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Revolution Medicines Inc (RVMD)



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Upturn Advisory Summary
04/01/2025: RVMD (5-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit 73.2% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.25B USD | Price to earnings Ratio - | 1Y Target Price 71.69 |
Price to earnings Ratio - | 1Y Target Price 71.69 | ||
Volume (30-day avg) 1381192 | Beta 1.46 | 52 Weeks Range 29.55 - 62.40 | Updated Date 04/1/2025 |
52 Weeks Range 29.55 - 62.40 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -3.58 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) -18.66% | Return on Equity (TTM) -29.33% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 4096950020 | Price to Sales(TTM) 9035.1 |
Enterprise Value 4096950020 | Price to Sales(TTM) 9035.1 | ||
Enterprise Value to Revenue 8370.02 | Enterprise Value to EBITDA -9.71 | Shares Outstanding 185912992 | Shares Floating 168212518 |
Shares Outstanding 185912992 | Shares Floating 168212518 | ||
Percent Insiders 2.05 | Percent Institutions 106.33 |
Analyst Ratings
Rating 4.67 | Target Price 73.43 | Buy 5 | Strong Buy 10 |
Buy 5 | Strong Buy 10 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Revolution Medicines Inc

Company Overview
History and Background
Revolution Medicines Inc. was founded in 2014. The company is focused on discovering and developing new drugs targeting frontier oncology, with an emphasis on RAS-driven cancers. It is built on proprietary structure-based drug discovery platform.
Core Business Areas
- RAS Inhibitor Development: Focuses on developing small molecule inhibitors of RAS and other frontier oncology targets.
Leadership and Structure
The company's leadership team includes top executives in drug development, finance, and strategy. The organizational structure includes departments for research, development, clinical trials, and commercialization planning.
Top Products and Market Share
Key Offerings
- RMC-6236 (RASON):: An oral tri-complex inhibitor of active RAS(ON) that has shown clinical activity in KRAS G12C mutated cancers. Enters the competitive space with Mirati Therapeutics (MRTX) and Amgen (AMGN). No market share data or specific revenues are available due to the drug being in clinical trials. Competitors: Mirati Therapeutics (MRTX), Amgen (AMGN), Boehringer Ingelheim, Eli Lilly (LLY).
- RMC-6291: An oral KRAS G12C(ON) inhibitor. Enters the competitive space with Mirati Therapeutics (MRTX) and Amgen (AMGN). No market share data or specific revenues are available due to the drug being in clinical trials. Competitors: Mirati Therapeutics (MRTX), Amgen (AMGN), Boehringer Ingelheim, Eli Lilly (LLY).
Market Dynamics
Industry Overview
The oncology drug market is experiencing significant growth, driven by an aging population, increasing cancer incidence, and advancements in targeted therapies and immunotherapies.
Positioning
Revolution Medicines is positioned as an innovative company focused on developing novel therapies for difficult-to-treat cancers, particularly those driven by RAS mutations. Their competitive advantage lies in their proprietary tri-complex inhibitor platform.
Total Addressable Market (TAM)
The total addressable market for RAS-targeted therapies is estimated to be billions of dollars annually. Revolution Medicines is positioned to capture a portion of this TAM, particularly for cancers where existing therapies are ineffective.
Upturn SWOT Analysis
Strengths
- Proprietary drug discovery platform
- Strong scientific team
- Focus on difficult-to-treat cancers
- Promising early clinical data
Weaknesses
- Limited number of products on the market
- Reliance on early-stage clinical trials
- High R&D costs
- No approved products, thus no revenue
Opportunities
- Expanding pipeline with new drug candidates
- Partnering with larger pharmaceutical companies
- Acquiring complementary technologies
- Advancements in precision medicine
Threats
- Competition from established pharmaceutical companies
- Regulatory hurdles
- Clinical trial failures
- Patent expirations
Competitors and Market Share
Key Competitors
- AMGN
- MRTX
- LLY
Competitive Landscape
Revolution Medicines' advantages include its proprietary platform and focus on RAS-driven cancers. Disadvantages include being a smaller company compared to established pharmaceutical giants like Amgen. Note that these percentages represent the early market share for KRAS G12C inhibitors.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been reflected in the expansion of the pipeline, increased R&D spending, and stock price fluctuations based on clinical trial data.
Future Projections: Future growth is projected to be driven by the successful development and commercialization of its lead drug candidates, particularly RMC-6236 and RMC-6291.
Recent Initiatives: Recent strategic initiatives include advancing clinical trials, expanding the pipeline, and securing partnerships with pharmaceutical companies.
Summary
Revolution Medicines is a clinical-stage biopharmaceutical company that focuses on developing novel cancer therapies. They have a proprietary platform focused on difficult-to-treat RAS-driven cancers. They are pre-revenue, but are in a field where there is potential for high growth. Key considerations include clinical trial outcomes and competition from larger companies.
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Sources and Disclaimers
Data Sources:
- Company SEC Filings (e.g., 10-K, 10-Q)
- Company Website
- Analyst Reports
- ClinicalTrials.gov
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data is estimated and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Revolution Medicines Inc
Exchange NASDAQ | Headquaters Redwood City, CA, United States | ||
IPO Launch date 2020-02-13 | CEO, President & Chairman Dr. Mark A. Goldsmith Ph.D. | ||
Sector Healthcare | Industry Biotechnology | Full time employees 534 | Website https://www.revmed.com |
Full time employees 534 | Website https://www.revmed.com |
Revolution Medicines, Inc., a clinical-stage precision oncology company, develops novel targeted therapies for RAS-addicted cancers. The company's research and development pipeline includes RAS(ON) inhibitors designed to be used as monotherapy in combination with other RAS(ON) inhibitors and/or in combination with RAS companion inhibitors or other therapeutic agents, and RAS companion inhibitors for combination treatment strategies. Its RAS(ON) inhibitors include daraxonrasib (RMC-6236), elironrasib G12C (RMC-6291), and zoldonrasib G12D (RMC-9805), which are in phase 1 clinical trial; and development candidates comprise RMC-5127 (G12V), RMC-0708 (Q61H), and RMC-8839 (G13C). The company's RAS companion inhibitors include RMC-4630 that is in phase 2 clinical trial; and RMC-5552, which is in phase 1 clinical trial. Revolution Medicines, Inc. was incorporated in 2014 and is headquartered in Redwood City, California.
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