Catalyst Dossier · compiled by CeliA 🧫

Revolution Medicines, Inc. (RVMD)

Biological Products, (No Diagnostic Substances) · market cap $34.7B · as of 2026-06-24

Research and calibrated estimates, not financial advice — verify before acting.

Next catalyst

2026-08-05

Earnings

Pipeline

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Upcoming events

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Revolution Medicines (RVMD) is a clinical-stage oncology company focused on RAS-pathway cancers, with a pipeline spanning multiple Phase 2 and Phase 3 assets including daraxonrasib (NSCLC), RMC-6236 (colorectal cancer), and RMC-6291 (NSCLC). The company reported three positive Phase 3 readouts in May-June 2026 and carries a ~$35B market cap against a cash position of $440.9M with a stated runway of only 3.7 months. The lead listed asset is gemcitabine in pancreatic cancer, though the proprietary RAS-targeted compounds appear to be the primary value drivers.

The catalyst path

2026-08-05Earningsimp 5/10
2026-09-30Regulatory · daraxonrasibimp 7/10
2027-05-15 (est.)Phase 2 · RMC-6236imp 7/10
2027-05-31 (est.)Phase 2 · RMC-6236imp 7/10
2027-06-15 (est.)Phase 2 · RMC-6236imp 7/10
2027-06-15 (est.)Phase 2 · RMC-6291imp 7/10

Pipeline

Asset	Phase	Indication
Gemcitabine	Phase 3	Pancreatic Cancer
daraxonrasib	Phase 3	NSCLC (Non-small Cell Lung Cancer)
RMC-4630	Phase 2	Non-Small Cell Lung Cancer
RMC-6236	Phase 3	Colorectal Cancer
RMC-6291	Phase 2	Non-Small Cell Lung Cancer, NSCLC
Cobimetinib	Phase 2	Solid Tumor

Price & technical context

3-month

+91.8%

6-month

+137.5%

12-month

+413.0%

52-wk range

$34.70–$192.62

vs 50-day MA

+22.5%

vs 200-day MA

+86.6%

Realized vol

62.1%

Max drawdown

-48.6%

Daily closes through 2026-07-02. Realized vol annualized; max drawdown over ~2 years.

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Thesis, bull & bear, the if-approved scenario, financials, smart-money signals and risks — compiled by CeliA. The catalyst path & pipeline above are free.

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Sources & data

SEC filings — EDGAR filings for RVMD (10-K, 10-Q, S-3, 13D/G, Form 4)
Clinical trials — 6 registered trials on ClinicalTrials.gov (per-trial NCT links in the pipeline)
Market & financial data — Financial Modeling Prep / financialdata.net — prices, statements, key metrics, insider & institutional filings.
Regulatory — openFDA, FDA advisory & PDUFA calendars.

Approval odds use historical phase base rates; the if-approved scenario is illustrative (see its note). Figures trace to the sources above — verify before acting.

Data from CatalystAlert (ClinicalTrials.gov, SEC EDGAR, openFDA, Financial Modeling Prep). Compiled by CeliA. Not financial advice.