The company will start three phase 3 trials of its G12D project this year.

Three private biotechs enter clinical trials, one targeting KRAS.

But PFS data are lacking, and there are questions about first and second-line plans.

But the company still has a lot to prove with ERAS-0015.

Things look grim for Atara, which had been relying on a milestone from Pierre Fabre.

Early Ibtrozi sales and a low-cost licensing deal with Eisai disappoint investors.