GenFleet Therapeutics (2595.HK): Cetuximab combo data strengthened GFH375 differentiation for chemo-free exploration

Following the US partner Verastem's R&D update on GFH375 (KRAS G12D inhibitor), GenFleet shared the new data of GFH375/EGFR (cetuximab) combo in 3L+ CRC and 1L PDAC (with KRAS G12D-mutant), demonstrating competitive preliminary efficacy and a well-managed safety profile that, if taken together, support the biological rationale for the combination. We view the data update as positive, noting that the GFH375/EGFR combo provides a potential chemo-free treatment regimen for PDAC/CRC, and was included in the planned global ph3 trials by Verastem. The encouraging efficacy supports GFH375/EGFR combo as a chemo-free regimen in PDAC/CRC, with the efficacy signals supportive of the long-standing hypothesis that EGFR represents an important adaptive bypass pathway following KRAS inhibition. The manageable safety profile reassures combinability of GFH375 with EGFR on non-overlapping AEs, reinforcing GFH375's differentiation as a chemo-free regimen. Founded in 2017, GenFleet Therapeutics is a comme