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Long Yang

Long Yang

Senior Research Analyst at Raymond James

Tampa, FL, US

Long Yang is a Senior Research Analyst at Raymond James, specializing in equity research with coverage focused on the technology and semiconductors sectors. He evaluates prominent companies such as Nvidia, Advanced Micro Devices (AMD), and Micron Technology, offering detailed insights that have contributed to notable stock performance and strong investor returns; platforms like TipRanks rank him in the upper quartile of accuracy and success rates among his peers. Yang began his financial analysis career in the early 2010s and joined Raymond James after previous roles at firms including Citigroup and Barclays, steadily advancing his expertise in institutional investment research. He holds multiple FINRA securities licenses, including Series 7, 63, 86, and 87, and is recognized for his consistent accuracy, client service, and annual top analyst nominations by industry publications.

Long Yang's questions to Revolution Medicines (RVMD) leadership

Question · Q3 2025

Long Yang inquired about the efficacy threshold Revolution Medicines is targeting for Diraxonrasib in first-line NSCLC and the combination potential of Diraxonrasib with Allieronrasib in first-line NSCLC.

Answer

Mark Goldsmith, Chairman and CEO, stated that the company does not provide pre-guidance on acceptable efficacy improvement thresholds, as it is a complex topic involving standard of care, statistical analysis, and regulatory discussions. Regarding the Diraxonrasib and Allieronrasib doublet, he reiterated the belief that combining a mutant-selective inhibitor with a RAS-on inhibitor offers the greatest impact, citing two clinical data sets (CRC and lung) that were directionally similar, but noted that prioritization among options is complex.

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Question · Q3 2025

Long Yang asked about the efficacy threshold for Diraxonrasib in first-line NSCLC and commented on the combination potential of Diraxonrasib and Allieronrasib in first-line NSCLC.

Answer

Mark Goldsmith, Chairman and CEO, declined to provide specific efficacy guidance for first-line NSCLC, noting it is a complex topic for regulatory discussions. For the Diraxonrasib plus Allieronrasib doublet, he reiterated the belief that combining a mutant-selective inhibitor with a RAS-on inhibitor provides complementary benefits and maximal impact, citing two clinical data sets. He noted that prioritization is a complex matrix of considerations.

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