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Revolution Medicines RVMD · USD

Health Care · US listing · 🇺🇸 United States

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200.15

+4.09%

Close of 9 Nov 2026, in USD

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About Revolution Medicines

From its filings with the US Securities and Exchange Commission

SEC filings

Revolution Medicines is based in Redwood City, California and is incorporated in Delaware. Its shares trade on Nasdaq under the ticker RVMD. The SEC classifies its business as biological products, (no diagnostic substances). In the fiscal year to 31 December 2025, it reported revenue of $0 and a net loss of $1.13bn. At that date it held total assets of $2.35bn and shareholders' equity of $1.63bn.

In its own words

We are a clinical-stage precision oncology company developing novel targeted therapies for RAS-addicted cancers. We possess sophisticated structure-based drug discovery capabilities built upon deep chemical biology and cancer pharmacology know-how and innovative, proprietary technologies that enable the creation of small molecules tailored to unconventional binding sites. Guided by our understanding of genetic drivers and adaptive resistance mechanisms in cancer, we deploy precision medicine approaches to inform innovative monotherapy and combination regimens. Our research and development pipeline comprises inhibitors that bind directly to RAS variants (RAS(ON) Inhibitors) that are designed to be used as monotherapy, in combination with other RAS(ON) Inhibitors and/or other therapeutic agents.

We believe tailored RAS(ON) Inhibitors will be useful to serve the diverse landscape of RAS-addicted cancers optimally. In some cases, patients may experience maximal clinical benefit from the broad activity of a RAS(ON) multi-selective inhibitor, such as daraxonrasib (RMC-6236), which is designed to inhibit multiple oncogenic RAS variants. In other settings, treatment with a RAS(ON) mutant-selective inhibitor, designed to selectively target a specific RAS mutation, may be optimal. We further believe that in some cases, it could be beneficial to combine daraxonrasib with a RAS(ON) mutant-selective inhibitor, with daraxonrasib functioning as the backbone of these RAS(ON) Inhibitor doublets.

Quoted from its 10-K, filed 25 Feb 2026. Read the filing on SEC.gov ↗

Company facts

Sector
Health Care
Industry
Biotechnology
Listed since
13 Feb 2020
Employees
883
Head office
700 SAGINAW DR, REDWOOD CITY, CA, 94063
Incorporated in
DE
Classification
Biological Products, (No Diagnostic Substances)
Filer status
Large accelerated filer

Leadership

Pay as last reported

  • Dr. Mark GoldsmithChairman of the Board, President, Chief Executive Officer, since 2014$10.1m
  • Mr. Jack AndersChief Financial Officer, since 2022$3.3m
  • Dr. Steve KelseyPresident - Research and Development$5.9m
  • Ms. Margaret HornChief Operating Officer$4.9m
  • Ms. Xiaolin WangExecutive Vice President - Development$3.1m
  • Mr. Jeff CisliniSenior Vice President, General Counsel, Secretary
  • Dr. Wei LinChief Medical Officer
  • Dr. Alan SandlerChief Development Officer
  • Mr. Alexis BorisyLead Independent Director$618,374
  • Ms. Elizabeth AndersonIndependent Director$593,124
  • Dr. Flavia BorelliniIndependent Director$598,525
  • Mr. Franklin ClyburnIndependent Director$1.0m

Environmental, social and governance

Scores out of 100, from our data supplier

ESG
Overall
49
Environment
54
Social
42
Governance
50
Women in the workforce
56%
Carbon reduction policy
No
Human rights policy
No

SWOT analysis

AI-generated by our data supplier. Not written or checked by our editors.

AI-generated

Strengths

  • Revolutionary approach to medicine development and treatment.
  • Strong research and development capabilities.
  • Well-established partnerships with leading pharmaceutical companies.
  • Skilled and experienced team of scientists and professionals.
  • Excellent track record in achieving milestones and advancing pipeline.

Weaknesses

  • Relatively small market presence compared to established pharmaceutical companies.
  • Limited financial resources may restrict expansion and research endeavors.
  • High reliance on successful clinical trials for product approval and commercialization.
  • Vulnerability to regulatory changes and compliance requirements.
  • Potential difficulty in attracting and retaining top talent in a competitive industry.

Opportunities

  • Growing demand for targeted therapies and precision medicines.
  • Increasing investments in healthcare and life sciences.
  • Potential collaborations with academic institutions for research partnerships.
  • Expansion into new geographic markets to reach a wider patient population.
  • Emerging technologies like Artificial Intelligence for drug discovery.

Threats

  • Intense competition from large pharmaceutical companies.
  • Price pressures and reimbursement challenges in the healthcare industry.
  • Delays or failures in clinical trials leading to setbacks in product development.
  • Stringent regulatory requirements and potential delays in obtaining approvals.
  • Intellectual property infringement and legal disputes.

Sources and methodology

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