$RVMD — FinTwit mentions on Surfaced

$RVMD — FinTwit mentions on Surfaced

Recent mentions

76 mentions

@adamfeuersteinJul 8, 2026 · 11:48 AM

Interesting $ERAS thesis but @seedy19tron might be too casually dismissing the "does it work and is it safer?" questions, particularly given the issues we've seen with duplicating Chinese data. And how, again, will $ERAS maneuver in 1st line PDAC given $RVMD head start? Don't forget the "clinical equipoise" argument for accelerating the approval of darox in the first line.

@investmentguru_Jul 1, 2026 · 11:38 PM

While AI continues to dominate headlines, Biotechnology is quietly becoming one of the strongest sectors in the market. Top 15 Biotechnology Stocks to Watch: $VRTX – Leader in cystic fibrosis treatments and expanding into gene-editing and rare diseases. $RVMD – Focused on precision oncology targeting RAS-driven cancers. $CRSP – Pioneer in gene-editing with approved and pipeline therapies. $NTLA – Developing in-vivo gene-editing treatments with breakthrough potential. $ABCL – AI-powered antibody discovery platform for drug development. $RXRX – Uses AI and automation to accelerate drug discovery at scale. $BEAM – Specializes in base-editing gene technology for precise DNA correction. $XENE – Focused on neurology and epilepsy-related treatments. $GH – Leader in liquid biopsy cancer diagnostics and early detection. $TWST – Produces synthetic DNA used in genomics and biotech research. $CGON – Developing immunotherapy treatments for bladder cancer and oncology. $DNLI – Focused on neurodegenerative diseases like Alzheimer’s and Parkinson’s. $IMVT – Developing therapies for autoimmune diseases using antibody technology. $ARWR – RNA interference platform targeting genetic and chronic diseases. $KRYS – Commercial-stage gene therapy company focused on rare skin disorders. These names represent the frontier of modern medicine where genetics, AI, and precision therapies are converging. As capital rotates beyond AI infrastructure, biotech is shaping up as one of the most compelling long-term opportunity sectors.

@adamfeuersteinJun 21, 2026 · 4:59 PM

@mroliverbarnes Mark has said all of this before. Why would $RVMD want to sell itself?

@adamfeuersteinJun 12, 2026 · 7:09 PM

‘Synthetic lethality’ could trigger another round of biotech M&A $RVMD $TNGX $BMY $ERAS https://t.co/UQ7BPhLh6x

@adamfeuersteinJun 8, 2026 · 1:50 PM

@Banana_Oncology @SamFazeli8 I thought $RVMD was testing darax with both of the PRMT5 inhibitors? Does it matter?

@adamfeuersteinJun 8, 2026 · 12:09 PM

@SamFazeli8 $RVMD should buy $TNGX

@jacobpliethJun 8, 2026 · 12:06 PM

Some context for that 92% ORR / 90% 6mth landmark PFS in pancreatic cancer for the $TNGX vopimetostat + daraxonrasib combo: vopimetostat monorx 25% ORR, ~90% 6mth PFS $RVMD daraxonrasib monorx 32%, 6mth PFS 56% https://t.co/V7RjXlLrZK

@adamfeuersteinJun 8, 2026 · 11:58 AM

Combination of pancreatic cancer drugs from Tango, Revolution leads to high response rate $TNGX $RVMD https://t.co/jk2fNmqb84 via @DrewQJoseph

@adamfeuersteinJun 8, 2026 · 11:03 AM

$TNGX pancreatic cancer data -- vopimetostat (PRMT5 inhibitor) combined with $RVMD daraxonrasib https://t.co/wM52qrNiGy

@adamfeuersteinJun 4, 2026 · 12:16 PM

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 clinical trials more challenging logistically and ethically, Pazdur said. “If you’re going to do a first-line trial, you have the potential of losing equipoise,” Pazdur said. “People are going to want the drug. Let’s face it, if you have a fatal disease like pancreatic cancer and you are going to die from that disease, you do not want to go on the [control] arm.” Pazdur proposed alterations to $RVMD's current Ph3 trial in first-line pancreatic cancer that could work to expand the drug's use and get it to patients faster. My column linked below has more details... I also spoke w/ RevMed CEO Mark Goldsmith about the same.

@adamfeuersteinJun 4, 2026 · 12:16 PM

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

@adamfeuersteinJun 4, 2026 · 12:16 PM

In this week's Biotech Scorecard: Revolution Medicines’ $RVMD daraxonrasib is a certain approval for patients with metastatic pancreatic cancer and tumor progression following chemotherapy. After the drug’s standing ovation during #ASCO26, the talk shifted to how (and when) the use of daraxonrasib might be expanded to patients with newly diagnosed, metastatic pancreatic cancer. Rick Pazdur, the former top cancer drug regulator at the FDA (you might remember the guy), has some ideas, which he shared with the audience at our STAT @ ASCO event. And now, I'm sharing them with you...

@adamfeuersteinJun 1, 2026 · 7:43 PM

@SamDavisEsq But Sam, did you hold on to your $RVMD stock after selling EQRX?

@jacobpliethJun 1, 2026 · 6:29 PM

$ERAS is again the way to trade positive $RVMD news? #Asco26 https://t.co/RCyQGOobHF

@jacobpliethJun 1, 2026 · 1:31 PM

$RVMD $SMMT $BNTX $AZN $MRK $BMY $LLY $IDYA $JNJ $GILD $INCY $PFE $NVS $AVBP #Asco26

@adamfeuersteinMay 31, 2026 · 11:08 PM

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 less immunotherapy reach more patients? https://t.co/tvt74B6RVl

@jacobpliethMay 31, 2026 · 9:53 PM

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 - DMs are open $RVMD $SMMT

@adamfeuersteinMay 31, 2026 · 8:32 PM

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 patients. It was sustained. Cheering. I have never see anything like it in the middle of a talk. $RVMD https://t.co/I2wQfDqsvh

@jacobpliethMay 31, 2026 · 8:30 PM

I didn't have "standing ovation interrupts Wolpin's presentation" #ASCO26 $RVMD

@jacobpliethMay 31, 2026 · 12:28 PM

So what gets the standing ovation at today's #ASCO26 plenary? $RVMD $SMMT

@adamfeuersteinMay 31, 2026 · 12:04 PM

Practice-changing results reported for Revolution Medicines $RVMD pancreatic cancer drug Daraxonrasib nearly doubled survival time compared to standard chemotherapy #ASCO26 https://t.co/EVpaXmH3WP

@adamfeuersteinMay 31, 2026 · 12:04 PM

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/VoNSu8BH3f

@adamfeuersteinMay 31, 2026 · 11:36 AM

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 plenary session. $RVMD Akeso $SMMT $LLY $JNJ Stories posting shortly.

@adamfeuersteinMay 30, 2026 · 1:32 PM

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. It has to be a high quality package, it has to be one that we can defend. We have to be able to answer questions about it.” #ASCO26 https://t.co/Ts08JoxawF

@adamfeuersteinMay 30, 2026 · 1:32 PM

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 everybody who needs daraxonrasib for pancreatic cancer will receive it. That’s just very, very important for us to do,” CEO Mark Goldsmith told me last night at our #ASCO26 event. Story in post below.

@adamfeuersteinMay 30, 2026 · 1:04 AM

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 Expanded Access Program. Good news for patients. When will RevMed file for FDA approval? “ASAP,” Goldsmith told me, stubbornly declining to offer a more definitive timeline. I TRIED!

@adamfeuersteinMay 22, 2026 · 2:34 PM

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. I wonder what we'll talk about? We also have Rick Pazdur on stage, always entertaining, especially these days... Register here: https://t.co/93f5sqBpDq

@adamfeuersteinMay 20, 2026 · 5:16 PM

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 from $RVMD, Akeso / $SMMT, $JNJ or $LLY. If you're eager to see any LBA data, you'll need to wait for the actual meeting. -- All regular abstracts will be posted tomorrow night. This can be confusing and frustrating... -- Per ASCO rules, companies can report ALL their data tomorrow evening via press release, even if the abstract only contains old data. Some companies will choose this route. -- BUT, companies choosing to report full data tomorrow via press releases cannot show data slides or posters. Those must be withheld until the actual meeting. -- Some companies may choose to only show abstracts tomorrow, and wait for the meeting to present new/updated data. Personally, I hate this system. If I made the rules, I would reserve all full/updated data for the actual meeting. Good luck tomorrow. Happy #ASCO26 abstract release night for all who observe.

@stocksavvyshayMay 8, 2026 · 3:14 PM

$GOOGL STOCK PORTFOLIO REVEALED 1. $CME ~26% 2. $PL ~25% 3. $ASTS ~19% 4. $RVMD ~8% 5. $ARM ~7% 6. $FRSH ~3% 7. $PATH ~2% 8. $TEM ~2% 9. $GTLB ~2% 10. $PRME ~1% https://t.co/jwZL5iG3QR

@adamfeuersteinApr 27, 2026 · 1:31 PM

$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

@adamfeuersteinApr 23, 2026 · 4:49 PM

@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 days, can you discount it entirely?

@adamfeuersteinApr 23, 2026 · 3:29 PM

@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?

@adamfeuersteinApr 23, 2026 · 12:19 PM

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 front of #ASCO26 abstract drop. I spoke to CEO Jon Lim... https://t.co/GckT7X7jdN

@adamfeuersteinApr 22, 2026 · 10:20 AM

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 @angRchen

@adamfeuersteinApr 21, 2026 · 10:20 PM

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

@adamfeuersteinApr 21, 2026 · 3:59 PM

#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 trial in lung cancer. China-only data.

@adamfeuersteinApr 19, 2026 · 2:52 PM

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 #AACR26

@jacobpliethApr 15, 2026 · 2:43 PM

@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!

@jacobpliethApr 15, 2026 · 2:25 PM

@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 trying to disrupt US drug pricing $RVMD

@jacobpliethApr 15, 2026 · 12:28 PM

Why $RVMD & $ALLO are a microcosm of biotech's historic struggle for success. Some musings from me on @ApexOnco -> https://t.co/3lWgzQplvc

@adamfeuersteinApr 15, 2026 · 10:09 AM

$RVMD raised $2 billion!

@adamfeuersteinApr 13, 2026 · 9:49 PM

How did I miss this moron’s $RVMD tweet from earlier today? I’m not on my game. https://t.co/Wy6jmUueMV

@adamfeuersteinApr 13, 2026 · 8:04 PM

Financings: $ALLO $175M $RVMD $750M + $250M in notes.

@adamfeuersteinApr 13, 2026 · 2:08 PM

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. Shut up and run well-designed clinical trials with definitive endpoints. If you have a drug that truly helps patients, the data will speak loudly for you.

@jacobpliethApr 13, 2026 · 1:10 PM

Has $RVMD won #AACR26 already?

@adamfeuersteinApr 13, 2026 · 12:31 PM

As noted by others, the $RVMD dara mOS in 2nd line PDAC is better than mOS for current first-line regimens.

@adamfeuersteinApr 13, 2026 · 12:01 PM

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

@adamfeuersteinApr 13, 2026 · 12:01 PM

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 overall survival in ITT patients (KRAS mutants + wild type combined) Dara 13.2 months vs chemo 6.7 months. OS Hazard ratio 0.40

@adamfeuersteinApr 13, 2026 · 12:01 PM

The $RVMD press release is here: Especially noteworthy given the recent Ben Sasse interview. https://t.co/akHMba2BE7

@jacobpliethMar 18, 2026 · 4:24 PM

$MRK's PD-1 x VEGF bispecific reveal, & other key #AACR26 presentations, via @APEXONCO -> https://t.co/ob1eswxCWF $RVMD $AMGN $GILD $BCYC $SDGR

@jacobpliethMar 5, 2026 · 2:51 PM

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 $MRK $RVMD $ALPMF

@jacobpliethFeb 26, 2026 · 12:33 PM

$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 still dose optimising.)

@adamfeuersteinJan 25, 2026 · 7:56 PM

WSJ: $MRK $RVMD deal off https://t.co/OD4cueoX04

@adamfeuersteinJan 12, 2026 · 8:35 PM

Reporting from inside the room... With a grin — and tight lips — Revolution Medicines’ $RVMD CEO faces questions about acquisition https://t.co/75ftdUF2Jh #JPM26

@adamfeuersteinJan 12, 2026 · 6:48 PM

$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

@adamfeuersteinJan 12, 2026 · 6:29 PM

The $RVMD room is packed. #JPM26

@adamfeuersteinJan 10, 2026 · 12:28 AM

$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 Monday, too. I guess Mark simply didn’t want to meet with me. ☹️🤷🏻

@adamfeuersteinJan 9, 2026 · 7:41 PM

$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 assume that’s cancelled, too, but I don’t have confirmation.

@jacobpliethJan 9, 2026 · 10:22 AM

@bio_clouseau Seems that there's a lot of scope for $MRK to look silly here $RVMD

@jacobpliethJan 9, 2026 · 10:21 AM

@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. But $ABBV told them where to go, so in that case the leak backfired.

@adamfeuersteinJan 8, 2026 · 8:47 PM

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 capitalisation of nearly $19bn, in what would be the latest big deal in the red-hot biotechnology sector. Merck has been pursuing an acquisition of Revolution Medicines, however a deal has not been finalised, according to people familiar with the matter. A tie-up would be at least several weeks away, they added. Other large pharmaceutical groups were still circling the Redwood City-based biotech and another suitor might yet prevail, the people added. A transaction is not a foregone conclusion.

@adamfeuersteinJan 7, 2026 · 9:15 PM

No $ABBV $RVMD deal, per an Abbvie spokesperson, per Bloomberg. Huh...

@adamfeuersteinJan 7, 2026 · 8:07 PM

$ABBV taking out $RVMD would certainly check the #JPM26 big M&A box. $20B plus deal.

@adamfeuersteinJan 7, 2026 · 7:52 PM

$ABBV in advanced talks to acquire $RVMD, per WSJ

@stocksavvyshayDec 25, 2025 · 12:51 PM

$GOOGL STOCK PORTFOLIO REVEALED 1. $ASTS 18% 2. $PL 17% 3. $ARM 12% 4. $MTSR 8% 5. $RVMD 8% 6. $FRSH 8% 7. $TEM 5% 8. $GTLB 5% 9. $PATH 4% 10. $PRME 4% https://t.co/qzZyGP55Ii

@jacobpliethDec 22, 2025 · 2:00 PM

$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/MioOWziuSt

@jacobpliethDec 22, 2025 · 12:09 PM

@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/oeb4Yr2nzo

@jacobpliethNov 19, 2025 · 11:17 AM

@s86CoffeeDev @houndcl @financebully @avidresearch @Banana_Oncology $ERAS says ERAS-0015 uses different scaffold vs daraxonrasib. Not sure if that circumvents $RVMD patent.

@jacobpliethNov 19, 2025 · 10:51 AM

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

@adamfeuersteinOct 24, 2025 · 2:13 PM

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

@jacobpliethOct 22, 2025 · 4:18 PM

Oh good, another Kras update from $RVMD #Targets25 https://t.co/A3MStH96tK

@adamfeuersteinOct 16, 2025 · 9:06 PM

$RVMD RMC-6236 (pancreatic cancer) among nine drugs awarded an FDA Commissioner’s National Priority Voucher. https://t.co/Vi2p9e7y5T

@jacobpliethJul 24, 2025 · 6:41 AM

$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

@jacobpliethJun 30, 2025 · 2:45 PM

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 $GILD $RVMD

@jacobpliethJun 25, 2025 · 8:41 PM

@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

@jacobpliethJun 25, 2025 · 3:06 PM

Why? $RVMD