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What smart money is saying about Revolution Medicines, Inc.United States flag

RVMD · Healthcare · Biotechnology · Market cap $40.85B

2 funds in our archive have pitched Revolution Medicines, Inc. — most recently Baron Health Care Fund in June 2026.

Company profile

Revolution Medicines, Inc. is a precision oncology firm operating in the clinical development stage, dedicated to creating innovative treatments that target novel pathways crucial for RAS-driven cancers. Its pipeline includes several promising drug candidates: RMC-4630, an SHP2 inhibitor, is currently undergoing Phase 1/2 clinical trials for various solid tumors, such as gynecological and colorectal cancers. The company's portfolio also features RMC-5845, a selective inhibitor designed to target SOS1, a protein responsible for activating RAS within cells, and RMC-5552, a highly selective inhibitor for hyperactive mTORC1 signaling found in cancerous cells. Further expanding its therapeutic arsenal, Revolution Medicines is advancing RMC-6291, which selectively inhibits mutated forms of KRASG12C(ON) and NRASG12C(ON). Another promising compound, RMC-6236, specifically targets and inhibits a range of active RAS(ON) variants. Its research efforts also encompass other active RAS inhibitors aimed at KRASG13C(ON) and KRASG12D(ON) mutations. Revolution Medicines has established a collaborative partnership with Sanofi to research and develop SHP2 inhibitors, a collaboration that includes the development of RMC-4630. Established in 2014, Revolution Medicines, Inc. operates from its corporate headquarters situated in Redwood City, California.

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1
Reported positions
1
Bought
0
Sold
2
Letters

Position history

Between Q4 2025 and Q2 2026, 1 fund letter reported a position in Revolution Medicines, Inc.1 opened or added to the position.

Fund letters reporting a position in Revolution Medicines, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20261101
Q4 20250001

Fund activity · 1 position · 1 move

  • AddedBaron Health Care Fund
    June 2026
    We added to our position in Revolution Medicines, Inc. , a biotechnology company developing medicines to treat cancers driven by rat sarcoma (RAS) mutations.
    Read the letterRevolution Medicines, Inc.

Fund coverage · 2 theses

  • Baron Health Care Fund
    June 2026

    Revolution Medicines develops RAS-targeted cancer drugs, with breakthrough pancreatic data and potential for rapid adoption and large peak sales.

    Read the full thesis
  • Aristotle Large Cap Growth
    December 2025

    Revolution Medicines is an oncology developer with a promising RAS(ON) inhibitor showing strong efficacy and potential accelerated approval, implying significant long-term value.

    Read the full thesis

Read every full thesis on Revolution Medicines, Inc.

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