Revolution Medicines Inc
RVMD - Insider Information
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+ FollowMarket Cap$37.47B
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Earnings Call Q2 2026
August 5, 2026 - AI Summary
Pancreatic cancer: daraxonrasib “transformational” Phase III + rapid access and regulators moving
- RASolute 302 (completed global Phase III) data presented at ASCO and published in *NEJM*: reported statistically significant OS and PFS improvements vs chemotherapy and improved patient-reported quality of life, with a manageable safety profile.
- FDA NDA accepted for review (potential path to approval; company is actively engaging the FDA).
- Expanded access program (EAP) ramp-up: >90% of reviewed requests approved; >2,000 eligible patients treated; sites now in almost all 50 states + Puerto Rico.
- EMA acceleration: daraxonrasib designated high priority under Cancer Medicines Pathfinder; EMA has started a phase review with potential to expedite assessment.
- Surprising/good: extremely fast operational scale-up (EAP + global Phase III “catapult” into access/launch readiness) immediately after Phase III results.
Regulatory/launch readiness: strong commercialization preparedness, but success hinges on approval timing
- Company says it is prepared to launch from day one in the U.S. (sales force in place, field access operational, patient services, commercial supply/distribution ready).
- Internationally building launch capabilities to support future commercialization “at an accelerating pace.”
- Key outlook: relies on “subject to regulatory approvals,” so approval timelines and labeling details are material near-term uncertainties.
Pancreatic cancer pipeline: multiple Phase III efforts across RAS genotypes and combinations
- Continuing enrollment and progress in RASolute 303 (1L metastatic) and RASolute 304 (adjuvant) for daraxonrasib.
- Zoldonrasib: RASolute 305 (Phase III, 1L metastatic, RAS G12D) enrolling.
- Combination strategy: RASolute 309 (daraxonrasib + zoldonrasib) initiated for first-line RAS G12D.
- New supportive clinical readouts (ESMO GI): zoldonrasib+chemo showed high early response/DC rates (e.g., ORR 82% with modified FOLFIRINOX; 61% with gemcitabine+nab-paclitaxel); the combination daraxonrasib+zoldonrasib showed ORR ~50% and PFS medians ~9.6 months (2nd line) / ~7.6 months (3rd+ line) in early data—intended to support pivotal program rationale.
- Opportunity: potential to redefine standard of care across the disease continuum (early/adjuvant + metastatic; multiple RAS genotypes).
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$1.18
99.3% downside
Current Fair Value
99.3% downsideOvervalued by 99.3% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $37.47 Billion |
|---|---|
| Enterprise Value | $37.29 Billion |
| Earnings per Share | $-5.95 |
| Beta | 1.4 |
| Outstanding Shares | 210,893,604 |
Return
| Return on Equity | -67.85% |
|---|---|
| Return on Assets | -40.90% |
| Return on Invested Capital | -43.80% |
Valuation & Multiples
| P/E Ratio | -21.59 |
|---|---|
| PEG | -10.69 |
| Price to Sales | - |
| Price to Book Ratio | 14.8 |
| Enterprise Value to Revenue | - |
| Enterprise Value to EBIT | -21.45 |
| Enterprise Value to Net Income | -22 |
| Total Debt to Enterprise | 0.02 |
| Debt to Equity | 0.25 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 4, 2026
EPS Estimate
$-2.35
Consensus analyst estimateRevenue Estimate
$25.58 M
Consensus analyst estimateNext Earnings Call
Expected Date
February 24, 2027
EPS Estimate
$-1.90
Consensus analyst estimateRevenue Estimate
$191.71 M
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 58.65% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 2.04%▼ 100.35% |
|---|---|
| Total Invested | $879.75M▼ 97.83% |
| Investors Holding | 224▼ 514.00% |
About Revolution Medicines Inc
883 employees
CEO: Mark Goldsmith
Revolution Medicines, Inc. is a biopharmaceutical company in the clinical development phase, concentrating on creating innovative, precisely targeted therapies for cancers driven by RAS pathway dysregulation. The firm's drug development ...