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Andrei Zakharov

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<ul>
<li>Sanofi, a French multinational healthcare company, terminated the SHP2 inhibitor RMC-4630 development and commercialization agreement in 2022. The company did not disclose any specific reasons.</li>
<li>However, Revolution Medicines regained all global rights granted to Sanofi, and management reiterated that RMC-4630 is a potentially important RAS oral inhibitor in the company’s pipeline.</li>
<li>A US-based oncology company completed a public equity offering in March and raised ~$324M of net proceeds. Moreover, Revolution Medicines acquired EQRx and secured access to $1B+ of capital. </li>
</ul>


Sanofi, a French multinational healthcare company, terminated the SHP2 inhibitor RMC-4630 development and commercialization agreement in 2022. The company did not disclose any specific reasons.
However, Revolution Medicines regained all global rights granted to Sanofi, and management reiterated that RMC-4630 is a potentially important RAS oral inhibitor in the company’s pipeline.
A US-based oncology company completed a public equity offering in March and raised ~$324M of net proceeds. Moreover, Revolution Medicines acquired EQRx and secured access to $1B+ of capital. 


2023 High Conviction Update: Revolution Medicines, RVMD/EQRx Deal Adds $1B+ Of Capital

Algosun Global

<ul>
<li>
<a href="https://www.smartkarma.com/entities/revolution-medicines-inc" target="_blank" data-smartkarma-citation="entities:36535:1" rel="noopener">Revolution Medicines (RVMD US)</a>  is focused on therapies to inhibit frontier targets in RAS-addicted cancers. The company’s pipeline is among the strongest in small-cap biotech. </li>
<li>We expect Revolution Medicines shares to outperform the market over the next 12 months as solid performance from the RAS(ON) inhibitor pipeline and oral inhibitor of SHP2 continues. </li>
<li>Investors gain confidence in the rest of the RAS(ON) inhibitor pipeline, including RMC-6291, RMC-6236, and RMC-5552. Management will provide topline data from RMC-4630-03 in 2H 2023. </li>
</ul>



Revolution Medicines (RVMD US)  is focused on therapies to inhibit frontier targets in RAS-addicted cancers. The company’s pipeline is among the strongest in small-cap biotech. 
We expect Revolution Medicines shares to outperform the market over the next 12 months as solid performance from the RAS(ON) inhibitor pipeline and oral inhibitor of SHP2 continues. 
Investors gain confidence in the rest of the RAS(ON) inhibitor pipeline, including RMC-6291, RMC-6236, and RMC-5552. Management will provide topline data from RMC-4630-03 in 2H 2023. 


2023 High Conviction: Revolution Medicines – Cracking The KRAS In Cancer

United States

Revolution Medicines, Inc. operates as an oncology company. The Company discovers novel targeted therapies to inhibit elusive frontier targets within notorious growth and survival pathways. Revolution Medicines serves customers worldwide.

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Revolution Medicines (RVMD US)

2023 High Conviction Update: Revolution Medicines, RVMD/EQRx Deal Adds $1B+ Of Capital

RVMD/EQRx deal will add $1B+ of capital and help to support a rich clinical development pipeline and combination strategies for RAS-addicted cancers.

Andrei Zakharov

2023 High Conviction: Revolution Medicines – Cracking The KRAS In Cancer

Oncology-focused unicorn Revolution Medicines is our high-risk/high-reward conviction idea for 2023 as we see room for further gains among select...

Andrei Zakharov

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