Case studySmall molecules
Widening a KRAS G12C series exposure margin from 1.8x to 11x
Opsin ranked 214 analogues of a covalent KRAS G12C series on unbound exposure at the projected dose, and located the metabolic soft spot that had capped the margin for four rounds.
9 min read
- Modality
- Small molecule, covalent
- Target
- KRAS G12C, switch-II pocket (UniProt P01116)
- Liability
- Unbound exposure margin capped by hepatic clearance
- Properties assessed
- Covalent k_inact/K_I, HLM stability, fu, MDCK-MDR1 permeability, hERG, CYP3A4 TDI
- Series size
- 214 analogues, 3 scaffolds
- Rounds
- 1 Opsin round, after 4 partner rounds
- Compounds synthesised
- 18
- Key result
- Unbound margin 1.8x to 11x, hERG IC50 4.2 uM to above 30 uM
- Partner
- Undisclosed, EU-based oncology programme
- Data availability
- Held by the partner
Summary. Four rounds of chemistry had raised covalent potency and left the unbound exposure margin unchanged at roughly 2x. Ranking 214 analogues on unbound margin located the cap in a single CYP3A4 soft spot, and 18 analogues built to break that route produced a compound with an 11x margin, a resolved hERG signal, and 12 percent less biochemical potency than the compound it replaced.
Context
Covalent KRAS G12C inhibitors occupy the switch-II pocket and engage cysteine 12 irreversibly, so biochemical potency is governed by the rate term k_inact/K_I. A series can therefore look strong on target engagement while failing on the amount of free compound that reaches tumour tissue.
The partner had run four rounds of medicinal chemistry on a single scaffold. Target occupancy in tumour lysate was consistently above 90 percent at the top dose, but the unbound exposure margin over the cellular IC50 sat between 1.5x and 2x across every analogue tested, which left no room for the safety multiple the programme needed at the projected clinical dose.

Challenge
The margin problem had been read as a potency problem. Each round had pushed k_inact/K_I higher, and each round had produced compounds with the same margin, because the limiting term was free fraction combined with hepatic clearance.
Plasma protein binding across the series was above 99 percent, so small absolute changes in fu moved unbound exposure more than any potency gain achieved in the same round. Human liver microsome half-life was short and varied with a substituent the team had been treating as a potency handle.
Approach
Opsin assembled the partner's four rounds into a single evidence set: 214 analogues with measured k_inact/K_I, human and rat microsomal stability, equilibrium dialysis fu in plasma and tumour homogenate, MDCK-MDR1 permeability and efflux ratio, hERG patch clamp, and CYP3A4 time-dependent inhibition.
Compounds were ranked on unbound exposure margin at the projected efficacious dose, which combines every assay in the set. The ranking was then attributed: for each analogue, the model reports which measured property carries the margin and which caps it, so the constraint is located in a named property, with the assay that shows it.
The attribution put the cap on a single position. Metabolic identification confirmed the primary route as CYP3A4-mediated oxidation at the same site the team had been substituting for potency, and 18 analogues were synthesised to break that route while holding the covalent warhead geometry.
Results
The advanced compound, OPS-SM-118, against the round-four starting compound. Ratio metrics are normalised to the starting compound at 1x; absolute metrics are shown in their own units.
| Property | Round-four compound | OPS-SM-118 | Change |
|---|---|---|---|
| Unbound exposure margin | 1.8x | 11x | 6.1x |
| HLM half-life | 12 min | 48 min | +36 min |
| fu, plasma | 0.008 | 0.031 | 3.9x |
| k_inact/K_I | 4,100 M-1 s-1 | 3,600 M-1 s-1 | 0.88x |
| MDCK-MDR1 Papp | 3.1 x10-6 cm/s | 12.4 x10-6 cm/s | 4.0x |
| Efflux ratio | 8.7 | 1.9 | 0.22x |
| hERG IC50 | 4.2 uM | Above 30 uM | Above 7x |
| CYP3A4 TDI | Positive | Not detected | Resolved |
n = 3 independent determinations per assay. Exposure margin is unbound plasma Cmax at the projected efficacious dose divided by the cellular IC50 in NCI-H358.
Where the ranking changed
Ranking on unbound margin reordered the series. The compound that advanced sat mid-pack on the assay the programme had been optimising.
- Rank by k_inact/K_I
- 9th
- of 214 analogues
- Rank by unbound margin
- 1st
- of 214 analogues
- Analogues synthesised
- 18
- one design round
- Rounds saved
- 3
- partner estimate
Four rounds had optimised the term that was already sufficient. The measurement that decided the programme, free fraction against hepatic clearance, was present in the partner's own data from round one.
Where it fell short
The margin gain cost potency. OPS-SM-118 is 12 percent weaker on k_inact/K_I than the compound it replaced, and two of the 18 analogues built to break the CYP3A4 route lost covalent engagement entirely, which the warhead geometry model had not predicted.
Rat exposure improved by less than the human projection implied. Rat microsomal clearance is dominated by a different isoform, so the substitution that resolved the human soft spot bought only a 1.7x rat margin, and the toxicology species had to be reconsidered before the study was scheduled.
What this means
A covalent series can be potency-saturated long before it is developable. Once occupancy is above 90 percent at the achievable dose, further gains in k_inact/K_I do not change the margin, and the programme's remaining risk sits entirely in exposure and clearance.
OPS-SM-118 is 12 percent weaker than the round-four compound on the biochemical assay. It carries a margin six times wider, and the hERG and CYP3A4 liabilities that would have surfaced in regulatory toxicology are resolved here.
Methods note
Microsomal stability was measured in pooled human liver microsomes at 1 uM substrate with NADPH regeneration, sampled at seven time points to 60 minutes. Free fraction was determined by equilibrium dialysis at 37 degrees Celsius over 6 hours, with recovery above 85 percent required for a result to be accepted.
Covalent kinetics were fitted from progress curves at eight inhibitor concentrations. Compounds with incomplete inactivation within 30 minutes were excluded from the k_inact/K_I ranking and carried forward on occupancy alone.

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