Ticker brief
RVMD REVOLUTION MEDICINES INC
Consumer, Non-cyclical · Biotechnology
last close
$186.99
1 day
-0.4%
14 days
-1.5%
mkt cap
$40.2B
signals 14d
34
authors 14d
13
crowd 14d
-2.8σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 62% mid · 70 pctile own 1y | IV/HV 1.26× |
| Skew — 25Δ RR 30d | +0.034 88 pctile own 1y | calls bid vs puts (call skew rich) |
| Net dealer OI (NDOI) | +1.53 elevated | 5-session Δ +0.36 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-04-15 (z=2.9) |
| Next earnings | 2026-11-04 (proj) | in 9d |
| CSP screen | rank #192 · $174.1 strike · 0.99% prem | on the CSP screen (2026-10-23) |
Sentiment — last 14 days
daily mean sentiment, 2026-10-05 → 2026-10-15 · now +0.10 (−1 bearish … +1 bullish)
Who spoke13
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @bioinvestor24 | A | -0.87 | 10 | -0.16 |
| @Biotech2k1 | A | +1.11 | 7 | -0.47 |
| @semodough | C | -1.06 | 3 | +0.00 |
| @BiopharmIQ | B | · | 2 | +0.10 |
| @RevShark | B | +1.92 | 2 | -0.08 |
| @adamfeuerstein | A | -1.03 | 2 | +0.22 |
| @zohmbastic | C | -2.94 | 2 | +0.40 |
| @BioStocks | C | -1.77 | 1 | +0.15 |
| @CHItrader | B | -0.22 | 1 | +0.40 |
| @USAnt_IDEA | C | -0.64 | 1 | +0.30 |
| @Tickeron | C | +1.53 | 1 | -0.50 |
| @AnthonySandford | C | · | 1 | +0.00 |
| @OzmosiHealth | C | · | 1 | +0.35 |
Recent signals30of 34 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-15 | @bioinvestor24 | -0.15 | Compares oncology response and toxicity data, praising VSTM efficacy while flagging vomiting and liver-enzyme risks. | -1.2% | tweet ↗ |
| 2026-10-15 | @OzmosiHealth | +0.35 | RASONQUE received a positive CHMP opinion recommending EU marketing authorization. | -1.2% | tweet ↗ |
| 2026-10-15 | @bioinvestor24 | +0.10 | Compares upcoming pan-RAS datasets and says response durability will determine competitive positioning. | -1.2% | tweet ↗ |
| 2026-10-13 | @Biotech2k1 | -0.65 | Labels the named biotech stocks as bubble names and excludes them from bargains. | -0.8% | tweet ↗ |
| 2026-10-12 | @Biotech2k1 | -0.55 | Mocks RVMD's valuation above a $40B market capitalization. | -3.6% | tweet ↗ |
| 2026-10-11 | @bioinvestor24 | -0.30 | Contrasts RVMD's mutation limitations with a potentially complementary ERAS inhibitor combination. | -1.5% | tweet ↗ |
| 2026-10-10 | @bioinvestor24 | -0.35 | Says Moderna may improve pancreatic-cancer outcomes while noting patients on RVMD's drug still relapse. | -1.5% | tweet ↗ |
| 2026-10-10 | @bioinvestor24 | -0.75 | Sees cracks in RVMD's thesis versus ERAS while contrasting Nvidia's product lead with AMD. | -1.5% | tweet ↗ |
| 2026-10-10 | @bioinvestor24 | -0.45 | Doubts Pfizer or the other referenced buyer retains capacity to acquire RVMD after Bourla ruled out M&A. | -1.5% | tweet ↗ |
| 2026-10-09 | @semodough | +0.00 | Reports BofA's 2026 revenue estimate of $355M, heavily dependent on Q4 after $53M Q3 sales. | -1.5% | tweet ↗ |
| 2026-10-09 | @semodough | +0.00 | Views BofA's TGTX preview as unusually balanced and notes a clean Phase 3 could improve its stance. | -1.5% | tweet ↗ |
| 2026-10-09 | @bioinvestor24 | +0.25 | Dismisses lack-of-power concerns because the RVMD sample size was adequate. | -1.5% | tweet ↗ |
| 2026-10-09 | @Biotech2k1 | -0.70 | Argues INSM is attractive at 7.59x forward revenue versus RVMD at 32.5x. | -1.5% | tweet ↗ |
| 2026-10-08 | @Biotech2k1 | +0.10 | Quantifies broad biotech drawdowns and says three stocks are supporting the index. | -0.6% | tweet ↗ |
| 2026-10-08 | @zohmbastic | +0.40 | Truist reiterated Buy and a $240 target, calling the RVMD selloff a buying opportunity. | -0.6% | tweet ↗ |
| 2026-10-08 | @zohmbastic | +0.40 | RBC maintained Outperform and a $259 target, viewing RVMD weakness as an overreaction. | -0.6% | tweet ↗ |
| 2026-10-08 | @adamfeuerstein | +0.65 | Calls RVMD the best and most advanced G12D program. | -0.6% | tweet ↗ |
| 2026-10-08 | @bioinvestor24 | +0.00 | Says strong ERAS data versus RVMD's 24% response rate could cause a massive rerating. | -0.6% | tweet ↗ |
| 2026-10-08 | @adamfeuerstein | -0.20 | Mocks unusually aggressive sell-side defenses of RVMD. | -0.6% | tweet ↗ |
| 2026-10-08 | @bioinvestor24 | -0.20 | Speculates ERAS has strong data or M&A interest and predicts multiple-fold upside. | -0.6% | tweet ↗ |
| 2026-10-08 | @Biotech2k1 | -0.35 | Uses RVMD's zero-sales valuation as an unfavorable comparison to another company. | -0.6% | tweet ↗ |
| 2026-10-08 | @AnthonySandford | +0.00 | Lists the largest $10M-plus dark-pool prints and cautions they are levels, not automatic directions. | -0.6% | tweet ↗ |
| 2026-10-08 | @Tickeron | -0.50 | RVMD fell 6.15% amid profit-taking, valuation concerns and insider sales. | -0.6% | tweet ↗ |
| 2026-10-07 | @bioinvestor24 | +0.20 | Argues VKTX's efficacy and pricing could drive explosive revenue and strategic interest from Lilly. | -6.9% | tweet ↗ |
| 2026-10-07 | @Biotech2k1 | -0.70 | Calls RVMD's $45B market capitalization evidence of absurd biotech valuation. | -6.9% | tweet ↗ |
| 2026-10-07 | @USAnt_IDEA | +0.30 | Portrays Alphabet as a diversified technology holding company with valuable strategic stakes. | -6.9% | tweet ↗ |
| 2026-10-06 | @RevShark | +0.40 | Sees opportunity in biotech names amid ETF-driven selling and suggests building a stock-picking list. | -6.4% | tweet ↗ |
| 2026-10-06 | @RevShark | -0.55 | Reports widespread biotech breakdowns across IBB and several constituent names. | -6.4% | tweet ↗ |
| 2026-10-06 | @semodough | +0.00 | Sees PCVX as a rare biotech asset with $8–10B revenue potential while acknowledging execution remains. | -6.4% | tweet ↗ |
| 2026-10-05 | @Biotech2k1 | -0.45 | Calls RVMD and MRNA substantially overvalued relative to an unnamed company. | -10.0% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.