<p>Wolfe Research 分析师 Kalpit Patel 昨天对 Revolution Medicines 维持了买入评级，并设定了 165.00 美元的目标价。</p>
<h3>在 TipRanks 上享受 55% 的折扣</h3>
<ul>
<li>解锁对冲基金级别的数据和强大的投资工具，以便做出更聪明、更精准的决策</li>
<li>发现表现优异的股票投资理念，并升级到市场领先者的投资组合，使用智能投资者精选</li>
</ul>
<p>Kalpit Patel 给予买入评级是基于与 Revolution Medicines 的主打资产 daraxon 及其在胰腺癌中的定位相关的多种因素。他对近期的上市轨迹持积极看法，指出来自二线及后期 PDAC 扩大接入计划的强劲早期需求信号，并认为与 FDA 的密切互动支持及时提交 NDA 申请，并为 FY26 周围的批准提供了现实路径。</p>
<p>Patel 还强调，如果新兴的一线数据允许公司追求更广泛的、潜在的无特定治疗线标签，将会有显著的上行选择性，这可能会使股票价格大幅超过他的目标价，因为竞争对手在进行可行的头对头试验方面面临困难。尽管承认由于非现金股票补偿和增加的研发及销售、一般和行政费用导致的更高运营费用指引，他仍然得出结论，daraxon 的长期收入机会和在 RAS 通路中的战略优势为对该股票持积极态度提供了依据。</p>
<p>在今天发布的另一份报告中，Piper Sandler 也对该股票维持了买入评级，目标价为 172.00 美元。</p>
<p>RVMD 的股价在过去六个月中也发生了剧烈变化，从 61.380 美元上涨至 151.070 美元，涨幅为 146.12%。</p>

RVMD

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<p>革命药物：买入评级得益于强劲的 Daraxon 上市信号和胰腺癌的潜在上行选择权</p>

<p>Wolfe Research analyst Kalpit Patel maintained a Buy rating on Revolution Medicines yesterday and set a price target of $165.00.</p>
<div class="lb-trans"><p>Wolfe Research 分析师 Kalpit Patel 昨天对 Revolution Medicines 维持了买入评级，并设定了 165.00 美元的目标价。</p>
</div><h3>Claim 55% Off TipRanks</h3>
<div class="lb-trans"><h3>在 TipRanks 上享受 55% 的折扣</h3>
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<li>Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions</li>
<li>Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks</li>
</ul>
<div class="lb-trans"><ul>
<li>解锁对冲基金级别的数据和强大的投资工具，以便做出更聪明、更精准的决策</li>
<li>发现表现优异的股票投资理念，并升级到市场领先者的投资组合，使用智能投资者精选</li>
</ul>
</div><p>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.</p>
<div class="lb-trans"><p>Kalpit Patel 给予买入评级是基于与 Revolution Medicines 的主打资产 daraxon 及其在胰腺癌中的定位相关的多种因素。他对近期的上市轨迹持积极看法，指出来自二线及后期 PDAC 扩大接入计划的强劲早期需求信号，并认为与 FDA 的密切互动支持及时提交 NDA 申请，并为 FY26 周围的批准提供了现实路径。</p>
</div><p>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&amp;D and SG&amp;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.</p>
<div class="lb-trans"><p>Patel 还强调，如果新兴的一线数据允许公司追求更广泛的、潜在的无特定治疗线标签，将会有显著的上行选择性，这可能会使股票价格大幅超过他的目标价，因为竞争对手在进行可行的头对头试验方面面临困难。尽管承认由于非现金股票补偿和增加的研发及销售、一般和行政费用导致的更高运营费用指引，他仍然得出结论，daraxon 的长期收入机会和在 RAS 通路中的战略优势为对该股票持积极态度提供了依据。</p>
</div><p>In another report released today, Piper Sandler also maintained a Buy rating on the stock with a $172.00 price target.</p>
<div class="lb-trans"><p>在今天发布的另一份报告中，Piper Sandler 也对该股票维持了买入评级，目标价为 172.00 美元。</p>
</div><p>RVMD’s price has also changed dramatically for the past six months – from $61.380 to $151.070, which is a 146.12% increase.</p>
<div class="lb-trans"><p>RVMD 的股价在过去六个月中也发生了剧烈变化，从 61.380 美元上涨至 151.070 美元，涨幅为 146.12%。</p>
</div>

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

Tip Ranks

Revolution Medicines

Piper Sandler Cos

REVOLUTION MEDICINES INC C/WTS 17/12/2026 (TO PUR COM)

Revolution Medicines：买入评级得益于强劲的 Daraxon 上市信号以及胰腺癌的潜在上升空间