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TickerTalks›$RVMD
RVRVMD

Revolution Medicines, Inc.

$RVMD·$38B·Biotechnology·Healthcare
$177.96-6.0%YTD+134.7%1Y+258.2%
Price updated 7h ago·X counts updated 5d ago
RVRVMD
$RVMDRevolution Medicines, Inc.
$177.96-5.97%210 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $RVMD on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

210X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $RVMD's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-15

Revolution Medicines chatter centers on Aetna vs CVS coverage confusion for a pancreatic-cancer patient trying to access Rasonque, with contradictions between the payer and manufacturer support program. Directional read is muted — the coverage-access story dominates, not the stock.

Read what X is saying about $RVMD

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $RVMD — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Revolution Medicines just launched Rasonque in pancreatic cancer — the stock is up 350% TTM and the coverage story is the near-term tension.

Revolution Medicines is a cancer-therapeutics biotech — RMC-6236 (Rasonque) is their RAS-targeted inhibitor just launching in pancreatic cancer, a brutal indication where any efficacy is market-moving. The stock has gone up 350% in 12 months on that pipeline.

  • The business is still pre-revenue in any meaningful sense: PS reads as zero, PE -21.5, ROIC -70% — standard clinical-to-launch biotech P&L where current numbers are irrelevant and the thesis is uptake math.
  • The commercial launch is the real catalyst: Rasonque is in-market for pancreatic cancer with Aetna / CVS coverage friction already appearing — payer dynamics are the near-term tension, not drug efficacy, which matters because it caps the launch slope.
  • 52-week range position is 90% with vol multiplier 0.84 — the chart is extended but not stretched, and the Nov 4 earnings will be the first clean read of Rasonque script-count cadence.

Nov 4 Q3 is the gate — any confirmed Rasonque uptake above analyst expectations plus payer-coverage clarity extends the move. A soft script count or continued coverage friction and the stock gives back a chunk of the 350% TTM gain.

What to watch: Nov 4 Q3 — Rasonque script count, payer-coverage updates, operating-cash trajectory, and any new indication data. Coverage-friction continuation or weak script-count start is the clear invalidator.

On the calendar: 2026-11-04 — Q3 earnings

Read the AI verdict on $RVMD

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Develops RAS-targeted cancer drugs including KRAS inhibitors for solid tumors with high unmet need.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $RVMD.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $RVMD

Neutral — Develops RAS-targeted cancer drugs including KRAS inhibitors for solid tumors with high unmet need.

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+31.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-21.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-70.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-3.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-83.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$-3.06$-2.04-50.0%
Q1 2026May 6, 2026$-2.29$-1.84-24.5%
Q4 2025Feb 25, 2026$-1.86$-1.58-17.7%
Q3 2025Nov 5, 2025$-1.61$-1.42-13.4%
Next earningsWed, Nov 4·consensus EPS $-2.34

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-2.29$-355.7M
Q4 FY25$0———$-1.90$-276.2M
Q3 FY25$0———$-1.61$-210.7M
Q2 FY25$0———$-1.31$-229.2M

Forward consensus

5-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$192.2M$58.5M – $438.9M-$9.68-$11.09 – -$8.2017
FY27$1.2B$632.9M – $2.1B-$6.02-$9.54 – -$1.7717
FY28$2.3B$1.3B – $4.3B-$2.79-$9.31 – $7.4718
FY29$4.4B$2.3B – $8.3B$5.39$2.01 – $11.6010
FY30$7.1B$3.7B – $13.4B$14.28$5.33 – $30.759

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.74%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-12.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+17.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 193.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.405-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 29Alan B. SandlerChief Development Officer6.3K sh$1.3MSellSep 25Jeff CisliniSVP & General Counsel765 sh$159KSellSep 25Anthony ManciniSee Remarks3.1K sh$626KSellSep 24Anthony ManciniSee Remarks587 sh$117KSellSep 22Elizabeth M AndersonDirector10.1K sh$2.0MSellSep 18Anthony ManciniSee Remarks1.8K sh$347KSellSep 16Alan B. SandlerChief Development Officer341 sh$68KSellSep 16Anthony ManciniSee Remarks1.8K sh$353KSellSep 16Kelsey Stephen MichaelSee Remarks5.6K sh$1.1MSellSep 16Margaret A HornCOO5.0K sh$990K
1–10 of 31
+ 21 other (14 exempts · 7 awards) in window

See when $RVMD insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial debt obligationOct 138-K — Item 2.03: Material debt obligation · Item 8.01: Other event
8-KMaterial agreementSep 18-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
8-KOfficer or director changeJun 228-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Delaware 001-39219 47-2029180 reported departure or retirement of an officer: nting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On June 18, 2026, Steve Kelsey, M.D., FRCP, FRCPath, informed Revolution Medicines, Inc. (the “Company”) of his intent to retire from his employment with the Company eff. Delaware 001-39219 47-2029180 disclosed voting results from its annual or special meeting. nting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On June 18, 2026, Steve Kelsey, M.D., FRCP, FRCPath, informed Revolution Medicines, Inc. (the “Company”) of his intent to retire from his employment with the Company eff...

+ 13 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Revolution Medicines Stock Has Surged 124% This Year — Analyst Sees More Room to Growbenzinga.com·15h agoRevolution Medicines, Inc. $RVMD Stock Acquired by Assenagon Asset Management S.A.defenseworld.net·1d agoRevolution Medicines' RASONQUE(™) (daraxonrasib) Receives Positive CHMP Opinion Recommending Marketing Authorization in European Union for Metastatic Pancreatic Cancerglobenewswire.com·2d agoHere Are Monday’s Top Wall Street Analyst Research Calls: Align Technology, AutoNation, Estee Lauder, Harley-Davidson, HubSpot, Microsoft, Mosaic, Ryder System, Wells Fargo & Company, and More247wallst.com·12d agoRevolution Medicines Begins Treating Patients in Phase 3 RASolute 309 Trial Evaluating RASONQUE™ (daraxonrasib) Plus Zoldonrasib as First-Line Treatment for Metastatic RAS G12D Pancreatic Cancerglobenewswire.com·12d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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