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Mia Morgan

Vice President and Equity Research Analyst at Goldman Sachs

Mia Morgan is a Vice President and Equity Research Analyst at Goldman Sachs, specializing in covering major technology and software companies including Microsoft, Salesforce, and Adobe. She has a demonstrated track record with investment recommendations that have achieved an average return of over 15% and maintains a success rate above 65% according to independent analyst-tracking platforms. Morgan began her finance career at JPMorgan in 2013 before joining Goldman Sachs in 2017, where she quickly progressed to her current leadership role. She holds FINRA Series 7, 63, and 86/87 licenses and has been recognized internally for her analytical rigor and client-focused insights.

Mia Morgan's questions to Revolution Medicines (RVMD) leadership

Question · Q3 2025

Mia Morgan inquired about the efficacy of Diraxonrasib combination treatment relative to monotherapy in frontline metastatic PDAC, and what to expect regarding durability updates in the first half of next year.

Answer

Wei Lin, Chief Medical Officer, explained that monotherapy and combination regimens test distinct hypotheses: sequential treatment introducing a third line of therapy versus potential synergy from combining Diraxonrasib with chemotherapy in the first line. Both strategies aim for survival benefit and offer different patient options. Mark Goldsmith, Chairman and CEO, confirmed that an update on the durability of effects for Diraxonrasib monotherapy and combination in first-line PDAC is expected in the first half of 2026.

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Question · Q3 2025

Mia Morgan inquired about the efficacy of Diraxonrasib combination treatment relative to monotherapy in frontline metastatic PDAC and what to expect regarding durability updates in the first half of next year.

Answer

Wei Lin, CMO, explained that monotherapy and combination regimens test two distinct hypotheses: sequential treatment (introducing a third line) versus potential synergy from combination. Both aim for survival benefit and offer different patient options. Mark Goldsmith, Chairman and CEO, confirmed an update on durability for both regimens is expected in the first half of 2026.

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