NASDAQ$RVMD

REVOLUTION Medicines Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Revolution Medicines reported financial results for Q1 2024 and provided a corporate progress update.

Revolution Medicines reported a net loss of $116.0 million for the quarter ended March 31, 2024, compared to a net loss of $68.1 million for the quarter ended March 31, 2023. As of March 31, 2024, cash, cash equivalents, and marketable securities totaled $1.70 billion.

  • Advanced RMC-6236 into monotherapy pivotal trials.
  • Expanded the reach of RMC-6236 monotherapy and/or combination regimens into earlier lines of therapy, RAS cancer genotypes beyond RAS G12X, and tumor types beyond NSCLC and PDAC.
  • Qualified its RAS(ON) mutant-selective inhibitors, RMC-6291 (G12C-selective inhibitor) and RMC-9805 (G12D-selective inhibitor), for late-stage development.
  • The company expects to disclose updated clinical safety, tolerability and antitumor activity monotherapy data in the second half of 2024 to support initiation of two pivotal trials of RMC-6236 monotherapy.

Headline financials

Total Revenue

$0.00

Previous: $7.01M-100.0%
EPS

-$0.70

Previous: -$0.72+2.8%
R&D Expenses

$118M

Previous: $68.9M+71.2%
G&A Expenses

$22.8M

Previous: $13.2M+72.7%
Cash & Marketable Sec.

$1.7B

No prior period
Total Liabilities

$183M

No prior period
Capital Expenditures

-$3.17M

Previous: -$1.76M-80.1%
Free Cash Flow

-$119M

Previous: -$69.9M-70.6%
Net Income

-$116M

Previous: -$68.1M-70.3%
Operating Income

-$141M

Previous: -$75.2M-87.4%
Gross Profit

$0.00

Previous: $300K-100.0%
R&D Expense

$116M

No prior period
Stock-Based Comp

$16.2M

Previous: $9.7M+67.1%

Revenue & EPS history

Revolution Medicines · Revenue · Quarterly

$0

Q1 2024-100%vs Q1 2023
Beat estimate in 3 of 14 quarters(21%)
ActualEstimate

Forward guidance

Revolution Medicines is reiterating its projected full year 2024 GAAP net loss to be between $480 million and $520 million, which includes estimated non-cash stock-based compensation expense of between $70 million and $80 million. Based on the company’s current operating plan, the company projects current cash, cash equivalents and marketable securities can fund planned operations into 2027.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+0.1%

Avg return

Earnings day

+0.2%

Avg return

5 days after

+6.7%

Avg return

30 days after

42%

11 / 26 earnings

Positive

+11.7%

Q3 2020

Best reaction

-11.7%

Q2 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.6%-2.1%+1.4%
Q4 2025-0.9%-2.7%-10.4%
Q3 2025+3.5%+8.0%+34.2%
Q2 2025-4.7%-3.8%+10.4%
Q1 2025+11.4%+6.1%+9.1%
Q4 2024-3.5%-6.3%-7.8%
Q3 2024+4.1%+6.8%-15.3%
Q2 2024-3.0%-0.7%-3.3%
Q1 2024-3.7%-4.4%+3.8%
Q4 2023+3.0%+0.2%+6.7%
Q3 2023-3.0%-11.1%+8.2%
Q2 2023-0.1%+1.2%+8.3%
Q1 2023+3.5%+6.3%+10.6%
Q4 2022+10.0%+4.6%-11.5%
Q3 2022-4.1%+8.1%+17.8%
Q2 2022+0.5%+4.2%-11.1%
Q1 2022-6.4%-7.8%+15.4%
Q4 2021-6.4%-12.7%+29.1%
Q3 2021-1.7%-2.5%-24.4%
Q2 2021-11.7%-5.6%+9.7%
Q1 2021+7.1%+8.2%+10.7%
Q4 2020-9.2%-1.1%+1.8%
Q3 2020+11.7%+10.7%+17.4%
Q2 2020+6.9%-3.8%+8.3%
Q1 2020-1.3%+0.8%+4.9%
Q4 2019-2.5%+4.2%+49.6%
Q3 2019
Q2 2019
Q1 2019
Q4 2018

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