Jay Olsen's questions to Revolution Medicines Inc (RVMD) leadership • Q2 2025
Question
Jay Olsen of Oppenheimer & Co. Inc. asked about the clinical collaboration with Summit Therapeutics, specifically how the company will prioritize the three planned combinations of its RasOn inhibitors with ivonesumab and in which tumor types. He also asked if the diraxonrasib plus ivonesumab combination could be an ideal regimen in first-line non-small cell lung cancer (NSCLC).
Answer
CEO Mark Goldsmith stated that it was too early to outline specific prioritization beyond initial dose escalation studies across a variety of solid tumors. He noted the company remains committed to its work with pembrolizumab in parallel. While calling it 'ideal' is a high bar, he acknowledged the combination has the potential to have a differentiated impact and become a new standard of care, pending data.