Jack Anders Sells 10,000 Shares of Revolution Medicines (NASDAQ:RVMD) Stock

Revolution Medicines, Inc. (NASDAQ:RVMD) CFO Jack Anders sold 10,000 shares of Revolution Medicines stock in a transaction dated Wednesday, January 7th. The stock was sold at an average price of $98.00, for a total value of $980,000.00. Following the sale, the chief financial officer owned 108,065 shares in the company, valued at $10,590,370. This trade represents a 8.47% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink.

Jack Anders also recently made the following trade(s):

• On Tuesday, December 16th, Jack Anders sold 3,104 shares of Revolution Medicines stock. The shares were sold at an average price of $77.09, for a total value of $239,287.36.

Revolution Medicines Trading Up 10.5%

NASDAQ:RVMD opened at $118.64 on Friday. The company has a market capitalization of $22.94 billion, a PE ratio of -22.95 and a beta of 0.99. Revolution Medicines, Inc. has a 52-week low of $29.17 and a 52-week high of $121.62. The stock’s 50 day moving average price is $76.36 and its 200 day moving average price is $54.07. The company has a quick ratio of 8.05, a current ratio of 8.05 and a debt-to-equity ratio of 0.16.

Revolution Medicines (NASDAQ:RVMD) last issued its quarterly earnings data on Wednesday, November 5th. The company reported ($1.61) earnings per share for the quarter, missing analysts’ consensus estimates of ($1.39) by ($0.22). During the same quarter in the prior year, the firm posted ($0.94) earnings per share. On average, research analysts anticipate that Revolution Medicines, Inc. will post -3.49 EPS for the current year.

Key Stories Impacting Revolution Medicines

Here are the key news stories impacting Revolution Medicines this week:

• Positive Sentiment: Reports that Merck is in talks to acquire Revolution Medicines for roughly $30–32 billion, a direct M&A bid narrative that can justify a sizable takeover premium and is the primary driver of today’s rally. Merck in talks (WSJ)
• Positive Sentiment: Takeover buzz broadened as media reported additional suitors and renewed buyout interest (markets often bid target stocks higher on competing-acquirer speculation). Takeover buzz, another suitor emerges (Barron’s)
• Positive Sentiment: FDA granted Breakthrough Therapy Designation to zoldonrasib for KRAS G12D-mutant NSCLC — a substantive clinical/regulatory win that strengthens RVMD’s strategic value to acquirers and supports a higher acquisition valuation. Breakthrough Therapy Designation (GlobeNewswire)
• Positive Sentiment: Unusual options activity — a large spike in call buying — indicates aggressive bullish/speculative positioning by traders ahead of or on takeover rumors, amplifying short-term upside momentum. (market reports)
• Neutral Sentiment: The stock experienced a temporary LULD (limit up/limit down) pause during trading, a procedural volatility-control measure that often accompanies sudden price moves but does not change fundamentals.
• Negative Sentiment: Earlier takeover reports referenced AbbVie interest but AbbVie publicly denied talks, which previously triggered volatility and a pullback — a reminder that rumor-driven moves can reverse if potential bidders decline to engage. AbbVie denies talks (Barron’s)
• Negative Sentiment: Revolution remains a loss-making biotech (recent quarterly EPS missed estimates), so absent a takeover premium the stock’s valuation relies on successful late-stage clinical outcomes and eventual commercialization. (company filings/earnings)

Hedge Funds Weigh In On Revolution Medicines

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. General Atlantic L.P. acquired a new stake in shares of Revolution Medicines in the 3rd quarter valued at approximately $115,556,000. Norges Bank purchased a new position in Revolution Medicines in the second quarter worth $62,584,000. Nextech Invest Ltd. lifted its holdings in Revolution Medicines by 20.7% in the fourth quarter. Nextech Invest Ltd. now owns 7,601,087 shares of the company’s stock valued at $332,472,000 after acquiring an additional 1,304,347 shares during the period. Vestal Point Capital LP purchased a new stake in shares of Revolution Medicines during the 2nd quarter worth $44,148,000. Finally, Bellevue Group AG grew its stake in shares of Revolution Medicines by 21.7% during the 3rd quarter. Bellevue Group AG now owns 5,573,838 shares of the company’s stock worth $260,298,000 after purchasing an additional 994,538 shares during the period. Institutional investors and hedge funds own 94.34% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on the stock. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Revolution Medicines in a report on Wednesday, October 8th. Wedbush reaffirmed an “outperform” rating on shares of Revolution Medicines in a research note on Friday. Wolfe Research assumed coverage on Revolution Medicines in a research report on Tuesday, November 18th. They set an “outperform” rating and a $75.00 price objective for the company. Mizuho began coverage on Revolution Medicines in a report on Tuesday, October 21st. They issued an “outperform” rating and a $90.00 target price on the stock. Finally, UBS Group upgraded Revolution Medicines to a “strong-buy” rating in a research note on Thursday, December 4th. Four analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Buy” and an average price target of $78.94.

Revolution Medicines Company Profile

Revolution Medicines is a clinical-stage biopharmaceutical company focused on discovering and developing small molecule therapies to treat RAS-dependent cancers and other diseases driven by the RAS/MAPK pathway. The company’s research efforts target historically “undruggable” proteins, aiming to inhibit critical nodes in cell signaling that promote tumor growth and therapeutic resistance.

The lead pipeline includes RMC-4630, a SHP2 inhibitor; RMC-6291, a selective KRAS G12C inhibitor; and RMC-6236, a pan-RAS inhibitor designed to address multiple RAS mutations.