Revolution Medicines (RVMD) investor relations material

Commercial launch and patient mix

• First five weeks generated $198 million in net sales and reached ~2,700 individual prescribers; sales included expanded-access transitions, other advanced patients and core previously treated patients.

• Most patients were previously treated, mainly second-line and some third-line pancreatic cancer; field feedback indicated positive patient experiences, supported by prescriber and care-team education.

• Launch mix is expected to shift from advanced patients, who may leave treatment sooner and are not likely to be replaced as a cohort, toward core second-line patients, affecting treatment durability and sales over time.

• Early prescriptions also include first-line and locally advanced pancreatic cancer, plus non-small cell lung cancer; the first-line label is monotherapy for patients not suited to multi-agent chemotherapy.

First-line pancreatic cancer strategy

• RASolute 303 compares standard chemotherapy, RASONQUE monotherapy and RASONQUE plus gemcitabine/nab-paclitaxel; U.S. enrollment is complete and enrollment outside the U.S. is ongoing.

• Single-arm monotherapy and combination data showed favorable trends versus standard chemotherapy, but cross-trial comparisons cannot establish which regimen performs best.

• Treatment choices may reflect trial results and patient preferences, with RASONQUE envisioned as a potential backbone and chemotherapy as an optional addition; this remains dependent on data.

• Post-progression crossover in RASolute 303 is anticipated; rapid U.S. enrollment before approval and trial design were intended to manage its statistical impact.

International rollout

• The CHMP issued a favorable opinion; European Commission approval would precede country-by-country pricing and distribution agreements before patients gain access.

• International capabilities have been built, prioritizing major EU markets and Japan; direct commercialization is planned where feasible, with distribution or partnership models possible in other territories.