Revolution Medicines(RVMD)
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Revolution Medicines (RVMD) Loses -7% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner
ZACKS· 2025-01-16 23:35
Revolution Medicines, Inc. (RVMD) has been on a downward spiral lately with significant selling pressure. After declining 7% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.Guide to Identifying Oversold StocksWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whet ...
Revolution Medicines to Present at 43rd Annual J.P. Morgan Healthcare Conference
GlobeNewswire· 2025-01-07 05:05
REDWOOD CITY, Calif., Jan. 06, 2025 (GLOBE NEWSWIRE) -- Revolution Medicines, Inc. (Nasdaq: RVMD), a clinical-stage oncology company developing novel targeted therapies for patients with RAS-addicted cancers, today announced that Mark A. Goldsmith, M.D., Ph.D., the company’s chief executive officer and chairman, will deliver a corporate presentation as part of the 43rd Annual J.P. Morgan Healthcare Conference on Monday, January 13, 2025 at 10:30 a.m. PT. To access the live webcast of the presentation, pleas ...
Revolution Medicines Announces Closing of Upsized Public Offering of Common Stock and Pre-Funded Warrants and Full Exercise of Underwriters' Option to Purchase Additional Shares
GlobeNewswire News Room· 2024-12-06 05:05
REDWOOD CITY, Calif., Dec. 05, 2024 (GLOBE NEWSWIRE) -- Revolution Medicines, Inc. (Nasdaq: RVMD), a clinical-stage oncology company developing targeted therapies for patients with RAS-addicted cancers, today announced the closing of its underwritten public offering of 16,576,088 shares of its common stock at a public offering price of $46.00 per share, before underwriting discounts and commissions, and, in lieu of shares of common stock, to certain investors, pre-funded warrants to purchase 2,173,917 share ...
Revolution Medicines: Risky Buy On Recent Share Price Dip
Seeking Alpha· 2024-12-04 22:09
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Revolution Medicines Announces Pricing of Upsized $750.0 Million Public Offering of Common Stock and Pre-Funded Warrants
GlobeNewswire News Room· 2024-12-04 11:38
REDWOOD CITY, Calif., Dec. 03, 2024 (GLOBE NEWSWIRE) -- Revolution Medicines, Inc. (Nasdaq: RVMD), a clinical-stage oncology company developing targeted therapies for patients with RAS-addicted cancers, today announced the pricing of 14,130,436 shares of its common stock at a public offering price of $46.00 per share, before underwriting discounts and commissions, and, in lieu of shares of common stock, to certain investors, pre-funded warrants to purchase 2,173,917 shares of common stock at a public offeri ...
Revolution Medicines Announces Commencement of Public Offering of Common Stock
GlobeNewswire News Room· 2024-12-03 05:31
REDWOOD CITY, Calif., Dec. 02, 2024 (GLOBE NEWSWIRE) -- Revolution Medicines, Inc. (Nasdaq: RVMD), a clinical-stage oncology company developing targeted therapies for patients with RAS-addicted cancers, today announced that it has commenced an underwritten public offering to sell up to $600.0 million of shares of its common stock. All of the shares of common stock are being offered by Revolution Medicines. In addition, Revolution Medicines intends to grant the underwriters a 30-day option to purchase up to ...
Revolution Medicines Provides Clinical Updates from its RAS(ON) Inhibitor Portfolio
GlobeNewswire News Room· 2024-12-02 20:30
Compelling Phase 1/1b update on RMC-6236 monotherapy in second-line metastatic pancreatic ductal adenocarcinoma supports ongoing Phase 3 RASolute 302 clinical trial Phase 1/1b proof-of-concept for RMC-6236 monotherapy in previously treated non-small cell lung cancer supports Phase 3 RASolve 301 clinical trial expected to be initiated in Q1 2025 Favorable initial safety profile for combination of pembrolizumab with either RMC-6236 or RMC-6291 supports continued evaluation in non-small cell lung cancer Initia ...
Revolution Medicines to Host RAS(ON) Inhibitor Clinical Update Webcast on December 2, 2024
GlobeNewswire News Room· 2024-11-28 05:05
REDWOOD CITY, Calif., Nov. 27, 2024 (GLOBE NEWSWIRE) -- Revolution Medicines, Inc. (Nasdaq: RVMD), a clinical-stage oncology company developing targeted therapies for patients with RAS-addicted cancers, today announced that it will host an investor webcast to provide clinical updates from its RAS(ON) inhibitor portfolio. The webcast will take place at 8:00 a.m. Eastern Time on Monday, December 2, 2024. To access the webcast, click here. An archived replay will be available on the “Events & Presentations” p ...
Revolution Medicines(RVMD) - 2024 Q3 - Earnings Call Transcript
2024-11-07 08:52
财务数据和关键指标变化 - 公司截至2024年第三季度的现金和投资总额为15.5亿美元,预计可支持运营至2027年 [19] - 2024年第三季度研发费用为1.518亿美元,较2023年第三季度的1.077亿美元增长 [20] - 2024年第三季度一般管理费用为2400万美元,较2023年第三季度的1550万美元增长 [21] - 2024年第三季度净亏损为1.563亿美元,较2023年第三季度的1.084亿美元增长 [21] - 公司重申2024年财务指导,预计全年GAAP净亏损在5.6亿至6亿美元之间 [22] 各条业务线数据和关键指标变化 - RMC-6236在接受过一线化疗的转移性胰腺癌患者中,达到中位无进展生存期8.5个月和中位总生存期14.5个月 [14] - 所有RAS突变胰腺癌的二线患者中,RMC-6236的中位无进展生存期为7.6个月,总生存期为14.5个月 [14] - RMC-9805在1200毫克每日剂量下,显示出30%的客观反应率和80%的疾病控制率 [16] 公司战略和发展方向和行业竞争 - 公司致力于通过发现、开发和交付创新的靶向药物,革命性地治疗RAS依赖性癌症 [5] - 2024年的战略重点是推进RMC-6236、RMC-6291和RMC-9805的临床开发,特别是RMC-6236的关键试验 [6][7] - 公司计划在2025年第一季度启动针对已接受治疗的RAS突变非小细胞肺癌患者的III期注册研究 [19] 管理层对经营环境和未来前景的评论 - 管理层对RMC-6236和RMC-9805的临床数据表示乐观,认为这些药物有潜力成为胰腺癌的新标准治疗 [23][24] - 管理层强调,RMC-9805的初步数据令人鼓舞,尽管需要时间来成熟以确定最佳开发策略 [24] - 公司在推进研发的同时,保持良好的资金状况,以支持在高未满足需求癌症领域的进展 [29] 其他重要信息 - 公司在胰腺癌和非小细胞肺癌的单药和组合研究中,预计将在第四季度分享更多数据 [18][29] - 公司在临床合作方面积极寻求与其他药物的组合研究,以增强其产品组合的潜力 [50] 问答环节所有提问和回答 问题: 关于组合数据集的关注点 - 管理层表示,pembro研究主要关注安全性,特别是肝毒性信号,而RMC-6236与RMC-6291的组合则更关注疗效 [32][34] 问题: RAS(ON)抑制剂双重组合的患者背景 - 管理层指出,患者群体包括KRAS-G12C肿瘤患者,具体的患者背景将在数据发布时更清晰 [38] 问题: 关于肺癌III期研究的时间安排 - 管理层强调,尽管对肺癌试验的启动时间进行了调整,但仍然致力于尽快启动 [41][42] 问题: 关于与Tango Therapeutics的临床合作 - 管理层表示,无法提供更多关于合作的细节,但对该组合的前期结果表示乐观 [45] 问题: 现金流指导的具体内容 - 管理层指出,现金流指导中包含了两个II期研究的费用,其他潜在项目则采用概率调整模型进行预测 [59] 问题: 关于RMC-6236与化疗的三重组合 - 管理层确认正在进行RMC-6236与化疗的组合研究,计划在确定合适剂量后迅速推进 [62] 问题: 关于RAS在不同治疗线中的作用 - 管理层认为,RAS是治疗的基本驱动因素,第二线的有效性可以转化为第一线的治疗 [75]
Revolution Medicines(RVMD) - 2024 Q3 - Earnings Call Presentation
2024-11-07 07:58
临床研究与产品开发 - RMC-6236正在进行的全球随机化3期研究针对2L转移性胰腺导管腺癌(PDAC)患者[5] - RMC-6291和RMC-9805的初步临床结果显示出良好的抗肿瘤活性和耐受性[8] - 预计2025年第一季度将启动针对非小细胞肺癌(NSCLC)的3期研究[8] - RMC-6236的临床试验中,85%的患者在基线时存在肝转移[18] - RMC-6236在PDAC患者中表现出良好的安全性和抗肿瘤活性,支持其在2L治疗中的应用[30] - 公司正在设计RMC-6236在1L治疗中的三期研究,以改善转移性PDAC患者的治疗结果[30] - RMC-9805在1200 mg每日剂量下的客观反应率(ORR)为30%(12例)[42] - RMC-9805的疾病控制率(DCR)为80%(32例)[42] - RMC-9805的推荐二期剂量(RP2DS)为1200 mg每日一次,支持在PDAC中的进一步开发[40] - 公司正在开发RAS(ON)突变选择性抑制剂,包括RMC-5127(G12V)、RMC-0708(Q61H)和RMC-8839(G13C)[73] 市场与用户数据 - 预计2024年美国将有60,000例新诊断的胰腺癌病例[9] - 85%的PDAC患者具有RAS驱动突变[16] - 目前针对转移性PDAC的治疗方案中,5-FU/LV/Nal-IRI的客观缓解率(ORR)为8%,中位无进展生存期(PFS)为3.1个月[9] - KRAS G12X患者的中位无进展生存期(PFS)为8.5个月(95% CI: 5.3-11.7)[20] - KRAS G12X和RAS突变患者的中位总生存期(OS)均为14.5个月(95% CI: 8.8, NE)[23] 财务状况与展望 - 截至2024年9月30日,公司现金、现金等价物和可市场证券总额为15.5亿美元[74] - 公司预计2024年GAAP净亏损将在5.6亿到6亿美元之间[74] - 预计2024年非现金股票补偿费用约为7000万到8000万美元[74] - 基于当前的运营计划,公司预计现有资金可支持其运营至2027年[74] 安全性与耐受性 - RMC-6236在治疗相关不良事件(TRAEs)中,任何级别的发生率为98%,其中≥3级的发生率为29%[25] - RMC-9805的安全性和耐受性良好,未报告4级或5级治疗相关不良事件[43] - RMC-9805在1200 mg每日剂量下的最大治疗相关不良事件(AE)为恶心(27例,27%)[43] 其他新策略 - 目前正在进行的RASolute 302研究中,计划招募460名患者,比较RMC-6236与标准化疗的疗效[27] - RMC-4630(SHP2)和RMC-5552(mTORC1/4EBP1)作为RAS伴随抑制剂正在开发中[73]