Revolution Medicines (RVMD) Status Update summary

Mission and Drug Overview

• RMC-6236 is a first-in-class, oral, multi-selective RAS(ON) inhibitor targeting a broad range of RAS mutations and showing promising safety and antitumor activity in multiple RAS solid tumors.

• The drug aims to revolutionize RAS-addicted cancer treatment with innovative targeted medicines.

• Updated clinical data support launching a global Phase 3 trial (RASolute 302) in second-line metastatic PDAC.

Unmet Medical Need and Treatment Landscape

• Pancreatic ductal adenocarcinoma (PDAC) is highly lethal, with a 5-year survival rate of 3% and is the third leading cause of cancer deaths in the US.

• Over 90% of PDAC cases are driven by RAS mutations, making it the most RAS-addicted major cancer.

• Most patients are diagnosed at a metastatic stage, and current therapies benefit only a minority.

• Standard care relies on combination chemotherapies with significant toxicity and modest survival benefits; first-line is multi-agent chemotherapy, and second-line options include gemcitabine- and 5-FU-based regimens.

• Median PFS in second-line settings is 2–3.5 months, and OS is 6–7 months.

RMC-6236 Mechanism and Preclinical Data

• RMC-6236 targets both mutant and wild-type RAS proteins, inhibiting key oncogenic pathways.

• Demonstrated potent, durable antitumor activity and favorable tolerability in preclinical pancreatic cancer models.