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Revolution Medicines, Inc. (RVMD) is a clinical-stage precision oncology company specializing in the development of targeted therapies for RAS-addicted cancers. The company leverages advanced drug discovery technologies to create small molecules that address unconventional binding sites in cancer cells. RVMD's offerings include a pipeline of RAS(ON) inhibitors and companion inhibitors, designed for use as monotherapies or in combination regimens to combat genetic drivers and resistance mechanisms in cancer.
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RAS(ON) Inhibitors - Develops small molecules that directly bind to active, GTP-bound RAS variants, suppressing cancer cell growth and survival. Includes clinical-stage candidates such as RMC-6236, RMC-6291 (G12C), and RMC-9805 (G12D), as well as preclinical candidates like RMC-5127 (G12V), RMC-0708 (Q61H), and RMC-8839 (G13C).
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RAS Companion Inhibitors - Targets key nodes in the RAS pathway or associated pathways to enhance the efficacy of RAS(ON) inhibitors, primarily for combination treatment strategies.
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Combination Therapies - Evaluates RAS(ON) inhibitors in combination regimens, including doublet therapies with other investigational drugs, to address adaptive resistance mechanisms in cancer.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Mark A. Goldsmith ExecutiveBoard | Chief Executive Officer, President, and Chair | Board Member at Nura Bio Inc. | Mark A. Goldsmith, M.D., Ph.D., has been with RVMD since November 2014, leading the company as CEO and President, and as Chair since 2020. He has extensive experience in the biopharmaceutical industry. | View Report → |
Jack Anders Executive | Chief Financial Officer | None | Jack Anders joined RVMD in August 2018, initially as VP of Finance, and became CFO in September 2022. He has a background in finance roles at Depomed, Inc., and other companies. | |
Jeff Cislini Executive | Senior Vice President, General Counsel, and Secretary | None | Jeff Cislini joined RVMD in June 2020 as VP, Deputy General Counsel, and became SVP, General Counsel, and Secretary in September 2022. He has legal experience from Atara Biotherapeutics and law firms. | |
Jing Yi Executive | Senior Vice President, Head of Program Leadership | None | Jing Yi, Ph.D., is the SVP, Head of Program Leadership at RVMD. Specific achievements and start date are not detailed. | |
Margaret Horn Executive | Chief Operating Officer | Board Member at Sangamo Therapeutics, Inc. | Margaret Horn, J.D., joined RVMD in December 2014 as General Counsel and became COO in October 2018. She has held senior roles at ProLynx LLC and other biotech companies. | |
Mary Pinder-Schenck Executive | Senior Vice President, Head of Medical Affairs | None | Mary Pinder-Schenck is the SVP, Head of Medical Affairs at RVMD, part of strategic leadership hires. Specific achievements and start date are not detailed. | |
Mason Shih Executive | Senior Vice President, Head of Drug Safety | None | Mason Shih, M.D., is the SVP, Head of Drug Safety at RVMD. Specific achievements and start date are not detailed. | |
Ryan Asay Executive | Senior Vice President, Corporate Affairs | None | Ryan Asay is the SVP, Corporate Affairs at RVMD, part of strategic leadership hires announced in August 2024. Specific achievements and start date are not detailed. | |
Steve Kelsey Executive | President, Research and Development | Board Member at Circle Pharma, Inc.; Scientific Advisory Boards at Autobahn Laboratories and Remix Therapeutics; Clinical Advisor to IDRx | Steve Kelsey, M.D., FRCP, FRCPath, has been with RVMD since March 2017, overseeing R&D activities. He has a strong background in oncology and clinical development. | |
Wei Lin Executive | Chief Medical Officer | Board Member at 2seventy bio, Inc. | Wei Lin, M.D., joined RVMD in April 2023 as CMO, bringing extensive oncology expertise from roles at Erasca, Inc., and Genentech, Inc. | |
Xiaolin Wang Executive | Executive Vice President, Development | None | Xiaolin Wang, Sc.D., joined RVMD in March 2018 as SVP, Clinical Development, and became EVP, Development in March 2021. She has a background in biostatistics. | |
Alexis Borisy Board | Board Member | Co-founder and Operating Chairman at Curie.Bio; Co-founder at IDRx, Inc.; Director and Chairman at Nextech Invest; Board Member at Blueprint Medicines Corporation, Relay Therapeutics, Inc., and Tango Therapeutics, Inc. | Alexis Borisy has been on RVMD's board since November 2014. He is a co-founder of several biotech companies and has extensive experience in the industry. | |
Elizabeth McKee Anderson Board | Board Member | Board Member at GSK Plc, BioMarin Pharmaceutical Inc., and Insmed Incorporated | Elizabeth McKee Anderson has been a director at RVMD since March 2015. She has held senior roles at Janssen Pharmaceuticals and Wyeth Lederle Vaccines. | |
Frank Clyburn Board | Board Member | None | Frank Clyburn joined RVMD's board in August 2024. He has extensive experience in oncology and commercialization from roles at Merck & Co., Inc., and IFF. |
- Can you explain the specific reasons behind the delay in initiating the Phase III registrational study for RMC-6236 in non-small cell lung cancer, and what challenges remain before regulatory alignment can be achieved?
- Given that you initiated the Phase III trial for pancreatic cancer but not yet for lung cancer, can you discuss the differences in data or strategic considerations that have led to the divergence in timelines between these two programs?
- With your cash runway projected to fund operations into 2027, can you clarify what is included in your financial projections, specifically how potential future pivotal trials beyond the two disclosed Phase III second-line studies are factored into your probability-adjusted model?
- In the RAS(ON) inhibitor doublet study combining RMC-6236 with RMC-6291, can you provide more details on the patient population, including prior treatments and tumor types, and what specific qualitative evidence are you seeking to assess the combination's effectiveness over monotherapy?
- Regarding your clinical collaboration with Tango Therapeutics, what strategic considerations led you to choose their PRMT5 inhibitor over other programs, and how does this collaboration align with your broader combination strategy for RMC-6236?
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
EQRx, Inc. | 2023 | The acquisition was structured as an all-stock transaction executed via two mergers, involving a final exchange ratio of 0.1112 shares per EQRx share, resulting in roughly 55 million shares of Revolution Medicines’ stock. The deal added approximately $1.1 billion in net cash proceeds to Revolution’s balance sheet, strengthening its RAS(ON) Inhibitor pipeline and financial position. |
Recent press releases and 8-K filings for RVMD.
- Q1 Financial Results: Reported a net loss of $213.4 million, increased R&D expenses of $205.7 million, and a strong cash position of $2.1 billion.
- Full-Year Guidance: Expected GAAP net loss between $840 million and $900 million.
- Clinical Progress: Dual Phase III trials for daraxonrasib in NSCLC and pancreatic cancer, complemented by robust enrollment in the Phase 3 RASolute 302 trial and promising combination data across the RAS(ON) inhibitor portfolio.
- Operational Developments: Advancing commercialization efforts and activating global study sites to accelerate pivotal trials.
- Leadership Update: Announced the appointment of Anthony Mancini as Chief Global Commercialization Officer.