Revolution Medicines, Inc.
- Open
- 205.01
- Day high
- 207.02
- Day low
- 200.53
- Prev close
- 207.88
- Volume
- 2.2M
- Mkt cap
- $44.1B
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 16.9
- P/S
- —
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$54.4M over the last 3 months (0 open-market buys, 50 sales)
- 🏛Institutions accumulating (13F)
Revolution Medicines, Inc. (RVMD) is a Healthcare company listed on NASDAQ. The stock is up 416% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 50 sales (SEC Form 4).
Revolution Medicines, Inc. (RVMD) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 9 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
RVMD earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 5, 2026 | $-2.04 | $-3.06 | -50.0% | — | — |
| May 6, 2026 | $-1.83 | $-2.29 | -25.1% | — | — |
| Feb 25, 2026 | $-1.56 | $-1.86 | -19.2% | — | — |
| Nov 5, 2025 | $-1.42 | $-1.61 | -13.4% | — | — |
| Aug 6, 2025 | $-0.94 | $-1.31 | -39.4% | — | — |
| May 7, 2025 | $-1.12 | $-1.13 | -0.9% | — | — |
| Feb 26, 2025 | $-1.01 | $-1.12 | -10.9% | — | — |
| Feb 26, 2024 | $-0.86 | $-1.14 | -32.6% | $742000 | -31.9% |
| Feb 27, 2023 | $-0.84 | $-0.63 | +25.0% | $15M | +96.5% |
| Feb 28, 2022 | $-0.65 | $-0.71 | -9.2% | $9M | +5.2% |
| Nov 10, 2021 | $-0.62 | $-0.72 | -16.1% | $1M | +19.2% |
| Aug 11, 2021 | $-0.55 | $-0.60 | -9.1% | $9M | +0.0% |
RVMD insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 25, 2026 | GOLDSMITH MARK Adirector, officer: See Remarks | Option | 80,000 | $4.73 |
| Aug 25, 2026 | GOLDSMITH MARK Adirector, officer: See Remarks | Sell | 951 | $208.36 |
| Aug 25, 2026 | GOLDSMITH MARK Adirector, officer: See Remarks | Sell | 3,813 | $210.25 |
| Aug 25, 2026 | GOLDSMITH MARK Adirector, officer: See Remarks | Sell | 127 | $212.06 |
| Aug 25, 2026 | Cislini Jeffofficer: General Counsel | Option | 29,680 | $18.56 |
| Aug 25, 2026 | GOLDSMITH MARK Adirector, officer: See Remarks | Sell | 3,621 | $212.08 |
| Aug 25, 2026 | GOLDSMITH MARK Adirector, officer: See Remarks | Sell | 6,583 | $211.33 |
| Aug 25, 2026 | Cislini Jeffofficer: General Counsel | Sell | 3,400 | $207.24 |
| Aug 25, 2026 | Cislini Jeffofficer: General Counsel | Sell | 17,323 | $208.37 |
| Aug 25, 2026 | GOLDSMITH MARK Adirector, officer: See Remarks | Sell | 24,917 | $208.37 |
| Aug 25, 2026 | Cislini Jeffofficer: General Counsel | Option | 26,600 | $21.61 |
| Aug 25, 2026 | GOLDSMITH MARK Adirector, officer: See Remarks | Sell | 126 | $210.40 |
| Aug 25, 2026 | GOLDSMITH MARK Adirector, officer: See Remarks | Sell | 35,938 | $209.26 |
| Aug 25, 2026 | GOLDSMITH MARK Adirector, officer: See Remarks | Sell | 245 | $211.47 |
| Aug 25, 2026 | Cislini Jeffofficer: General Counsel | Sell | 3,314 | $212.06 |
Source: RVMD SEC Form 4 filings, latest Aug 25, 2026. For informational purposes only — not investment advice.
See the full RVMD insider & 13F page →Revolution Medicines, Inc. company profile
Overview
Revolution Medicines, Inc. (NASDAQ:RVMD) is a clinical-stage precision oncology company founded in 2014 and headquartered in Redwood City, California. The company went public in February 2020 and focuses specifically on developing novel therapies to treat RAS-addicted cancers. RAS proteins are among the most frequently mutated oncogenes in human cancers, found in approximately 30% of all cancers and up to 95% in certain cancer types like pancreatic cancer. Revolution Medicines has built a comprehensive pipeline of RAS pathway inhibitors and is currently advancing multiple drug candidates through clinical trials, with its lead program entering Phase 3 pivotal trials.
Business
Revolution Medicines operates in the precision oncology biotechnology sector, developing targeted cancer therapies that inhibit specific molecular pathways driving tumor growth. The company's core focus is on RAS-addicted cancers - tumors that depend on mutated RAS proteins for their survival and proliferation. RAS proteins are critical cellular switches that normally control cell growth, division, and death. When these proteins become mutated, they get stuck in the "on" position, continuously signaling cells to grow and divide uncontrollably, leading to cancer. Historically, RAS proteins were considered "undruggable" due to their smooth surface and lack of obvious binding pockets for small molecule drugs. The company's pipeline centers around several key drug candidates: 1. Daraxonrasib (RMC-6236) - A RAS(ON) multi-selective inhibitor that can target multiple RAS mutations including KRAS G12C, G12D, G12V, G13C, and NRAS mutations. This is the company's most advanced program, currently in Phase 3 trials for second-line metastatic pancreatic cancer and non-small cell lung cancer. 2. Elironrasib (RMC-6291) - A mutant-selective inhibitor specifically targeting KRAS G12C and NRAS G12C mutations in their active "ON" state. 3. Zoldonrasib (RMC-9805) - A selective inhibitor targeting KRAS G12D mutations, one of the most common RAS mutations in pancreatic cancer. 4. Earlier-stage programs including RMC-5127 (next-generation G12D inhibitor) and other RAS pathway modulators like SHP2 and SOS1 inhibitors. The company's approach differs from traditional RAS inhibitors by targeting RAS proteins in their active "ON" state rather than trying to prevent their activation, potentially offering broader applicability across different RAS mutations and cancer types.
Revenue model
Revolution Medicines operates under a traditional biotech business model focused on drug development and eventual commercialization. Currently, the company generates minimal revenue, with most income coming from collaboration agreements, particularly a partnership with Sanofi for SHP2 inhibitor development that has provided modest milestone and research payments. The company's primary revenue strategy will depend on successfully advancing its drug candidates through clinical trials to regulatory approval and commercial launch. Revenue will eventually come from product sales of approved cancer therapies, with pricing typically reflecting the high value of effective cancer treatments - often $100,000+ annually per patient for specialty oncology drugs. Key factors that could increase profitability margins include: successful clinical trial outcomes leading to regulatory approval, particularly in high-value indications like pancreatic cancer where treatment options are limited; potential for combination therapies that could command premium pricing; expansion into multiple cancer types and earlier treatment lines; and strategic partnerships for international markets that could provide upfront payments and royalties without requiring full commercial infrastructure investment. Factors that could pressure margins include: clinical trial failures requiring program pivots or discontinuation; intense competition from other RAS inhibitor developers and established cancer drug manufacturers; regulatory challenges or safety concerns that could limit market access; the substantial costs of building commercial capabilities including sales forces and market access teams; and potential pricing pressure from payers given the high cost of cancer care. The company's current cash position of approximately $2.1 billion provides runway into the second half of 2027, allowing it to fund multiple Phase 3 trials and prepare for potential commercial launch without immediate financing needs.
Competitive moat
Revolution Medicines' competitive moat is moderate but potentially strengthening, built primarily around its proprietary RAS(ON) inhibitor technology platform and first-mover advantages in certain RAS mutation subsets. The company's key differentiator lies in its unique approach of targeting RAS proteins in their active "ON" state, which theoretically allows for broader mutation coverage compared to competitors focused on specific inactive conformations. The company's intellectual property portfolio around RAS(ON) inhibition provides some protection, though the rapidly evolving RAS inhibitor field means this advantage may be temporary. More significantly, Revolution Medicines has established clinical proof-of-concept data in difficult-to-treat cancers like pancreatic cancer, where its daraxonrasib showed encouraging survival signals that could differentiate it from competitors. However, the competitive landscape is intensifying rapidly. Established pharmaceutical giants like Amgen (with KRAS G12C inhibitor Lumakras), Mirati Therapeutics (acquired by Bristol Myers Squibb), and numerous other biotech companies are developing competing RAS inhibitors. The company's moat is further challenged by the fact that oncology is a rapidly innovating field where new mechanisms of action and combination strategies emerge frequently. The strength of Revolution Medicines' moat will ultimately depend on clinical trial outcomes, particularly whether its drugs demonstrate superior efficacy or safety profiles compared to competitors. The company's broad pipeline approach across multiple RAS mutations provides some hedging against competitive threats, but success is not guaranteed. The moat could strengthen significantly if the company achieves regulatory approvals and establishes market leadership in specific RAS-mutated cancer segments, but this remains execution-dependent.
Risks & safety
Revolution Medicines demonstrates a strong financial safety profile with substantial cash reserves but faces typical biotech execution risks. • Liquidity and Solvency: Excellent position with $2.1 billion in cash and short-term investments as of Q1 2025, providing runway into second half of 2027. Current ratio of 13.5x indicates very strong short-term liquidity. Minimal debt with debt-to-equity ratio of only 6.4%. • Cash Burn: Operating cash flow burn of approximately $194 million in Q1 2025, with full-year 2025 projected net loss of $840-900 million. Burn rate is increasing due to multiple Phase 3 trials and commercial preparation activities. • Valuation Metrics: Trading at 3.2x price-to-book ratio. Enterprise value metrics are distorted due to negative EBITDA, which is typical for clinical-stage biotech companies with no meaningful revenue. • Other Considerations: Primary risks are clinical and regulatory rather than financial. Multiple Phase 3 trials provide diversification but also concentrate significant capital at risk. Strong balance sheet provides flexibility to pursue partnerships or adjust strategy based on clinical outcomes.
Recent development
Over the past few years, Revolution Medicines has transformed from an early-stage research company into a clinical-stage organization with multiple programs in pivotal trials. The company's most significant strategic evolution has been advancing daraxonrasib (RMC-6236) from early clinical development into two Phase 3 registrational trials - one in second-line metastatic pancreatic cancer (RASolute 302) and another in second-line non-small cell lung cancer. The company has also expanded its pipeline breadth, advancing multiple mutant-selective inhibitors including elironrasib for KRAS G12C mutations and zoldonrasib for KRAS G12D mutations. A key strategic development has been the exploration of combination therapies, particularly investigating daraxonrasib combined with checkpoint inhibitors like pembrolizumab and with other RAS inhibitors from its own pipeline. Revolution Medicines has begun preparing for commercial readiness by hiring key leadership including Chief Global Commercialization Officer Anthony Mancini and building field medical teams. The company is also exploring international partnership opportunities while maintaining plans for direct U.S. commercialization. Recent clinical data has supported the company's advancement into first-line treatment settings, with plans to initiate first-line metastatic pancreatic cancer trials and explore adjuvant settings for resectable pancreatic cancer patients. The development of next-generation compounds like RMC-5127 targeting KRAS G12V mutations demonstrates continued innovation in the RAS inhibitor space.
RVMD company profile · for informational purposes only — not investment advice.
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