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Thursday, December 8, 2022

Revolution Medicines Regains Global Rights To Mid-Stage Cancer Program As Sanofi Ends Collaboration

 

  • Revolution Medicines Inc (NASDAQ: RVMD) announced that Sanofi SA (NASDAQ: SNY) has terminated global SHP2 development and commercialization collaboration.

  • Following termination, Revolution Medicines will regain all global rights granted to Sanofi under the agreement, including decision-making regarding R&D and rights to all commercial proceeds from RMC-4630, an SHP2 inhibitor drug candidate in development for certain RAS-addicted cancers.

  • The companies plan to collaborate to transition Sanofi's rights and obligations related to RMC-4630 back to Revolution Medicines over the first half of 2023.

  • Revolution Medicines is enrolling patients in its global Phase 2 RMC-4630-03 trial assessing RMC-4630 in combination with Amgen Inc's (NASDAQ: AMGN) Lumakras (sotorasib) in non-small cell lung cancer harboring KRASG12C mutation.

  • The company expects to provide topline data from this study in the second half of 2023.

  • With current cash, cash equivalents, and marketable securities, Revolution Medicines expects that it can fund planned operations through 2024.

  • The company is updating its projected FY22 2022 GAAP net loss of $(245)-$(265) million versus $(260)-$(280) million expected previously.

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