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Marc Fromm

Managing Director and Senior Equity Analyst at TD Cowen

Marc Frahm is a Managing Director and Senior Equity Analyst at TD Cowen, specializing in healthcare biotechnology research. He covers specific companies such as Incyte (INCY), BridgeBio Pharma (BPMC), Adaptimmune (ADAP), and Janux Therapeutics (JANX), with a proven track record including a 37% success rate on 281 ratings, an average return of +3.50% per rating over one year, and his top call on JANX delivering +726.30% return. Frahm began his Wall Street career around 2013 at Cowen and Company, continuing there through 2024 before transitioning to TD Securities (USA) LLC as part of the TD Cowen integration. He holds FINRA broker registration (CRD# 6227489) with no reported disclosures.

Marc Fromm's questions to Revolution Medicines (RVMD) leadership

Question · Q4 2025

Marc Fromm asked for confirmation on whether any event thresholds for interim analyses in RASolute 302 have been reached and about Revolution Medicines' long-term vision for the PDAC treatment paradigm in 4-5 years, including the sequencing of daraxonrasib, zoldonrasib, and chemotherapy.

Answer

Mark Goldsmith, Chairman and CEO, stated he could not provide an answer on event thresholds, reiterating that data unblinding leads to analysis and disclosure. Alan Sandler, Chief Development Officer, outlined a comprehensive vision for PDAC, including second-line daraxonrasib, first-line daraxonrasib (monotherapy and combination with chemo), zoldonrasib for G12D (with chemo and as a doublet with daraxonrasib), and adjuvant daraxonrasib, aiming to provide optionality and cover the full spectrum of patients.

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