Revolution Medicines (RVMD) has several paths toward additional upside on potential M&A deals and a launch following the release of phase 3 data on its experimental anti-cancer drug daraxonrasib, RBC Capital Markets said in a note Monday.
The investment firm said that Revolution "had always been planning for success," with no immediate changes to the company's pipeline or plans expected. The company is preparing for commercialization and continues to have high confidence in its clinical programs, according to the note.
Given Revolution's "history of moving quickly and efficiently," the investment firm said it expects a potential launch in H2 with no regulatory or operational challenges.
The release of the trial results may also place Revolution "back into takeout baskets" following unconfirmed media reports this year of AbbVie (ABBV) and Merck's (MRK) potential interest in the company, RBC said.
RBC has an outperform rating on Revolution and lifted the company's price target to $162 from $140.
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