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    Revolution Medicines Inc (RVMD)

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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.

    1. 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).

    2. 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.

    3. Combination Therapies - Evaluates RAS(ON) inhibitors in combination regimens, including doublet therapies with other investigational drugs, to address adaptive resistance mechanisms in cancer.

    NamePositionStart DateShort Bio
    Mark A. GoldsmithChief Executive Officer, President, and ChairNovember 2014Mark A. Goldsmith, M.D., Ph.D., has served as CEO, President, and Chair of RVMD since November 2014. He has extensive experience in biopharma, including roles at Constellation Pharmaceuticals and Global Blood Therapeutics.
    Jack AndersChief Financial OfficerSeptember 2022Jack Anders joined RVMD in August 2018 as VP, Finance, was promoted to SVP, Finance in March 2021, and became CFO in September 2022. He previously held finance roles at Depomed, Elan Pharmaceuticals, and Yahoo!.
    Steve KelseyPresident, Research and DevelopmentMarch 2017Steve Kelsey, M.D., has served as President, R&D at RVMD since March 2017. He previously held leadership roles at Onkaido Therapeutics, Medivation, and Geron Corporation, and serves on scientific advisory boards.
    Margaret HornChief Operating OfficerOctober 2018Margaret Horn, J.D., has served as COO since October 2018. She was previously General Counsel (2014–2022) and EVP (2014–2018) at RVMD, and COO at ProLynx LLC from 2010 to 2014.
    Wei LinChief Medical OfficerApril 2023Wei Lin, M.D., has served as CMO since April 2023. He has oncology expertise from roles at Erasca, Nektar Therapeutics, and Genentech, where he led global approvals for TECENTRIQ® and other therapies.
    Xiaolin WangExecutive Vice President, DevelopmentMarch 2021Xiaolin Wang, Sc.D., has served as EVP, Development since March 2021. She previously held leadership roles at Acerta Pharma, Geron Corporation, and Genentech.
    Jeff CisliniSVP, General Counsel, and SecretarySeptember 2022Jeff Cislini has served as SVP, General Counsel, and Secretary since September 2022. He previously held legal roles at Atara Biotherapeutics, O’Melveny & Myers LLP, and Wilson Sonsini Goodrich and Rosati.
    Frank ClyburnBoard Member (Class II Director)August 5, 2024Frank K. Clyburn, Jr. was appointed as a Class II Director on August 5, 2024. He has extensive experience in pharma, including as CEO of IFF and EVP at Merck, where he led the global launch of Keytruda.
    Mary Pinder-SchenckSVP, Head of Medical AffairsAugust 2024Mary Pinder-Schenck, M.D., serves as SVP, Head of Medical Affairs. She was appointed as part of strategic leadership hires announced in August 2024.
    Ryan AsaySVP, Corporate AffairsAugust 2024 (est.)Ryan Asay serves as SVP, Corporate Affairs. He was appointed as part of strategic leadership hires announced in August 2024, though the specific start date is not provided.
    Mason ShihSVP, Head of Drug SafetyAugust 7, 2024Mason Shih, M.D., serves as SVP, Head of Drug Safety. He was appointed as part of strategic leadership hires announced on August 7, 2024.
    Jing YiSVP, Head of Program LeadershipAugust 2024Jing Yi, Ph.D., serves as SVP, Head of Program Leadership. She was appointed as part of strategic leadership hires announced in August 2024.
    1. 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?
    2. 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?
    3. 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?
    4. 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?
    5. 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?