Samantha Meadows-Ortiz's questions to Revolution Medicines Inc (RVMD) leadership • Q4 2024
Question
Samantha Meadows-Ortiz of BMO Capital Markets inquired about the strategic rationale for advancing two Phase III studies in earlier-line pancreatic ductal adenocarcinoma (PDAC), specifically the company's conviction in the adjuvant setting and the role of RAS mutations.
Answer
CEO Dr. Mark Goldsmith explained that strong monotherapy data in PDAC provides the conviction to pursue all lines of therapy, including first-line and adjuvant settings. He stated that the proof-of-concept from later-line data supports moving into the adjuvant space. Dr. Goldsmith also clarified there is no evidence that RAS mutation frequency differs in earlier-stage disease compared to advanced cancer, as it is the primary driver in nearly all PDAC cases.