Revolution Medicines (RVMD)

• Market cap: $6.83B
• 1 day: 1.55%
• 5 days: 8.95%
• 1 month: -6.06%
• 3 months: -8.76%
• 6 months: -26.48%
• Year to date: -16.45%
• 1 year: -0.16%
• 5 years: 59.83%
• 10 years: 27.20%
• Sector: Healthcare
• Industry: Biotechnology

About: Revolution Medicines Inc is a clinical-stage precision oncology company focused on developing novel targeted therapies to inhibit elusive, frontier targets within notorious growth and survival pathways, with particular emphasis on the RAS and mTOR signaling pathways. The company's products includes RMC-4630, a SHP2 inhibitor, RAS(ON) portfolio and SOS1 and 4EBP1/mTORC1 programs.

Employees: 534

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

124% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 55

103% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 30

21% more funds holding in top 10

Funds holding in top 10: 19 [Q3] → 23 (+4) [Q4]

10% more capital invested

Capital invested by funds: $7.66B [Q3] → $8.44B (+$784M) [Q4]

10% more funds holding

Funds holding: 251 [Q3] → 276 (+25) [Q4]

4.75% more ownership

Funds ownership: 101.11% [Q3] → 105.86% (+4.75%) [Q4]

16% less call options, than puts

Call options by funds: $42.3M | Put options by funds: $50.2M

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $59 61% upside
• Avg. target: $65 78% upside
• High target: $73 99% upside

3 analyst ratings

• positive: 3 100%
• neutral: 0 0%
• negative: 0 0%

Needham Ami Fadia 13% 1-year accuracy 22 / 164 met price target	61% upside $59	Buy Reiterated	8 Apr 2025
Stifel Benjamin Burnett 23% 1-year accuracy 3 / 13 met price target	74% upside $64	Buy Maintained	1 Apr 2025
HC Wainwright & Co. Robert Burns 16% 1-year accuracy 28 / 172 met price target	99% upside $73	Buy Maintained	3 Mar 2025