Revolution's Daraxonrasib has 'Blockbuster' Potential, UBS Says

MT Newswires Live02-28

Revolution Medicines' (RVMD) daraxonrasib has "blockbuster" potential in the pancreatic ductal adenocarcinoma, or PDAC, market, UBS said in a Friday note.

"We think daraxonrasib has blockbuster potential in PDAC alone," the report said.

The note said PDAC is a difficult market with few options for patients and where a novel overall survival-modifying treatment could have real impact and $6 billion to $7 billion sales potential.

A key catalyst will be the readout of late-stage trial results of daraxonrasib in patients with second line metastatic disease in the first half of 2026, the report said.

"We see 70-80% PoS of a positive readout here for lead asset daraxonrasib," the note said. PoS refers to probability of success.

UBS has a buy rating on the stock and a $145 price target.

Price: 101.93, Change: -0.22, Percent Change: -0.22

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