Trial Breakthrough: Social media highlights the strong Phase 3 results from Revolution Medicines' RASolute 302 study presented at ASCO 2026. The data showed daraxonrasib nearly doubling median overall survival versus chemotherapy in previously treated metastatic pancreatic cancer. Observers note the findings position the drug as a potential new standard of care.
Analyst Momentum: Recent commentary points to multiple price target increases from firms following the conference readout. Participants describe the survival benefit and audience reaction as highly encouraging for upcoming regulatory steps. Discussions also reference a possible launch timeline in the second half of the year.
Investor Outlook: Sentiment on social media remains upbeat regarding the company's RAS-focused pipeline and cash position. Many view the ASCO presentation as a key validation event that could drive further interest. Overall discussion reflects confidence in the clinical and commercial prospects ahead.
Note: This discussion summary was generated from an AI condensation of post data.
Revolution Medicines Insider Trading Activity
Revolution Medicines insiders have traded $RVMD stock on the open market 43 times in the past 6 months. Of those trades, 0 have been purchases and 43 have been sales.
Here’s a breakdown of recent trading of $RVMD stock by insiders over the last 6 months:
- MARK A GOLDSMITH (See Remarks) has made 0 purchases and 16 sales selling 184,265 shares for an estimated $24,117,779.
- MARGARET A HORN (Chief Operating Officer) has made 0 purchases and 5 sales selling 84,430 shares for an estimated $8,370,274.
- ANTHONY MANCINI (See Remarks) has made 0 purchases and 11 sales selling 43,691 shares for an estimated $4,472,560.
- JACK ANDERS (Chief Financial Officer) has made 0 purchases and 3 sales selling 15,857 shares for an estimated $1,493,158.
- STEPHEN MICHAEL KELSEY (See Remarks) has made 0 purchases and 2 sales selling 9,749 shares for an estimated $846,387.
- JEFF CISLINI (General Counsel) has made 0 purchases and 4 sales selling 6,554 shares for an estimated $603,338.
- LIN WEI (Chief Medical Officer) sold 2,073 shares for an estimated $206,222
- XIAOLIN WANG (See Remarks) sold 2,010 shares for an estimated $199,955
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Revolution Medicines Hedge Fund Activity
We have seen 315 institutional investors add shares of Revolution Medicines stock to their portfolio, and 184 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ADAGE CAPITAL PARTNERS GP, L.L.C. added 4,733,211 shares (+637.6%) to their portfolio in Q1 2026, for an estimated $460,304,769
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 3,482,061 shares (-72.8%) from their portfolio in Q4 2025, for an estimated $277,346,158
- BELLEVUE GROUP AG removed 3,461,263 shares (-69.1%) from their portfolio in Q1 2026, for an estimated $336,607,826
- BLACKROCK, INC. added 2,286,050 shares (+25.6%) to their portfolio in Q1 2026, for an estimated $222,318,362
- DARWIN GLOBAL MANAGEMENT, LTD. added 2,211,018 shares (+inf%) to their portfolio in Q1 2026, for an estimated $215,021,500
- GENERAL ATLANTIC, L.P. removed 2,105,137 shares (-74.8%) from their portfolio in Q1 2026, for an estimated $204,724,573
- VESTAL POINT CAPITAL, LP added 2,080,000 shares (+705.1%) to their portfolio in Q1 2026, for an estimated $202,280,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Revolution Medicines 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:
- Guggenheim issued a "Buy" rating on 01/20/2026
To track analyst ratings and price targets for Revolution Medicines, check out Quiver Quantitative's $RVMD forecast page.
Revolution Medicines Price Targets
Multiple analysts have issued price targets for $RVMD recently. We have seen 16 analysts offer price targets for $RVMD in the last 6 months, with a median target of $170.0.
Here are some recent targets:
- Jay Olson from Oppenheimer set a target price of $195.0 on 06/01/2026
- Jeffrey Walch from Bernstein set a target price of $151.0 on 05/22/2026
- Gregory Renza from Truist Securities set a target price of $179.0 on 05/18/2026
- Ami Fadia from Needham set a target price of $183.0 on 05/07/2026
- Kelsey Goodwin from Piper Sandler set a target price of $172.0 on 05/07/2026
- Robert Driscoll from Wedbush set a target price of $165.0 on 05/07/2026
- Leonid Timashev from RBC Capital set a target price of $165.0 on 05/07/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
