Alpha Score of 62 reflects moderate overall profile with strong momentum, strong value, weak quality. Based on 3 of 4 signals — score is capped at 90 until remaining data ingests.
| Fund | Shares Held | Position Value | Action (latest Q) |
|---|---|---|---|
| D.E. Shaw David Shaw | 1.61M | $128.53M | NEW |
| Citadel Ken Griffin | 1.44M | $114.60M | NEW |
| Point72 Steve Cohen | 447K | $35.57M | NEW |
| Marshall Wace | 386K | $30.76M | NEW |
Revolution Medicines is a late-stage clinical oncology company focused on developing targeted therapies for cancers driven by the RAS protein, one of the most common cancer drivers affecting approximately 30% of human cancer diagnoses. Founded in 2014 and headquartered in Redwood City, California, the company applies its proprietary RAS(ON) chemistry platform to create small-molecule inhibitors that target the active form of the RAS protein. The company's lead candidate, daraxonrasib, is advancing through multiple global Phase 3 trials for metastatic pancreatic ductal adenocarcinoma and non-small cell lung cancer, targeting multiple oncogenic RAS variants simultaneously. Revolution Medicines' pipeline also includes selective RAS(ON) inhibitors such as zoldonrasib for RAS G12D-mutant cancers and elironrasib for RAS G12C-selective applications. The company operates as a pre-commercial entity with no approved products, generating value through its high-throughput drug discovery platform and strategic partnerships designed to advance precision oncology therapies that move beyond earlier-generation RAS inhibitors.
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