Street View: Analysts upbeat on Revolution pancreatic cancer drug

Revolution Medicines

14/04/2026 14:38

**  Revolution Medicines' RVMD.O experimental oral drug daraxonrasib helped patients with pancreatic cancer live nearly twice as long as those treated with chemotherapy in a keenly anticipated late-stage trial

DATA DE-RISKS BROADER PROGRAMS

** RBC Capital Markets ("outperform," PT: $140) says the data positions the drug as a potential "game-changer" in panreatic cancer and de-risks its move into earlier-line use and other cancers

** Wedbush ("outperform," PT: $147) says the results strengthen its view that daraxonrasib could emerge as a new standard treatment in pancreatic cancer, helping it stay ahead of newer rivals

** Evercore ISI ("outperform," PT: $140) says it expects the FDA to move swiftly to approve daraxonrasib under its priority review voucher, followed by an unprecedented launch

** Jefferies ("buy," PT: $140) says the data materially exceeds investor expectations and meaningfully de-risks ongoing first-line studies and could support broader use

 (Reporting by Kunal Das in Bengaluru)

 ((Kunal.Das2@thomsonreuters.com;))