Merck Walks Away: What The Failed Acquisition Means For Revolution Medicines [Seeking Alpha]
Revolution Medicines, Inc. (RVMD)
Company Research
Source: Seeking Alpha
RVMD's valuation is extremely elevated, trading at 25,000x trailing sales, driven by takeover speculation and high expectations for daraxonrasib. Upcoming Phase 3 readouts for daraxonrasib, especially RASolute 302 in PDAC, are the most significant near-term catalysts and will determine future strategic interest. I recommend waiting for Phase 3 data clarity before initiating new positions, as current valuation already prices in substantial pipeline success and M&A optionality. skynesher/E+ via Getty Images Thesis Revolution Medicines, Inc. ( RVMD ) stock has had a pretty turbulent start to 2026 with speculation of a takeover from a couple of different big players. The most recent was Merck ( MRK This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am
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RVMD
News
- Revolution Medicines Doses First Patient in Clinical Trial Evaluating RMC-5127, a RAS(ON) G12V-Selective InhibitorGlobeNewswire
- Merck Ends Revolution Medicines Talks As Oncology Plans And Valuation Weighed [Yahoo! Finance]Yahoo! Finance
- Revolution Medicines (NASDAQ:RVMD) had its "outperform" rating reaffirmed by analysts at Oppenheimer Holdings, Inc..MarketBeat
- Tubulis Adds Steve Kelsey as Independent Director to its Advisory Board [Yahoo! Finance]Yahoo! Finance
- Revolution Medicines (RVMD) Dives 16.9% as Merck Withdraws Takeover Plan [Yahoo! Finance]Yahoo! Finance
RVMD
Earnings
- 11/5/25 - Miss
RVMD
Sec Filings
- 1/23/26 - Form 4
- 1/21/26 - Form 144
- 1/9/26 - Form 4
- RVMD's page on the SEC website