$RVMD

BeOne Medicines AG (ONC) and Revolution Medicines, Inc. (RVMD) announced a multi-part clinical collaboration and licensing deal. BeOne will combine select BeOne assets with Revolution’s four RAS(ON) inhibitors and gain exclusive development and commercialization rights in parts of Asia (ex-Japan and South Korea), while Revolution keeps ex-Asia rights and may receive milestones and royalties. BeOne reported Q2 2026 revenue of $1.7B and $6.6–$6.8B full-year guidance; RVMD reported a Q2 2026 net lo

Baker Bros. Advisors LP and related parties filed a Schedule 13G for Revolution Medicines, Inc. (RVMD), reporting passive beneficial ownership of 11,443,357 shares, or 5.3% of the common stock, based on 214,242,688 shares outstanding as of June 30, 2026. The funds hold the shares with sole voting and dispositive power reported by the adviser.

Revolution Medicines (NASDAQ:RVMD) surged after daraxonrasib pancreatic cancer data showed median overall survival of 13.2 months vs 6.7 months for chemo (HR 0.40, p<0.0001). The FDA accepted the NDA with Priority Voucher review. The article cites Merck (MRK) and others as potential acquirers and notes RVMD has no product revenue and FY2026 GAAP operating expense guidance of $2.10–$2.20B.

Revolution Medicines (NASDAQ:RVMD) announced a multi-part collaboration with BeOne Medicines on Aug. 10. The deal pairs RVMD’s RAS(-ON) inhibitors (daraxonrasib, zoldonrasib, elironrasib, RMC-5127) with BeOne assets in clinical studies and grants BeOne exclusive development and commercialization rights in select Asian markets, with milestone payments and royalties. RVMD cited daraxonrasib median overall survival of 13.2 months in April pancreatic cancer data.

Pharmaceutical Executive Daily reports SynaptixBio data that U.S. rare-disease biotech investment is rebounding after the FDA Priority Review Voucher program was renewed through 2029, with recent voucher sales cited at $150M to $200M. It also says Trump signed an executive order narrowing the childhood vaccine schedule from 18 to 11 diseases. BeOne Medicines and Revolution Medicines announced an oncology collaboration and Phase III funding for a Revolution inhibitor.

BeOne Medicines (Nasdaq: ONC) and Revolution Medicines (Nasdaq: RVMD) announced a clinical collaboration to test combinations of BeOne oncology assets with Revolution’s four RAS(ON) inhibitors (daraxonrasib, zoldonrasib, elironrasib, RMC-5127). BeOne also received exclusive development and commercialization rights for these assets in select Asian markets, with milestones and tiered royalties. BeOne will fund a global Phase 3 registrational study for one inhibitor.

Revolution Medicines (RVMD) shares rose 9.4% after reporting Q2 2026 results. Net loss widened to $644.37 million, or $3.06 loss per share, and first-half net loss totaled $1.10 billion. The company said the FDA accepted its daraxonrasib NDA for previously treated metastatic pancreatic cancer, with over 2,000 patients treated via compassionate use and $3.9 billion cash.

U.S. stock index futures rose early Monday, with Nasdaq futures up 0.5% and S&P 500 futures up 0.3% at 4:00 a.m. ET. The article highlights company catalysts including Nvidia’s RTX Spark and expanded TSM partnership, Dell’s new XPS laptops and a Bernstein price target to $500, and upcoming earnings for HPE. It also cites tighter U.S. chip export licensing for NVDA and AMD AI chips to certain China-linked entities.

Revolution Medicines (RVMD) reported a wider-than-expected adjusted Q2 2026 loss of $2.34 per share versus a $1.93 consensus estimate. Including a $151 million non-cash warrant fair-value charge from its EQRx acquisition, the loss was $3.06 per share. The company raised 2026 operating expense guidance to $2.1-$2.2 billion and ended June with $3.9 billion cash.

Revolution Medicines, Inc. (RVMD) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 rvmd-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 Revolution Medicines Reports Second Quarter 2026 Financial Results and Update on Corporate Progress · U.S. FDA accepted daraxonrasib New Drug Application for review for previously treated metastatic pancreatic cancer followin