Revolution Medicines. Every tracked FinTwit mention of $RVMD, newest first. 66 mentions since the first on Jun 25, 2025. See the price chart.
June 2026 · 6 mentions
Jun 4
Adam Feuerstein ✡️ — Read here:
Does Revolution Medicines’ $RVMD pancreatic cancer drug have even greater potential? Rick Pazdur has ideas on how to find out
https://t.co/P7BIWd6UuR↗
Jun 4
Adam Feuerstein ✡️ — By showing a near-doubling of overall survival already in the second-line setting, daraxonrasib is an example of a “transformative therapy” that makes conducting future, randomized…↗
Jun 4
Adam Feuerstein ✡️ — In this week's Biotech Scorecard:
Revolution Medicines’ $RVMD daraxonrasib is a certain approval for patients with metastatic pancreatic cancer and tumor progression following ch…↗
Jun 1
Adam Feuerstein ✡️ — @SamDavisEsq But Sam, did you hold on to your $RVMD stock after selling EQRX?↗
Jun 1
Jacob Plieth — $ERAS is again the way to trade positive $RVMD news? #Asco26 https://t.co/RCyQGOobHF↗
Adam Feuerstein ✡️ — Today’s STAT @ #ASCO26 newsletter
A momentous standing O for daraxonrasib $RVMD
A chilling review of ivonescimab $SMMT
Lilly’s $LLY vision for in-the-body gene editing
Can les…↗
May 31
Jacob Plieth — If you're heading out to the #Asco26 Evercore party tonight, have a great time. Lots to talk about! First time in years I won't be there. Do send along any gossip/indiscretions - D…↗
May 31
Adam Feuerstein ✡️ — Incredible #ASCO26 moment.
Dr. Brian Wolpin, presenter of the daraxonrasib study, received a standing ovation DURING his talk after he stated the survival benefit for PDAC patien…↗
Adam Feuerstein ✡️ — $ERAS pan-Ras data update this afternoon after market close.
also, $RVMD sent Erasca a letter claiming ERAS-0015 violates certain RevMed patents.
https://t.co/QTmyUhT89n↗
Apr 23
Adam Feuerstein ✡️ — @Sanctuary_Bio @a_a_free @JacobPlieth Agreed. I do wonder if there's a chance $RVMD gets a first-line PDAC label faster than we expect. I don't know how that would work, but these…↗
Apr 23
Adam Feuerstein ✡️ — @Banana_Oncology As I mentioned, companies usually set their own benchmark for a reason. What will you use from $RVMD as a comparator to the upcoming $ERAS data?↗
Jacob Plieth — $MRK's PD-1 x VEGF bispecific reveal, & other key #AACR26 presentations, via @APEXONCO -> https://t.co/ob1eswxCWF $RVMD $AMGN $GILD $BCYC $SDGR↗
Mar 5
Jacob Plieth — One $INCY Kras G12D inhibitor goes on clinical hold, the other ends recruitment after hitting just 10% of its enrolment target. Scoop via @ApexOnco -> https://t.co/zy6Y8Z9toE $M…↗
February 2026 · 1 mention
Feb 26
Jacob Plieth — $RVMD was collaborating with $TNGX in PRMT5, but now it's working with $BMY (remember that ex MRTX project?). Via @ByMadeleineA @ApexOnco -> https://t.co/mGZjKOiB7p (And $AMGN s…↗
Adam Feuerstein ✡️ — Reporting from inside the room...
With a grin — and tight lips — Revolution Medicines’ $RVMD CEO faces questions about acquisition https://t.co/75ftdUF2Jh #JPM26↗
Jan 12
Adam Feuerstein ✡️ — $RVMD CEO Mark Goldsmith’s presentation delivery is dry, matter of fact. It is NOT titled “Why Merck (or someone) will pay $30B for us” but it could be. #JPM26↗
Jacob Plieth — $AZN follows $LLY $PFE $AMGN $ONC & $ALPMF into pan-KRAS, but should it be looking more to pan-RAS approaches like $RVMD & $ERAS? Via @ApexOnco -> https://t.co/MioOWziu…↗
Dec 22
Jacob Plieth — @NotGenentech @bioinvestor24 Here's a list of just the clinical pan-RAS & pan-KRAS assets from Oncologypipeline $RVMD $LLY $ONC $RHHBY $PFE $ERAS $AZN $AMGN $ALPMF https://t.co…↗
November 2025 · 2 mentions
Nov 19
Jacob Plieth — @s86CoffeeDev @houndcl @financebully @avidresearch @Banana_Oncology $ERAS says ERAS-0015 uses different scaffold vs daraxonrasib. Not sure if that circumvents $RVMD patent.↗
Nov 19
Jacob Plieth — Each will comprise "dozens of patients". Goal for ERAS-0015 is "comparable" safety to $RVMD and comparable efficacy at say half daraxonrasib dose $ERAS #Jefferies25↗
October 2025 · 3 mentions
Oct 24
Adam Feuerstein ✡️ — How the first nine drug companies won priority review vouchers from Marty Makary’s FDA https://t.co/6r3UlcN8Wn via @LizzyLaw_ $DISC $RVMD $REGN $ACHV↗
Oct 22
Jacob Plieth — Oh good, another Kras update from $RVMD #Targets25 https://t.co/A3MStH96tK↗
Oct 16
Adam Feuerstein ✡️ — $RVMD RMC-6236 (pancreatic cancer) among nine drugs awarded an FDA Commissioner’s National Priority Voucher.
https://t.co/Vi2p9e7y5T↗
July 2025 · 1 mention
Jul 24
Jacob Plieth — $RHHBY into phase 1 with a new pan-Ras inhibitor? RG6505 can't be the same as LUNA18 (via Chugai's Epoc acquisition) as that started ph1 in 2021 $RVMD https://t.co/TIy7yIk8mH↗
June 2025 · 3 mentions
Jun 30
Jacob Plieth — You already have a small-molecule inhibitor, so do you also need a degrader? $ONC $BGNE thinks yes, for BTK, CDK2 & Kras. Via @ApexOnco -> https://t.co/LFJCsl1MQj $ARVN $GIL…↗
Jun 25
Jacob Plieth — @NotGenentech @john_hersc79276 How does a company with $4bn in the bank and now mortgaged assets make for a more attractive takeover target than one without? $RVMD↗
Jacob Plieth — So what gets the standing ovation at today's #ASCO26 plenary? $RVMD $SMMT↗
May 31
Adam Feuerstein ✡️ — Practice-changing results reported for Revolution Medicines $RVMD pancreatic cancer drug
Daraxonrasib nearly doubled survival time compared to standard chemotherapy #ASCO26
https:…↗
May 31
Adam Feuerstein ✡️ — A warm #ASCO26 welcome to daraxonrasib and RASolute-302 study in 2nd line metPDAC from $RVMD
My story in the post below.
Here are the OS curves you haven't seen yet. https://t.co…↗
May 31
Adam Feuerstein ✡️ — Happy Sunday morning, my friends. If you're an #ASCO26 follower, the media embargoes lift at 8 am ET for daraxonrasib, ivonescimab and all the other drugs in this afternoon's plena…↗
May 30
Adam Feuerstein ✡️ — Revolution Medicines $RVMD starts shipping experimental pancreatic cancer drug, daraxonrasib.
“We don’t have a set number where we are going to cap it. We want to make sure every…↗
May 30
Adam Feuerstein ✡️ — Can $RVMD submit its FDA application by the end of June?
“As fast as possible,” Goldsmith told me. “We’re working hard at it. We’ll get it to them [the FDA] as quickly as we can.…↗
May 30
Adam Feuerstein ✡️ — Some $RVMD news from our STAT @ #ASCO26 event: CEO Mark Goldsmith said the company has begun shipping daraxonrasib to physicians and pancreatic cancer patients under the FDA Expan…↗
May 22
Adam Feuerstein ✡️ — STAT housekeeping note: We'll be on the ground in Chicago next week for #ASCO26.
The STAT@ASCO live event is Fri. May 29. I will be chatting on stage w/ $RVMD CEO Mark Goldsmith…↗
May 20
Adam Feuerstein ✡️ — The #ASCO26 abstracts will be posted tomorrow at 5 pm EDT. What this means, and what is doesn't.
-- No late-breaker abstracts tomorrow. You will not see the plenary session data…↗
— This week's Biotech Scorecard:
Erasca $ERAS is the poor man's $RVMD (even tho $7B is far from impoverished) Can it be biotech's next big thing? Pan-Ras data next month, right in f…
Adam Feuerstein ✡️ — From $RVMD Revolution Medicines, more strong data on KRAS drug and a glimpse of a ‘novel class’ beyond it
Last night's RM-055 data at #AACR26
https://t.co/pfbsXZcOKg via @angRch…↗
Apr 21
Adam Feuerstein ✡️ — At AACR, more strong results for Revolution Medicine’s KRAS drug, plus assurance from NCI’s director https://t.co/YngPC1Aol2 via @statnews #AACR26 $RVMD↗
Apr 21
Adam Feuerstein ✡️ — #ASCO26 abstract titles were released today:
$RVMD RASolute Ph3 study in pancreatic cancer will be presented during the plenary session.
Also, Akeso $SMMT ivonescimab HARMONi-6…↗
Apr 19
Adam Feuerstein ✡️ — The race to catch KRAS, pancreatic cancer’s ‘greasy ball,’ and create the most promising drug in decades
Or, how $RVMD is now worth $30B
https://t.co/iFilUpezjn via @angRchen #AA…↗
Apr 15
Jacob Plieth — @Sanctuary_Bio That said, over the past 6 months $ERAS has been a far better trade than $RVMD. With an asset bought for $12.5m. Unreal!↗
Apr 15
Jacob Plieth — @Sanctuary_Bio I don't know how many EQRX holders are still in this stock, but what a ride they've had! Probably done better than had they followed the (highly commendable) goal of…↗
Apr 15
Jacob Plieth — Why $RVMD & $ALLO are a microcosm of biotech's historic struggle for success. Some musings from me on @ApexOnco -> https://t.co/3lWgzQplvc↗
Adam Feuerstein ✡️ — Today's $RVMD study outcome in pancreatic cancer is a good lesson for all the $IBRX @DrPatrick fans.
Stop with all the hand-waving "cancer cure" podcasting social media nonsense.…↗
Adam Feuerstein ✡️ — As noted by others, the $RVMD dara mOS in 2nd line PDAC is better than mOS for current first-line regimens.↗
Apr 13
Adam Feuerstein ✡️ — The $RVMD press release is here:
Especially noteworthy given the recent Ben Sasse interview.
https://t.co/akHMba2BE7↗
Apr 13
Adam Feuerstein ✡️ — Finally, best news of the morning (and something you didn't expect so soon)...
Revolution Medicines $RVMD daraxonrasib Ph3 results in second-line pancreatic cancer.
Median overa…↗
Apr 13
Adam Feuerstein ✡️ — STAT's story on this very strong $RVMD pancreatic cancer study outcome, albeit with limited data disclosure for now, from @Jasonmmast
https://t.co/m19srsEvcU↗
Adam Feuerstein ✡️ — $RVMD CEO Mark Goldsmith will present Monday morning at #JPM26, spokesperson tells me.
A couple of investors have also told me they’re attending a private RevMed group lunch on M…↗
Jan 9
Adam Feuerstein ✡️ — $RVMD - I had a meeting scheduled with the CEO on Monday morning. The company just cancelled. #JPM26
RevMed is also scheduled to present at the conference on Monday morning. I ass…↗
Jan 9
Jacob Plieth — @bio_clouseau Seems that there's a lot of scope for $MRK to look silly here $RVMD↗
Jan 9
Jacob Plieth — @bio_clouseau It's good if leaking the deal raises the share price and causes the buyer to pay more, which was presumably the aim of $RVMD and/or its bankers when they leaked it. B…↗
Jan 8
Adam Feuerstein ✡️ — Our man @mroliverbarnes $MRK $RVMD
https://t.co/vUssAaRo5e
US pharmaceutical group Merck is in talks to buy Revolution Medicines, a cancer drugmaker with a market capitalisati…↗
Jan 7
Adam Feuerstein ✡️ — No $ABBV $RVMD deal, per an Abbvie spokesperson, per Bloomberg.
Huh...↗
Jan 7
Adam Feuerstein ✡️ — $ABBV taking out $RVMD would certainly check the #JPM26 big M&A box.
$20B plus deal.↗