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RVRVMD

Revolution Medicines, Inc.

$RVMD·$40B·Biotechnology·Healthcare
$186.16+3.9%YTD+131.9%1Y+376.7%
Mentions · last 7 days
2026-07-10: 19 posts2026-07-11: 16 posts2026-07-12: 19 posts2026-07-13: 55 posts2026-07-14: 38 posts2026-07-15: 63 posts2026-07-16: 43 posts254+11%
Price updated 4h ago·X counts updated 1d ago
RVRVMD
$RVMDRevolution Medicines, Inc.
$186.16+3.90%254 posts+11%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $RVMD, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Revolution Medicines up 388% in a year on KRAS success — daraxonrasib EMA fast-track adds catalyst.

Revolution Medicines is a clinical-stage oncology biotech developing daraxonrasib — a KRAS G12X pan-inhibitor targeting pancreatic, colorectal, and lung cancers. The stock is up 388% over the past year and sits at the 94th percentile of its 52-week range on continued clinical execution.

  • Revenue is zero — this is a pre-commercial biotech; the $40B market cap reflects the specific probability-weighted call on daraxonrasib reaching first-line PDAC (pancreatic cancer) approval.
  • The EMA Phased Review Process expedited assessment (July 7) is a real regulatory-fast-track signal for daraxonrasib in pancreatic cancer — the European fast-track is meaningfully harder to secure than similar US pathways.
  • Guggenheim raised PT to $235 with continued clinical momentum — real sell-side conviction backing the tape's confirmed acceleration.
  • Multiple insider distributions in early July — Patel $1M, Anders $3.4M, and others — meaningful cluster of officer distributions at these levels; the pattern deserves being flagged.
  • 52-week position 94th percentile with position vs 200-day MA +72% — the tape is at extreme above-trend levels; the setup rewards a clean beat on ongoing catalysts.

August 5 Q2 earnings is procedural; the real catalysts are continued daraxonrasib clinical readouts including CRC data and the ongoing 1L PDAC monotherapy adjuvant progression. Continued positive clinical data plus expanded EMA fast-track is where +388% T12M continues; a durability concern in the Phase 3 data or a competitive KRAS setback is where the tape gives back the 94th percentile position. Real KRAS-oncology franchise with real clinical execution and real insider distribution concerns — the setup is asymmetric event-heavy.

Agrees with X sentimentThe bullish X take on the Guggenheim PT raise to $235, the ESMO-GI daraxonrasib takeaways, and the ARWR/RVMD/IONS/ERAS grouping is analytically fair. The RM-055 vs ERAS 0015 competitive-dynamics framing captures the strategic-position discussion; the insider selling is worth naming despite the momentum.

What to watch: Aug 5 Q2 earnings plus ongoing daraxonrasib clinical readouts including CRC data. Continued positive clinical data plus expanded EMA fast-track is where +388% T12M continues; a durability concern or competitive KRAS setback is where the tape gives back.

On the calendar: 2026-08-05 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment9 posts analyzed · as of 2026-07-15

Revolution Medicines chatter is bullish clinical-data momentum. Guggenheim raised RVMD PT to $235. ESMO-GI takeaways: daraxonrasib steadily moving forward in 1L PDAC as monotherapy adjuvant. Community awaits CRC data. All of ARWR, RVMD, IONS, ERAS and ANL are winners in the community's framing. RM-055 vs ERAS 0015 competitive dynamics are being discussed - RVMD's proprietary process potentially blocking parallel development. Community broadly long.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $RVMD

Partial — Develops RAS-targeted cancer drugs including KRAS inhibitors for solid tumors with high unmet need; the GLP-1 pipeline bifurcation and ADA oral formulation competition creates tailwinds for one product line, not the full operation.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.9%YTD
+44.0%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
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%
Q2 2025Aug 6, 2025$-1.31$-0.94-39.4%
Next earningsWed, Aug 5·consensus EPS $-1.96

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 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$105.1M$10.6M – $228.8M-$7.94-$8.63 – -$7.2116
FY27$838.7M$303.6M – $2.0B-$5.36-$11.31 – $1.0114
FY28$1.9B$1.9B – $1.9B-$1.18-$5.02 – $3.9815
FY29$3.7B$1.1B – $9.5B$4.64$0.44 – $13.8711
FY30$5.7B$1.7B – $14.4B$10.39$0.98 – $31.067

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.0.6×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.91%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.+10.0%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.+66.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 190.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% 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.β1.385-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

SellJun 29Sushil PatelDirector5.6K sh$1.0MSellJun 24Jack AndersCFO20.0K sh$3.4MSellJun 17Margaret A HornCOO29.6K sh$4.7MSellJun 16Anthony ManciniSee Remarks4.6K sh$720KSellJun 16Mark A GoldsmithSee Remarks10.0K sh$1.6MSellJun 16Jeff CisliniGeneral Counsel2.2K sh$337KSellJun 16Jack AndersCFO2.7K sh$425KSellJun 16Kelsey Stephen MichaelSee Remarks4.2K sh$652KSellJun 15Margaret A HornCOO60.4K sh$9.7MSellJun 11Margaret A HornCOO10.0K sh$1.5M
1–10 of 23
+ 22 other (11 awards · 10 exempts · 1 gift) 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
Free, forever. No credit card.

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-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...

8-KMaterial agreementApr 178-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

RVMD entered into a indenture (8-K Item 1.01, dated 2026-04-17). Counterparty: Company and U.S. Bank Trust Company. Size: approximately $500,000,000. Rate: 0.50%. Due 2033. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

424B5Prospectus supplement (offering)Apr 15424B5
AI summary

RVMD filed a 424B5 prospectus supplement dated 2026-04-15, representing an active capital markets transaction. Priced at $147.01 per share. This represents immediate dilution to existing shareholders.

424B5Prospectus supplement (offering)Apr 15424B5
AI summary

RVMD filed a 424B5 prospectus supplement dated 2026-04-15, representing an active capital markets transaction. Priced at $198.80 per share. This represents immediate dilution to existing shareholders.

424B5Prospectus supplement (offering)Apr 13424B5
AI summary

RVMD filed a 424B5 prospectus supplement dated 2026-04-13, representing an active capital markets transaction. Priced at $96.43 per share. This represents immediate dilution to existing shareholders.

424B5Prospectus supplement (offering)Apr 13424B5
AI summary

RVMD filed a 424B5 prospectus supplement dated 2026-04-13, representing an active capital markets transaction. This represents immediate dilution to existing shareholders.

3New insider — initial holdingsMar 263
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for RVMD on 2026-03-26, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 2035 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 263
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for RVMD on 2026-03-26, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 2035 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

+ 17 other (5 13Gs · 2 earnings 8-Ks · 2 proxys · 2 routine 8-Ks) in window

Recent news

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

This Stock Has Skyrocketed 125% in 2026 -- and Billionaire Stanley Druckenmiller Is Loading Up on Itfool.com·18h ago5 Stock Setups Where Wall Street Sees the Most Upside Right Now247wallst.com·5d agoBetter Growth Buy: Axsome vs Revolution Medicinesfool.com·9d agoEuropean Medicines Agency Expedites Assessment of Revolution Medicines' Daraxonrasib Under Phased Review Processglobenewswire.com·11d agoEMA fast-tracks review of Revolutions' experimental pancreatic cancer pillreuters.com·11d ago

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