The company's lead drug, Daraxonrasib (RMC-6236), is now in global Phase 3 trials and recently secured a Commissioner's National Priority Voucher from the FDA in October 2025. Revolution Medicines is differentiated by its proprietary RAS(ON) inhibitor platform targeting previously undruggable RAS mutations, positioning it as a potential first-to-market player in a large oncology opportunity.
Cyborg Score Rationale
The company trades on NASDAQ under the ticker RVMD with a market capitalization hovering around $13.70 billion as of November 2025. Late-stage clinical status with FDA priority designation and a well-funded lead candidate offset clinical execution risk and current substantial operating losses.
Top Insights
Lead candidate Daraxonrasib (RMC-6236) secured FDA Commissioner's National Priority Voucher in October 2025
Portfolio includes multiple RAS(ON) selective inhibitors (G12C, G12D, G12V, Q61H, G13C) targeting different RAS mutations
Heavily institutionally-owned with approximately 88.42% of stock held by investment funds as of late 2025
Company was incorporated in 2014 and represents a relatively young clinical-stage biotech firm
Named Competitors
Sotorasib — FDA-approved RAS G12C inhibitor for KRAS-mutant cancers
Adagrasib — RAS G12C inhibitor in development
AZD6738 — RAS pathway inhibitor development programs
Recent Developments
(October 2025) FDA Commissioner's National Priority Voucher awarded to Daraxonrasib (RMC-6236)
(2025) Global Phase 3 trial enrollment ongoing for lead RAS(ON) inhibitor candidate
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