secwatch.observer — SEC 8-K summary
======================================

Issuer:     Revolution Medicines, Inc. (RVMD)
CIK:        0001628171
Form:       8-K
Filed at:   2026-08-05T20:05:32+00:00
Accession:  0001193125-26-335039
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Revolution Medicines Q2 net loss $644M; FDA accepts daraxonrasib NDA for pancreatic cancer
--------------------------------------------------------------------------------

- Net loss $644.4M vs $247.8M YoY; R&D $394.9M, G&A $110.2M; cash $3.9B.
- FDA accepted daraxonrasib NDA for previously treated metastatic pancreatic cancer; Breakthrough Therapy Designation for NSCLC.
- New combo data: zoldonrasib + SOC in 1L G12D NSCLC: 82% ORR, 100% DCR; elironrasib + SOC in 1L G12C NSCLC: 85% ORR, 97% DCR.
- Completed $2.225B gross proceeds from stock and convertible note offerings; received $250M from Royalty Pharma.
- Updated FY2026 GAAP operating expense guidance to $2.1-2.2B, including $270-290M stock-based comp.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1628171/000119312526335039/0001193125-26-335039-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1628171/000119312526335039/rvmd-20260805.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-335039

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer