Revolution Medicines(US:RVMD)2022-02-12 14:42Pipeline and Clinical Development - Revolution Medicines is developing RAS(ON) inhibitors and RAS companion inhibitors to target RAS-addicted cancers [6, 12] - RMC-6236, a RASMULTI(ON) inhibitor, shows robust anti-tumor activity in preclinical models with various KRASG12X drivers, with objective response rates (ORR) of 38% (5/13) in NSCLC, 57% (8/14) in PDAC, and 62% (8/13) in CRC models [24] - RMC-6291, a KRASG12C inhibitor, demonstrates superior outcomes in mouse clinical trials with KRASG12C NSCLC models, showing a 72% (18/25) ORR compared to 52% (13/25) for Adagrasib [47, 48] - RMC-9805, a KRASG12D inhibitor, exhibits tumor regressions in preclinical models of KRASG12D cancers [70, 71] - RMC-8839, a KRASG13C inhibitor, shows tumor regressions in preclinical models of KRASG13C cancers [82, 83] Market and Financial Position - RAS proteins drive 30% of human cancers, representing a high unmet need [6, 8, 108] - The company estimates 137,000 new KRASG12X patients per year in the U S [20] - The company estimates 29,000 new KRASG12C patients per year in the U S [43] - The company estimates 55,000 new KRASG12D patients per year in the U S [62] - The company estimates 3,000 new KRASG13C patients per year in the U S [74] - As of September 30, 2021, Revolution Medicines had $608 7 million in cash, cash equivalents, and marketable securities, expected to fund operations to the end of 2023 [106]