{"filings":[{"id":94194,"accession_number":"0001193125-26-208918","cik":1628171,"company_name":"Revolution Medicines, Inc.","ticker":"RVMD","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RevMed Q1 net loss $453.8M, daraxonrasib shows OS 13.2 mo in pancreatic cancer","event_type":"earnings","confidence":"high","bullets":["Daraxonrasib Phase 3 RASolute 302: median OS 13.2 mo vs 6.7 mo chemo (HR 0.40); NDA submission planned.","Q1 2026 net loss $453.8M vs $213.4M YoY; R&D $344M, G&A $101.3M, including $44.6M incremental SBC.","Cash $1.9B at Mar 31, 2026; April 2026 financings raised $2.225B gross from stock and convertible notes.","FY 2026 GAAP operating expense guidance raised to $1.7-1.8B due to ~$80M increase in non-cash SBC.","Appointed Neil MacGregor JPAC GM, Tetsuo Endo Japan GM, Martin Voelkl Germany GM; EAP for daraxonrasib begun."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94193,"accession_number":"0001193125-26-161800","cik":1628171,"company_name":"Revolution Medicines, Inc.","ticker":"RVMD","form_type":"8-K","filed_at":"2026-04-17T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Revolution Medicines issues $500M 0.50% convertible notes due 2033","event_type":"debt","confidence":"high","bullets":["Issued $500M 0.50% Convertible Senior Notes due 2033 under indenture with U.S. Bank Trust as trustee.","Initial conversion price ~$198.80/share (5.0302 shares per $1,000 principal).","Notes are senior unsecured, redeemable after May 2030 if stock >130% conversion price for 20 of 30 trading days.","Holders may convert before Feb 2033 only upon specified events; after that anytime until maturity.","Fundamental change triggers repurchase right at 100% principal plus accrued interest."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94192,"accession_number":"0001193125-26-159289","cik":1628171,"company_name":"Revolution Medicines, Inc.","ticker":"RVMD","form_type":"8-K","filed_at":"2026-04-16T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Revolution Medicines raises ~$2.15B via equity and convertible note offerings","event_type":"other_material","confidence":"high","bullets":["Equity offering: 10,563,381 shares at $142/sh + full over-allotment of 1,584,506 shares; net proceeds ~$1.65B.","Convertible note offering: $500M aggregate principal of 0.50% Convertible Senior Notes due 2033.","Equity closed April 16; note offering expected to close April 17; underwriters J.P. Morgan, TD Securities, Guggenheim."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94191,"accession_number":"0001193125-26-152039","cik":1628171,"company_name":"Revolution Medicines, Inc.","ticker":"RVMD","form_type":"8-K","filed_at":"2026-04-13T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Revolution Medicines' daraxonrasib Phase 3 trial meets OS endpoint: 13.2 vs 6.7 months, HR 0.40","event_type":"other_material","confidence":"high","bullets":["Phase 3 RASolute 302 trial: median OS 13.2 mo vs 6.7 mo for chemo (HR 0.40, p<0.0001); PFS also statistically significant.","Daraxonrasib generally well tolerated with manageable safety profile; no new safety signals.","Trial results considered final from first interim analysis; company to submit to FDA and other global regulators.","Data to support future NDA via a Commissioner’s National Priority Voucher."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106387,"accession_number":"0001193125-26-071517","cik":1628171,"company_name":"Revolution Medicines, Inc.","ticker":"RVMD","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Revolution Medicines FY2025 net loss $1.1B; daraxonrasib Phase 3 readout on track for H1 2026","event_type":"earnings","confidence":"high","bullets":["Full year 2025 net loss $1.1B vs $600.1M in 2024; Q4 net loss $364.9M vs $194.6M.","Cash $2.0B; 2026 GAAP op expenses guided $1.6-$1.7B with $180-$200M stock comp.","Phase 3 RASolute 302 (daraxonrasib in 2L PDAC) readout expected H1 2026; enrollment complete.","Initiated RASolute 305 (zoldonrasib in 1L PDAC); zoldonrasib FDA Breakthrough Therapy in NSCLC.","New RAS(ON) inhibitor RMC-5127 entered clinic; new class RM-055 Phase 1 planned Q4 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":-5.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":0.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122735,"accession_number":"0001193125-25-266836","cik":1628171,"company_name":"Revolution Medicines, Inc.","ticker":"RVMD","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Revolution Medicines Q3 net loss $305.2M; advancing daraxonrasib pivotal trials","event_type":"earnings","confidence":"high","bullets":["Net loss $305.2M vs $156.3M YoY; R&D expense $262.5M (+73%), G&A $52.8M (+120%).","Cash, equivalents & securities $1.93B; full-year GAAP net loss guidance reaffirmed at $1.03B-$1.09B.","RASolute 302 (PDAC) enrollment winding down; data readout on track for 2026.","RASolute 304 (adjuvant PDAC) initiated; RASolute 303 (1L metastatic PDAC) expected to start this year.","New CDO Alan Sandler, U.S. GM Alicia Gardner, Europe GM Gerwin Winter appointed."],"consensus_eps_estimate":null,"consensus_eps_actual":-4.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122734,"accession_number":"0001193125-25-241736","cik":1628171,"company_name":"Revolution Medicines, Inc.","ticker":"RVMD","form_type":"8-K","filed_at":"2025-10-17T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Revolution Medicines receives FDA national priority voucher for daraxonrasib","event_type":"regulatory","confidence":"high","bullets":["FDA granted a non-transferrable voucher under the Commissioner's National Priority Voucher pilot program.","Voucher is for daraxonrasib, the company's RAS(ON) multi-selective inhibitor.","Announcement made on October 16, 2025; no financial terms disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139427,"accession_number":"0001193125-25-200078","cik":1628171,"company_name":"Revolution Medicines, Inc.","ticker":"RVMD","form_type":"8-K","filed_at":"2025-09-10T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Daraxonrasib shows 35% ORR in 2L PDAC, 55% in 1L combo; Phase 3 planned","event_type":"other_material","confidence":"high","bullets":["2L PDAC: ORR 29-35% (RAS G12X and broader mutant), DCR 92-95%, median PFS 8.1-8.5 mo, median OS 13.1-15.6 mo.","1L monotherapy (300 mg): ORR 47%, DCR 89% among 38 evaluable patients as of July 28, 2025 cutoff.","1L combo daraxonrasib 200 mg + gemcitabine/nab-paclitaxel: ORR 55%, DCR 90% in 31 evaluable patients.","Grade ≥3 TRAEs: 34% monotherapy (2L), 35% (1L), 58% combo; most common rash, GI; 0% discontinuation in 2L.","Company plans to initiate RASolute 303, a global Phase 3 trial in 1L PDAC comparing daraxonrasib ± GnP vs GnP."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139426,"accession_number":"0000950170-25-103983","cik":1628171,"company_name":"Revolution Medicines, Inc.","ticker":"RVMD","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Revolution Medicines Q2 net loss $247.8M; advances Phase 3 RAS trials; $2B Royalty Pharma deal","event_type":"earnings","confidence":"high","bullets":["Net loss $247.8M vs $133.2M YoY; R&D expenses rose to $224.1M; FY2025 net loss guidance $1.03B-$1.09B.","FDA Breakthrough Therapy Designation for daraxonrasib (KRAS G12C PDAC) and elironrasib (KRAS G12C NSCLC).","Entered $2B flexible funding agreement with Royalty Pharma; first $250M tranche received; cash $2.1B.","RASolute 302 Phase 3 trial for PDAC enrollment to complete this year; data readout expected 2026.","Plans to initiate registrational trials for first-line PDAC and adjuvant PDAC in 2025; Phase 3 for first-line NSCLC in 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.45,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157005,"accession_number":"0001193125-25-151254","cik":1628171,"company_name":"Revolution Medicines, Inc.","ticker":"RVMD","form_type":"8-K","filed_at":"2025-06-27T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Revolution Medicines stockholders elect four Class II directors, ratify PwC, approve say-on-pay at 2025 annual meeting","event_type":"other_material","confidence":"high","bullets":["Directors elected: Frank Clyburn, Sandra Horning, Sushil Patel, Thilo Schroeder; each received >119M votes for.","Ratified PricewaterhouseCoopers as independent auditor for FY2025 with 157.9M votes for, 215K against.","Advisory say-on-pay approved with 145.3M votes for, 2.6M against, 10.2M broker non-votes.","Record date April 28, 2025; 186.3M shares outstanding and entitled to vote."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157004,"accession_number":"0001193125-25-145242","cik":1628171,"company_name":"Revolution Medicines, Inc.","ticker":"RVMD","form_type":"8-K","filed_at":"2025-06-24T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Revolution Medicines secures up to $2B financing from Royalty Pharma, withdraws cash runway guidance","event_type":"debt","confidence":"high","bullets":["Received $250M upfront from Royalty Pharma; up to $1.25B total synthetic royalty on daraxonrasib sales.","Loan facility of up to $750M senior secured term loan (SOFR+5.75%, 3.50% floor), interest-only, matures by 2032.","Additional tranches tied to daraxonrasib approval milestones; company retains global commercialization control.","Withdraws prior cash runway end date and 2025 GAAP net loss guidance; expects updated guidance in Q2 2025 earnings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157003,"accession_number":"0001193125-25-142735","cik":1628171,"company_name":"Revolution Medicines, Inc.","ticker":"RVMD","form_type":"8-K","filed_at":"2025-06-18T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Revolution Medicines director Barbara Weber resigns ahead of 2025 annual meeting due to Tango collaboration activation","event_type":"leadership","confidence":"high","bullets":["Barbara Weber, M.D., resigned from Revolution Medicines board effective immediately prior to June 26, 2025 annual meeting.","Resignation triggered by activation of clinical study under collaboration with Tango Therapeutics, not due to any disagreement.","Dr. Weber also stepped down from Nominating and Corporate Governance Committee and R&D Committee.","The company has not yet named a replacement for the board vacancy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}