Clinical ChallengesResistance mutations were observed in a significant percentage of patients post-daraxonrasib monotherapy, raising concerns about durability.
Financial PerformanceRVMD 3Q25 EPS at -$1.61 was ~13% lower than consensus of -$1.42 based on higher than expected R&D and SG&A expenses.
Operational ComplexityThe complexity of the Phase 3 development story for RVMD, especially with the initiation of a three-arm study, poses challenges.