Search the Newsreel

Baker Bros. Advisors (RVMD) discloses 11.4M-share position in Revolution Medicines

Baker Bros. Advisors LP and related entities have reported a passive ownership stake of 5.3% in Revolution Medicines, Inc. This translates to beneficial ownership of 11,443,357 shares of common stock, held through investment funds Baker Brothers Life Sciences, L.P. and 667, L.P. The filing …

Farallon funds disclose 13.6M-share RVMD stake in Schedule 13G/A filing

Farallon Capital Management, L.L.C. and its affiliated funds have disclosed a beneficial ownership of 13,564,149 shares, or 6.4%, of Revolution Medicines, Inc. (RVMD) common stock, according to a recent Schedule 13G/A filing. This includes 13,550,796 shares and 120,085 common stock purchase warrants, with the …

Revolution Medicines (RVMD): Janus Henderson discloses 5.1% beneficial stake

Janus Henderson Group Ltd. has disclosed a 5.1% beneficial ownership stake in Revolution Medicines, Inc. (RVMD), holding 10,736,145 shares of common stock. These shares are managed across various client portfolios, with Janus Henderson exercising shared voting and dispositive power but disclaiming economic ownership, which …

Revolution Medicines (RVMD) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Wednesday, Aug. 5, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Senior Vice President, Corporate Affairs - Ryan AsayChairman and Chief Executive Officer - Mark GoldsmithChief Development Officer - Alan SandlerChief Financial Officer - Jack AndersChief Medical Officer - …

Handelsbanken Fonder AB Raises Stock Position in Revolution Medicines, Inc. $RVMD

Handelsbanken Fonder AB significantly increased its stake in Revolution Medicines, Inc. (NASDAQ:RVMD) by 243.6% in the second quarter, bringing its total holdings to 212,275 shares valued at $39.8 million. Despite institutional investors owning a substantial 94.34% of the company, Revolution Medicines reported a quarterly …

Revolution Medicines hits $44B market cap with breakthrough RAS cancer drugs, attracting big pharma interest.

Revolution Medicines has achieved a $44.1 billion market cap, driven by its promising RAS-targeting oncology pipeline, despite having no current product revenue. The company's drug, daraxonrasib, has shown strong clinical results, particularly in improving survival for pancreatic cancer patients. This success makes Revolution Medicines …

Why Revolution Medicines May Be Big Pharma’s Next Takeover Target

Revolution Medicines (NASDAQ:RVMD) is highlighted as a potential acquisition target for big pharma due to its strong late-stage RAS(ON) oncology pipeline, particularly daraxonrasib's impressive pancreatic cancer data. Merck (NYSE:MRK) is identified as the most likely acquirer, driven by the impending patent cliff for its …

Revolution Medicines (RVMD) Stock Looks Strong On Returns But Expensive On Value

Revolution Medicines (RVMD) has shown strong shareholder returns over the past five years, but its current valuation appears expensive based on broader checks. The stock trades at a high Price-to-Book ratio compared to its industry and peers, suggesting it may be overvalued despite excitement …

Tema ETFs LLC Sells 26,443 Shares of Revolution Medicines, Inc. $RVMD

Tema ETFs LLC has reduced its stake in Revolution Medicines, Inc. by 26.9%, selling 26,443 shares but still retaining 71,735 shares valued at $13.4 million. Despite this, institutional investors collectively own 94.34% of the company, and analyst sentiment remains largely positive with a "Moderate …

Revolution Medicines (RVMD) Stock Looks Rich On Fresh RAS Drug Demand

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Revolution Medicines has delivered a very large 5 year return that leaves the stock looking expensive on Simply Wall St's valuation checks. The current move …

Revolution Medicines’ 486% year leaves volume as the weak spot near the high

RVMD closed just 0.4% below its 52-week high after a 9.4% weekly gain, but participation remained light at 0.7x its 13-week average.

Revolution Medicines (RVMD) Is Up 6.2% After BeOne-Funded Phase 3 RAS(ON) Deal - Has The Bull Case Changed?

In early August 2026, BeOne Medicines Ltd. and Revolution Medicines, Inc. announced a multi-part collaboration combining BeOne's oncology assets with Revolution's four clinical RAS(ON) inhibitors, alongside a regional licensing deal granting BeOne exclusive development and commercialization rights in select Asian markets and responsibility for …

Revolution Medicines (RVMD) Looks Fairly Valued As BeOne Deal Expands Its Asia Reach

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Revolution Medicines (RVMD) just entered a comprehensive partnership with BeOne Medicines that combines joint clinical development work and a regional rights deal in …

Can Revolution Medicines (RVMD) Turn A New Ally Into Global Reach?

Revolution Medicines (NASDAQ:RVMD) just picked up a partner with deep pockets and a presence across Asia. On August 10, the company announced a multi-part collaboration with BeOne Medicines, pairing clinical development with a regional rights deal. For a stock that has already climbed more …

BeOne Medicines Enters Collaboration with Revolution Medicines for Oncology Therapies

BeOne Medicines and Revolution Medicines have announced a multi-part collaboration to evaluate drug combinations for RAS-addicted cancers and extend the geographic footprint of Revolution Medicines' therapies. The deal includes a clinical collaboration for combination studies using BeOne's oncology assets and Revolution's four RAS(ON) inhibitors, …

Revolution Medicines (NASDAQ:RVMD) Sets New 12-Month High - Should You Buy?

Bank of America Corp DE Cuts Holdings in Revolution Medicines, Inc. $RVMD

Bank of America Corp DE reduced its stake in Revolution Medicines, Inc. by 30.2% in Q1 2026, selling 265,688 shares and retaining 614,157 shares valued at $59.7 million. Despite this, institutional investors own 94.34% of the company, and Wall Street analysts generally maintain a …

Revolution Medicines (RVMD) BeOne Deal Puts Its Valuation Back In Focus

Revolution Medicines (RVMD) recently announced a collaboration with BeOne Medicines, impacting its stock valuation. While analysts set a consensus price target slightly below the current share price at $204.38, Simply Wall St's DCF model suggests a deep undervaluation at $721.01. The article highlights the …

Revolution Medicines, Inc. (RVMDW) Stock Price, News, Quote & History

BeOne and Revolution Medicines partner on RAS(ON) inhibitor combinations in Asia

BeOne Medicines and Revolution Medicines have formed a two-part partnership concerning RAS(ON) inhibitors in select Asian markets. The agreement includes clinical combination studies and regional commercialization rights for Revolution Medicines' four clinical-stage RAS(ON) inhibitors. BeOne will also fund and conduct a global registrational Phase …

BeOne Medicines and Revolution Medicines Partner on RAS(ON) Cancer Therapies

BeOne Medicines and Revolution Medicines have announced a collaboration to advance targeted therapies for RAS-addicted cancers. This partnership includes both clinical development of new treatment combinations and a regional commercialization agreement in Asia. The companies aim to explore combinations of BeOne's oncology candidates with …

BeOne Medicines and Revolution Medicines Announce Clinical Development and Regional Commercialization Collaboration

BeOne Medicines and Revolution Medicines have announced a multi-part collaboration focusing on clinical development and regional commercialization. The collaboration includes evaluating drug combinations of BeOne's oncology assets with Revolution Medicines' four clinical RAS(ON) inhibitors for RAS-addicted cancers, and a regional rights agreement granting BeOne …

Assenagon Asset Management S.A. Buys Shares of 200,486 Revolution Medicines, Inc. $RVMD

Assenagon Asset Management S.A. recently acquired a new position in Revolution Medicines, Inc. (NASDAQ:RVMD), purchasing 200,486 shares valued at approximately $37.55 million in the second quarter. This move makes Assenagon Asset Management S.A. the owner of 0.09% of Revolution Medicines' stock. Other institutional investors …

Why Revolution Medicines (RVMD) Is Up 9.4% After Mounting Losses And Surging Daraxonrasib Demand – And What's Next

Revolution Medicines (RVMD) reported a significant net loss in Q2 2026, yet its stock rose by 9.4% due to advancing daraxonrasib through FDA review for metastatic pancreatic cancer and high compassionate use demand. Over 2,000 patients have received daraxonrasib, indicating strong real-world interest, and …

'We're excited and ready to go': Fast-growing Revolution Medicines preps potential launch of blockbuster pancreatic cancer drug

Revolution Medicines is preparing for the potential launch of its pancreatic cancer drug, daraxonrasib. The Redwood City-based company, led by CEO Mark Goldsmith, boasts a substantial financial reserve of $3.9 billion in cash and equivalents, positioning it strongly among mid-size biotechs for this significant …

Revolution Medicines, Inc. (RVMD) interactive stock chart

Revolution Medicines, Inc. Stock 12‑Month Price Target Raised to $216.4, Implies 10% Upside

Revolution Medicines, Inc. (RVMD) has seen its average price target raised from $207.16 to $216.4 by 20 analysts, with forecasts ranging from $151 to $263 per share. This updated target suggests a potential 10% upside based on the Aug. 5 closing price. The consensus …

RVMD Posts Wider-Than-Anticipated Loss in Q2, Lifts '26 Expense View

Revolution Medicines RVMD reported an adjusted loss of $2.34 per share in the second quarter of 2026, wider than the Zacks Consensus Estimate of a loss of $1.93. The adjusted figure excluded a non-cash charge of $151 million tied to a change in the …

Quantinno Capital Management LP Boosts Stake in Revolution Medicines, Inc. $RVMD

Quantinno Capital Management LP significantly increased its stake in Revolution Medicines (RVMD) by 97.6% in the first quarter, now owning 63,360 shares valued at $6.16 million. Despite the company reporting a wider-than-expected quarterly loss of $3.06 per share, institutional investors hold 94.34% of the …

Revolution Medicines (NASDAQ:RVMD) Announces Earnings Results

Earnings call transcript: Revolution Medicines lifts spending outlook in Q2 2026

Revolution Medicines ended Q2 2026 with $3.9 billion in cash and investments and increased its 2026 spending forecast to $2.1 billion to $2.2 billion to advance late-stage oncology programs and prepare for a potential first product launch. The company's lead drug, daraxonrasib, cleared a …

Revolution Medicines Q2 Net Loss Widens

Revolution Medicines reported a significant widening of its net loss in Q2, increasing to $111.4 million from $70.8 million year-over-year, largely due to increased research and development expenses. Despite the loss, the company exceeded revenue expectations with $9.3 million, up from $2.1 million in …

Revolution Medicines falls on second quarter earnings miss

Revolution Medicines (NASDAQ:RVMD) reported a significant earnings miss for the second quarter, with a loss of -$3.06 per share against an estimated -$1.96. The net loss for the quarter reached $644.4 million, impacted by a non-cash charge related to an acquisition. Despite the financial …