NASDAQ$RVMD

REVOLUTION Medicines Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported financial results for the second quarter of 2024 and provided an update on corporate progress.

Revolution Medicines reported its Q2 2024 financial results, with a net loss of $133.2 million and no revenue, as compared to a net loss of $98.3 million and $3.8 million in revenue for the same period in 2023. The company's cash, cash equivalents, and marketable securities totaled $1.59 billion as of June 30, 2024. The company is progressing with its RAS(ON) inhibitor programs, including RMC-6236, RMC-6291, and RMC-9805, and is planning for a Phase 3 study for RMC-6236 in pancreatic cancer.

  • Advanced RMC-6236 into monotherapy pivotal trials for pancreatic and lung cancer.
  • Expanded the reach of RMC-6236 monotherapy and combinations into earlier lines of therapy.
  • Qualified RAS(ON) mutant-selective inhibitors, RMC-6291 and RMC-9805, for late-stage development.
  • Appointed Frank Clyburn to the board of directors and expanded the senior management group.

Headline financials

Total Revenue

$0.00

Previous: $3.82M-100.0%
EPS

-$0.81

Previous: -$0.92+12.0%
R&D Expenses

$135M

Previous: $98M+37.7%
G&A Expenses

$21.7M

Previous: $14.6M+48.3%
Capital Expenditures

-$5.57M

Previous: $1.12M-597.4%
Free Cash Flow

-$139M

Previous: -$68.2M-103.4%
Net Income

-$133M

Previous: -$98.3M-35.5%
Operating Income

-$157M

Previous: -$109M-44.0%
Gross Profit

$0.00

Previous: $2.05M-100.0%
R&D Expense

$133M

No prior period
Stock-Based Comp

$19.8M

Previous: $13M+52.3%

Revenue & EPS history

Revolution Medicines · Revenue · Quarterly

$0

Q2 2024-100%vs Q2 2023
Beat estimate in 3 of 14 quarters(21%)
ActualEstimate

Forward guidance

Revolution Medicines is reiterating the updated projected full year 2024 GAAP net loss guidance that it shared in July 2024 of between $560 million and $600 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 Q2 2024

Historical avgQ2 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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