KRAS G12D

Verastem Oncology (VSTM) plans a public offering of common stock, granting underwriters a 30-day option for 15% more shares. Jefferies, Guggenheim Securities, and Cantor are joint book-running managers. Net proceeds will support the commercialization of AVMAPKI™ FAKZYNJA™ CO-PACK for KRAS-mutated recurrent Low-Grade Serous Ovarian Cancer and clinical development, including the VS-7375 oral KRAS G12D inhibitor, and general corporate needs. The offering depends on market conditions. A shelf registration statement is effective, and offering documents are available on the SEC website.

Incyte presented promising data at ESMO 2025 for INCA33890, a TGFβR2×PD-1 bispecific antibody, showing potential efficacy in microsatellite stable (MSS) colorectal cancer with a manageable safety profile. A registrational program is planned for 2026. Also, INCB161734, a KRAS G12D inhibitor, demonstrated a favorable safety profile and clinical benefit in heavily pre-treated pancreatic ductal adenocarcinoma (PDAC) patients. Further development plans for INCB161734 are under evaluation.