Revolution Medicines, Inc. · NASDAQ:RVMD
Revolution Medicines — Investor Presentation (August 2026)
33 slides from Revolution Medicines's investor presentation, Aug 26, 2026
Slide 1: RASONQUE (daraxonrasib) U.S. FDA Approval
RASONQUE (daraxonrasib) U.S. FDA Approval August 26, 2026 © 2026 Revolution Medicines, Inc. 1
Slide 2: Legal Disclaimer
Legal Disclaimer This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act. All statements other than statements of historical facts contained in this presentation, including statements regarding our future results of operations and fina
Slide 3: Participants
Participants Mark A. Goldsmith, M.D., Ph.D. Alan Sandler, M.D. Anthony Mancini Wei Lin, M.D. Jack Anders Chief Executive Officer Chief Development Chief Global Chief Medical Chief Financial and Chairman Officer Commercialization Officer Officer Officer 3
Slide 4: Opening Remarks
Opening Remarks 4
Slide 5: Now Approved: RASONQUE (daraxonrasib) tablets
Now Approved >=RASONQUE (daraxonrasib) tablets 3
Slide 6: RASONQUE | Key Takeaways
RASONQUE | Key Takeaways Poised to become new Unprecedented practice-changing Fully launch ready overall survival in standard of care in and operational in registrational eligible patients with the U.S. Phase 3 trial metastatic PDAC First approval proof point for RevMed’s bold RAS(ON) inhibitor stra
Slide 7: Now Approved: RASONQUE (daraxonrasib) tablets
NOW APPROVED >RASONQUE’ (daraxonrasib) tablets 3:3 ew So mn SVen REVOLUTIONIZING ae Fn (i -_ -mPDAC._. BOR) a BREAKING 2 BARRIERS: % of mPDAt 5 ases driven Dynas = RaSolute 302 was. Phase trial evaluating the efficacy and safety of RASUNQUE monotherapy vs SUC combination chemotherapy in adults with
Slide 8: Historical PDAC Treatment Landscape and RASONQUE Clinical Evidence
Historical PDAC Treatment Landscape and RASONQUE Clinical Evidence 8
Slide 9: Historical U.S. Metastatic Pancreatic Cancer Management
Historical U.S. Metastatic Pancreatic Cancer Management New Metastatic PDAC Patients Per Year in U.S. ~ 55,0001 (de novo or recurrent) 74% Typical cytotoxic received 1L treatment2 chemotherapy ~ 41,000 regimens for all treatment lines based 46% on 5-FU or received 2L treatment2 gemcitabine/paclitaxe
Slide 10: RASONQUE Monotherapy Showed Encouraging Antitumor Activity in Phase 1 Studies
RASONQUE Monotherapy Showed Encouraging Antitumor Activity and Manageable Safety Profile in Phase 1 Studies Across Tumor Types and Treatment Settings Previously Treated First-line Metastatic PDAC2 Previously Treated NSCLC³ Metastatic PDAC1 ORR 29% ORR 47% ORR 38% Baseline in Target Tumor Burden Best
Slide 11: RASONQUE in Five Global, Randomized Phase 3 Trials to Date
RASONQUE in Five Global, Randomized Phase 3 Trials to Date >2,000 patients treated with RASONQUE across clinical studies in multiple tumor types and treatment settings Tumor Phase 3 Trial Treatment Setting Status PDAC Previously treated metastatic PDAC Completed PDAC First-line metastatic PDAC Ongoi
Slide 12: Supporting Data and Approved Label
Supporting Data and Approved Label 12
Slide 13: RASolute 302: Unprecedented Overall Survival Benefit
13 RASolute 302: Unprecedented Overall RASONQUE outcomes in Survival Benefit in Patients with Previously the overall, intent-to-treat Treated Metastatic Pancreatic Cancer population: 60% reduction in the risk of death OS hazard ratio: 0.40 Near doubling median OS to 13.2 months Oral, once-daily RASO
Slide 14: Overall Survival in the Overall Study Population
Overall Survival in the Overall Study Population RASONQUE Chemotherapy (n=248) (n=252) mOS, months (95% CI) 13.2 (10.0–NE) 6.7 (5.8–8.0) HR (95% CI)a 0.40 (0.30–0.53) P-valueb p4.6×10−11 RASONQUE Presented at ASCO Annual meeting 2026. Data from O'Reilly EM, et al. N Engl J Med. 2026. DOI: 10.1056/NE
Slide 15: Overall Survival Benefit was Consistent Across All Subgroups
Overall Survival Benefit was Consistent Across All Subgroups Events/N Favors Favors Population RASONQUE Chemotherapy RASONQUE Chemotherapy HR (95% CI)a Overall 79/248 141/252 0.42 (0.32–0.55) Age, years <65 37/114 68/121 0.41 (0.27–0.61) ≥65 42/134 73/131 0.43 (0.29–0.63) Sex Male 45/131 77/144 0.50
Slide 16: Progression-Free Survival in the Overall Study Population
Progression-Free Survival in the Overall Study Population RASONQUE Chemotherapy (n=248) (n=252) mPFS, months (95% CI) 7.2 (5.7–7.5) 3.6 (2.9–4.2) HR (95% CI)a 0.49 (0.38–0.64) P-valueb p5.2×10−8 RASONQUE Presented at ASCO Annual meeting 2026. Data from O'Reilly EM, et al. N Engl J Med. 2026. DOI: 10
Slide 17: Patient-Reported Outcomes in the Overall Study Population
Patient-Reported Outcomes in the Overall Study Population RASONQUE Chemotherapy HR (95% CI) 0.51 (0.37–0.71) Median time to deterioration, p<0.0001 • EORTC QLQ-PAN26 and EORTC HR (95% CI) QLQ-C30 questionnaires were 0.60 (0.46–0.79) administered on day 1 of each cycle p0.0002 and at end of treatment
Slide 18: Safety Overview
Safety Overview RASONQUE Chemotherapy (N=241) (N=214) Median time on 6.2 1.5-3.2a treatment, (0.03-14.1) (0.03-12.9) • Median dose intensity: months (range) • 93% with daraxonrasib Any TEAEs, n (%) 241 (100) 209 (98) • 65-95%a across chemotherapy regimens TEAEs leading to dose interruption 167 (69)
Slide 19: RASONQUE U.S. Label: Highlights of Prescribing Information
RASONQUE U.S. Label: Highlights of Prescribing Information RASONQUE is indicated for the treatment of adult patients with metastatic Indications and pancreatic adenocarcinoma who have received at least one prior systemic Usage therapy or who are not candidates for multiagent systemic therapy. Dosage
Slide 20: Commercialization Strategy
Commercialization Strategy 20
Slide 21: Launch is Focused on Three Strategic Priorities
Launch is Focused on Three Strategic Priorities Enable Establish Ensure patients and HCPs to RASONQUE as the broad coverage and achieve optimal new standard of care seamless patient treatment experience for eligible patients access with metastatic PDAC HCP, healthcare professional; PDAC, pancreatic
Slide 22: Ready to Reach All Key U.S. PDAC Stakeholders
Ready to Reach All Key U.S. PDAC Stakeholders U.S. PDAC Patients Treated by Site of Care Key Access Stakeholders ACADEMIC COMMUNITY ONCOLOGY PAYERS | IDNs | GPOs HCPs HCPs Community & IDN/AMC Payers 40% 60% Large treatment volume; focus on GPOs broad education & Top 15 Payers Top 25 account reach ~8
Slide 23: Comprehensive Patient Support at Launch to Enable Broad Access
Comprehensive Patient Support at Integrated services at launch Launch to Enable Broad Access 1 Coverage navigation 3 Adherence support 2 Financial support 4 Education & resources U.S. Launch Access Strategy • Broad coverage and seamless patient access • Integrated access, affordability and adherence
Slide 24: Launching in the U.S. and Accelerating Global Launch Readiness
Launching in the U.S. and Accelerating Global Launch Readiness Full U.S. launch now underway UNITED STATES Commercial supply, distribution, patient services and field teams operational Launch readiness advancing EUROPE + JAPAN Core teams established and rapidly expanding capabilities International o
Slide 25: Closing Messages
Closing Messages 25
Slide 26: Pancreatic Cancer | Our Broad Strategy Aimed at Changing Standard of Care
Pancreatic Cancer | Our Broad Strategy Aimed at Changing Standard of Care Across Early- to Late-Stage Disease Settings Approved in Metastatic PDAC Objectives: RASONQUE • Establish RASONQUE as the new standard of care • First approved targeted medicine designed to broadly address metastatic PDAC by i
Slide 27: Momentum with Broad and Differentiated Pipeline of RAS(ON) Inhibitors
Momentum with Broad and Differentiated Pipeline of RAS(ON) Inhibitors Phase 3 Registrational Trials Molecule Target Trial Treatment Setting Regimen Status RASONQUE MULTI 2L metastatic Mono Approved* Mono & RASONQUE MULTI 1L metastatic Ongoing Combo PDAC RASONQUE MULTI Adjuvant in resectable Mono Ong
Slide 28: Our Vision | Creating an Industry-Leading Global Targeted Medicines Franchise
Our Vision | Creating an Industry-Leading Global Targeted Medicines Franchise for Patients with RAS-Addicted Cancers DISCOVER DEVELOP DELIVER Continuous Broad clinical Bringing innovation through development of transformative unique platform and multiple investigational targeted medicines to insight
Slide 29: Thank you
Patients and their families who participated in RASolute 302 and other Revolution Medicines clinical studies Investigators, nurses, support staff and KOLs in the US and internationally Thank you Patient advocacy organizations Revolution Medicines employees who have worked tirelessly to bring RASONQU
Slide 30: Q&A
Q&A Revolution jledicines
Slide 31: On Target to Outsmart Cancer
31 On Target to Outsmart Cancer ® The information included in these materials is provided as part of an oral presentation on August 26, 2026 and is qualified as such. Revolution Medicines disclaims any duty to update the information contained in this presentation. This presentation concerns RASONQUE
Slide 32: Important Safety Information (1 of 2)
IMPORTANT SAFETY INFORMATION (1 of 2) RASONQUE is associated with the following Warnings and Precautions: Dermatologic and Soft Tissue Toxicity, Stomatitis and Oral Disorders, Diarrhea, Gastrointestinal Perforation, Interstitial Lung Disease (ILD)/Pneumonitis, and Embryo-Fetal Toxicity. WARNINGS AND
Slide 33: Important Safety Information (2 of 2)
IMPORTANT SAFETY INFORMATION (2 of 2) RASONQUE is associated with the following Warnings and Precautions: Dermatologic and Soft Tissue Toxicity, Stomatitis and Oral Disorders, Diarrhea, Gastrointestinal Perforation, Interstitial Lung Disease (ILD)/Pneumonitis, and Embryo-Fetal Toxicity. ADVERSE REAC
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