Welcome to our dedicated page for Revolution Medicines SEC filings (Ticker: RVMD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Revolution Medicines, Inc. filings document a late-stage clinical oncology company focused on RAS-addicted cancers and RAS(ON) inhibitors. Its Form 8-K reports include financial results, clinical-program updates for daraxonrasib and other pipeline candidates, regulatory-related disclosures and material events tied to corporate progress.
The company’s SEC record also covers proxy governance, annual meeting matters, executive compensation, registered securities and capital-structure changes. Disclosures identify Nasdaq-listed common stock and warrants, and material-agreement filings describe convertible senior notes due 2033, related indenture terms and other financing arrangements used to support research and development, administrative expenses and potential commercialization activities.
Revolution Medicines reported a larger net loss for the quarter ended March 31, 2026 as it sharply increased investment in late-stage oncology programs. Net loss was $453.8 million, compared with $213.4 million a year earlier, driven mainly by higher research and development and stock-based compensation expenses.
Research and development spending rose to $344.0 million, while general and administrative costs reached $101.3 million. The company held $1.91 billion in cash, cash equivalents and marketable securities and believes this will fund operations for at least 12 months. It also expanded financing capacity through at-the-market equity programs, a royalty funding agreement with Royalty Pharma, and, after quarter-end, large common stock and convertible notes offerings.
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. (RVMD) insider Anthony Mancini reported a pre-planned exercise-and-sell transaction in company stock. On April 27, 2026, he exercised stock options for 3,120 shares of common stock at an exercise price of $33.62 per share.
The same day, he executed three open-market sales totaling 3,120 shares of common stock at weighted average prices around $131–$134 per share, under a Rule 10b5-1 trading plan adopted on December 24, 2025. Following these transactions, he held 54,400 shares or restricted stock units directly, according to the filing.
Revolution Medicines is asking stockholders to vote at its 2026 virtual annual meeting on June 18, 2026, at 7:30 a.m. Pacific Time. Proposals include electing two Class III directors, ratifying PricewaterhouseCoopers LLP as auditor, and approving an advisory Say-on-Pay resolution on 2025 executive compensation.
Only holders of the company’s common stock at the close of business on April 23, 2026 may vote. As of that date, 212,592,561 shares of common stock were outstanding, with a majority in voting power required for a quorum.
Registrant: A Form 144 notice filed in connection with proposed sale of 3,120 shares of Common Stock by an issuer-related transaction dated 04/27/2026. The filing also discloses prior Rule 10b5-1 sales of 37,450 shares on 03/25/2026 for $3,578,821.24.
Revolution Medicines, Inc. director and officer Mark A. Goldsmith exercised stock options and sold shares of common stock. He exercised options for 23,244 shares at an exercise price of $4.09 and 96,756 shares at $4.73, receiving an equal number of common shares. He then sold 120,000 common shares at a weighted average price of $150.0874 in open-market transactions made pursuant to a Rule 10b5-1 trading plan adopted on December 19, 2024. After these transactions, he held 276,698 common shares directly, including 201,150 restricted stock units, and additional indirect holdings through family trusts.
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, Inc. is offering 10,563,381 shares of its common stock pursuant to a prospectus supplement. The public offering price is $142.00 per share, with estimated net proceeds to the issuer of approximately $1,435.0 million after underwriting discounts and estimated offering expenses. The prospectus supplement states an underwriter option to purchase up to 1,584,506 additional shares for 30 days and notes a concurrent, separate offering of $500,000,000 principal amount of 0.50% convertible senior notes due 2033; neither offering is contingent on the other. The company reported 197,001,401 shares outstanding as of December 31, 2025, and the prospectus discloses 28.6 million shares subject to outstanding options, warrants or RSUs as of that date.