---
title: "Revolution Medicines: Buy Rating Backed by Strong Daraxon Launch Signals and Pancreatic Cancer Upside Optionality"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/285587242.md"
description: "Revolution Medicines: Buy Rating Backed by Strong Daraxon Launch Signals and Pancreatic Cancer Upside Optionality"
datetime: "2026-05-07T15:15:40.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/285587242.md)
  - [en](https://longbridge.com/en/news/285587242.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/285587242.md)
---

# Revolution Medicines: Buy Rating Backed by Strong Daraxon Launch Signals and Pancreatic Cancer Upside Optionality

Wolfe Research analyst Kalpit Patel maintained a Buy rating on Revolution Medicines yesterday and set a price target of $165.00.

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Kalpit Patel has given his Buy rating due to a combination of factors tied to Revolution Medicines’ lead asset daraxon and its positioning in pancreatic cancer. He views the recent launch trajectory favorably, citing strong early demand signals from the expanded access program in second-line and later PDAC, and believes close engagement with the FDA supports a timely NDA filing and a realistic path to approval around FY26.

Patel also highlights meaningful upside optionality if emerging first-line data allow the company to pursue a broader, potentially line-agnostic label, which could push the stock materially above his target price as competitors struggle to run viable head-to-head trials. While acknowledging higher operating expense guidance driven largely by non-cash stock-based compensation and increased R&D and SG&A, he concludes that the long-term revenue opportunity for daraxon and the strategic advantage in the RAS pathway justify a positive stance on the shares.

In another report released today, Piper Sandler also maintained a Buy rating on the stock with a $172.00 price target.

RVMD’s price has also changed dramatically for the past six months – from $61.380 to $151.070, which is a 146.12% increase.

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## Related News & Research

- [Cancer Centers Race To Access Revolution Medicines' Pancreatic Cancer Treatment: Report](https://longbridge.com/en/news/286590889.md)
- [US Cancer Clinics Rush to Access Revolutionary Pancreatic Cancer Drug Daraxonrasib](https://longbridge.com/en/news/286405546.md)
- [US cancer clinics scramble to get experimental Revolution Medicines pancreatic cancer drug](https://longbridge.com/en/news/286394551.md)
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