Revolution Medicines, Inc. Q1 FY2026 earnings call

Mark Goldsmith discussed the top line readout for RASLUTE-302 where durexonracid monotherapy showed unprecedented overall survival improvement in metastatic pancreatic cancer. Alan Sandler provided clinical program updates including data from AACR on Durexan-Rafib in pancreatic cancer, progress in registrational studies for zoldonracid, and developments in non-small cell lung cancer, colorectal cancer, and early stage programs. Mark also talked about the build out of commercialization infrastructure. Jack Anders summarized first quarter financial results with details on cash, stock-based compensation, R&D and G&A expenses.

Q: Corey Kasimov asked about data supporting Resolute 309 and additive efficacy for combination vs monotherapy.

A: Mark said it's too early to lay out presentation, looks at totality of evidence and durability.

Q: Michael Schmidt asked about EAP program demand and second line pancreatic cancer opportunity.

A: Mark said demand clear, can't project number, Wei commented on new pancreatic cancer cases and attrition.

Q: Faisal Kashid asked about RASOL 301 upsizing.

A: Alan said expanded enrollment to increase overall survival statistical power, expect to complete enrollment this year.

Q: Brian Chang asked about timing and cadence of filings and NDA completion.

A: Mark said start with U.S. filing, engaged with regulators outside U.S., urgency around NDA.

Q: Mark Fram asked about Zoldan Rasa plus Drax and Rasa combo design.

A: Mark said chemotherapy is standard, combination has potential, provides options.

Q: Jonathan Chang asked about chemo-free option in frontline pancreatic cancer.

A: Mark said monotherapy and combination with mute selective inhibitor are chemo-free strategies.

Q: Charles Zhu asked about RM055 addressing resistance and therapeutic window.

A: Steve Kelsey commented on RM055's effect on RAS pathway flux and therapeutic index.

Q: Michael Yee asked about CRC combination with EGFR and interim analysis in first line.

A: Michael said CRC combination with EGFR has overlap, Wei said current stage doesn't have interim analysis.

Q: Laura Pendergast asked about variables in first line lung cancer and pricing power.

A: Mark said can't comment on pricing, variables include ibanesemab and mutant selective inhibitors.

Q: Jay Olson asked about ASCO plenary presentation focus.

A: Mark said presentation will provide more info for experts.

Q: Kelsey Goodwin asked about Salesforce and frontline to second line attrition.

A: Anthony commented on Salesforce building, Wei said multiple reasons for attrition.

Q: Kalpit Patel asked about RESLU 303 enrollment and crossover.

A: Mark said can't comment on enrollment timing, crossover not allowed, broader geographic footprint.

Q: Alex Stranahan asked about ORR predicting PFS/OS and EAP third line plus.

A: Mark said ORR broadly correlative, not totally clear, eligible population includes beyond second line