RVMD Revolution Medicines Loading... : Bullish and Bearish Analyst Opinions
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16:52
Jul 27
Jul 27
Bullish on RVMD ahead of imminent FDA approval; aggressive pricing strategy and triplet ownership position should drive the stock above $200, with additional leverage as other companies need Darax for their own trials.
HIGH
00:07
Jul 27
Jul 27
Buy RVMD ahead of imminent FDA approval (within ~1 month); speaker expects pricing above sell-side consensus (~$4 handle), followed by in-licensing of a PRMT5 inhibitor to own the triplet market and crowd out competitors requiring Daraxonrasib combinations; long-term compounding story analogous to VRTX.
HIGH
01:49
Jul 08
Jul 08
Used as valuation benchmark for ERAS; RVMD priced out Merck in prior M&A process, making it the class comparator for pan-RAS assets.
MED
13:13
Jun 21
Jun 21
Buy RVMD as CEO publicly acknowledges multiple M&A suitors; author's own data shows RVMD is ~2 months post positive data ("marinating"), entering the historical sweet spot where acquirers with pre-committed capital move on validated oncology assets.
HIGH
11:38
Jun 21
Jun 21
Reports Revolution Medicines stating a sale is not a priority – fundamental corporate development, no directional view from speaker.
LOW
00:55
Jun 21
Jun 21
The tweet maps biotech M&A timing and independent name catalysts since the XBI bottom, but it is a factual research summary without explicit author positions or forward calls.
LOW
14:34
Jun 19
Jun 19
Author reviews merger documents and identifies read-through targets for potential takeovers, but does not state personal positions or forward calls.
00:16
Jun 15
Jun 15
The author analyzes merger read-throughs and potential takeout targets in biotech, but lists them as research observations rather than explicit positions.
02:11
Jun 13
Jun 13
The author analyzes the KRAS landscape and concludes RVMD is a likely acquisition target by TNGX or MRK, but does not state a personal position.
01:44
Jun 13
Jun 13
The author maps out M&A scenarios in oncology but presents them as possibilities and research, not current positions or explicit trade calls.
LOW
23:23
Jun 12
Jun 12
Buy RVMD as a prime M&A target: TNGX data validates pan-RAS(ON) + PRMT5 two-hit combination, and AMGN, AZN, BMY (PRMT5 holders via MRTX/BMY deal) need to acquire the RAS half; MRK and ABBV already ran diligence on RVMD.
MED
11:58
Jun 01
Jun 01
The author warns that the equity rally is dangerously concentrated in 10 names with collapsed skew and systematic selling pressure, but does not state a personal position or explicit forward call.
03:41
Jun 01
Jun 01
Buy RVMD on Phase 3 RASolute 302 data showing daraxonrasib significantly outperformed chemotherapy in metastatic pancreatic cancer; upside extends beyond pancreatic cancer TAM via platform optionality of RAS-targeting across other oncology indications.
HIGH
22:58
May 17
May 17
"Checkpoint Capital decreased positions in IRON and RVMD in Q1 2026. Fund disclosure, no speaker thesis."
HIGH
14:28
May 17
May 17
Buy these biotech names after derisking events (post-data capital raises); upcoming CD data catalyst could double market capitalization in 5-6 months.
HIGH
About RVMD Analyst Coverage
Buzzberg tracks RVMD (Revolution Medicines) across 4 sources. 5 bullish vs 0 bearish calls from 4 analysts. Sentiment: predominantly bullish (33%). 15 total trade ideas tracked. Past 7 days: 2 bullish. Latest voices: seedy19tron, BarbarianCap, ces921.