Revolution Medicines announced promising clinical data for zoldonrasib, a treatment for KRAS G12D mutant non-small cell lung cancer.
Quiver AI Summary
Revolution Medicines, Inc. announced new clinical data for zoldonrasib (RMC-9805), a selective inhibitor targeting KRAS G12D mutations, in patients with non-small cell lung cancer (NSCLC). The findings, presented at the American Association for Cancer Research Annual Meeting, show that zoldonrasib has an acceptable safety profile and promising initial antitumor activity, with a 61% objective response rate in an efficacy-evaluable group. The Phase 1 study involved 90 patients and highlighted manageable treatment-related adverse events primarily at Grade 1 or 2 severity. The company is committed to advancing zoldonrasib and continuing its development of targeted therapies for patients with RAS-addicted cancers.
Potential Positives
- New clinical data for zoldonrasib (RMC-9805), a RAS(ON) G12D-selective inhibitor, demonstrates acceptable safety, tolerability, and encouraging initial antitumor activity in patients with KRAS G12D mutant non-small cell lung cancer (NSCLC).
- The objective response rate for zoldonrasib was reported at 61%, with a disease control rate of 89%, indicating strong preliminary efficacy in a high unmet need patient population.
- The press release highlights the compound's favorable safety profile, with no dose limiting toxicities observed, reinforcing its potential for further clinical development.
- Presentation of the data at a prominent conference (AACR Annual Meeting) enhances the company's visibility and credibility within the oncology community, potentially attracting interest from investors and collaborators.
Potential Negatives
- Results are based on a small subset of patients, raising concerns about the generalizability and robustness of the efficacy data.
- The reported treatment-related adverse events include significant side effects such as nausea, diarrhea, and vomiting, which may raise concerns about patient tolerability.
- The press release includes numerous forward-looking statements that highlight substantial risks and uncertainties surrounding the drug development process, which could impact investor confidence.
FAQ
What is zoldonrasib (RMC-9805)?
Zoldonrasib is a RAS(ON) G12D-selective inhibitor developed for patients with KRAS G12D mutant non-small cell lung cancer.
What were the results of the RMC-9805-001 study?
The study found a 61% objective response rate and an 89% disease control rate in patients treated with zoldonrasib.
How was the safety profile of zoldonrasib?
Zoldonrasib demonstrated an acceptable safety profile, with most adverse events being mild (Grade 1 or 2) in severity.
When were the clinical data for zoldonrasib presented?
The new clinical data for zoldonrasib was highlighted at the AACR Annual Meeting on April 27, 2025.
What are the future plans for zoldonrasib?
Revolution Medicines plans to further evaluate zoldonrasib as monotherapy and in combination treatments for hard-to-treat cancers.
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 23 times in the past 6 months. Of those trades, 2 have been purchases and 21 have been sales.
Here’s a breakdown of recent trading of $RVMD stock by insiders over the last 6 months:
- THILO SCHROEDER has made 2 purchases buying 1,304,347 shares for an estimated $59,999,962 and 0 sales.
- MARK A GOLDSMITH (See Remarks) has made 0 purchases and 6 sales selling 93,452 shares for an estimated $4,868,888.
- STEPHEN MICHAEL KELSEY (See Remarks) has made 0 purchases and 4 sales selling 24,623 shares for an estimated $1,317,825.
- JEFF CISLINI (General Counsel) has made 0 purchases and 6 sales selling 16,058 shares for an estimated $806,784.
- MARGARET A HORN (Chief Operating Officer) has made 0 purchases and 2 sales selling 7,387 shares for an estimated $315,938.
- SUSHIL PATEL sold 5,000 shares for an estimated $270,714
- JACK ANDERS (Chief Financial Officer) has made 0 purchases and 2 sales selling 4,499 shares for an estimated $192,410.
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$RVMD Hedge Fund Activity
We have seen 165 institutional investors add shares of $RVMD stock to their portfolio, and 94 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JANUS HENDERSON GROUP PLC added 3,346,755 shares (+54.5%) to their portfolio in Q4 2024, for an estimated $146,387,063
- VANGUARD GROUP INC added 2,185,082 shares (+14.7%) to their portfolio in Q4 2024, for an estimated $95,575,486
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$RVMD Analyst Ratings
Wall Street analysts have issued reports on $RVMD in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 01/08/2025
To track analyst ratings and price targets for $RVMD, check out Quiver Quantitative's $RVMD forecast page.
$RVMD Price Targets
Multiple analysts have issued price targets for $RVMD recently. We have seen 4 analysts offer price targets for $RVMD in the last 6 months, with a median target of $67.0.
Here are some recent targets:
- Benjamin Burnett from Stifel Nicolaus set a target price of $64.0 on 04/01/2025
- Eliana Merle from UBS set a target price of $71.0 on 01/08/2025
- Joseph Catanzaro from Piper Sandler set a target price of $70.0 on 11/07/2024
- Raghuram Selvaraju from H.C. Wainwright set a target price of $62.0 on 11/04/2024
Full Release
REDWOOD CITY, Calif., April 27, 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 new clinical data for zoldonrasib (RMC-9805), a RAS(ON) G12D-selective inhibitor, as monotherapy in patients with KRAS G12D mutant non-small cell lung cancer (NSCLC). Results were highlighted in the official press program at the American Association for Cancer Research (AACR) Annual Meeting in Chicago, Illinois, and will be featured in a late-breaking oral presentation on April 27, 2025, at 5:00 p.m. Central Time.
“We are pleased to share new clinical data for zoldonrasib, our innovative, oral RAS(ON) G12D-selective inhibitor, which demonstrates acceptable safety and tolerability and encouraging initial antitumor activity in patients with non-small cell lung cancer. These data reinforce the clinical potential of zoldonrasib following the initial tolerability and antitumor activity reported late last year in patients with pancreatic ductal adenocarcinoma,” said Mark A. Goldsmith, M.D., Ph.D., chief executive officer and chairman of Revolution Medicines. “Together these results support further evaluation of zoldonrasib as monotherapy and in combination as we continue efforts to advance innovative targeted medicines for patients living with these hard-to-treat cancers.”
RMC-9805-001 is a multicenter, open-label, dose escalation and dose-expansion Phase 1 study designed to evaluate zoldonrasib in patients with advanced solid tumors harboring a KRAS G12D mutation.
As of a December 2, 2024 data cutoff date, 90 solid tumor patients were treated with 1200 mg once daily (QD), the candidate recommended Phase 2 dose. In these patients, zoldonrasib demonstrated an acceptable safety profile, that was generally consistent with previously reported data for this compound in pancreatic cancer, and was generally well tolerated . The most common treatment-related adverse events (TRAEs) occurring in at least 10% of patients were nausea (39%), diarrhea (24%), vomiting (18%), and rash (12%). TRAEs were primarily Grade 1 or 2 in severity, with two patients (2%) experiencing Grade 3 events that resolved following dose interruption. Zoldonrasib had a favorable mean dose intensity of 98% and no dose limiting toxicities were observed.
Preliminary antitumor activity was assessed in 18 efficacy-evaluable patients with NSCLC at the 1200 mg QD dose. The objective response rate (confirmed or pending confirmation) was 61% (n=11) and the disease control rate was 89% (n=16).
“There is a high unmet need for new treatments within this patient population as there are currently no targeted therapies approved for any RAS G12D mutant cancer,” said Kathryn Arbour, M.D., thoracic medical oncologist at Memorial Sloan Kettering Cancer Center and principal investigator and lead author for the RMC-9805-001 presentation. “While the data are from an early, small subset of patients, it is encouraging to see this level of tolerability and antitumor activity in patients with NSCLC carrying this RAS mutation.”
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
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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; dosing and enrollment in the company’s clinical trials; and the potential of zoldonrasib as a therapeutic option for
pancreatic ductal adenocarcinoma or non small cell lung cancer. 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’ Annual Report on Form 10-K filed with the Securities and Exchange Commission (the “SEC”) on February 26, 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:
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