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Revolution Medicines Inc (RVMD)



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Upturn Advisory Summary
09/12/2025: RVMD (3-star) is a STRONG-BUY. BUY since 8 days. Simulated Profits (17.05%). Updated daily EoD!
1 Year Target Price $75.41
1 Year Target Price $75.41
8 | Strong Buy |
4 | Buy |
0 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 123.94% | Avg. Invested days 73 | Today’s Advisory Strong Buy |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.70B USD | Price to earnings Ratio - | 1Y Target Price 75.41 |
Price to earnings Ratio - | 1Y Target Price 75.41 | ||
Volume (30-day avg) 12 | Beta 1.12 | 52 Weeks Range 29.17 - 62.40 | Updated Date 09/14/2025 |
52 Weeks Range 29.17 - 62.40 | Updated Date 09/14/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -4.52 |
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) -26.47% | Return on Equity (TTM) -46.61% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 6697355994 | Price to Sales(TTM) 9035.1 |
Enterprise Value 6697355994 | Price to Sales(TTM) 9035.1 | ||
Enterprise Value to Revenue 8370.02 | Enterprise Value to EBITDA -9.71 | Shares Outstanding 186932992 | Shares Floating 158554862 |
Shares Outstanding 186932992 | Shares Floating 158554862 | ||
Percent Insiders 2.01 | Percent Institutions 104.33 |
Upturn AI SWOT
Revolution Medicines Inc

Company Overview
History and Background
Revolution Medicines, Inc. was founded in 2014. It is a clinical-stage precision oncology company focused on developing novel therapies for RAS-addicted cancers. The company's initial focus was on developing inhibitors of mutated RAS proteins, and it has since expanded its pipeline to include inhibitors of other cancer-driving proteins.
Core Business Areas
- RAS(ON) Inhibitors: Development of inhibitors targeting active (ON) RAS proteins, addressing cancers driven by mutated RAS.
- RAS(OFF) Inhibitors: Development of inhibitors targeting inactive (OFF) RAS proteins, providing another avenue for combating RAS-driven cancers.
- Drug Discovery Platform: Utilizing a proprietary drug discovery platform to identify and develop novel cancer therapies.
Leadership and Structure
Revolution Medicines is led by a management team with experience in oncology drug development and business. The company has a board of directors that provides strategic oversight.
Top Products and Market Share
Key Offerings
- RMC-6236 (RAS(ON) Inhibitor): An orally bioavailable RAS(ON) inhibitor designed to selectively target active KRASG12C. Currently in Phase 1/2 clinical trials. No market share available as it's in clinical trials. Competitors include Mirati Therapeutics (MRTX) and Amgen (AMGN) for KRAS G12C.
- RMC-6291 (RAS(ON) Inhibitor): RAS(ON) inhibitor which selectively target active KRASG12D. Currently in Phase 1/2 clinical trials. No market share available as it's in clinical trials. Competitors are the large pharma companies developing similar therapeutics.
Market Dynamics
Industry Overview
The oncology drug market is a large and growing market, driven by the increasing prevalence of cancer and the development of new and improved cancer therapies. Precision oncology, which focuses on targeting specific genetic mutations or biomarkers in cancer cells, is a rapidly growing area within the oncology market.
Positioning
Revolution Medicines is positioned as a leader in the development of RAS inhibitors, a class of drugs that has the potential to address a significant unmet need in cancer treatment. The company's proprietary drug discovery platform and experienced management team provide a competitive advantage.
Total Addressable Market (TAM)
The estimated TAM for RAS-targeted therapies is significant, potentially reaching billions of dollars annually. Revolution Medicines is positioned to capture a portion of this market with its pipeline of RAS inhibitors.
Upturn SWOT Analysis
Strengths
- Proprietary drug discovery platform
- Experienced management team
- Strong pipeline of RAS inhibitors
- Focus on precision oncology
Weaknesses
- Clinical stage company with no currently marketed products
- High risk of clinical trial failure
- Reliance on external funding
- Relatively small market capitalization compared to big pharma competitors
Opportunities
- Successful clinical development of RAS inhibitors
- Expansion of pipeline to include other cancer targets
- Partnerships with larger pharmaceutical companies
- Potential for breakthrough therapy designation and accelerated approval
Threats
- Competition from other companies developing RAS inhibitors
- Regulatory hurdles
- Patent challenges
- Economic downturn
Competitors and Market Share
Key Competitors
- MRTX
- AMGN
Competitive Landscape
Revolution Medicines is competing with other biotechnology and pharmaceutical companies in the oncology market. Its competitive advantage lies in its focus on RAS inhibition and its proprietary drug discovery platform. Currently none of the companies have significant sales from KRAS inhibitors so the market is virtually 0. The potential market for KRAS therapies is estimated to be $5-10 Billion annually in the coming years
Growth Trajectory and Initiatives
Historical Growth: Revolution Medicines' historical growth has been characterized by progress in its clinical trials and expansion of its pipeline.
Future Projections: Future growth is dependent on the successful development and commercialization of its RAS inhibitors. Analyst estimates vary but generally project significant revenue growth in the coming years if clinical trials are successful.
Recent Initiatives: Advancing clinical trials for RMC-6236 and RMC-6291, expanding the pipeline, and exploring potential partnerships.
Summary
Revolution Medicines is a clinical-stage company focused on developing innovative cancer therapies, particularly RAS inhibitors. The company's strong financial position allows them to pursue clinical trials with their products. Success in trials is the most crucial factor for success. While it has potential, significant risk is involved as it is still in a clinical stage.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Revolution Medicines Investor Relations
- SEC Filings
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share data is limited due to the clinical stage of Revolution Medicines' products. Forward-looking statements are subject to risks and uncertainties.
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 M.D., Ph.D. | ||
Sector Healthcare | Industry Biotechnology | Full time employees 700 | Website https://www.revmed.com |
Full time employees 700 | 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 consist of RAS(ON) inhibitors that binds RAS variants 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 to suppress cooperating targets and pathways that sustain RAS-addicted cancers. 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; RMC-5552, a selective inhibitor of mTORC1 signaling in tumors, which is in phase 1 clinical trial; and RMC-5845 that targets SOS1. Revolution Medicines, Inc. was incorporated in 2014 and is headquartered in Redwood City, California.

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