Revolution Medicines (RVMD)
Develops RAS(ON) therapeutics for KRAS-driven and broad RAS-driven solid tumors.
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Clinical-stage biotechnology focused on RAS(ON) inhibitors across KRAS-mutant and broader RAS-driven solid tumors, led by daraxonrasib and supported by parallel next-generation candidates.
Develops RAS(ON) oncology candidates for KRAS-mutant and broader RAS-driven solid tumors. The lead portfolio centerpiece is daraxonrasib (RMC-6236), supported by elironrasib and zoldonrasib as adjacent clinical-stage compounds.
RMC-6236 is positioned in pancreatic and lung oncology contexts, while other disclosed programs expand mutational coverage and combination options. Elironrasib and zoldonrasib add portfolio depth around the same RAS biology and same commercialization thesis.
Commercial operations are not yet established; execution depends on trial readouts, protocol discipline, and regulatory review outcomes in molecularly defined patient subsets.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 10, 2026 | Morgan Stanley | Initiate | Rating: —Target: — | Target: $255 |
| Sep 9, 2026 | Stifel Nicolaus | Target | Target: $85 | Target: $230 |
| Aug 31, 2026 | Needham | Reiterate | Rating: —Target: $235 | Target: $275 |
| Aug 28, 2026 | UBS | Reiterate | Rating: —Target: $175 | Target: $265 |
| Aug 28, 2026 | Deutsche Bank | Upgrade | Rating: — |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $3.94B · Total debt $641.9M · Total assets $4.32B · Shareholders' equity $2.61B
- Revenue
- $0
- Operating income
- −$505.1M
- Net income
- −$644.4M
No dividends on record.
| Institutions | ≈ 97.27% | 208.48M shares | |
|---|---|---|---|
| 735 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 2.06% | 4.42M shares | |
| 17 holders · as of Sep 18, 2026 | |||
| Strategic holders | 5.01% | 10.74M shares | |
| 1 holder · as of Aug 13, 2026 | |||
| Adds to | 104.34% | ||
214.34M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 104.34%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 6.39% | 13.70M | as of Jun 30, 2026 |
Farallon Capital Management LLCInstitution | 6.32% | 13.55M | as of Jun 30, 2026 |
FMR LLCInstitution | 5.69% | 12.20M | as of Jun 30, 2026 |
Baker Bros. Advisors LPInstitution | 5.34% | 11.44M | as of Jun 30, 2026 |
Janus Henderson Group PLCStrategic | 5.01% | 10.74M | filed Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 16, 2026 | Stephen Michael Kelsey | officer: See Remarks | −5,569 | $199.24 |
| Sep 16, 2026 | Anthony Mancini | officer: See Remarks | −1,774 | $199.24 |
| Sep 16, 2026 | Alan B. Sandler | officer: Chief Development Officer | −341 | $199.24 |
| Sep 16, 2026 | Jack Anders | officer: Chief Financial Officer | −4,053 | $199.24 |
| Sep 16, 2026 | Jeff Cislini | officer: SVP & General Counsel | −3,366 | $199.24 |
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- Merck
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Revolution Medicines | $193.85 | +0.57% | $40.98B | — | — | — | — |
| Amgen | $403.82 | +2.71% | $212.19B | 24.4 | 17.2 | 5.6 | +9.7% |
| Bristol-Myers Squibb | $62.68 | +0.10% | $127.91B | 13.8 | 9.8 | 2.6 | +5.7% |
| Eli Lilly | $1,151.88 | −1.12% | $1.10T | 39.1 | 28.2 | 13.8 | +47.7% |
| Merck | $149.38 | −0.08% | $369.24B | 119.6 | 17.3 | 5.6 | +5.1% |
| Median | 31.8 | 17.3 | 5.6 | +7.7% |