The company might become the latest biotech acquisition story soon.More often than not, takeover speculation can give a lively boost -- at least in the short term -- to a company's stock. That was the dynamic behind the nearly 11% price gain of Revolution Medicines (RVMD +10.48%) shares on Friday, as a top business newspaper wrote that it's the target of a buyout attempt by a famous peer.Apparent buyout talksCiting unidentified "people familiar with the matter," the Financial Times published an article afte ...

来源：市场资讯 有媒体称，其他大型制药集团仍在关注Revolution Medicines，不排除出现其他竞购者的可能，因此交易 结果尚未尘埃落定。若默沙东成功收购Revolution Medicines，这将是近三年来制药行业最大规模的交易 ——此前纪录是辉瑞以430亿美元收购癌症生物技术公司Seagen。 默沙东旗下重磅抗癌药物Keytruda的专利将在2030年前到期，该公司通过自主研发及重大并购（如以 115亿美元收购Acceleron公司，获得其肺动脉高压治疗药物Winrevair）使后期研发管线规模自2021年以 来增长近三倍。 若与Revolution Medicines达成协议，默沙东有望获得其处于后期临床试验阶段的实验性药物 Daraxonrasib。该药物已获美国食品药品监督管理局（FDA）快速通道审查资格，主要靶向RAS基因的 多种突变，这些突变是包括部分胰腺癌、肺癌和结直肠癌在内的多种癌症的常见驱动因素。 据瑞穗证券分析师预计，到2035年，Revolution Medicines旗下RAS抑制剂产品组合在全球的风险调整后 销售额有望超过100亿美元。 默沙东洽谈收购癌症药物开发商，交 ...

Revolution is developing drugs that target a molecular driver of cancers. ...

This article is published by Terry Chrisomalis, who runs the Biotech Analysis Central pharmaceutical service on Seeking Alpha Marketplace. If you like what you read here and would like to subscribe to, I'm currently offering a two-week free trial period for subscribers to take advantage of. My service offers a deep-dive analysis of many pharmaceutical companies. The Biotech Analysis Central SA marketplace is $49 per month, but for those who sign up for the yearly plan will be able to take advantage of a 33. ...

Key Takeaways RVMD is in takeover talks with a valuation range of about $28B-$32B, though a deal is not yet finalized.Merck would add daraxonrasib, a late-stage RAS(ON) inhibitor being tested in pancreatic and lung cancers.MRK has pursued multiple acquisitions to offset Keytruda's 2028 loss of exclusivity.A recent Financial Times report stated that Merck (MRK) is in talks to buy Redwood City, CA-based cancer biotech, Revolution Medicines (RVMD) , in a transaction that could value RVMD for up to $32 billion. ...

I don't think you would know it to read the headlines of my coverage of Revolution Medicines, Inc. ( RVMD ), but I am a real optimist about thisI have my PhD in biochemistry and have worked for years analyzing clinical trials and biotech companies. It is my passion to educate everyone possible on the science behind the businesses that we invest in, and it's my mission to help you do your due diligence and not get burned by the pitfalls of investing in this space.Analyst’s Disclosure:I/we have no stock, opti ...

周五，Revolution Medicines(RVMD.US)盘前续涨近15%，开盘势将再创历史新高，此前2个交易日累涨 35%。消息面上，据报道，默沙东(MRK.US)正在洽谈收购专注于癌症领域的生物技术公司Revolution Medicines。该报道援引知情人士消息称，双方讨论的交易价格在280亿美元至320亿美元之间。若交易 达成，这将成为自2023年底辉瑞(PFE.US)以430亿美元收购Seagen以来规模最大的制药行业交易之一。 值得一提的是，周三有报道称，艾伯维公司(ABBV.US)正在就收购Revolution Medicines进行"深入"谈 判，该交易对后者这家尚未有产品上市的公司估值可能超过200亿美元。不过，艾伯维随后回应称，该 公司没有就收购Revolution Medicines进行谈判。 ...

值得一提的是，周三有报道称，艾伯维公司(ABBV.US)正在就收购Revolution Medicines进行"深入"谈 判，该交易对后者这家尚未有产品上市的公司估值可能超过200亿美元。不过，艾伯维随后回应称，该 公司没有就收购Revolution Medicines进行谈判。 智通财经APP获悉，周五，Revolution Medicines(RVMD.US)盘前续涨近15%，开盘势将再创历史新高， 此前2个交易日累涨35%。消息面上，据报道，默沙东(MRK.US)正在洽谈收购专注于癌症领域的生物技 术公司Revolution Medicines。该报道援引知情人士消息称，双方讨论的交易价格在280亿美元至320亿美 元之间。若交易达成，这将成为自2023年底辉瑞(PFE.US)以430亿美元收购Seagen以来规模最大的制药 行业交易之一。 ...

Core Viewpoint - Revolution Medicines' stock is experiencing significant gains following reports of Merck's interest in acquiring the biotech company for up to $32 billion [1] Company Summary - Revolution Medicines is a cancer-drug biotech company that has attracted attention due to its potential acquisition by Merck [1] - The reported acquisition price of up to $32 billion indicates a strong valuation for Revolution Medicines, reflecting investor confidence in its drug pipeline and market position [1] Industry Summary - The biotechnology sector, particularly companies focused on cancer treatments, is seeing increased merger and acquisition activity, as evidenced by Merck's interest in Revolution Medicines [1] - The potential acquisition highlights the competitive landscape in the biotech industry, where large pharmaceutical companies are actively seeking innovative firms to enhance their product offerings [1]

| RVMD Revolution Medicines | | 03 | | --- | --- | --- | | 107.390 ↑ +4.680 +4.56% 收盘价 01/08 16:00 美东 | | | | 123.990 * 16.600 +15.46% | | 盘前价 01/09 04:36 美东 | | 一 7 24 4 8 8 9 同 0 | | ● 快捷交易 | | 最高价 112.430 | 开盘价 95.210 | 成交量 1360.73万 | | 最低价 94.516 | 昨收价 102.710 | 成交额 14.01亿 | | 平均价 102.925 | 市盈率TM 亏损 | 总市值 207.61亿(--) | | 振 幅 17.44% | 市密率(静) 亏损 | 总股本 1.93亿 | | 换手率 7.82% | 市净率 13.001 | 流通值 186.82亿 | | 52周最高 112.430 委 比 9.09% | | 流通股 1.74亿 | | 52周最低 29.170 | 量 比 2.79 | 每 手 1股 | | 历史最高 112.430 | 股息TTM -- | ...