Every 8-K that Revolution Medicines, Inc. (RVMD) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow RVMD and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full RVMD filings page.
Revolution Medicines, Inc. (RVMD) entered into four long-term office and lab leases for new headquarters space totaling approximately 672,000 rentable square feet at 1600–1900 Seaport Boulevard in Redwood City, California. The leases have staggered commencement dates from September 26, 2027 through September 1, 2028, each with initial terms running to September 2042 and three optional five-year extensions at fair market rent.
At full commencement, aggregate scheduled monthly base rent is approximately $2.7 million, increasing about 3% annually, with rent-abatement periods through January 2030 providing about $23.1 million of base rent abatement. Landlords will provide tenant improvement allowances of about $115.9 million, and RVMD may elect up to an additional $40.3 million, amortized over the initial terms at 10% annually as additional rent. Effectiveness of the leases depends on a related property acquisition (the “Phase II Closing”), with specified rent reductions or termination rights if that closing is delayed or does not occur. Funds managed by Farallon Capital Management, L.L.C., which reported 6.4% beneficial ownership of RVMD common stock as of June 30, 2026, indirectly own a majority interest in the landlords.
Revolution Medicines, Inc. (RVMD) announced that on August 26, 2026, the U.S. Food and Drug Administration approved RASONQUE™ (daraxonrasib) for adult patients with metastatic pancreatic adenocarcinoma who have received at least one prior systemic therapy or are not candidates for multiagent systemic therapy.
The approval is based on the global, randomized Phase 3 RASolute 302 trial comparing RASONQUE with investigator’s choice of cytotoxic chemotherapy in previously treated metastatic pancreatic adenocarcinoma. Once-daily oral RASONQUE tablets are now available in the United States, with a wholesale acquisition cost of $39,800 for a 30-day supply at the recommended daily dose.
Revolution Medicines reported a second-quarter 2026 net loss of $644.4 million, compared with $247.8 million a year earlier, driven by R&D expenses of $394.9 million and G&A of $110.2 million as late-stage development and commercialization activities expanded. Cash, cash equivalents and marketable securities were $3.9 billion as of June 30, 2026, supported by $2,225.0 million in April equity and convertible offerings and a $250.0 million Royalty Pharma payment, with up to $1.5 billion of additional committed capital remaining. Full-year 2026 GAAP operating expenses are guided to $2.1–$2.2 billion, including $270–$290 million of stock-based compensation.
Regulatory and clinical progress was substantial. FDA accepted the daraxonrasib NDA in previously treated metastatic pancreatic cancer, EMA began a phased review, and more than 2,000 patients have received daraxonrasib via a U.S. Expanded Access Program; daraxonrasib also received FDA Breakthrough Therapy Designation in certain previously treated metastatic RAS mutant NSCLC. Combination data in first-line NSCLC showed high response rates for zoldonrasib and elironrasib, supporting multiple ongoing or planned global Phase 3 RASolute and RASolve trials alongside earlier-stage RAS(ON) programs and industry collaborations.
Revolution Medicines announced that Steve Kelsey, M.D., will retire from his employment effective January 4, 2027. He will transition from president, research and development to senior advisor to the chief executive officer on July 1, 2026, and the company contemplates appointing him to its board of directors at retirement, subject to board approval.
The company also reported results from its annual meeting of stockholders. Stockholders elected Class III directors Alexis Borisy and Mark A. Goldsmith, M.D., Ph.D., to terms ending at the 2029 annual meeting. They ratified PricewaterhouseCoopers LLP as independent auditor for the year ending December 31, 2026, and approved, on a non-binding advisory basis, the compensation of named executive officers.
Revolution Medicines reported first quarter 2026 results alongside major clinical and financing updates. Lead RAS(ON) inhibitor daraxonrasib showed a median overall survival of 13.2 months versus 6.7 months with chemotherapy in the Phase 3 RASolute 302 pancreatic cancer trial (hazard ratio 0.40; p<0.0001). The company plans global regulatory submissions, including a New Drug Application to the FDA, and has begun an Expanded Access Program for previously treated pancreatic cancer.
The pipeline advanced across pancreatic, lung and colorectal cancer with multiple ongoing or planned Phase 3 studies for daraxonrasib and zoldonrasib. Financially, Revolution Medicines strengthened its balance sheet with upsized April offerings totaling $2.225 billion in gross proceeds, including $1.725 billion of common stock and $500 million of 0.50% convertible senior notes due 2033. Cash, cash equivalents and marketable securities were $1.9 billion as of March 31, 2026.
Higher R&D and G&A spending, driven by clinical expansion and increased stock-based compensation, resulted in a net loss of $453.8 million for the quarter and updated full year 2026 GAAP operating expense guidance of $1.7 to $1.8 billion.
Revolution Medicines, Inc. entered into a material financing by issuing $500,000,000 of 0.50% Convertible Senior Notes due 2033. These senior unsecured notes pay 0.50% interest semi-annually and mature on May 1, 2033 unless earlier repurchased, redeemed or converted.
Holders can generally convert only upon certain events until February 1, 2033, and at any time thereafter until shortly before maturity. The initial conversion rate is 5.0302 shares per $1,000 principal, implying an initial conversion price of about $198.80 per share. The company may settle conversions in cash, stock, or a combination.
Beginning May 6, 2030, the company may redeem the notes in cash if its stock trades above 130% of the conversion price for specified trading-day periods, subject to a minimum amount of notes remaining outstanding. Upon certain “Fundamental Change” events, holders can require cash repurchase at par plus accrued interest.
Revolution Medicines, Inc. completed a major equity financing, selling 10,563,381 common shares at $142.00 per share, with underwriters exercising an option for an additional 1,584,506 shares. The company expects net proceeds of about $1,650.4 million from this equity offering.
Concurrently, the company entered into an agreement to sell $500,000,000 aggregate principal amount of 0.50% Convertible Senior Notes due 2033, with closing expected on April 17, 2026, subject to customary conditions. Both transactions were conducted under an automatic shelf registration and involved standard underwriting terms and indemnification provisions.
Revolution Medicines reported strong topline results from its global Phase 3 RASolute 302 trial of oral daraxonrasib in previously treated metastatic pancreatic ductal adenocarcinoma. Daraxonrasib improved median overall survival to 13.2 months versus 6.7 months with standard intravenous chemotherapy, with a hazard ratio of 0.40 (p < 0.0001). The therapy also showed statistically significant, clinically meaningful gains in progression-free survival and was generally well tolerated, with a manageable safety profile and no new safety signals. Based on this first interim analysis, all progression-free and overall survival endpoints are considered final, and the company plans to submit these data to global regulators, including a future U.S. New Drug Application under a Commissioner’s National Priority Voucher.
Revolution Medicines reported larger losses for the fourth quarter and full year 2025 as it ramped investment in its late-stage oncology pipeline. Fourth-quarter net loss was $364.9 million, compared with $194.6 million a year earlier, and full-year net loss reached $1.1 billion versus $600.1 million.
Research and development expenses grew to $987.3 million in 2025 and general and administrative costs to $195.0 million, reflecting multiple Phase 3 programs and commercial preparation. The company ended 2025 with $2.0 billion in cash, cash equivalents and marketable securities and has $1.75 billion of additional committed capital from its Royalty Pharma arrangement.
The pipeline now includes five ongoing Phase 3 trials and several more planned for 2026 across pancreatic, lung and colorectal cancers, centered on its RAS(ON) inhibitors daraxonrasib, zoldonrasib and elironrasib. For 2026, Revolution Medicines guides to GAAP operating expenses of $1.6–$1.7 billion, including $180–$200 million of non-cash stock-based compensation.
Revolution Medicines (RVMD) filed an 8-K announcing financial results for the quarter ended September 30, 2025. The company furnished a press release as Exhibit 99.1 under Item 2.02 (Results of Operations and Financial Condition).
The information in the report and Exhibit 99.1 is furnished and not deemed filed under the Exchange Act. Listed securities include common stock (RVMD) and warrants expiring 2026 (RVMDW) on Nasdaq.
Revolution Medicines (RVMD) announced an FDA milestone. On October 16, 2025, the U.S. Food and Drug Administration granted the company a non‑transferrable voucher for daraxonrasib, its RAS(ON) multi‑selective inhibitor, under the Commissioner’s National Priority Voucher pilot program.
This update signals regulatory recognition tied to daraxonrasib’s program status. The voucher is non‑transferrable and is associated specifically with the FDA’s pilot initiative. No financial terms or commercial arrangements were disclosed in this notice.
Revolution Medicines (RVMD) reported clinical updates for daraxonrasib in RAS-mutant pancreatic ductal adenocarcinoma (PDAC). Safety data as of a June 30, 2025 second-line cutoff and a July 28, 2025 first-line cutoff show the most common treatment-related adverse events were rash and gastrointestinal toxicities. Results from the RMC-6236-001 and RMC-GI-102 studies support the company’s plan to start RASolute 303, a global randomized Phase 3 trial comparing daraxonrasib monotherapy and daraxonrasib plus GnP against GnP alone in first-line metastatic RAS-mutant PDAC.
The filing reiterates standard forward-looking risk disclosures about clinical development, regulatory review, manufacturing, intellectual property, third-party reliance, capital sufficiency, and geopolitical or pandemic effects.
Revolution Medicines has entered into significant financing agreements with Royalty Pharma, including a $250 million upfront payment for tiered revenue rights from two key products: daraxonrasib (RMC-6236) and zoldonrasib (RMC-9805).
The deal includes potential additional funding tranches totaling up to $1.1 billion:
- Tranche 2: $250M tied to positive Phase 3 PDAC trial results
- Tranche 3: Up to $250M upon FDA approval
- Tranche 4: Up to $250M upon sales milestone
- Tranche 5: Up to $350M for first-line PDAC treatment success
Additionally, the company secured a $750 million term loan facility with Royalty Pharma Development Funding, structured in three tranches of $250M each. The loan bears interest at three-month SOFR (3.50% floor) plus 5.75%. This comprehensive financing package strengthens Revolution Medicines' position in advancing its RAS inhibitor pipeline, particularly for pancreatic cancer treatment.
Revolution Medicines (RVMD) announced the resignation of Barbara Weber, M.D. from its Board of Directors, effective immediately prior to the company's 2025 annual meeting of stockholders scheduled for June 26, 2025. Dr. Weber will step down from her positions as:
- Board Director
- Member of the Nominating and Corporate Governance Committee
- Member of the Research & Development Committee
The resignation is directly related to the activation of a clinical study under the ongoing collaboration between Revolution Medicines and Tango Therapeutics, and not due to any disagreements with the company's operations, policies, or practices. The Form 8-K also notes that the company has registered securities including common stock (RVMD) and warrants (RVMDW) to purchase 0.1112 shares of common stock expiring in 2026 on The Nasdaq Stock Market.