Revolution Medicines(RVMD) - 2021 Q4 - Earnings Call Presentation

Pipeline and Drug Candidates - Revolution Medicines has a deep science-driven pipeline of targeted therapies for RAS-addicted cancers, with drug candidates expected to enter the clinic in 2022 [13, 14] - RMC-6236 is a first-in-class RASMULTI(ON) inhibitor with broad potential against RAS-addicted cancers [22] - RMC-6291 is a mutant-selective RAS(ON) inhibitor with best-in-class potential for KRASG12C cancers [44] - RMC-9805 is a mutant-selective RAS(ON) inhibitor with best-in-class potential for KRASG12D cancers [62] - RMC-8839 is a first-in-class mutant-selective RAS(ON) inhibitor for KRASG13C cancers [74] Clinical Priorities and Activities - Revolution Medicines plans to submit INDs for RMC-6236 and RMC-6291 in the first half of 2022 and initiate single-agent dose escalation studies [42, 60] - The company aims to complete enrollment in RMC-4630-03 and provide preliminary evaluation in the second half of 2022 [98] - Revolution Medicines anticipates submitting INDs for RMC-9805 in the first half of 2023 and RMC-8839 in the second half of 2023 [118] RAS-Addicted Cancers and Patient Numbers - RAS proteins drive 30% of human cancers [7, 122] - There are an estimated 137,000 new KRASG12X patients per year in the U S [23] - There are approximately 29,000 new KRASG12C patients per year in the U S [45] - There are approximately 55,000 new KRASG12D patients per year in the U S [63] - There are approximately 3,000 new KRASG13C patients per year in the U S [75] Financial Position - Revolution Medicines had $577.1 million in cash, cash equivalents, and marketable securities as of December 31, 2021 [120]