first-line (in combination with daraxonrasib)(Phase 3)
Metastatic RAS G12D NSCLC, first-line (in combination with standard of care)(Phase 3)
Catalysts
— 2026 (2H)
Status note Global randomized Phase 3 registrational studies ongoing: RASolute 305 (1L PDAC + chemo), RASolute 309 (with daraxonrasib, 1L RAS G12D PDAC), RASolve 308 (1L RAS G12D NSCLC + standard of care). FDA Breakthrough Therapy Designation for KRAS G12D-mutated locally advanced/metastatic NSCLC previously treated with anti-PD-1/PD-L1.
Metastatic RAS G12C NSCLC, first-line (in combination with standard of care)(Phase 3)
Catalysts
— 2026 (Q4)
Status note RASolve 307 global randomized Phase 3 registrational trial in 1L RAS G12C NSCLC planned to initiate in 4Q 2026. FDA Breakthrough Therapy Designation for KRAS G12C-mutated locally advanced/metastatic NSCLC previously treated with chemotherapy and immunotherapy.
Status note Preclinical-stage RAS(ON) inhibitor clinical development opportunity; clinical development subject to continuing assessment of portfolio priorities.
Status note Preclinical-stage RAS(ON) inhibitor clinical development opportunity; clinical development subject to continuing assessment of portfolio priorities.
Per-asset detail extracted from the 10-Q filed 2026-08-05. Fields the filing does not state are marked "not disclosed" rather than filled from other sources.
Sponsor-matched active trials from ClinicalTrials.gov (15 as sponsor, 3 as collaborator); "Sponsor" = company is the lead sponsor, "Collaborator" = company is a collaborator. The BP column flags big-pharma involvement as lead sponsor or collaborator (excluding the company itself). The Mgmt guide column shows what management guided for readout timing when a guided program matches the trial (hover for the quote, click for the source). Trial listings are not a company pipeline slide.
Institutional holder positions from 13F filings. Q/Q change is vs the prior quarter's filing; % of portfolio is the fund's own reported portfolio weight.
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