Professional
Added to YB: 2026-09-23
Pitch date: 2026-06-30
RVMD [bullish]
Revolution Medicines, Inc.
+2.82%
current return
Author Info
No bio for this author
Company Info
Revolution Medicines, Inc., a clinical-stage precision oncology company, develops novel targeted therapies for RAS-addicted cancers.
Market Cap
$40.9B
Pitch Price
$185.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
-23.84
P/E
-21.40
EV/Sales
N/A
Sector
Biotechnology
Category
growth
Baron Health Care Fund Added On Portfolio Holding: Revolution Medicines, Inc.
RVMD (added to position): Full RASolute 302 data confirmed that second-line Daraxonrasib delivered 13.2 months of median overall survival in advanced pancreatic cancer versus 6.7 months for chemotherapy, reducing the risk of death by 60%. Viewed as the first major advance in pancreatic cancer in over 30 years, the drug is expected to gain FDA approval later this year and see rapid adoption, while Revolution Medicines could ultimately generate peak sales above $20 billion.
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