Revolution Medicines announced positive clinical data for elironrasib, a RAS(ON) G12C inhibitor, in lung cancer patients.
Quiver AI Summary
Revolution Medicines, Inc. announced updated clinical data for elironrasib, a targeted therapy for KRAS G12C non-small cell lung cancer (NSCLC), during the AACR-NCI-EORTC Symposium in Boston. The study focused on patients who had previously been treated with a different type of KRAS inhibitor and demonstrated a 42% objective response rate and a 79% disease control rate, with a median response duration of 11.2 months. The therapy, which was well-tolerated, showed promise for those resistant to prior treatments. Elironrasib has also received Breakthrough Therapy Designation for specific patient groups, highlighting its potential to alter treatment standards for RAS-addicted cancers. The company is actively developing a range of RAS(ON) inhibitors and exploring additional therapeutic combinations.
Potential Positives
- Updated clinical data for elironrasib demonstrated a confirmed objective response rate of 42% and a disease control rate of 79% in previously treated KRAS G12C non-small cell lung cancer patients.
- Elironrasib has been granted Breakthrough Therapy Designation, highlighting its potential significance in treating a difficult-to-treat patient population.
- The upcoming oral presentation at a major symposium underscores the company's commitment to sharing important trial results with the scientific community.
Potential Negatives
- The press release emphasizes that the study involved heavily pretreated patients, with 92% having progressed on prior therapies, which may raise concerns about the overall efficacy and marketability of elironrasib as a viable treatment option.
- The results noted a median progression-free survival of only 6.2 months, which might be viewed as relatively short in comparison to treatment standards in oncology.
- The language used in the press release, such as "may" and "could," reflects inherent uncertainties about the drug's future efficacy and the company's ability to create "new global standards of care," indicating a lack of guaranteed positive outcomes moving forward.
FAQ
What is elironrasib?
Elironrasib is a RAS(ON) G12C-selective inhibitor developed by Revolution Medicines for treating KRAS G12C non-small cell lung cancer.
What are the key results of elironrasib's clinical trial?
The trial showed a 42% objective response rate and a disease control rate of 79% in heavily pretreated patients.
How does elironrasib differ from KRAS(OFF) inhibitors?
Elironrasib targets the active, GTP-bound state of the RAS G12C variant, offering an alternative for patients who progressed on KRAS(OFF) inhibitors.
When and where will elironrasib's clinical data be presented?
The data will be highlighted in an oral presentation at the AACR-NCI-EORTC Symposium in Boston from October 23-25, 2025.
What is the significance of Breakthrough Therapy Designation for elironrasib?
This designation accelerates elironrasib's development process for treating patients with KRAS G12C-mutated advanced NSCLC who haven't yet received KRAS G12C treatment.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$RVMD Insider Trading Activity
$RVMD insiders have traded $RVMD stock on the open market 24 times in the past 6 months. Of those trades, 0 have been purchases and 24 have been sales.
Here’s a breakdown of recent trading of $RVMD stock by insiders over the last 6 months:
- STEPHEN MICHAEL KELSEY (See Remarks) has made 0 purchases and 7 sales selling 159,656 shares for an estimated $7,188,067.
- MARK A GOLDSMITH (See Remarks) has made 0 purchases and 4 sales selling 46,907 shares for an estimated $2,206,804.
- JEFF CISLINI (General Counsel) has made 0 purchases and 5 sales selling 19,458 shares for an estimated $975,807.
- JACK ANDERS (Chief Financial Officer) has made 0 purchases and 4 sales selling 14,490 shares for an estimated $593,737.
- MARGARET A HORN (Chief Operating Officer) has made 0 purchases and 2 sales selling 8,285 shares for an estimated $358,617.
- LIN WEI (Chief Medical Officer) has made 0 purchases and 2 sales selling 4,333 shares for an estimated $185,532.
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$RVMD Hedge Fund Activity
We have seen 163 institutional investors add shares of $RVMD stock to their portfolio, and 125 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. removed 6,030,999 shares (-41.0%) from their portfolio in Q2 2025, for an estimated $221,880,453
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 3,015,869 shares (+180.2%) to their portfolio in Q2 2025, for an estimated $110,953,820
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$RVMD Analyst Ratings
Wall Street analysts have issued reports on $RVMD in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 10/21/2025
- Raymond James issued a "Strong Buy" rating on 10/17/2025
- Wedbush issued a "Outperform" rating on 10/17/2025
- Stifel issued a "Buy" rating on 10/16/2025
- Goldman Sachs issued a "Buy" rating on 09/12/2025
- Wells Fargo issued a "Overweight" rating on 09/11/2025
- Needham issued a "Buy" rating on 09/11/2025
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$RVMD Price Targets
Multiple analysts have issued price targets for $RVMD recently. We have seen 14 analysts offer price targets for $RVMD in the last 6 months, with a median target of $75.5.
Here are some recent targets:
- Joseph Catanzaro from Mizuho set a target price of $90.0 on 10/21/2025
- Sean McCutcheon from Raymond James set a target price of $76.0 on 10/17/2025
- Robert Driscoll from Wedbush set a target price of $77.0 on 10/17/2025
- Laura Prendergast from Stifel set a target price of $85.0 on 10/16/2025
- Andrea Newkirk from Goldman Sachs set a target price of $73.0 on 09/12/2025
- Ami Fadia from Needham set a target price of $66.0 on 09/11/2025
- Eva Fortea Verdejo from Wells Fargo set a target price of $70.0 on 09/11/2025
Full Release
REDWOOD CITY, Calif., Oct. 22, 2025 (GLOBE NEWSWIRE) -- Revolution Medicines, Inc. (Nasdaq: RVMD), a late-stage clinical oncology company developing targeted therapies for patients with RAS-addicted cancers, today announced updated clinical data for elironrasib, a RAS(ON) G12C-selective inhibitor, in previously treated patients with KRAS G12C non-small cell lung cancer (NSCLC) who had received a prior KRAS(OFF) G12C inhibitor. These results will be highlighted in an oral presentation at the AACR-NCI-EORTC Symposium on Molecular Targets and Cancer Therapeutics in Boston, October 23-25.
“The compelling clinical activity, durable response and acceptable tolerability profile seen with elironrasib underscore the potential of this differentiated RAS(ON) G12C-selective inhibitor, including in patients who have progressed on G12C(OFF) inhibitors,” said Mark A. Goldsmith, M.D., Ph.D., chief executive officer and chairman of Revolution Medicines. “These findings reinforce the promise of our RAS(ON) inhibitor platform to deliver a range of therapies that target the active, GTP-bound state of RAS proteins with the potential to create new global standards of care.”
As of the August 4, 2025 data cutoff date, patients with KRAS G12C NSCLC, who had received prior therapy with a KRAS(OFF) G12C inhibitor, were treated with elironrasib at the recommended Phase 2 dose of 200 mg orally twice daily (BID) and were evaluated on key safety and antitumor activity endpoints. These patients (n=24) were heavily pretreated, with a median of three prior lines of therapy (range 2-6), with 92% (22 out of 24 patients) having progressed on a prior KRAS(OFF) G12C inhibitor. Elironrasib demonstrated compelling antitumor activity, with a confirmed objective response rate of 42% (95% CI: 22-63) and a disease control rate of 79% (95% CI: 58-93). The median duration of response was 11.2 months (95% CI: 5.9-not estimable), and the median progression-free survival was 6.2 months (95% CI: 4.0-10.3). The median overall survival (OS) was not yet reached and 12-month OS rate was 62% (95% CI: 40-78).
These results are from RMC-6291-001, an ongoing multicenter, Phase 1 trial designed to evaluate elironrasib (RMC‑6291) monotherapy in patients with advanced KRAS G12C solid tumors.
Elironrasib is an innovative, mutant-selective inhibitor that binds selectively and covalently to the oncogenic RAS(ON) form of the RAS G12C variant that drives approximately 12% of cases of NSCLC. Revolution Medicines is exploring elironrasib monotherapy and combinations in various treatment settings and continues work to prioritize among multiple options for advancing its development. In July 2025, elironrasib was granted Breakthrough Therapy Designation for the treatment of adult patients with KRAS G12C-mutated locally advanced or metastatic NSCLC who have received prior chemotherapy and immunotherapy but have not been previously treated with a KRAS G12C inhibitor.
NSCLC accounts for 80%-85% of all lung cancers, and most patients have advanced or metastatic disease at initial diagnosis. 1 , 2 KRAS mutations are found in nearly 30% of NSCLC cases, among which KRAS G12C is the most common.
Advancing RAS(ON) Inhibitor Platform Across Tumor Types
Jan Smith, Ph. D., chief scientific officer of Revolution Medicines will also highlight encouraging preclinical data supporting the RAS(ON) inhibitor doublet of zoldonrasib and daraxonrasib during a plenary session at the start of the AACR-NCI-EORTC Symposium.
Several other presentations to be featured at the meeting demonstrate continued progress across Revolution Medicines’ RAS(ON) inhibitor portfolio, including:
- “Targeting the Oncogenic State of RAS with Tri-Complex Inhibitors”
- “RAS(ON) Inhibitor In-Pathway Combinations Maximize RAS Pathway Suppression in KRAS Mutant CRC Models”
- “Resistance Mechanisms to Monotherapy Daraxonrasib (RMC-6236) in RAS Mutant PDAC”
- “RASolve 301: A Phase 3 Study of Daraxonrasib (RMC-6236) vs. Docetaxel in RAS-Mutant NSCLC”
Further details and information on presentations can found on the AACR-NCI-EORTC Symposium website.
About Non-Small Cell Lung Cancer
More than 197,000 people are diagnosed with non-small cell lung cancer (NSCLC) in the U.S. each year.
3
Despite treatment advancements, NSCLC remains a leading cause of cancer-related mortality worldwide, primarily due to its late-stage diagnosis and limited response to conventional therapies.
About Revolution Medicines, Inc.
Revolution Medicines is a late-stage clinical oncology company developing novel targeted therapies for patients with RAS-addicted cancers. The company’s R&D pipeline comprises RAS(ON) inhibitors designed to suppress diverse oncogenic variants of RAS proteins. The company’s RAS(ON) inhibitors daraxonrasib (RMC-6236), a RAS(ON) multi-selective inhibitor; elironrasib (RMC-6291), a RAS(ON) G12C-selective inhibitor; and zoldonrasib (RMC-9805), a RAS(ON) G12D-selective inhibitor, are currently in clinical development. The company anticipates that RMC-5127, a RAS(ON) G12V-selective inhibitor, will be its next RAS(ON) inhibitor to enter clinical development. Additional development opportunities in the company’s pipeline focus on RAS(ON) mutant-selective inhibitors, including RMC-0708 (Q61H) and RMC-8839 (G13C). For more information, please visit
www.revmed.com
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Forward Looking Statements
This press release contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Any statements in this press release that are not historical facts may be considered "forward-looking statements," including without limitation statements regarding progression of clinical studies and findings from these studies, including the safety, tolerability and antitumor activity of the company’s candidates being studied and the durability of these results; the therapeutic potential of elironrasib; and the ability of the company to deliver a range of therapies or create new standards of care. Forward-looking statements are typically, but not always, identified by the use of words such as "may," "will," "would," "believe," "intend," "plan," "anticipate," "estimate," "expect," and other similar terminology indicating future results. Such forward-looking statements are subject to substantial risks and uncertainties that could cause the company’s development programs, future results, performance or achievements to differ materially from those anticipated in the forward-looking statements. Such risks and uncertainties include without limitation risks and uncertainties inherent in the drug development process, including the company’s programs’ current stage of development, the process of designing and conducting preclinical and clinical trials, risks that the results of prior clinical trials may not be predictive of future clinical trials, clinical efficacy, or other future results, the regulatory approval processes, the timing of regulatory filings, the challenges associated with manufacturing drug products, the company’s ability to successfully establish, protect and defend its intellectual property, other matters that could affect the sufficiency of the company’s capital resources to fund operations, reliance on third parties for manufacturing and development efforts, changes in the competitive landscape, and the effects on the company’s business of the global events, such as international conflicts or global pandemics. For a further description of the risks and uncertainties that could cause actual results to differ from those anticipated in these forward-looking statements, as well as risks relating to the business of Revolution Medicines in general, see Revolution Medicines’ Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission (the “SEC”) on August 6, 2025, and its future periodic reports to be filed with the SEC. Except as required by law, Revolution Medicines undertakes no obligation to update any forward-looking statements to reflect new information, events or circumstances, or to reflect the occurrence of unanticipated events.
Revolution Medicines Media & Investor Contact:
[email protected]
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1
American Cancer Society. What is Lung Cancer. Available at:
https://www.cancer.org/cancer/types/lung-cancer/about/what-is.html
. Accessed October 2025.
2
National Cancer Institute. Non-Small Cell Lung Cancer Treatment. Available at:
https://www.cancer.gov/types/lung/hp/non-small-cell-lung-treatment-pdq
. Accessed October 2025.
3
American Cancer Society. Key Statistics for Lung Cancer. Available at:
https://www.cancer.org/cancer/types/lung-cancer/about/key-statistics.html
. Accessed October 2025.