Revolution Medicines (RVMD) investor relations material

Clinical trial updates and strategy

• Phase III RASolute 302 study in second-line PDAC is event-driven, focusing on overall survival (OS) as the primary endpoint, with top-line data expected in the first half of 2026.

• Patient selection criteria for phase III closely match those from earlier phases, aiming for reproducibility of positive results.

• The trial uses a nested design, focusing core analysis on G12 mutations (85% of PDAC), with broader analysis including other RAS mutations and wild-type.

• Swift NDA submission is planned if results are positive, with top-line data released first, followed by detailed data at a medical meeting.

• The RASolute 303 first-line trial is open for enrollment, leveraging investigator enthusiasm and prior experience for rapid recruitment.

Product development and competitive positioning

• Daraxonrasib shows activity across multiple lines of PDAC treatment, with both monotherapy and combination regimens under study.

• New phase III studies for zoldonrasib in first-line PDAC are underway, including combinations with chemotherapy and daraxonrasib, to maximize patient options.

• Combination regimens are expected to be additive, with zoldonrasib noted for its tolerability and suitability for use with chemotherapy.

• The company is pursuing a strategy to provide multiple credible options for patients, including chemo-free regimens.

• There is a focus on moving quickly to complete trials before widespread drug availability complicates further studies.

Expansion into other indications and pipeline innovation

• Active research is ongoing in colorectal cancer, with combination regimens being developed to address tumor heterogeneity.

• Additional data and registration strategies for colorectal cancer are expected to be shared later this year.

• RM-055, a new class of RAS inhibitor, is set to enter clinical trials by year-end, with a differentiated profile from existing inhibitors.