Daraxonrasib
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Revolution Medicines(RVMD) - 2025 Q3 - Earnings Call Presentation
2025-11-05 21:30
On Target to Outsmart Cancer November 2025 © 2025 Revolution Medicines, Inc. 2 Legal Disclaimer This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act. All statements other than statements of historical facts contained in this presentation, including statements regarding our future results of operations and financial position, business strategy, prospective products, availability of funding, ability to manage existing collaborations and estab ...
Revolution Medicines(RVMD) - 2025 Q2 - Earnings Call Presentation
2025-08-06 20:30
Pipeline and Clinical Development - Daraxonrasib, a multi-selective RAS(ON) inhibitor, is being evaluated in a Phase 3 trial for 2L metastatic PDAC and has planned Phase 3 initiations for 1L metastatic and adjuvant resectable PDAC [15] - Elironrasib, a G12C-selective inhibitor, shows promising antitumor activity in previously treated RAS G12C NSCLC, with an objective response rate (ORR) of 56% (20 out of 36 patients) and a disease control rate (DCR) of 94% (34 out of 36 patients) at 200 mg BID [40] - Zoldonrasib, a G12D-selective inhibitor, demonstrates initial activity in previously treated KRAS G12D NSCLC, with an ORR of 61% (11 out of 18 patients) and a DCR of 89% (16 out of 18 patients) at 1200 mg QD [72] Daraxonrasib Clinical Data - In 2L PDAC patients treated with daraxonrasib at 300 mg daily, the median PFS was 85 months in RAS mutant patients, and the OS rate at 6 months was 97% [24] - In 2L/3L RAS G12X NSCLC patients treated with daraxonrasib at 120-220 mg daily, the median PFS was 98 months and the median OS was 177 months [28] - Daraxonrasib combined with pembrolizumab +/- chemotherapy in 1L RAS mutant NSCLC showed an ORR of 60% and a DCR of 90% in patients with TPS < 50%, and an ORR of 86% and a DCR of 100% in patients with TPS ≥ 50% [32] Financial Position - The company has a strong financial position with $21 billion in cash, cash equivalents, and marketable securities as of June 30, 2025 [119] - The company anticipates a 2025 GAAP Net Loss of $103 - $109 Billion [119]
Revolution Medicines (RVMD) Earnings Call Presentation
2025-08-06 20:00
Pipeline and Focus - Revolution Medicines' pipeline is led by three clinical-stage RAS(ON) inhibitors: Daraxonrasib (MULTI), Elironrasib (G12C), and Zoldonrasib (G12D)[6, 15] - The company's strategy is to maximize the impact of its RAS(ON) inhibitor portfolio by commercializing daraxonrasib initially in late-stage disease and developing RAS(ON) inhibitors in earlier lines of therapy[18, 19] - Revolution Medicines is also innovating for patients by producing new, differentiated drug candidates, including RMC-5127 (G12V-selective inhibitor) and next-generation programs[19, 15] Daraxonrasib (MULTI) - In 2L patients with KRAS G12X PDAC treated with daraxonrasib at 300 mg daily, the median PFS was 8.8 months, and the OS rate at 6 months was 100%[24] - In 2L/3L patients with RAS G12X NSCLC treated with daraxonrasib at 120-220 mg daily, the median PFS was 9.8 months, and the median OS was 17.7 months[28] - In 1L RAS mutant NSCLC patients treated with Daraxonrasib 100-200 mg + Pembrolizumab + Chemotherapy, the ORR was 60% and the DCR was 90% in the TPS < 50% subgroup[32] - In 1L RAS mutant NSCLC patients treated with Daraxonrasib 200 mg + Pembrolizumab, the ORR was 86% and the DCR was 100% in the TPS ≥ 50% subgroup[32] Elironrasib (G12C) - In previously treated RAS G12C NSCLC patients, Elironrasib (200 mg BID) showed an ORR of 56% and a DCR of 94%[40] - In previously treated RAS G12C NSCLC patients, Elironrasib (200 mg BID) showed a median PFS of 9.9 months[40] - In 1L RAS G12C NSCLC patients with TPS ≥ 50%, Elironrasib 200 mg BID + Pembrolizumab showed an ORR of 100% and a DCR of 100%[45] - In CRC patients previously treated with KRAS(OFF) G12C inhibitor, Elironrasib + Daraxonrasib doublet showed an ORR of 25% and a DCR of 92%[51] - In 2L+ NSCLC patients following G12C(OFF) inhibitor, Elironrasib showed an ORR of 42% and a DCR of 79%[55] - In 2L+ NSCLC patients following G12C(OFF) inhibitor, Elironrasib + Daraxonrasib showed an ORR of 62% and a DCR of 92%[56] Zoldonrasib (G12D) - In previously treated patients with KRAS G12D PDAC treated with 1200 mg daily dose, the ORR was 30% and the DCR was 80%[67] - In previously treated patients with KRAS G12D NSCLC treated with 1200 mg QD, the ORR was 61% and the DCR was 89%[72] Financials - Revolution Medicines has $2.1 billion in cash, cash equivalents, and marketable securities as of June 30, 2025[119] - The company anticipates a 2025 GAAP Net Loss of $1.03 – $1.09 billion, including $115 million to $130 million in non-cash stock-based compensation expense[119] - Royalty Pharma partnership bolsters financial position by providing $2 billion in flexible committed capital[116]