earnings
confidence high
sentiment neutral
materiality 0.75
Revolution Medicines Q1 net loss $213.4M; highlights encouraging RAS inhibitor data
Revolution Medicines, Inc.
2025-Q1 EPS reported
-$1.13
- Net loss $213.4M (vs $116.0M YoY); R&D $205.7M, G&A $35.0M; cash $2.1B.
- FY 2025 GAAP net loss guidance reaffirmed $840M-$900M; cash runway into H2 2027.
- Daraxonrasib Phase 3 PDAC trial enrollment to substantially complete in 2025; data in 2026.
- Zoldonrasib G12D NSCLC ORR 61%; elironrasib G12C NSCLC ORR 56%, median PFS 9.9 mo.
- Anthony Mancini named chief global commercialization officer.