LifeSci Capital analyst Charles Zhu maintained a Buy rating on Revolution Medicines today and set a price target of $104.00.
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Charles Zhu has given his Buy rating due to a combination of factors that highlight Revolution Medicines’ strategic positioning and potential in the competitive landscape of pancreatic cancer treatment. Zhu notes that while a competitor, GenFleet, has initiated a Phase 3 study for their KRAS G12D inhibitor, it is unlikely to significantly impact Revolution Medicines’ zoldonrasib, which is poised to enter its own Phase 3 trial in the first half of 2026.
Zhu emphasizes that Revolution Medicines has the flexibility to explore different combination therapies, such as zoldonrasib with FOLFIRINOX, which could provide a competitive edge. Additionally, the unique strategic option of combining G12D with RAS(ON)-multi remains a distinctive advantage for Revolution Medicines. Feedback from gastrointestinal oncologists also underscores the importance of safety, where Revolution Medicines’ approach may offer benefits over competitors. These factors collectively support Zhu’s positive outlook on Revolution Medicines’ stock.