Revolution MedicinesRVMD
RVMD
About: Revolution Medicines Inc is a clinical-stage precision oncology company focused on developing novel targeted therapies to inhibit elusive, frontier targets within notorious growth and survival pathways, with particular emphasis on the RAS and mTOR signaling pathways. The company's products includes RMC-4630, a SHP2 inhibitor, RAS(ON) portfolio and SOS1 and 4EBP1/mTORC1 programs.
Employees: 616
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
20% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 41
10% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 87
1% more funds holding
Funds holding: 278 [Q4 2024] → 281 (+3) [Q1 2025]
3.1% less ownership
Funds ownership: 105.87% [Q4 2024] → 102.77% (-3.1%) [Q1 2025]
9% less funds holding in top 10
Funds holding in top 10: 23 [Q4 2024] → 21 (-2) [Q1 2025]
20% less capital invested
Capital invested by funds: $8.45B [Q4 2024] → $6.78B (-$1.67B) [Q1 2025]
71% less call options, than puts
Call options by funds: $7.19M | Put options by funds: $25.1M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$57
50%
upside
Avg. target
$70
85%
upside
High target
$80
110%
upside
5 analyst ratings
5 positive
100%
0 neutral
0%
0 negative
0%
Guggenheim Michael Schmidt | 110%upside $80 | Buy Reiterated | 25 Jun 2025 |
Needham Ami Fadia | 50%upside $57 | Buy Reiterated | 24 Jun 2025 |
HC Wainwright & Co. Robert Burns | 89%upside $72 | Buy Maintained | 14 May 2025 |
Oppenheimer Jay Olson | 97%upside $75 | Outperform Maintained | 8 May 2025 |
Wedbush Robert Driscoll | 76%upside $67 | Outperform Reiterated | 28 Apr 2025 |
Financial journalist opinion
Based on 7 articles about RVMD published over the past 30 days
Neutral
GlobeNewsWire
2 days ago
Revolution Medicines and Iambic Announce Technology and Research Collaboration Using Iambic's AI Discovery Tools to Pursue New Drug Candidates
Custom-built model will be trained using Revolution Medicines' proprietary data to discover novel drug candidates Iambic to receive up to $25 million through a combination of upfront and expected near-term performance-based milestone payments for services related to Revolution Medicines' access to Iambic's industry-leading NeuralPLexer model for protein structure prediction REDWOOD CITY, Calif. and SAN DIEGO, July 09, 2025 (GLOBE NEWSWIRE) -- Revolution Medicines, Inc. (Nasdaq: RVMD), a late-stage clinical oncology company developing targeted therapies for patients with RAS-addicted cancers, and Iambic Therapeutics, a clinical-stage life science and technology company developing novel medicines using its AI-driven discovery and development platform, today announced a technology and research collaboration to pursue novel drug candidates using Iambic's leading AI models.
Neutral
GlobeNewsWire
1 week ago
Revolution Medicines and Summit Therapeutics Enter into Clinical Collaboration to Evaluate Combinations of Three RAS(ON) Inhibitors with Ivonescimab in RAS Mutant Tumors
REDWOOD CITY, Calif. and MIAMI, June 30, 2025 (GLOBE NEWSWIRE) -- Revolution Medicines, Inc. (Nasdaq: RVMD), a late-stage clinical oncology company developing targeted therapies for patients with RAS-addicted cancers and Summit Therapeutics, Inc. (Nasdaq: SMMT), a biopharmaceutical oncology company focused on patient-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs, today announced the companies have entered into a clinical collaboration in multiple solid tumor settings to evaluate the safety and efficacy of each of Revolution Medicines' clinical-stage RAS(ON) inhibitors, including the multi-selective inhibitor daraxonrasib (RMC-6236), G12D-selective inhibitor zoldonrasib (RMC-9805) and G12C-selective inhibitor elironrasib (RMC-6291), in combination with Summit Therapeutics' ivonescimab, a PD-1 / VEGF bispecific antibody.
Neutral
Business Wire
1 week ago
Revolution Medicines and Summit Therapeutics Enter Into Clinical Collaboration to Evaluate Combinations of Three RAS(ON) Inhibitors With Ivonescimab in RAS Mutant Tumors
REDWOOD CITY, Calif. & MIAMI--(BUSINESS WIRE)---- $SMMT--Revolution Medicines, Inc. (Nasdaq: RVMD), a late-stage clinical oncology company developing targeted therapies for patients with RAS-addicted cancers and Summit Therapeutics Inc. (Nasdaq: SMMT), a biopharmaceutical oncology company focused on patient-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs, today announced the companies have entered into a clinic.
Positive
Reuters
2 weeks ago
Royalty Pharma to pay up to $2 billion to Revolution Medicines for cancer drug
Royalty Pharma said on Tuesday will pay up to $2 billion to Revolution Medicines to support the companies' plans for global development and commercialization of the experimental cancer drug daraxonrasib.
Neutral
GlobeNewsWire
2 weeks ago
Revolution Medicines Enters Into $2 Billion Flexible Funding Agreement with Royalty Pharma to Support Global Development and Commercialization of RAS(ON) Inhibitor Portfolio for Patients with RAS-Addicted Cancers
REDWOOD CITY, Calif., June 24, 2025 (GLOBE NEWSWIRE) -- Revolution Medicines, Inc. (Nasdaq: RVMD), a late-stage clinical oncology company developing targeted therapies for patients with RAS-addicted cancers, today announced that it has partnered with Royalty Pharma on $2 billion in flexible funding to support Revolution Medicines' independent global development and commercialization strategy and operations. Revolution Medicines retains full strategic and executional control of product development and commercialization for its portfolio of RAS(ON) inhibitors in the US and internationally, enabling the company to leverage its assets, capabilities and momentum toward establishing new global standards of care and creating value for shareholders.
Neutral
GlobeNewsWire
2 weeks ago
Revolution Medicines Announces FDA Breakthrough Therapy Designation for Daraxonrasib in Previously Treated Metastatic Pancreatic Cancer with KRAS G12 Mutations
REDWOOD CITY, Calif., June 23, 2025 (GLOBE NEWSWIRE) -- Revolution Medicines, Inc. (Nasdaq: RVMD), a late-stage clinical oncology company developing targeted therapies for patients with RAS-addicted cancers, today announced that the U.S. Food and Drug Administration (FDA) has granted Breakthrough Therapy Designation to daraxonrasib, the company's RAS(ON) multi-selective inhibitor, for previously treated metastatic PDAC in patients with KRAS G12 mutations.
Neutral
Seeking Alpha
3 weeks ago
Revolution Medicines: Positioning Itself To Capture One Of The Largest Cancer Targets In History
Revolution Medicines is advancing a groundbreaking pan-RAS inhibitor pipeline, targeting historically undruggable mutations in tough cancers like pancreatic and lung. Early clinical data for daraxonrasib and zoldonrasib show strong efficacy and tolerability, sparking excitement among oncologists and analysts alike. Despite a robust cash position, RVMD's high burn rate and lofty valuation increase risk and sensitivity to setbacks, making entry timing challenging.
Neutral
GlobeNewsWire
1 month ago
Revolution Medicines Announces First Patient Dosed in Phase 3 Clinical Trial Evaluating Daraxonrasib in Previously Treated Patients with RAS Mutant Non-Small Cell Lung Cancer
REDWOOD CITY, Calif., May 14, 2025 (GLOBE NEWSWIRE) -- Revolution Medicines, Inc. (Nasdaq: RVMD), a late-stage clinical oncology company developing targeted therapies for patients with RAS-addicted cancers, today announced the first patient has been dosed in RASolve 301, a global, randomized, open-label Phase 3 clinical trial.
Neutral
Seeking Alpha
2 months ago
Revolution Medicines, Inc. (RVMD) Q1 2025 Earnings Call Transcript
Revolution Medicines, Inc. (NASDAQ:RVMD ) Q1 2025 Earnings Conference Call May 7, 2025 4:30 PM ET Company Participants Ryan Asay - Senior Vice President-Corporate Affairs Mark Goldsmith - Chairman and Chief Executive Officer Steve Kelsey - President-Research and Development Wei Lin - Chief Medical Officer Jack Anders - Chief Financial Officer Conference Call Participants Michael Schmidt - Guggenheim Marc Frahm - TD Cowen Eric Joseph - J.P. Morgan Jonathan Chang - Leerink Partners Kelly Shi - Jefferies Ellie Merle - UBS Operator Good day, and thank you for standing by.
Neutral
GlobeNewsWire
2 months ago
Revolution Medicines Reports First Quarter 2025 Financial Results and Update on Corporate Progress
REDWOOD CITY, Calif., May 07, 2025 (GLOBE NEWSWIRE) -- Revolution Medicines, Inc. (Nasdaq: RVMD), a late-stage clinical oncology company developing targeted therapies for patients with RAS-addicted cancers, today announced its financial results for the quarter ended March 31, 2025, and provided an update on corporate progress.
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