Insider selling: $64,742,783 sold by 17 insiders (30d)
Est. revisions:
-0.1%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model & Position History (net -1.2)
Factor Model
net -1.2 3.0 / 10
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0
Revolution Medicines surges 37% on drug trial win
Watch: Watch for FDA approval timelines and partnership announcements to confirm commercial potential and drive stock momentum.
Full analysis
Revolution Medicines' stock jumped over 37% after daraxonrasib showed positive Phase 3 pancreatic cancer results, extending patient survival to 13.2 months against 6.7 from chemotherapy. The breakthrough triggered immediate speculative investor interest despite ongoing regulatory uncertainties. Insider Schroeder bought $60M at $46 per share and analysts at Leerink and Oppenheimer reaffirmed Outperform ratings.
The trial success transforms daraxonrasib into a viable revenue driver candidate, validating the company's heavy R&D spend and shifting investor sentiment toward a bullish outlook.
Evidence
17h ago
Wells Fargo main RVMD: Overweight → Overweight
17h ago
Wedbush reit RVMD: Outperform → Outperform
17h ago
RBC Capital main RVMD: Outperform → Outperform
17h ago
Guggenheim main RVMD: Buy → Buy
17h ago
Evercore ISI Group main RVMD: Outperform → Outperform
1d ago
HC Wainwright & Co. main RVMD: Buy → Buy
1d ago
Oppenheimer main RVMD: Outperform → Outperform
5 older signals
1d ago
Leerink Partners main RVMD: Outperform → Outperform
1d ago
Insider buy by SCHROEDER THILO (RVMD): $59,999,962
2d ago
Too late for RVMD?
Fundamentals & Data ▾
Revolution Medicines, Inc.
Healthcare · Biotechnology
Mkt Cap
$19B
Beta
1.01
52w Range
$34.00 - $124.49
Short Interest
14.5M 7.73%
Days to Cover
6.4 +6%
Technicals
downtrend
from 52w Hi
0.0%
1w return
+52.7%
Insiders
selling
0B / 9S
Analysts
mixed
EPS Estimate
$-1.79
-0.1% 30d
0up / 7dn
Est. Dispersion
27%
16 analysts
Analyst Target
$134
$73 - $170
Options P/C
0.59
Insider Cluster
strong sell
1B / 8S
Fund Convergence
strong
D.E. Shaw, Citadel, Two Sigma
Top Holders
D.E. Shaw
$557M
Citadel
$115M
Two Sigma
$23M
Recent Filings & Data
insider trade
144
net selling
· $64,742,783 sold
· $59,999,962 bought
17 insiders · 144 transactions (30d)
Recent transactions
HORN MARGARET A · exercise · $204,500
MANCINI ANTHONY · exercise · $1,259,069
CISLINI JEFFREY TODD · sell · $291,890
KELSEY STEPHEN MICHAEL · sell · $427,965
ANDERS JACK LEE · sell · $273,870
WANG XIAOLIN · sell · $199,956
GOLDSMITH MARK A · sell · $1,280,412
HORN MARGARET A · sell · $455,919
LIN WEI · sell · $206,223
ANDERSON ELIZABETH M · other
GOLDSMITH MARK A · sell · $3,644,354
GOLDSMITH MARK A · exercise · $122,700
KELSEY STEPHEN MICHAEL · award
ANDERS JACK LEE · award
WANG XIAOLIN · award
CISLINI JEFFREY TODD · award
GOLDSMITH MARK A · award
HORN MARGARET A · award
LIN WEI · award
GOLDSMITH MARK A · exercise · $12,965
CISLINI JEFFREY TODD · sell · $104,965
ANDERS JACK LEE · sell · $980,000
ANDERS JACK LEE · exercise · $424,500
HORN MARGARET A · sell · $7,542,023
HORN MARGARET A · exercise · $2,885,286
ANDERS JACK LEE · sell · $239,289
CISLINI JEFFREY TODD · sell · $206,484
GOLDSMITH MARK A · sell · $1,182,526
HORN MARGARET A · sell · $372,333
KELSEY STEPHEN MICHAEL · sell · $418,423
ANDERS JACK LEE · sell · $400,932
ANDERS JACK LEE · exercise · $92,106
GOLDSMITH MARK A · sell · $4,954,962
GOLDSMITH MARK A · exercise · $245,400
CISLINI JEFFREY TODD · sell · $939,008
CISLINI JEFFREY TODD · exercise · $568,321
GOLDSMITH MARK A · sell · $1,407,586
GOLDSMITH MARK A · exercise · $81,800
GOLDSMITH MARK A · other
GOLDSMITH MARK A · sell · $1,301,410
ANDERS JACK LEE · sell · $640,000
ANDERS JACK LEE · exercise · $170,000
GOLDSMITH MARK A · sell · $1,809,306
GOLDSMITH MARK A · exercise · $44,057
CISLINI JEFFREY TODD · sell · $660,000
CISLINI JEFFREY TODD · exercise · $438,840
GOLDSMITH MARK A · sell · $1,054,701
GOLDSMITH MARK A · exercise · $22,400
KELSEY STEPHEN MICHAEL · sell · $1,213,540
KELSEY STEPHEN MICHAEL · exercise · $118,250
CISLINI JEFFREY TODD · sell · $79,624
ANDERS JACK LEE · sell · $106,314
CISLINI JEFFREY TODD · sell · $85,647
GOLDSMITH MARK A · sell · $614,558
HORN MARGARET A · sell · $218,814
LIN WEI · sell · $98,982
KELSEY STEPHEN MICHAEL · sell · $245,942
KELSEY STEPHEN MICHAEL · sell · $5,557,754
KELSEY STEPHEN MICHAEL · exercise · $591,250
ANDERS JACK LEE · sell · $400,992
ANDERS JACK LEE · exercise · $66,673
GOLDSMITH MARK A · exercise · $19,980
HORNING SANDRA · award
KIM LORENCE H · award
ANDERSON ELIZABETH M · award
CLYBURN FRANKLIN KING JR. · award
PATEL SUSHIL · award
BORELLINI FLAVIA · award
BORISY ALEXIS · award
CISLINI JEFFREY TODD · sell · $75,736
ANDERS JACK LEE · sell · $86,431
CISLINI JEFFREY TODD · sell · $74,801
GOLDSMITH MARK A · sell · $537,546
HORN MARGARET A · sell · $139,803
LIN WEI · sell · $86,551
KELSEY STEPHEN MICHAEL · sell · $170,831
CISLINI JEFFREY TODD · sell · $79,008
KELSEY STEPHEN MICHAEL · sell · $128,599
ANDERS JACK LEE · sell · $72,771
WANG XIAOLIN · other
CISLINI JEFFREY TODD · sell · $56,921
GOLDSMITH MARK A · sell · $458,255
HORN MARGARET A · sell · $119,385
KELSEY STEPHEN MICHAEL · award
ANDERS JACK LEE · award
WANG XIAOLIN · award
CISLINI JEFFREY TODD · award
GOLDSMITH MARK A · award
HORN MARGARET A · award
LIN WEI · award
CISLINI JEFFREY TODD · sell · $97,443
GOLDSMITH MARK A · exercise · $15,115
ANDERS JACK LEE · sell · $119,639
CISLINI JEFFREY TODD · sell · $72,601
GOLDSMITH MARK A · sell · $531,860
HORN MARGARET A · sell · $196,553
KELSEY STEPHEN MICHAEL · sell · $211,718
SCHROEDER THILO · buy · $59,999,962
CISLINI JEFFREY TODD · sell · $140,811
KELSEY STEPHEN MICHAEL · sell · $977,509
KELSEY STEPHEN MICHAEL · exercise · $68,164
CISLINI JEFFREY TODD · sell · $360,000
CISLINI JEFFREY TODD · exercise · $219,420
GOLDSMITH MARK A · sell · $3,878,773
GOLDSMITH MARK A · exercise · $263,334
PATEL SUSHIL · sell · $270,714
PATEL SUSHIL · exercise · $124,200
KELSEY STEPHEN MICHAEL · sell · $824,804
ANDERS JACK LEE · sell · $502,979
ANDERS JACK LEE · exercise · $26,800
CISLINI JEFFREY TODD · sell · $301,027
GOLDSMITH MARK A · sell · $1,510,773
HORN MARGARET A · sell · $2,517,055
MANCINI ANTHONY · sell · $3,578,821
WEBER BARBARA L · sell · $249,716
GOLDSMITH MARK A · sell · $449,322
GOLDSMITH MARK A · exercise · $40,900
ANDERS JACK LEE · sell · $99,152
CISLINI JEFFREY TODD · sell · $64,245
GOLDSMITH MARK A · sell · $517,631
HORN MARGARET A · sell · $191,367
KELSEY STEPHEN MICHAEL · sell · $206,124
KELSEY STEPHEN MICHAEL · sell · $722,087
KELSEY STEPHEN MICHAEL · exercise · $68,168
KELSEY STEPHEN MICHAEL · sell · $716,389
CLYBURN FRANKLIN KING JR. · award
GOLDSMITH MARK A · sell · $458,827
GOLDSMITH MARK A · exercise · $40,900
KELSEY STEPHEN MICHAEL · sell · $774,516
GOLDSMITH MARK A · sell · $1,576,322
GOLDSMITH MARK A · exercise · $102,250
PATEL SUSHIL · sell · $94,820
PATEL SUSHIL · exercise · $36,204
CISLINI JEFFREY TODD · sell · $97,951
CISLINI JEFFREY TODD · sell · $76,940
KELSEY STEPHEN MICHAEL · sell · $650,952
HORNING SANDRA · award
HORNING SANDRA · award
KIM LORENCE H · award
KIM LORENCE H · award
ANDERSON ELIZABETH M · award
ANDERSON ELIZABETH M · award
BORISY ALEXIS · award
BORISY ALEXIS · award
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Filing analysis pending — next scan runs every 12 hours
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Transcript analysis coming soon
13 signals · latest 13h ago
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