Revolution Medicines to Host Investor Conference Call on Positive RASolute 302 Results Following 2026 ASCO Presentation
Revolution Medicines will host an investor conference call on Sunday, May 31, 2026, at 7:00 pm ET to discuss positive Phase 3 RASolute 302 clinical trial results. These results, for their drug daraxonrasib in patients with metastatic pancreatic ductal adenocarcinoma, will be presented at the 2026 ASCO Annual Meeting. The webcast will be available live and archived on the company's investor relations website for those interested in the latest developments regarding their cancer therapies.
Revolution Medicines to host webcast on phase 3 trial results By Investing.com
Revolution Medicines (NASDAQ:RVMD) will host a webcast on May 31st to discuss positive results from its Phase 3 RASolute 302 clinical trial for daraxonrasib in metastatic pancreatic ductal adenocarcinoma. This data will be presented at the 2026 American Society of Clinical Oncology Annual Meeting. The company, which specializes in targeted therapies for RAS-addicted cancers, recently reported Q1 2026 earnings with a net loss but highlighted a strong cash position and strategic advancements despite increased operating expenses.
Pancreatic cancer trial results prompt May 31 Revolution Medicines call
Revolution Medicines (Nasdaq: RVMD) will host an investor webcast on Sunday, May 31, 2026, at 7:00 p.m. ET to discuss positive Phase 3 RASolute 302 results for daraxonrasib in previously treated metastatic pancreatic ductal adenocarcinoma (PDAC). This discussion follows the presentation of data at the 2026 ASCO Annual Meeting. The company is a late-stage clinical oncology company focused on developing targeted therapies for RAS-addicted cancers.
Eagle Health Investments LP Makes New $9.23 Million Investment in Revolution Medicines, Inc. $RVMD
Eagle Health Investments LP has made a new $9.23 million investment in Revolution Medicines, Inc. (NASDAQ:RVMD), acquiring 115,900 shares and making it their 17th largest holding. Despite some insider selling, institutional investors collectively own 94.34% of the company's shares. Analysts maintain a "Buy" rating with an average price target of $108.88, even as the company reported a wider-than-expected quarterly loss.
Revolution Medicines Recasts RAS Story With Phase 3 Win And New Firepower
Revolution Medicines has announced groundbreaking overall survival results from its Phase 3 RASolute 302 trial in metastatic pancreatic cancer, alongside a clinical collaboration with Summit Therapeutics and plans to acquire EQRx, Inc. These developments, which include significant capital infusion, aim to solidify Revolution Medicines' position in RAS-targeted oncology and broaden its therapeutic pipeline. The company's stock, NasdaqGS:RVMD, has seen substantial gains, reflecting investor interest in these strategic moves and clinical milestones despite facing high operating expenses and concentration in RAS-targeted oncology.
Needham Keeps Buy Rating on Revolution Medicines (RVMD) Despite Wider Loss
Needham maintained its Buy rating on Revolution Medicines (RVMD) but adjusted its price target to $183 from $186 following the company's Q1 2026 results, which showed a wider-than-expected loss per share of $2.29. The increased loss was attributed to higher marketing, general, administrative, and R&D costs. Despite the financial shortfall, Revolution Medicines announced an increase in enrollment for its RASolute 301 study for non-small cell lung cancer, which is still projected to be completed by 2026.
Needham Keeps Buy Rating on Revolution Medicines (RVMD) Despite Wider Loss
Needham has maintained its Buy rating on Revolution Medicines (RVMD) but slightly reduced its price target to $183 from $186, following the company's Q1 2026 results. The company reported a wider-than-expected loss per share of $2.29, attributed to higher marketing, general, and administrative, and R&D costs. Despite this, Revolution Medicines increased patient enrollment in its RASolute 301 study for non-small cell lung cancer, with no change to the study's timeline.
Is Revolution ‘the next oncology titan’? Truist analysts make the case
Truist analysts predict Revolution Medicines will become a major oncology company, projecting FDA approval for its RAS inhibitor daraxonrasib in second-line pancreatic cancer by Q3 2026. The drug previously doubled survival in advanced pancreatic cancer, and Truist foresees Revolution dominating this market. The company also has potential beyond pancreatic cancer, with ongoing trials for daraxonrasib in non-small cell lung cancer.
Is Wider Losses And FDA Expanded Access For Daraxonrasib Altering The Investment Case For Revolution Medicines (RVMD)?
Revolution Medicines reported wider net losses in Q1 2026 but also received FDA expanded access for its investigational pancreatic cancer drug, daraxonrasib. This development, combined with positive Phase 3 data, is crucial for the company's investment narrative, as it balances high R&D spending with the potential for commercialization of its key drug. Investors are advised to consider the long-term potential against current operating expenses and losses.
Cancer Centers Race To Access Revolution Medicines' Pancreatic Cancer Treatment: Report
U.S. cancer centers are rapidly enrolling patients in an expanded access program for Revolution Medicines' experimental pancreatic cancer drug, daraxonrasib, following promising Phase 3 trial results. The drug significantly extended survival in patients with advanced metastatic pancreatic cancer, leading to a surge in patient demand and operational challenges for hospitals managing the compassionate use process. Revolution Medicines is working towards full FDA approval for daraxonrasib.
Cancer Centers Race To Access Revolution Medicines' Pancreatic Cancer Treatment: Report
Revolution Medicines' experimental pancreatic cancer drug, daraxonrasib, has shown significant improvements in progression-free and overall survival in Phase 3 trials, leading cancer centers to race for access through an expanded access program. Patient demand surged after positive trial results and FDA approval for expanded access, despite operational challenges for hospitals. The company is working towards full FDA submission, though a timeline is not yet available.
Janus Henderson Group reports stake in Revolution Medicines (RVMD) — 9.77M shares
Janus Henderson Group plc has filed an amended Schedule 13G/A, disclosing beneficial ownership of 9,766,496 shares, or 4.9%, of Revolution Medicines, Inc. (RVMD) common stock as of March 31, 2026. The filing indicates that Janus Henderson, through its various asset managers, exercises shared voting and dispositive power over these shares for client accounts, disclaiming rights to dividends or sale proceeds. No individual managed portfolio holds more than 5% of the class.
A Look At Revolution Medicines (RVMD) Valuation After FDA Clears Expanded Access To Daraxonrasib
Revolution Medicines (RVMD) has seen significant momentum following the FDA's "safe to proceed" letter for expanded access to its pancreatic cancer therapy, daraxonrasib. While the stock has shown strong recent returns, current analyst targets suggest it is undervalued, with one DCF model indicating a substantial intrinsic discount. Investors are weighing the potential for future growth from its RAS(ON) portfolio against execution risks and high operating expenses.
Revolution Medicines outlines $1.7B-$1.8B in 2026 GAAP operating expenses while expanding RASolve 301 to 590 patients
Revolution Medicines has provided a financial outlook for 2026, estimating GAAP operating expenses to be between $1.7 billion and $1.8 billion. Concurrently, the company is expanding its RASolVe-301 trial, increasing the target patient enrollment from 420 to 590 patients. This expansion suggests a significant commitment to their research and development efforts.
Q2 EPS Forecast for Revolution Medicines Lowered by Analyst
Lifesci Capital has lowered its Q2 2026 EPS estimate for Revolution Medicines (NASDAQ: RVMD) to ($1.90) from ($1.85), anticipating continued losses through 2027. This follows the company's wider-than-expected Q1 loss of ($2.29) EPS. Despite the lowered forecast and past losses, sentiment remains positive among other analysts, with a consensus "Buy" rating and an average target price of $103.88, driven by recent clinical updates for its pancreatic cancer program.
Is It Too Late To Consider Revolution Medicines (RVMD) After Its Recent Surge In Price?
This article analyzes whether Revolution Medicines (RVMD) is still a valuable investment after significant price surges, despite a recent slight decline. Using Discounted Cash Flow (DCF) analysis, Simply Wall St suggests the stock is currently undervalued by 71.3% compared to its intrinsic value of $497.07 per share, while its Price to Book (P/B) ratio is significantly higher than industry averages. The analysis also presents bull and bear case narratives to help investors understand potential future valuations based on the company's oncology pipeline and financial projections.
Revolution Medicines (RVMD) Receives FDA’s “Safe to Proceed” Letter for Daraxonrasib
Revolution Medicines, Inc. (NASDAQ: RVMD) announced that the FDA has issued a "safe to proceed" letter for an expanded access treatment protocol (EAP) for daraxonrasib, an investigational RAS(ON) inhibitor, for patients with previously treated metastatic pancreatic ductal adenocarcinoma (PDAC). This authorization allows the company to move forward with providing access to daraxonrasib in a monitored setting. Despite this progress, the company cannot accept direct requests from patients or caregivers; all requests must be initiated by a licensed treating physician.
Revolution Medicines Balances RAS Patent Dispute With Daraxonrasib Phase 3 Momentum
Revolution Medicines has initiated a patent dispute with Erasca over RAS inhibitor programs while simultaneously advancing daraxonrasib through Phase 3 trials and securing FDA expanded access. This situation creates a complex dynamic for investors, balancing intellectual property protection and the significant financial commitment required for both legal action and clinical development. The dispute, coupled with upcoming ASCO presentation, highlights the company's efforts to secure its position in RAS-targeted oncology amidst high R&D costs and current operating losses.
Comerica Bank Sells 466,931 Shares of Revolution Medicines, Inc. $RVMD
Comerica Bank has significantly reduced its stake in Revolution Medicines, Inc. (NASDAQ:RVMD) by selling 466,931 shares, cutting its holdings by 95.3%. This transaction leaves the bank with 23,285 shares valued at approximately $1.86 million. The article also notes recent insider selling from CFO Jack Anders and Mark A. Goldsmith, totaling over $18 million in the last 90 days, despite shares trading near their 12-month high and a Wall Street consensus "Buy" rating.
Revolution Medicines Reports First Quarter 2026 Financial Results and Update on Corporate Progress
Revolution Medicines, Inc. announced its financial results for the first quarter of 2026, highlighting positive results from the RASolute 302 trial of daraxonrasib for metastatic pancreatic cancer, which demonstrated significant overall survival improvement. The company also detailed progress across its RAS(ON) inhibitor pipeline for various cancers and strengthened its financial position with $2.2 billion in gross proceeds from recent financings. Revolution Medicines expects to submit the RASolute 302 data to global regulatory authorities, including the FDA.
Revolution Medicines Reports First Quarter 2026 Financial Results and Update on Corporate Progress
Revolution Medicines announced its Q1 2026 financial results and provided a corporate update, highlighting positive Phase 3 results for daraxonrasib in metastatic pancreatic cancer. The company plans to submit the daraxonrasib data to regulatory authorities and has strengthened its financial position with $2.2 billion in gross proceeds from recent financings. Revolution Medicines also detailed progress across its RAS(ON) inhibitor pipeline and clinical collaborations.
Revolution Medicines’ pancreatic cancer trial data published in NEJM
Revolution Medicines announced that The New England Journal of Medicine has published data from its Phase 1/2 clinical trial for daraxonrasib in patients with previously treated metastatic RAS mutant pancreatic ductal adenocarcinoma. The investigational drug, daraxonrasib, has received Breakthrough Therapy and Orphan Drug Designation from the FDA and is currently being evaluated in four global Phase 3 trials. The company's stock has surged over 300% in the past year due to its clinical progress.
Revolution Medicines Announces Publication in New England
Revolution Medicines announced the publication of Phase 1/2 clinical data for daraxonrasib in pancreatic cancer in The New England Journal of Medicine. These findings supported the initiation of the pivotal Phase 3 RASolute 302 trial, which recently showed an unprecedented overall survival benefit. Daraxonrasib, an investigational RAS(ON) multi-selective inhibitor, has received Breakthrough Therapy Designation and Orphan Drug Designation from the FDA for previously treated metastatic pancreatic ductal adenocarcinoma.
Phase 3 win and $2.2B financing reshape Revolution Medicines (RVMD)
Revolution Medicines reported a significant Phase 3 clinical trial win for its lead RAS(ON) inhibitor, daraxonrasib, in pancreatic cancer, showing improved overall survival. The company also secured $2.225 billion in gross proceeds from recent financing efforts, strengthening its financial position to advance its pipeline and commercialization. Despite these successes, the company recorded a net loss of $453.8 million for Q1 2026, with an updated full-year GAAP operating expense guidance of $1.7 to $1.8 billion, driven by increased R&D, G&A, and stock-based compensation.
Revolution Medicines, Inc. $RVMD Shares Sold by State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D significantly reduced its stake in Revolution Medicines (NASDAQ: RVMD) by 14.1% in Q4, selling 8,223 shares. This reduction occurred despite other large institutions like Vanguard and UBS increasing their holdings, leading to substantial institutional ownership. The company also saw insider share sales totaling over $24 million and reported a Q4 EPS miss, yet analysts maintain a "Buy" consensus rating with a target price of $78.94.
Are These 5 Biotech Stocks Set to Beat Q1 Earnings Estimates?
The Medical sector's Q1 2026 reporting cycle is well underway, with many pharma and biotech giants reporting strong earnings. This article highlights five biotech companies—ANI Pharmaceuticals (ANIP), Cytokinetics (CYTK), Novavax (NVAX), Revolution Medicines (RVMD), and Sarepta Therapeutics (SRPT)—that are identified by Zacks' Earnings ESP methodology as having a high probability of beating their upcoming Q1 earnings estimates. The detailed analysis includes their Earnings ESP, Zacks Rank, and past earnings performance.
FDA Expanded Access Puts Revolution Medicines Daraxonrasib Thesis To The Test
The FDA has granted expanded access to Revolution Medicines' daraxonrasib for metastatic pancreatic cancer, allowing eligible patients to receive the drug before formal approval. This move signals regulators' confidence in the late-stage data and opens a channel for real-world safety and efficacy data collection, while Revolution Medicines plans an expedited FDA review submission. Investors are now closely watching the regulatory review process and the drug's adoption, which will be central to assessing the company's risk and reward profile.
FDA Expanded Access Puts Revolution Medicines Daraxonrasib Thesis To The Test
The FDA has granted expanded access to Revolution Medicines' RAS(ON) inhibitor daraxonrasib for metastatic pancreatic cancer, prior to formal approval. This decision signals that regulators find the late-stage data compelling enough for use outside controlled trials, while also opening a channel for Revolution Medicines to gather real-world safety and efficacy information. Investors are now watching the regulatory review process and the real-world experience from expanded access to understand the drug's potential commercialization and its impact on the company's financial narrative.
Jennison Associates LLC Takes $24.31 Million Position in Revolution Medicines, Inc. $RVMD
Jennison Associates LLC has acquired a new stake of 305,260 shares in Revolution Medicines Inc. (NASDAQ:RVMD), valued at approximately $24.31 million, representing 0.16% of the company. This comes as other institutional investors like Vanguard and Farallon also increased their positions. Despite substantial insider selling and a Q4 EPS miss, the stock, currently trading around $139.48, holds a consensus "Buy" rating from analysts with an average price target of $78.94.
First RAS Inhibitor Extends Survival in Previously Treated Metastatic Pancreatic Adenocarcinoma: What You Need to Know
A new RAS inhibitor, daraxonrasib, has shown significant potential in treating metastatic pancreatic adenocarcinoma, approximately doubling overall survival in previously treated patients. Clinical trial results from Revolution Medicines indicate a median overall survival of 13.2 months compared to 6.7 months for standard chemotherapy. The U.S. FDA has also issued a "safe to proceed" letter for an expanded access treatment protocol for daraxonrasib, offering a pathway for eligible patients outside of clinical trials.
Revolution Medicines (RVMD) Is Up 7.2% After Pancreatic Cancer Drug Shows Survival Benefit vs Chemotherapy
Revolution Medicines (RVMD) saw its stock rise 7.2% after reporting a statistically significant improvement in progression-free and overall survival for its oral RAS(ON) inhibitor, daraxonrasib, against standard chemotherapy in metastatic pancreatic cancer. Full Phase 3 data will be presented at the 2026 ASCO Annual Meeting. The company's investment narrative now hinges on translating strong trial outcomes for its RAS(ON) pipeline into approved products, with expected revenues of $1.0 billion and earnings of $148.6 million by 2029.
F.D.A. Grants Early Access to Promising Drug for Pancreatic Cancer
The FDA has approved early access to a promising, unapproved drug called daraxonrasib for some patients with metastatic pancreatic cancer. This decision comes after patients advocated for the treatment, which has shown encouraging results in clinical trials and will be supplied by Revolution Medicines at no cost. This provides a new option for patients facing one of the deadliest cancers with limited treatment options.
Revolution Medicines receives FDA early access authorization for pancreatic cancer pill
Revolution Medicines has received FDA early access authorization for its pill daraxonrasib, intended for patients with previously treated pancreatic cancer. This program allows patients with serious conditions to access experimental treatments before full regulatory approval. The company reported in April that daraxonrasib doubled the survival period in pancreatic cancer patients during a late-stage trial.
Revolution Medicines' cancer drug made available in U.S.
Revolution Medicines (RVMD) has received FDA approval to provide early access to its investigational cancer therapy, daraxonrasib, for pancreatic cancer patients outside of clinical trials. This oral therapy targets a specific genetic mutation. The company announced the FDA's permission on Friday, making the drug accessible in the U.S.
Revolution Medicines, Inc. $RVMD Shares Bought by Vanguard Group Inc.
Vanguard Group Inc. increased its stake in Revolution Medicines (NASDAQ:RVMD) by 6.7% in the fourth quarter, bringing its total ownership to approximately 8.65% valued at $1.33 billion. This comes despite corporate insiders being net sellers of RVMD shares and the company missing its recent quarterly EPS estimates. Analysts maintain a consensus "Buy" rating for RVMD, with an average target price of $78.94.
Revolution Medicines sets May 6 webcast for Q1 results, corporate update
Revolution Medicines (Nasdaq: RVMD) announced it will report Q1 2026 financial results on May 6, 2026, after market close. A live webcast with senior management will follow at 4:30 p.m. ET to discuss the results and provide a corporate update, with an archived replay available for at least 14 days. The company's stock showed a moderate positive reaction of +2.54% on the day this news was published, continuing a pattern of modest positive moves following similar announcements.
Revolution Medicines to Report Financial Results for First Quarter 2026 After Market Close on May 6, 2026
Revolution Medicines, Inc. announced it will report its first-quarter 2026 financial results on Wednesday, May 6, 2026, after market close. A webcast will follow at 4:30 p.m. ET, where senior management will discuss the results and provide a corporate update. The company is a late-stage clinical oncology company focused on developing targeted therapies for RAS-addicted cancers.
Revolution Medicines Data Updates Refocus Investor Attention On RAS Pipeline Potential
Revolution Medicines is drawing investor attention with upcoming detailed Phase 3 data for daraxonrasib in metastatic pancreatic cancer and promising Phase 1 data for zoldonrasib in KRAS G12D mutated lung cancer. These updates highlight their central role in developing targeted oncology therapies for RAS-driven cancers, an area with significant unmet medical need. The company's focus on these candidates, despite current unprofitability and zero revenue, provides additional clinical detail for investors assessing its pipeline.
Revolution Medicines Data Updates Refocus Investor Attention On RAS Pipeline Potential
Revolution Medicines (NasdaqGS:RVMD) is gaining investor attention following data updates on its RAS pipeline. The company is set to present detailed Phase 3 data for daraxonrasib in metastatic pancreatic cancer at ASCO, highlighting survival outcomes, and has released encouraging Phase 1 data for zoldonrasib in KRAS G12D mutated lung cancer. These updates are crucial for framing Revolution Medicines' position in RAS-focused oncology research and will influence how investors view the pipeline's potential.
Revolution Medicines’ Anthony Mancini sells $413k in shares
Anthony Mancini, Chief Global Commercialization Officer at Revolution Medicines, sold 3,120 shares of common stock totaling approximately $413,128. Concurrently, he acquired 3,120 shares by exercising stock options for about $104,894. The company's stock has seen a significant return of 246% over the past year, though an InvestingPro analysis suggests it is currently overvalued.
Revolution Medicines to Report Financial Results for First Quarter 2026 After Market Close on May 6, 2026
Revolution Medicines, Inc. announced it will report its first quarter 2026 financial results on Wednesday, May 6, 2026, after market close. The company's senior management will host a webcast at 4:30 p.m. ET to discuss the results and provide a corporate update. Revolution Medicines is a clinical-stage oncology company focused on developing targeted therapies for RAS-addicted cancers.
Why Erasca, Up 415% This Year Amid Revolution-Tied Furor, Just Lost Half Its Value
Erasca (ERAS) stock experienced a significant drop, losing half its value, after a patient in its pancreatic cancer study died from pneumonia. This event impacts Erasca's potential to compete with Revolution Medicines (RVMD) in developing RAS-blocking drugs for cancer, as pneumonia is a known side effect of this drug class. Erasca's stock had previously surged by 415% this year due to excitement surrounding RAS-blocking therapies.
Revolution levels legal threat on Erasca as pancreatic cancer rivalry heats up
Revolution Medicines has issued a legal threat to Erasca, accusing them of patent infringement and improper public comparison of their respective pancreatic cancer drug candidates, daraxonrasib and ERAS-0015. This action follows Revolution's recent clinical success in pancreatic cancer and aims to protect its market position. Erasca denies the claims, but its stock dropped significantly after announcing Phase 1 data for ERAS-0015, which included a patient death.
A Look At Revolution Medicines (RVMD) Valuation After Breakthrough Pancreatic Cancer Trial Results
Revolution Medicines (RVMD) has seen a significant share price surge following breakthrough Phase 3 trial results for its pancreatic cancer drug daraxonrasib. Despite no current revenue and a valuation of US$28.5 billion, the company is considered undervalued by one narrative based on future growth assumptions in targeted oncology. However, another view highlights a rich P/B ratio compared to industry peers, raising questions about execution risk.
Revolution Medicines rival Erasca falls after early-stage trial data for cancer therapy
Erasca (ERAS), a potential rival to Revolution Medicines (RVMD) in developing cancer drugs targeting RAS gene mutations, experienced a significant ~37% drop in extended trading. This decline followed the release of early-stage Phase 1 trial data for its solid tumor candidate, ERAS-0015. The news suggests a setback in its competitive position against Revolution Medicines.
[ARS] Revolution Medicines, Inc. SEC Filing
This article is an SEC filing announcement for Revolution Medicines, Inc. (RVMD) concerning an ARS form submitted on April 27, 2026. The filing has a low impact and neutral sentiment. The article also provides a company overview, stock rankings, and recent news and SEC filings for RVMD.
Erasca sinks after Revolution Medicines alleges patent infringement
Erasca's stock fell 9% after Revolution Medicines alleged patent infringement related to Erasca's asset ERAS-0015. Revolution claims ERAS-0015 is substantially equivalent to compositions in its U.S. Patent No. 12,409,225 and that a third party misappropriated Revolution’s trade secrets. Erasca denies the allegations and intends to vigorously contest them.
Revolution Medicines (NASDAQ: RVMD) outlines 2026 virtual annual meeting votes
Revolution Medicines (RVMD) has released details for its 2026 virtual annual meeting, scheduled for June 18, 2026, at 7:30 a.m. Pacific Time. Stockholders will vote on key proposals including the election of two Class III directors, the ratification of PricewaterhouseCoopers LLP as the independent registered public accounting firm, and an advisory Say-on-Pay resolution regarding 2025 executive compensation. Only stockholders of record as of April 23, 2026, are eligible to vote on these matters.
[144] Revolution Medicines, Inc. SEC Filing
Revolution Medicines, Inc. (RVMD) filed a Form 144 SEC notice, indicating a proposed sale of 3,120 shares of Common Stock from an issuer-related transaction dated April 27, 2026. The filing also disclosed a prior Rule 10b5-1 sale of 37,450 shares on March 25, 2026, generating proceeds of $3,578,821.24. This form provides transparency regarding insider stock sales and option exercises.
B. Metzler seel. Sohn & Co. AG Cuts Stock Position in Revolution Medicines, Inc. $RVMD
B. Metzler seel. Sohn & Co. AG significantly reduced its stake in Revolution Medicines, Inc. ($RVMD) by 32.5% in the fourth quarter, now holding 17,440 shares valued at $1.389 million. Institutional investors collectively own 94.34% of the company, while insiders have sold a total of 184,592 shares worth $24.5 million in the last 90 days. Despite an EPS miss, analysts maintain a "Buy" rating for Revolution Medicines with a consensus price target of $78.94.
