According to the CITIC Construction Investment Research Report, RAS is one of the most important carcinogenic gene families in human tumors, mainly including KRAS, NRAS, and HRAS, of which KRAS occupies a central position. RAS targeted therapy has broken through from a single point of G12C to the multi-route promotion stage of G12D, Pan-KRAS, and Pan-Ras, and the pipeline layout and clinical verification are gradually being enriched. At the 2026 ASCO conference, RMC-6236 achieved positive results in the 2L metastatic pancreatic cancer phase III study. The median OS nearly doubled compared to chemotherapy, further strengthening the market's expectations for the clinical value of RAS targeted therapy. Domestic companies are also actively following up in various directions such as G12D, Pan-RAS, and Pan-KRAS.

According to the CITIC Construction Investment Research Report, RAS is one of the most important carcinogenic gene families in human tumors. It mainly includes KRAS, NRAS, and HRAS, of which KRAS occupies a central position. RAS targeted therapy has broken through from a single point of G12C to the multi-route promotion stage of G12D, Pan-KRAS, and Pan-Ras, and the pipeline layout and clinical verification are gradually being enriched. At the 2026 ASCO conference, RMC-6236 achieved positive results in the 2L metastatic pancreatic cancer phase III study. The median OS nearly doubled compared to chemotherapy, further strengthening the market's expectations for the clinical value of RAS targeted therapy. Domestic companies are also actively following up in various directions such as G12D, Pan-RAS, and Pan-KRAS.