What changed
$RVMD — BUY 📊 | 6 MONTHS THESIS
🎯 Q2 2026 | EPS $-1.90 vs $-1.90 ➖
💡 Consensus views EPS miss as a fundamental weakness, but for a clinical-stage biotech with $344M revenue and high gross margins, EPS is a poor metric. The real driver is pipeline progress.
📉 Reward/risk: 2.48:1
🏢 Business Quality: 8/10 - Deep, RAS-focused oncology platform with multiple shots on goal, strong scientific leadership, validated by partnerships; early commercial stage with accelerating pipeline investments and manageable cash burn.
📊 Valuation: rich on trailing metrics (P/S ~290x) but fair when adjusting for pipeline value.
🔮 Catalyst: Interim Phase 3 data for RMC-6236 in second-line NSCLC (RAS-addicted) expected in Q3 2026
💰 Entry: $162.99, stop $140, target $220
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/RVMD0622