RVMD · Revolution Medicines, Inc. · Documents

$172.29 -4.06 (-2.30%) At close · Nov 13 Play latest call Q3 2026 earnings call transcript

Russell 1000 member Rebalance outlook locked

Market Cap

$37.27B

216.29M

Volume · Nov 13 2.65M Avg daily vol (3M) 2.16M

The company's filings, earnings calls and investor events, most recent first. Search and read these filings from Claude or ChatGPT with the SEC filings MCP server →

Annual report FY2025 Revenue $0 10-K filed Feb 25, 2026 Quarterly report FY2026 Q3 Revenue $197.56M 10-Q filed Nov 4, 2026 Latest results RASONQUE launches with $197.6 million quarterly revenue 8-K filed Nov 4, 2026 Earnings call Q3 2026 earnings call Held Nov 4, 2026

2026

Nov 4

Earnings call

RAS on Q generated $197.6 million in launch revenue

Revolution Medicines reported $197.6 million in RAS on Q net product revenue during the quarter, with more than 5,000 patients treated during five weeks of commercialization. It ended the quarter with $3.7 billion in cash, cash equivalents, and marketable securities.

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The third quarter marked a transformational period for Revolution Medicines. RAS on Q generated net product revenue of $197.6 million during the quarter. RazonQ generated net product revenue of $198 million for the quarter, reflecting more than 5,000 unique patients treated on a commercial basis. With only five weeks of commercialization activity, it's too early to draw conclusions about the normalized trajectory of the launch. We ended the third quarter with $3.7 billion in cash, cash equivalents, and marketable securities. Open the document at this passage

Nov 4

Quarterly report 10-Q FY2026 Q3, ended Sep 30

RASONQUE launch generates $197.6 million in revenue

Revolution Medicines began selling RASONQUE after FDA approval in August 2026, generating $197.6 million in net product revenue for the three and nine months ended September 30, 2026. Revenue included initial channel stocking.

Revenue $197.56M Net loss $407.46M Diluted EPS -$1.90

Read from the MD&A section

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We commenced sales of RASONQUE following FDA approval in August 2026 and did not record product revenue in any period prior to the third quarter of 2026. Product revenue, net relates to sales of RASONQUE and was $197.6 million for the three and nine months ended September 30, 2026. Our product revenue for the three and nine months ended September 30, 2026 reflects both patient demand and initial stocking of product in the distribution channel. Open the document at this passage

Nov 4

Current report 8-K

RASONQUE launches with $197.6 million quarterly revenue

Revolution Medicines reported $197.6 million in RASONQUE net product revenue for the quarter ended September 30, 2026. Cash totaled $3.7 billion, net loss was $407.5 million, and a positive CHMP opinion advanced possible European Union approval.

Financial results

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Revolution Medicines, Inc. (Nasdaq: RVMD), a global, commercial-stage oncology company dedicated to discovering, developing and delivering innovative medicines for patients with RAS-addicted cancers, today announced its financial results for the quarter ended September 30, 2026, and provided an update on corporate progress. Net Product Revenue: RASONQUE net product revenue was $197.6 million for the quarter ended September 30, 2026, reflecting approximately five weeks of commercial availability following U.S. FDA approval on August 26, 2026, and initial stocking of product in the channel. Cash Position: Cash, cash equivalents and marketable securities were $3.7 billion as of September 30, 2026. Net Loss: Net loss was $407.5 million for the quarter ended September 30, 2026, compared to net loss of $305.2 million for the quarter ended September 30, 2025. In October, the company announced that the Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency adopted a positive opinion recommending approval of daraxonrasib as a monotherapy indicated for the treatment of adult patients with metastatic pancreatic adenocarcinoma who have received at least one prior systemic therapy, marking a major step toward bringing the medicine to eligible patients in the European Union. Open the document at this passage

Oct 13

Current report 8-K Events of Oct 8

New debt or off-balance-sheet obligation, Other events

Following FDA approval of RASONQUE™ (daraxonrasib), Revolution Medicines, Inc. borrowed a $250.0 million Tranche A Loan, paid a $5.0 million draw fee, and declined a potential $250.0 million Tranche 3 payment.

Sep 1

Current report 8-K Events of Aug 27

Entered into a material agreement, New debt or off-balance-sheet obligation AI summary on its way

Aug 26

Current report 8-K

Other events AI summary on its way

Aug 5

Earnings call

Q2 2026 earnings call AI summary on its way

Aug 5

Current report 8-K

Financial results AI summary on its way