애널리스트호재
Goldman Sachs Resumes RVMD at Buy, PT $267영어 원문
Goldman resumes biotech coverage with Buy on RVMD, $267 PT
첫날 -2.1% · 5일 후 -3.2%
›전개 과정 2회
- 2026-09-10 First coverage with high PT signals confidence in oncology pipeline
- 2026-09-24 Goldman resumes biotech coverage with Buy on RVMD, $267 PT
내부자 매도
내부자 매도 1870만 달러 (내부자 1명)
첫날 +0.2% · 5일 후 -6.3%
이전 이벤트 9건›
제품호재
NEJM Publishes Phase 1/2 Data on RASONQUE in Metastatic NSCLC영어 원문
Top medical journal publishes key clinical data, boosting product credibility and academic endorsement
첫날 +0.8% · 5일 후 -3.4%
내부자 매도
내부자 매도 1140만 달러 (내부자 1명)
첫날 -1.1% · 5일 후 +0.9%
규제호재
RVMD Commercializes RASONQUE Post-FDA Nod, Sets Price at $39,800 WAC영어 원문
Onco360 named national pharmacy partner; treatment available as of today with commercial supply and full field teams operational
첫날 +2.7% · 5일 후 -4.6%
›전개 과정 2회
- 2026-08-27 First broad RAS-targeted medicine approved for metastatic pancreatic cancer, nearly doubling overall survival
- 2026-08-27 Onco360 named national pharmacy partner; treatment available as of today with commercial supply and full field teams operational
내부자 매도
내부자 매도 2990만 달러 (내부자 2명)
첫날 -1.1% · 5일 후 -0.8%
실적호재
RVMD Post-Q2 Loss Gets Truist PT Raise to $231영어 원문
Truist raises PT to $231 from $210, citing newly incorporated opportunities for elironrasib and zoldonrasib
첫날 -1.6% · 5일 후 +9.1%
›전개 과정 6회
- 2026-07-29 Company announces Q2 earnings date, providing a key update for investors
- 2026-08-03 Ahead of earnings, institutional buying and investor attention rise
- 2026-08-03 Upcoming earnings release; focus on pipeline progress and financials
- 2026-08-06 Q2 report confirms FDA acceptance of daraxonrasib NDA with priority review; 2,000 patients enrolled in expanded access program
- 2026-08-06 Q2 loss widened and expense outlook raised, while darax launch prep advances with 2,000 patients in expanded access
- 2026-08-11 Truist raises PT to $231 from $210, citing newly incorporated opportunities for elironrasib and zoldonrasib
규제호재
FDA Accepts RVMD's Daraxonrasib Filing for Pancreatic Cancer영어 원문
Earnings reflect continued investment in late-stage programs and commercial prep; analysts expect darax approval by late Aug or early Sept
첫날 +3.1% · 5일 후 +1.8%
›전개 과정 4회
- 2026-07-23 Accelerated review brings first commercial product closer for metastatic pancreatic cancer
- 2026-08-03 First Trust raised RVMD stake by 80.3% in Q1, aligning with FDA filing event
- 2026-08-06 Q2 report confirms FDA NDA acceptance; rapid US EAP rollout with 2,000+ patients enrolled
- 2026-08-06 Earnings reflect continued investment in late-stage programs and commercial prep; analysts expect darax approval by late Aug or early Sept
실적
실적 발표
첫날 +2.0% · 5일 후 +4.0%
규제호재
FDA Accepts Daraxonrasib Filing with Accelerated Review for Pancreatic Cancer영어 원문
Accelerated review brings first commercial product closer
첫날 +3.1% · 5일 후 +1.8%
›전개 과정 2회
- 2026-07-23 FDA acceptance of NDA for metastatic pancreatic cancer marks key regulatory milestone
- 2026-07-23 Accelerated review brings first commercial product closer
제품
RVMD CEO: Sale Not a Priority Amid M&A Rumors영어 원문
CEO acknowledges interest from many companies but says sale not a priority, per FT
첫날 +3.9% · 5일 후 -9.3%
›전개 과정 6회
- 2026-06-01 Multiple sources confirm experimental PDAC drug delays symptoms and nearly doubles survival; sustained standing ovation
- 2026-06-01 Stock up 20% to ~$190; market eyes RAS druggability beyond pancreatic cancer
- 2026-06-08 Tango's vopimetostat + Revolution's daraxonrasib shows high response and durable benefit in 2L/3L PDAC
- 2026-06-13 Analysts note synthetic lethal combos may drive M&A, extending RVMD combo therapy buzz
- 2026-06-16 Analyst notes RVMD's valuation deters BP acquisition, though sector interest persists
- 2026-06-21 CEO acknowledges interest from many companies but says sale not a priority, per FT
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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