{"schema_version":"1.0","type":"article","title":"Rasonque Sold $198M in Five Weeks, 7x Above Forecast","url":"https://drugnews.com.tw/articles/2026-11-07-rasonque-pancreatic-cancer-launch-q3-pharmaengine-prmt5-en.html","markdown_url":"https://drugnews.com.tw/articles/2026-11-07-rasonque-pancreatic-cancer-launch-q3-pharmaengine-prmt5-en.md","lang":"en","date":"2026-11-07","publish_at":"2026-11-07T08:00:00+08:00","updated_at":"2026-11-07","category":"商業分析系列","topic":"商業分析系列","tags":["pancreatic cancer","Rasonque","RAS inhibitors","PharmaEngine","PRMT5"],"summary":"Rasonque booked $197.6M in about five weeks and reached 5,000+ U.S. patients. Second-line chemo goes first; next comes first line and RAS-plus-PRMT5 combos, a mixed picture for Taiwan's PharmaEngine.","key_points":["Rasonque's launch shows pancreatic cancer is a large market held down by chemotherapy; 2027 global net sales will exceed $2 billion.","Q3 included expanded-access conversions and stocking, yet it still beat Lumakras' first four months more than fourfold in a third of the time.","Rasonque cuts both ways for PharmaEngine (4162): second-line Onivyde is displaced first, first-line NALIRIFOX holds until RASolute 303 reads out, and its PRMT5 inhibitor PEP08 was still in Phase 1 as of November 2026."],"facts":[{"claim":"FDA approval of Rasonque (daraxonrasib)","value":"2026-08-26","unit":"date","as_of":"2026-08-26","source":"FDA 2026-08-26"},{"claim":"Rasonque Q3 2026 U.S. net product revenue (~5 weeks)","value":197.6,"unit":"USD million","as_of":"2026-11-04","source":"Revolution Medicines 2026-11-04"},{"claim":"U.S. commercial patients from approval to Sept 30","value":">5000","unit":"patients","as_of":"2026-11-04","source":"Revolution Medicines 2026-11-04"},{"claim":"Share of U.S. PDAC covered lives with reimbursed claims","value":">90","unit":"%","as_of":"2026-11-04","source":"Revolution Medicines 2026-11-04"},{"claim":"Wholesale acquisition cost per 30 days","value":39800,"unit":"USD","as_of":"2026-08-27","source":"Stocktwits 2026-08-27"},{"claim":"RBC Q3 2026 U.S. revenue estimate","value":28,"unit":"USD million","as_of":"2026-08-27","source":"Stocktwits 2026-08-27"},{"claim":"RBC long-term annual sales estimate","value":11.5,"unit":"USD billion","as_of":"2026-08-27","source":"Stocktwits 2026-08-27"},{"claim":"RASolute 302 median OS, Rasonque vs chemo","value":"13.2 vs 6.7","unit":"months","as_of":"2026-08-26","source":"FDA 2026-08-26"},{"claim":"RASolute 302 OS hazard ratio","value":0.4,"unit":"HR","as_of":"2026-08-26","source":"FDA 2026-08-26"},{"claim":"Discontinuation due to TRAEs, Rasonque vs chemo (RAS G12)","value":"1.2 vs 11.2","unit":"%","as_of":"2026-05-31","source":"OncoDaily 2026-05-31"},{"claim":"Patients supplied via expanded access before approval","value":">2000","unit":"patients","as_of":"2026-08-05","source":"Revolution Medicines 2026-08-05"},{"claim":"Gross-to-net range (Q3 at low end)","value":"20-30","unit":"%","as_of":"2026-11-04","source":"Gloom 2026-11-04"},{"claim":"Lumakras cumulative sales through Q3 2021","value":45,"unit":"USD million","as_of":"2021-11-02","source":"Amgen 2021-11-02"},{"claim":"Ipsen no longer expects Onivyde and Tazverik peak sales of","value":500,"unit":"EUR million","as_of":"2026-02-12","source":"Ipsen 2026-02-12"},{"claim":"Vopimetostat + Rasonque ORR in MTAP-deleted PDAC (n=22)","value":82,"unit":"%","as_of":"2026-10-23","source":"pharmaphorum 2026-10-23"},{"claim":"MTAP deletion share of pancreatic cancer","value":"18-40","unit":"%","as_of":"2026-10-23","source":"pharmaphorum 2026-10-23"},{"claim":"CHMP positive opinion date","value":"2026-10-15","unit":"date","as_of":"2026-11-04","source":"Gloom 2026-11-04"},{"claim":"Revolution Medicines Q3 2026 net loss","value":407.5,"unit":"USD million","as_of":"2026-11-04","source":"Revolution Medicines 2026-11-04"},{"claim":"PharmaEngine 1H 2026 revenue","value":4.98,"unit":"TWD 100 million","as_of":"2026-08-06","source":"Fugle Research 2026-08-06"},{"claim":"PharmaEngine 1H 2026 Europe/Asia royalties","value":3.13,"unit":"TWD 100 million","as_of":"2026-08-06","source":"Fugle Research 2026-08-06"},{"claim":"Onivyde first-line regimen reimbursed by Taiwan NHI","value":"2025-12-01","unit":"date","as_of":"2026-08-06","source":"Fugle Research 2026-08-06"}],"sections":["01 | Five weeks, five thousand patients","02 | Why it sold: doctors and patients had been waiting","03 | How much was one-off: do not multiply Q3 by four","04 | Whose market it takes: second-line chemotherapy goes first","05 | The next front: first-line and RAS plus PRMT5","06 | Taiwan: PharmaEngine holds first-line chemo and a PRMT5 bet","07 | What could cool the launch","08 | The 2027 math: a $2 billion threshold","References"],"references":[{"title":"Revolution Medicines Reports Third Quarter 2026 Financial Results and Update on Corporate Progress","source":"Revolution Medicines","date":"2026-11-04","url":"https://www.globenewswire.com/news-release/2026/11/04/3395785/0/en/revolution-medicines-reports-third-quarter-2026-financial-results-and-update-on-corporate-progress.html"},{"title":"Revolution Medicines Q3 2026 Earnings Call Transcript","source":"Gloom","date":"2026-11-04","url":"https://gloom.sh/stocks/rvmd/transcripts/q3-2026"},{"title":"FDA approves daraxonrasib for metastatic pancreatic adenocarcinoma","source":"FDA","date":"2026-08-26","url":"https://www.fda.gov/drugs/resources-information-approved-drugs/fda-approves-daraxonrasib-metastatic-pancreatic-adenocarcinoma"},{"title":"Revolution Medicines Reports Second Quarter 2026 Financial Results","source":"Revolution Medicines (SEC 8-K","date":"2026-08-05","url":"https://www.sec.gov/Archives/edgar/data/0001628171/000119312526335039/rvmd-ex99_1.htm"},{"title":"RVMD Stock Stays Flat Despite FDA Nod For $39,800-A-Month Pancreatic Cancer Pill","source":"Stocktwits","date":"2026-08-27","url":"https://stocktwits.com/news-articles/markets/equity/rvmd-stock-stays-flat-despite-fda-nod-for-39-800-a-month-pancreatic-cancer-pill-is-drug-price-overshadowing-approval/cZYVdfIRJp2"},{"title":"RASolute 302 Trial: Daraxonrasib in mPDAC","source":"OncoDaily","date":"2026-05-31","url":"https://oncodaily.com/oncolibrary/rasolute-302-trial-daraxonrasib-mpdac"},{"title":"Amgen Reports Third Quarter 2021 Financial Results","source":"Amgen (SEC 8-K","date":"2021-11-02","url":"https://www.sec.gov/Archives/edgar/data/318154/000031815421000042/amgn-2021930xq3ex991.htm"},{"title":"Ipsen delivers strong results in 2025 and provides 2026 guidance","source":"Ipsen","date":"2026-02-12","url":"https://www.biospace.com/press-releases/ipsen-delivers-strong-results-in-2025-driven-by-solid-execution-across-all-therapeutic-areas-and-provides-2026-guidance"},{"title":"FDA approves Onivyde as first-line treatment for metastatic pancreatic cancer","source":"Healio","date":"2024-02-13","url":"https://www.healio.com/news/hematology-oncology/20240213/fda-approves-onivyde-as-firstline-treatment-for-metastatic-pancreatic-cancer"},{"title":"ESMO26: Tango sees 82% ORR with combo in pancreatic cancer","source":"pharmaphorum","date":"2026-10-23","url":"https://pharmaphorum.com/news/esmo26-tango-sees-82-orr-combo-pancreatic-cancer"},{"title":"Revolution Medicines and BeOne Medicines Announce Clinical Development and Regional Commercialization Collaboration","source":"Revolution Medicines","date":"2026-08-10","url":"https://ir.revmed.com/news-releases/news-release-details/revolution-medicines-and-beone-medicines-announce-clinical"},{"title":"PharmaEngine 1H 2026 earnings call highlights","source":"Fugle Research","date":"2026-08-06","url":"https://blog.fugle.tw/post/earnings-call-4162-2026-08-06"},{"title":"PharmaEngine PEP08 reaches enrollment milestone using XtalPi platform","source":"VIR","date":"2026-05-04","url":"https://vir.com.vn/pharmaengine-pep08-reaches-enrollment-milestone-using-xtalpi-platform-151880.html"},{"title":"Cause of Death Statistics 2025","source":"Ministry of Health and Welfare","date":"2026-06-22","url":"https://mohw.gov.tw/cp-16-86970-1.html"}],"images":[{"alt":"Fig. 1 | Early launch revenue: forecast, predecessor, actual","url":"https://drugnews.com.tw/assets/articles/rasonque-pancreatic-cancer-launch-q3-pharmaengine-prmt5-en/figure-01.png"},{"alt":"Fig. 2 | How Rasonque grips RAS","url":"https://drugnews.com.tw/assets/articles/rasonque-pancreatic-cancer-launch-q3-pharmaengine-prmt5-en/figure-02.png"},{"alt":"Fig. 3 | The pancreatic cancer treatment map is being redrawn","url":"https://drugnews.com.tw/assets/articles/rasonque-pancreatic-cancer-launch-q3-pharmaengine-prmt5-en/figure-03.png"},{"alt":"Fig. 4 | Where Taiwan sits in the shift","url":"https://drugnews.com.tw/assets/articles/rasonque-pancreatic-cancer-launch-q3-pharmaengine-prmt5-en/figure-04.png"}],"cover_image":"https://drugnews.com.tw/assets/articles/rasonque-pancreatic-cancer-launch-q3-pharmaengine-prmt5-en/cover.png","publisher":{"name":"Drugnews｜藥時事","url":"https://drugnews.com.tw/","profile":"https://drugnews.com.tw/brand-profile.json"},"citation":"Drugnews｜藥時事（2026-11-07）。Rasonque Sold $198M in Five Weeks, 7x Above Forecast。https://drugnews.com.tw/articles/2026-11-07-rasonque-pancreatic-cancer-launch-q3-pharmaengine-prmt5-en.html","disclaimer":"This article is intended for industry research and knowledge sharing only. It does not constitute investment, medical, fundraising, or individual stock advice.","translations":{},"relationship":"independent_editorial","disclosure_url":"https://drugnews.com.tw/policy/","ai_question":"What changed for Rasonque's launch shows pancreatic cancer?"}