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Revolution Medicines (RVMD) investor relations material

Revolution Medicines Jefferies London Healthcare Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Jefferies London Healthcare Conference 2025 summary18 Nov, 2025

Pipeline and clinical strategy

  • Focused on RAS-driven cancers with a comprehensive pipeline of RAS inhibitors covering all major variants.

  • Three compounds in clinical development, targeting pancreatic, colorectal, and non-small cell lung cancers.

  • Strategy includes monotherapy and combination approaches to maximize patient impact.

Regulatory milestones and FDA engagement

  • Daraxonrasib received Breakthrough, Orphan Drug, and Commissioner's National Priority Voucher designations for pancreatic cancer.

  • Ongoing global phase III trial in second-line pancreatic cancer; NDA submission planned upon trial completion.

  • FDA review could be accelerated to 1–2 months, potentially expediting commercialization.

Pivotal trials in pancreatic cancer

  • RASolute 302 phase III trial in second-line pancreatic cancer fully enrolled; readout expected in 2026.

  • Dual primary endpoints: overall survival and progression-free survival; interim analysis possible based on event-driven design.

  • Patient characteristics in phase III expected to mirror earlier trials, supporting confidence in outcomes.

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Next Revolution Medicines earnings date

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Q4 202526 Feb, 2026
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Frequently asked questions

Revolution Medicines Inc. is a biopharmaceutical company focused on discovering and developing targeted therapies for cancer. The company specializes in small-molecule inhibitors that address oncogenic mutations in the RAS signaling pathway, a key driver of many cancers. Revolution Medicines utilizes advanced drug discovery technologies to develop treatments for patients with genetically defined cancers. Revolution Medicines Inc. is headquartered in Redwood City, California, and its shares are listed on the NASDAQ.

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