US · Healthcare · Biotechnology
EPS came in at -1.61 against a street estimate of -2.34 — a beat of 31.2%.
Analysts rate Revolution Medicines Inc a strong buy (24 buy, 1 hold, 0 sell out of 25) with an average price target of $258.84.
CONFIDENT Revolution Medicines reported strong Q2 2026 with $3.9B cash, FDA acceptance of daraxonrasib NDA for pancreatic cancer, and robust EAP enrollment (2,000+ patients). Multi-indication pipeline advancing with encouraging lung cancer combo data. Q2 2026 U.S. leading with NDA review and robust EAP; Europe accelerating via EMA phase review pathway. Analysts pressed CRC strategy (deferred), lung cancer competitive positioning (data-driven move justified), first-line PDAC trial integrity (geographic/regulatory staggering planned). Management took confident stance on data strength and differentiation. 2026-08-05…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 6.39% |
| Farallon Capital Management, L.L.C. | 6.32% |
| FMR Inc | 5.69% |
| Baker Bros Advisors LP | 5.34% |
| Jupiter Topco LLC | 5.01% |
| Darwin Global Management, Ltd. | 4.96% |
| Vanguard Capital Management, LLC | 4.24% |
| Vanguard Portfolio Management, LLC | 3.87% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Revenue was $197,559 thousand in the three and nine months ended September 30, 2026, versus no revenue in the comparable 2025 peri | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • RASONQUE (daraxonrasib) generated $197.6 million in net product revenue during approximately five weeks of U.S. commercial availab | 2026-11-04 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • The FDA approved RASONQUE™ (daraxonrasib) for adults with metastatic pancreatic adenocarcinoma who have received at least one prio | 2026-10-13 |
| Material agreement · Q3 2026 REVOLUTION MEDICINES, INC. — 8-K SUMMARY HEADLINE NUMBERS • New headquarters lease: 672,000 rentable square feet across four buildings at Seaport Bo | 2026-09-01 |
| Company announcement · Q3 2026 REVOLUTION MEDICINES, INC. - 8-K SUMMARY HEADLINE NUMBERS • FDA approval of RASONQUE (daraxonrasib) announced August 26, 2026 • Drug approved for me | 2026-08-26 |
| Quarterly report · Q2 2026 REVOLUTION MEDICINES, INC. — 10-Q SUMMARY (Q2 2026) HEADLINE NUMBERS • Cash position: $815.4 million in cash and equivalents plus $3.1 billion in ma | 2026-08-05 |
| Results announced · Q3 2026 REVOLUTION MEDICINES Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Cash Position: $3.9 billion in cash, cash equivalents and marketable secur | 2026-08-05 |
| Board / officer change · Q2 2026 REVOLUTION MEDICINES, INC. - 8-K SUMMARY HEADLINE NUMBERS • 212,592,561 shares of common stock outstanding as of record date (April 23, 2026) • Comp | 2026-06-22 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.