Revolution Medicines, Inc.
Revolution Medicines is a clinical-stage precision oncology company developing targeted therapies for patients with RAS-addicted cancers. Its pipeline centers on RAS(ON) inhibitors, designed to target the active form of RAS, and includes daraxonrasib, a multi-selective inhibitor, and mutant-selective inhibitors zoldonrasib, elironrasib and RMC-5127. The company also has preclinical-stage inhibitor programs and a proprietary tri-complex technology platform for drug discovery. Its candidates are being evaluated as monotherapies and in combinations with other RAS inhibitors, standard cancer treatments and novel therapies. Revolution Medicines conducts research and clinical development, including Phase 3 programs in pancreatic cancer and non-small cell lung cancer. It collaborates with other companies on clinical trials and research. It relies on contract development and manufacturing organizations for all manufacturing activities. The company intends to retain significant development and commercialization rights and, if candidates receive marketing approval, to commercialize them itself in the U.S. and other regions. Revolution Medicines is headquartered in Redwood City, California.
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Revolution Medicines (RVMD) ranked 6th in a list of top healthcare and insurance stocks to buy after the 2026 Democratic midterm sweep, with 105 hedge funds owning it. The company's cancer drug, Rasonque, received US approval and generated $197.6M in net product revenue in Q3 2026. Analysts note potential legislative changes could impact healthcare sector performance.
Revolution Medicines (RVMD) reported Q3 earnings, highlighting RASONQUE's reimbursement progress, regulatory updates, and pipeline advancements. RASONQUE is included in NCCN guidelines for pancreatic cancer. The company expects European and potential Japanese launches. Q3 revenue included initial stocking, with R&D expenses rising to $417.1M. RVMD ended the quarter with $3.7B in cash. The company reiterated 2026 operating expense guidance and anticipates higher 2027 expenses.
RevMed (RVMD) reported Q3 EPS of -$1.90, beating estimates by $0.45, with revenue of $28M, exceeding expectations of $23.74M. The stock is down 2.66% over 3 months but up 236.54% year-over-year. Analysts have revised EPS estimates negatively. InvestingPro rates its financial health as 'fair performance.'
Over the past 7 days, AlphAI's AI scored 11 news stories mentioning RVMD (Revolution Medicines, Inc.). Coverage has skewed bullish: 9 bullish, 2 neutral, and 0 bearish.
Recent RVMD coverage spans financial news, earnings and sector analysis.
In the last 30 days, RVMD insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($432K). The most active reporter was Mancini Anthony, See Remarks, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
The approval and early sales signal a transition to commercial revenue, likely driving the stock higher.
Positive trial progress and strong cash position may support upside, but higher expense guidance adds downside pressure.
Earnings beat may support short-term upside as the market reassesses RevMed's valuation.
Positive regulatory approval and strong launch revenue should lift the stock.
The approval adds a new revenue stream and may boost the stock on positive oncology news.
AlphAI scores every news story that mentions RVMD with an AI model for sentiment and relevance, and aggregates insider trades from Revolution Medicines, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Revolution Medicines (RVMD) ranked 6th in a list of top healthcare and insurance stocks to buy after the 2026 Democratic midterm sweep, with 105 hedge funds owning it. The company's cancer drug, Rasonque, received US approval and generated $197.6M in net product revenue in Q3 2026. Analysts note potential legislative changes could impact healthcare sector performance.
Revolution Medicines (RVMD) reported Q3 earnings, highlighting RASONQUE's reimbursement progress, regulatory updates, and pipeline advancements. RASONQUE is included in NCCN guidelines for pancreatic cancer. The company expects European and potential Japanese launches. Q3 revenue included initial stocking, with R&D expenses rising to $417.1M. RVMD ended the quarter with $3.7B in cash. The company reiterated 2026 operating expense guidance and anticipates higher 2027 expenses.
RevMed (RVMD) reported Q3 EPS of -$1.90, beating estimates by $0.45, with revenue of $28M, exceeding expectations of $23.74M. The stock is down 2.66% over 3 months but up 236.54% year-over-year. Analysts have revised EPS estimates negatively. InvestingPro rates its financial health as 'fair performance.'
Revolution Medicines, Inc. (RVMD) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Revolution Medicines Reports Third Quarter 2026 Financial Results and Update on Corporate Progress · Received U.S. FDA approval and launched RASONQUE® (daraxonrasib) for adult patients with metastatic pancreatic cancer who have received at least one prior systemic th
Revolution Medicines reported $198M in net product revenue for its pancreatic cancer drug RASONQUE in Q3 2026, following U.S. FDA approval and launch. The company also received a positive CHMP opinion for EU approval. RASONQUE is for metastatic pancreatic cancer patients. Revolution Medicines plans to scale global commercialization and advance clinical trials.
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UBS maintained a Buy rating and $265 price target for Revolution Medicines (RVMD). The stock has risen 243% in a year to $183.23, though some analysts suggest it is overvalued. Positive clinical trial results for darazonrasib in pancreatic cancer were reported, showing improved survival rates. Multiple analysts have recently upgraded or initiated coverage with positive ratings and price targets ranging from $226 to $318.
Revolution Medicines (RVMD) presented exploratory subgroup analyses from the Phase 3 RASolute 302 trial at ESMO 2026, showing RASONQUE (daraxonrasib) provided overall survival benefit vs. chemotherapy in metastatic pancreatic cancer patients, including those without tumor RAS mutations. Median OS was 13.2 months with RASONQUE vs. 6.7 months with chemotherapy (HR 0.40).
Myriad Genetics (MYGN) surged 40% after agreeing to sell its Prenatal Health business to Labcorp for $210M. Moleculin Biotech (MBRX) rose 15% on AML trial progress. Femasys (FEMY) and Revolution Medicines (RVMD) each gained 7% on commercial and clinical developments.
Revolution Medicines (RVMD) received FDA approval for its cancer drug Rasonque (daraxonrasib) in August and is awaiting European authorization. The company is valued at $38.14 billion, with analysts estimating peak sales between $3.2B and $11.5B. RVMD has $3.94B in cash and $1.19B in debt, with significant R&D and administrative expenses. Analysts have mixed price targets, and investors await commercial performance data.
