Loading...
Docoh

Revolution Medicines (RVMD)

Revolution Medicines is a clinical-stage precision oncology company focused on developing novel targeted therapies to inhibit high-value frontier targets in RAS-addicted cancers. The company possesses sophisticated structure-based drug discovery capabilities built upon deep chemical biology and cancer pharmacology know-how and innovative, proprietary technologies that enable the creation of small molecules tailored to unconventional binding sites.

Company profile

RVMD stock data

Analyst ratings and price targets

Last 3 months
Current price
Average target
$33.50
Low target
$30.00
High target
$37.00
HC Wainwright & Co.
Maintains
Buy
$37.00
17 Aug 22
SVB Leerink
Maintains
Outperform
$30.00
10 Aug 22

Investment data

Data from SEC filings
Securities sold
Number of investors

Calendar

8 Aug 22
27 Sep 22
31 Dec 22
Quarter (USD) Jun 22 Mar 22 Dec 21 Sep 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD) Dec 21 Dec 20 Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Cash burn rate (est.) Burn method: Change in cash Burn method: Operating income Burn method: FCF (opex + capex)
Last Q Avg 4Q Last Q Avg 4Q Last Q Avg 4Q
Cash on hand (at last report) 107.52M 107.52M 107.52M 107.52M 107.52M 107.52M
Cash burn (monthly) (no burn) 7.43M 20.7M 18.84M 18.57M 15.56M
Cash used (since last report) n/a 21.84M 60.84M 55.39M 54.6M 45.74M
Cash remaining n/a 85.67M 46.68M 52.12M 52.92M 61.77M
Runway (months of cash) n/a 11.5 2.3 2.8 2.8 4.0

Beta Read what these cash burn values mean

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
19 Sep 22 Xiaolin Wang Common Stock Sell Dispose S No No 19.0426 735 14K 31,235
19 Sep 22 Stephen Michael Kelsey Common Stock Sell Dispose S No No 19.0426 1,267 24.13K 288,819
19 Sep 22 Margaret A Horn Common Stock Sell Dispose S No No 19.0426 1,267 24.13K 62,512
19 Sep 22 Jack Anders Common Stock Sell Dispose S No No 19.0426 449 8.55K 29,956
1 Sep 22 Jack Anders Common Stock Grant Acquire A No No 0 10,000 0 30,405
1 Sep 22 Jack Anders Stock Option Common Stock Grant Acquire A No No 21.61 35,000 756.35K 35,000
27.4% owned by funds/institutions
13F holders Current Prev Q Change
Total holders 136 127 +7.1%
Opened positions 21 15 +40.0%
Closed positions 12 9 +33.3%
Increased positions 41 43 -4.7%
Reduced positions 40 35 +14.3%
13F shares Current Prev Q Change
Total value 1.85B 2.24B -17.5%
Total shares 89.96M 87.42M +2.9%
Total puts 0 19.5K EXIT
Total calls 47K 120.9K -61.1%
Total put/call ratio 0.2
Largest owners Shares Value Change
Wellington Management 6.17M $120.23M +51.1%
Vanguard 5.57M $108.5M -8.1%
Third Rock Ventures III 5.52M $139.04M 0.0%
BLK Blackrock 5.4M $105.32M +1.2%
TRV GP Iii 5.1M $99.48M -7.6%
Column 4.4M $85.66M +31.3%
EcoR1 Capital 4.28M $83.38M +235.8%
Nextech Invest 3.94M $76.78M 0.0%
Boxer Capital 3.48M $67.91M 0.0%
BLVGF Bellevue 3.38M $65.94M +2.2%
Largest transactions Shares Bought/sold Change
EcoR1 Capital 4.28M +3M +235.8%
FMR 65.55K -2.8M -97.7%
Wellington Management 6.17M +2.09M +51.1%
Woodline Partners 263.8K -2.07M -88.7%
Avidity Partners Management 1.33M +1.33M NEW
Capital World Investors 0 -1.23M EXIT
Column 4.4M +1.05M +31.3%
JPM JPMorgan Chase & Co. 1.85M +512.24K +38.2%
Vanguard 5.57M -490.92K -8.1%
BVF 2.26M +445.04K +24.6%

Content analysis

?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. senior Avg
New words: abstract, begun, Brexit, Connecticut, cyber, deny, glioblastoma, incident, recurrent, UCSF, University, Utah

Patents

Utility
Solid Forms of {6-[(2-AMINO-3-CHLOROPYRIDIN-4-YL)SULFANYL]-3-[(3S,4S)-4-AMINO-3-METHYL-2-OXA-8-AZASPIRO[4.5]DECAN-8-YL]-5-METHYLPYRAZIN-2-YL}METHANOL, a SHP2 Inhibitor
22 Sep 22
The present disclosure relates to crystalline solid forms of {6-[(2-amino-3-chloropyridin-4-yl)sulfanyl]-3-[(3S,4S)-4-amino-3-methyl-2-oxa-8-azaspiro[4.5]decan-8-yl]-5-methylpyrazin-2-yl}methanol, or a pharmaceutically acceptable salt thereof, the process of preparing the forms, and pharmaceutical compositions and methods of use thereof.
Utility
C40-, C28-, and C-32-linked rapamycin analogs as mTOR inhibitors
21 Jun 22
The present disclosure relates to mTOR inhibitors.
Utility
Compounds That Participate In Cooperative Binding and Uses Thereof
12 May 22
The invention features compounds (e.g., macrocyclic compounds) capable of modulating biological processes, for example through binding to a presenter protein (e.g., a member of the FKBP family, a member of the cyclophilin family, or PIN1) and a target protein (e.g., a eukaryotic target protein such as a mammalian target protein or a fungal target protein or a prokaryotic target protein such as a bacterial target protein).
Utility
Compounds That Participate In Cooperative Binding and Uses Thereof
12 May 22
The invention features compounds (e.g., macrocyclic compounds) capable of modulating biological processes, for example through binding to a presenter protein (e.g., a member of the FKBP family, a member of the cyclophilin family, or PIN1) and a target protein such as CEP250.
Utility
Bicyclic Heteroaryl Compounds and Uses Thereof
5 May 22
The present disclosure is directed to modulators of SOS1 and their use in the treatment of disease.