$VSTM (NP)
+14% on Q2 update
October KRAS data (likely ESMO) will be "meaningful" and include 20 patients each for pancreatic, lung and CRC with early look at durability.
The bar they've set is 30% ORR with 6 month DoR ( $REPL's RP1 just approved with 24% ORR in melanoma)