Revolution Medicines Inc

Revolution Medicines Inc

RVMD

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Market Cap$43.61B
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P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Revolution Medicines IncRevolution Medicines Inc-23.2--68%-0.2

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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$196.74

Target Price by Analysts

4.1% downsideRevolution Medicines Target Price DetailsTarget Price
$1.18

Current Fair Value

99.4% downside

Overvalued by 99.4% based on the discounted cash flow analysis.

Share Statistics

Market cap$43.61 Billion
Enterprise Value$43.44 Billion
Dividend Yield$- (-)
Earnings per Share$-5.95
Beta1.38
Outstanding Shares210,893,604

Return

Return on Equity-67.85%ROE
Return on Assets-40.90%
Return on Invested Capital-43.80%

Valuation & Multiples

P/E Ratio-23.15P/E Ratio
PEG-11.47PEG
Price to Sales-Price to Sales
Price to Book Ratio17.1Price to Book Ratio
Enterprise Value to Revenue-
Enterprise Value to EBIT-24.99
Enterprise Value to Net Income-25
Total Debt to Enterprise0.01
Debt to Equity0.25Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
August 5, 2026
EPS Estimate
$-2.04
Average shareholder expectation
Revenue Estimate
$1.77 M
Average shareholder expectation

Next Earnings Call

Expected Date
August 12, 2026
EPS Estimate
$-1.88
Average shareholder expectation
Revenue Estimate
$19.36 M
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.0000 166.33%
Total Calls- 100.00%
Total Puts10 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %16.25% 88.03%
Total Invested$6.02B 68.40%
Investors Holding298 258.00%

ESG Score

No data

About Revolution Medicines Inc

CEO: Mark Goldsmith