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RVMDW

Revolution Medicines, Inc. Warrant

NASDAQ · Healthcare · Biotechnology · US

$11.89
−0.79%
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Next report

Analyst consensus

Next report date
Nov 11, 2026
EPS estimate
-$2.43
Revenue estimate
$16.9M

Latest reported

Last report date
Aug 5, 2026
EPS actual
-$3.06
EPS estimate
-$2.04
Revenue actual
Revenue estimate
$1.8M

Track record

Trailing twelve quarters

EPS beats (12Q)
0
EPS misses (12Q)
3
EPS in line (12Q)
0
Avg surprise (4Q)
-37.4%
Revenue beats (12Q)
Earnings call summaryRead the full call →

Q3 FY2025 · Nov 5, 2025

AI summary of management’s prepared remarks and analyst Q&A · For informational purposes only, not investment advice

Management highlights

• Pipeline progress: Continued advancement of 3 clinical stage RAS(ON) inhibitors. Daraxonrasib in pancreatic cancer has received 3 special designations. Clinical updates on daraxonrasib in pancreatic cancer including Phase I data, RASolute 302-304 trials. Elironrasib monotherapy data in G12C non-small cell lung cancer. RMC-5127 on track for first-in-human trial in Q1 2026. • Organizational appointments: Alan Sandler joined as Chief Development Officer; Alicia Gardner and Gerwin Winter in key commercial roles. • Financials: Ended Q3 2025 with $1.93B in cash and investments. R&D and G&A expenses increased. Projected full-year 2025 GAAP net loss between $1.03B and $1.09B.

Guidance

• Reiterated 2025 financial guidance, expecting full-year 2025 GAAP net loss to be between $1.03 billion and $1.09 billion, including noncash stock-based compensation expense between $115 million and $130 million.

Segment performance

No detailed product segment financial performance with revenue contribution provided in the transcript.

Risks & headwinds

No specific risks discussed beyond the standard forward-looking statement disclaimer noting actual results may differ from forward-looking statements.

Analyst Q&A

Q: How are you thinking about the impact of receiving the Commissioner's National Priority Voucher on daraxonrasib time lines and your plans?

A: Mark Goldsmith mentioned pride in receiving the voucher, stating it's for an oncology product and aims to accelerate review timelines but no specific difficulties anticipated.

Q: How are you thinking about the impact of receiving the Commissioner's National Priority Voucher on daraxonrasib time lines and your plans?

A: Mark Goldsmith mentioned pride in receiving the voucher, stating it's for an oncology product and aims to accelerate review timelines but no specific difficulties anticipated.

Q: How are you thinking about the impact of receiving the Commissioner's National Priority Voucher on daraxonrasib time lines and your plans?

A: Mark Goldsmith mentioned pride in receiving the voucher, stating it's for an oncology product and aims to accelerate review timelines but no specific difficulties anticipated.

Q: How are you thinking about the impact of receiving the Commissioner's National Priority Voucher on daraxonrasib time lines and your plans?

A: Mark Goldsmith mentioned pride in receiving the voucher, stating it's for an oncology product and aims to accelerate review timelines but no specific difficulties anticipated.

Q: How are you thinking about the impact of receiving the Commissioner's National Priority Voucher on daraxonrasib time lines and your plans?

A: Mark Goldsmith mentioned pride in receiving the voucher, stating it's for an oncology product and aims to accelerate review timelines but no specific difficulties anticipated.

Q: How are you thinking about the impact of receiving the Commissioner's National Priority Voucher on daraxonrasib time lines and your plans?

A: Mark Goldsmith mentioned pride in receiving the voucher, stating it's for an oncology product and aims to accelerate review timelines but no specific difficulties anticipated.

Q: How are you thinking about the impact of receiving the Commissioner's National Priority Voucher on daraxonrasib time lines and your plans?

A: Mark Goldsmith mentioned pride in receiving the voucher, stating it's for an oncology product and aims to accelerate review timelines but no specific difficulties anticipated.

Q: How are you thinking about the impact of receiving the Commissioner's National Priority Voucher on daraxonrasib time lines and your plans?

A: Mark Goldsmith mentioned pride in receiving the voucher, stating it's for an oncology product and aims to accelerate review timelines but no specific difficulties anticipated.

Q: How are you thinking about the impact of receiving the Commissioner's National Priority Voucher on daraxonrasib time lines and your plans?

A: Mark Goldsmith mentioned pride in receiving the voucher, stating it's for an oncology product and aims to accelerate review timelines but no specific difficulties anticipated.

Q: How are you thinking about the impact of receiving the Commissioner's National Priority Voucher on daraxonrasib time lines and your plans?

A: Mark Goldsmith mentioned pride in receiving the voucher, stating it's for an oncology product and aims to accelerate review timelines but no specific difficulties anticipated.

Q: How are you thinking about the impact of receiving the Commissioner's National Priority Voucher on daraxonrasib time lines and your plans?

A: Mark Goldsmith mentioned pride in receiving the voucher, stating it's for an oncology product and aims to accelerate review timelines but no specific difficulties anticipated.

Q: How are you thinking about the impact of receiving the Commissioner's National Priority Voucher on daraxonrasib time lines and your plans?

A: Mark Goldsmith mentioned pride in receiving the voucher, stating it's for an oncology product and aims to accelerate review timelines but no specific difficulties anticipated.

Q: How are you thinking about the impact of receiving the Commissioner's National Priority Voucher on daraxonrasib time lines and your plans?

A: Mark Goldsmith mentioned pride in receiving the voucher, stating it's for an oncology product and aims to accelerate review timelines but no specific difficulties anticipated.

Q: How are you thinking about the impact of receiving the Commissioner's National Priority Voucher on daraxonrasib time lines and your plans?

A: Mark Goldsmith mentioned pride in receiving the voucher, stating it's for an oncology product and aims to accelerate review timelines but no specific difficulties anticipated.

Q: How are you thinking about the impact of receiving the Commissioner's National Priority Voucher on daraxonrasib time lines and your plans?

A: Mark Goldsmith mentioned pride in receiving the voucher, stating it's for an oncology product and aims to accelerate review timelines but no specific difficulties anticipated.

Q: How are you thinking about the impact of receiving the Commissioner's National Priority Voucher on daraxonrasib time lines and your plans?

A: Mark Goldsmith mentioned pride in receiving the voucher, stating it's for an oncology product and aims to accelerate review timelines but no specific difficulties anticipated.

Q: How are you thinking about the impact of receiving the Commissioner's National Priority Voucher on daraxonrasib time lines and your plans?

A: Mark Goldsmith mentioned pride in receiving the voucher, stating it's for an oncology product and aims to accelerate review timelines but no specific difficulties anticipated.

Q: How are you thinking about the impact of receiving the Commissioner's National Priority Voucher on daraxonrasib time lines and your plans?

A: Mark Goldsmith mentioned pride in receiving the voucher, stating it's for an oncology product and aims to accelerate review timelines but no specific difficulties anticipated.

Q: How are you thinking about the impact of receiving the Commissioner's National Priority Voucher on daraxonrasib time lines and your plans?

A: Mark Goldsmith mentioned pride in receiving the voucher, stating it's for an oncology product and aims to accelerate review timelines but no specific difficulties anticipated.

Reported results against consensus at the time of each report · Surprise is computed from the estimate on record · Data as of Nov 11, 2026