Revolution Medicines
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Revolution Medicines (RVMD) investor relations material

Revolution Medicines 44th Annual J.P. Morgan Healthcare Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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44th Annual J.P. Morgan Healthcare Conference summary12 Jan, 2026

Strategic vision and mission

  • Aims to revolutionize treatment for RAS-addicted cancers globally through innovative targeted medicines and a robust clinical and preclinical pipeline.

  • Pipeline includes four clinical-stage RAS(ON) inhibitors and a fifth preclinical candidate, targeting pancreatic, non-small cell lung, and colorectal cancers.

  • Over 2,500 patients treated with RAS(ON) inhibitors; eight ongoing or announced registrational phase 3 trials, with additional extensive phase 1/2 trials.

  • Integrated workflow leverages research, clinical, and commercial insights to drive innovation and expand global reach.

  • Organization scaled rapidly in 2025, adding 400 employees to support global delivery of therapies.

Clinical development highlights

  • Pancreatic cancer is the most advanced area, with multiple registrational trials underway or planned for 2026, including monotherapy and combination regimens.

  • Daraxonrasib, draxanrasib, and zoldanrasib show promising efficacy, durability, and safety in pancreatic cancer, with high objective response and disease control rates in combination with FOLFIRINOX.

  • RMC-6236 has received a National Priority Review Voucher from the FDA.

  • Upcoming data releases and trial initiations for RMC-9805 and RMC-6236 in first-line metastatic pancreatic cancer.

  • Enrollment completed or initiated for several pancreatic cancer studies.

Non-small cell lung and colorectal cancer programs

  • RMC-6236 and mutant-selective inhibitors show encouraging safety and anti-tumor activity in non-small cell lung cancer; registrational trials ongoing or in advanced planning.

  • RASolute 301 and other registrational trials are ongoing or planned, with FDA Breakthrough Therapy Designation for RMC-9805.

  • Combination strategies and novel approaches are being explored in colorectal cancer, including collaborations and RAS(ON) inhibitor doublets.

  • First-in-human study of RMC-5127, a G12V-selective inhibitor, has been initiated.

New RAS(ON) class: target resistance mechanisms
Rationale for pioneering RAS(ON) inhibitor doublets
Daraxonrasib launch readiness: key commercial steps
How does RMO-55 address RAS-driven resistance?
Zoldonrasib's edge vs. other G12D inhibitors?
RASolute 302: What determines approval path?
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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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