Added to YB: 2026-03-23
Pitch date: 2026-03-19
RVMD [neutral]
Revolution Medicines, Inc.
Author Info
Two Natural Capital writes about markets, particularly focused on life sciences/biotech. Sign up for the newsletter.
Company Info
Revolution Medicines, Inc., a clinical-stage precision oncology company, develops novel targeted therapies for RAS-addicted cancers.
Market Cap
$19.7B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-15.60
P/E
-16.69
EV/Sales
N/A
Sector
Biotechnology
Category
growth
Revolution Medicines: The Transition from RAS(OFF) to RAS(ON) $rvmd
RVMD (overview): Pan-RAS inhibitor Daraxonrasib targets RAS(ON) via molecular glue tri-complex (RAS-CypA-drug), non-covalent binding hits all mutations vs Sotorasib/Adagrasib's G12C-only covalent approach. 2L metastatic PDAC: ~$1.3B peak US sales (8.2K pts, $20K/mo, 8.5mo median PFS). 1L PDAC approval key upside catalyst. G12D-selective Zoldonrasib also in registrational trials. Tolerability surprising for wild-type RAS inhibition (tumor addiction vs normal tissue recovery). $20B valuation assumes pipeline expansion beyond PDAC into NSCLC/colon/breast. Baker Bros backing.
Read full article (8 min)