Reddit Posts
Relief rally is on. My system kept me long through the scary week... how are your trades doing?
RVMD Revolution Medicines stock
Saving Millions and Making Millions, now more than ever
The secret OS numbers of DRTS in Pancreatic Cancer
14 APRIL 2026 , WHAT ARE THE BIGGEST WINNERS PRE-MARKET AND WHY ?
Elicio’s Therapeutic Vaccine For Pancreatic Cancer: A Revolution Hidden In Plain Sight?
Revolution Medicines (RVMD) Secures Orphan Drug Status for Cancer Therapy
Insider Trading Weekly Update #030: Billions Into Biotech, Billionaires Buy More Oil | Insider Trading Recap
My Watchlist For 3/29/21 -- Again I am focusing Financial / Utilities / Consumer / and Healthcare Tickers. Use a stop loss or bag hold.
Mentions
There's no reason for the move. Maybe RVMD sympathy
The only issue I see tho is that you have to get a procedure to use DRTS…where RVMD and Moderna is a pill or infusion that doesn’t require a team to perform…ie money can exchange hands quicker. (Don’t hate…I bought more today) Curious on everyone’s thoughts
RVMD!! FDA finally approved their expensive ass drug for pancreatic cancer
It's a phase 3 study about to end. Go look up what happened with RVMD, ABVX, hell even MRNA recently when their phase 3 results ended.
I mean did you look at what RVMD has done
i don't recall they holding so many biotech? I bought RVMD because Google hold them and the return is pretty good, i make take some small position of all the biotech they are holding just to start testing
NGNE, twst, RVMD, FTH I sold all recently
RVMD is already a 40B market cap. What exactly do they have going on that could 10x it in a short period of time?
God I love these threads so much. They are a great reminder that retail has absolutely no idea what they are doing and that we are still so early in the story of Sellas. Any of you follow RVMD here? You’re about to witness the same thing.
RVMD will be green by the end of the day. Get in now.
Bio is definitely moving. Look at year to date charts for RVMD, DRTS and SLS. Flat all year then jump mid April/ mid May a new plateau. Then June 15th all of them climbed fast to where they are now. ABVX chart would have looked the same but for a trial death that was found to be unrelated (see huge, obvious dip I missed :( I'm continuing to buy. DRTSW and RVMDW warrants move with more torque. They're up like 1000% this year. Can't believe no one talks about warrants.
1. Not AI at all. 2. Summit only has one product, Ivonescimab, which is essentially the same as Biontech's Pumitamig, with the slight PD-1/PD-L1 difference I mentioned in my post. That's also why the share prices of Summit Therapeutics and Biontech highly correlate. Biontech has a much cheaper valuation, though. 3. Not true at all. It's always a game of probabilities. Look at Revolution Medicines (NASDAQ: RVMD). They have a market cap of $40 billion USD despite having no revenue.
I don't think this is true. Look at Revolution Medicines (NASDAQ: RVMD). They have a market cap of $40 billion USD despite having no revenue. It's always a game of probabilities. With Biontech's current valuation, the market places zero probability of approval for any of their candidates. Which is arguably completely ridiculous.
$SLS is about to look like $RVMD in 6 months after they post a groundbreaking HR
So are about 25% of the highest valued companies on the market… FRMI $19bn valuation, zero revenue, zero sales… OKLO $18bn valuation, zero revenue, zero sales… AUR $16bn valuation, zero revenue, zero sales… RVMD $32bn valuation, zero revenue, zero sales, have not even passed clinical trials…
Grabbing more $RVMD shares on the good results for their Pancreas cancer treatment
this RVMD pancreatic cancer treatment breakthrough is some of the first good news I’ve heard in a min. let’s go mankind
$RVMD is making moves on its Pancreatic Cancer Drug results
I agree with the concern over non-US patent, but this also isn't a great day for biotech broadly. RVMD has done very well this year in the run up to it, but the boost over the standing ovation over trial results yesterday has already been largely faded.
Standing ovation for RVMD pancreatic drug trial results yesterday at ASCO conference.
The RVMD comp is the one that keeps me up at night honestly. Different mechanism, different patient profile, arguably harder indication — and they're sitting at 1B market cap going into survival data. If the numbers hold up even close to what we've seen so far this feels like it hasn't been priced in at all. This week is going to be something.
Hard not to be bullish on DRTS lately. The consistency across multiple tumor types is seriously impressive. Curious to see how the pancreatic survival data compares to recent RVMD numbers at ASCO.
I've got some IBRX and DRTS, with my eye on RVMD as well. What are your thoughts?
RVMD is currently trading at 48x the value of DRTS by market cap. 32.1B / 668M if you want to do the math. I sincerely hope ALL of these companies win against cancer, but the opportunity in DRTS is so very asymmetric from an investing perspective vs. what it can become. The key is having patience.
RVMD was able to score a 13.2 months Overall Survival rate, which is amazing and I’m rooting for it to succeed! But DRTS has a trial with 20+ months still going on so might be better.
Is this related to RVMD? I was just hearing about their pancreatic cancer treatment
RVMD. I bought at $34 per share in April 2024, it's trading in the $140s and I think has a ways to go. Revolution Medicine has 3 oral RAS inhibitor drugs in the clinical trial space that are doing amazing things for pancreatic and lung cancer.
# Healthcare (7 stocks)Equal-weight: +1.31% |Ticker|Name|Dec 22, 2025|Apr 28, 2026|% Change|JPM Target| |:-|:-|:-|:-|:-|:-| |**BSX**|Boston Scientific Corporation|$96.43|$59.95|\-37.83%|$135.00| |**CVS**|CVS Health|$77.04|$78.36|\+1.71%|$101.00| |**FOLD**|Amicus Therapeutics|$14.21|$14.49|\+1.97%|$19.00| |**LLY**|Eli Lilly & Company|$1074.69|$868.27|\-19.21%|$1150.00| |**RVMD**|Revolution Medicines|$80.58|$131.67|\+63.40%|$92.00| |**TMO**|Thermo Fisher Scientific|$575.13|$468.04|\-18.62%|$675.00| |**XENE**|Xenon Pharmaceuticals|$46.08|$54.26|\+17.75%|$60.00| |**Category Average**|—|—|**+1.31%**|—|
# Healthcare |**Ticker**|**Dec 22, 2025 Price**|**Apr 28, 2026 Price**|**% Change**| |:-|:-|:-|:-| |**RVMD**|$82.10|$135.30|\+64.80%| |**FOLD**|$14.50|$18.20|\+25.52%| |**BSX**|$62.40|$75.10|\+20.35%| |**TMO**|$545.00|$592.40|\+8.70%| |**XENE**|$38.20|$45.60|\+19.37%| |**CVS**|$78.00|$77.94|\-0.08%| |**LLY**|$1,072.89|$868.27|\-19.07%| |**Category Average**|||**+17.08%**|
RVMD is 3-6 months from approval. They will probably file before ASCO. The FDA awarded them a Commissioner’s National Priority Voucher for Daraxonrasib to treat pancreatic cancer, which is a 1-2 month review time. You'll see it used in 1L patients immediately after off label because the survival rate is better than FOLFIRINOX or Gem. Based on the data from tomorrow's presentation, Darax on its own may be as good as Darax + Gem in 1L. Many, many oncologists at AACR are predicting fall approval. The real question is how much approval is baked into the price now. I have zero idea, but the sell off on great news has started.
This is ridiculous but getting medicated for ADHD-C has actually made me a trader that is outperforming S&P 500 rn. Basically, more tolerance for reading dry af documentation and better control over impulse buying = I can invest the money that I'd have spent on my recently paid-off student loans on viable startups. Anyways, I'm only beginning to fund my portfolio but here are some memorable trades from April: EWY: hm, I kinda want semiconductors. Blackrock South Korea ETF has a lot of Samsung and these bankers will manage it for me. And I heard on morning brew/wall st journal podcast/brew markets that SK imports all its energy. Bought 1 share at $126.71 in early April. IONQ: this is a stupid story but an outside recruiter contacted me for an accounting position with them. Being an accountant at a publicly traded startup that bleeds money and is in its infancy is risky, so I decided to pass. But I called up my data scientist auntie for her opinion on quantum computers and decided to buy 2 shares at 31.64 in early March. Then I bought 4 more shares at $44.05 on the day of the Nvidia announcement. Yeah, kinda overspent on this one but whatever. But I'm selling at the first sign of trouble to avoid being like one of those dupes that bought into wirecard. RVMD: bought this one after hearing the promising stage 3 clinical trial results. Should I have bought earlier? Hell no, I'm not a biotech expert, so I need to make sure this is something that actually works and will prob get regulatory approval. A $136.18 well-spent imo. MAIR: we'll see how it goes, but I have 6 shares bought at 31.62. I'm specifically interested in their ability to do clean rooms for biotech and manufacturing, although the data center angle is useful too. AMPX: I'm curious about their newer battery tech and their recent government contracting. The expansion into the chinese EV market is also promising. Anyways, bought 6 shares at $14.75, then gradually increased my stake to 11.725 shares. I suppose a 13.72% return on one stock in like a month is nice. Anyways, my YTD return pre-tax is 6.94%. Truly, the difference that ability to read dry documentation and actually retain the business podcasts I listen to at the gym is a life-changer lmao
This is ridiculous but getting medicated for ADHD-C has actually made me a trader that is outperforming S&P 500 rn. Basically, more tolerance for reading dry af documentation and better control over impulse buying = I can invest the money that I'd have spent on my recently paid-off student loans on viable startups. Anyways, I'm only beginning to fund my portfolio but here are some memorable trades from April: EWY: hm, I kinda want semiconductors. Blackrock South Korea ETF has a lot of Samsung and these bankers will manage it for me. And I heard on morning brew/wall st journal podcast/brew markets that SK imports all its energy. Bought 1 share at $126.71 in early April. IONQ: this is a stupid story but an outside recruiter contacted me for an accounting position with them. Being an accountant at a publicly traded startup that bleeds money and is in its infancy is risky, so I decided to pass. But I called up my data scientist auntie for her opinion on quantum computers and decided to buy 2 shares at 31.64 in early March. Then I bought 4 more shares at $44.05 on the day of the Nvidia announcement. Yeah, kinda overspent on this one but whatever. But I'm selling at the first sign of trouble to avoid being like one of those dupes that bought into wirecard. RVMD: bought this one after hearing the promising stage 3 clinical trial results. Should I have bought earlier? Hell no, I'm not a biotech expert, so I need to make sure this is something that actually works and will prob get regulatory approval. A $136.18 well-spent imo. MAIR: we'll see how it goes, but I have 6 shares bought at 31.62. I'm specifically interested in their ability to do clean rooms for biotech and manufacturing, although the data center angle is useful too. AMPX: I'm curious about their newer battery tech and their recent government contracting. The expansion into the chinese EV market is also promising. Anyways, bought 6 shares at $14.75, then gradually increased my stake to 11.725 shares. I suppose a 13.72% return on one stock in like a month is nice.
Nice quick win! But you're right to dig deeper now. Pharma is tricky because even "breakthrough" news can be years from actual revenue. For RVMD specifically - extending survival by 6 months in pancreatic cancer is actually significant (it's a brutal disease), but you'll want to check what phase trial this was and how far they are from FDA approval. Phase 3 trials can still take 2-3 years before potential approval. The real risk with pharma plays is that 90% of drugs fail somewhere in the pipeline. Before holding long-term, I'd look at their cash runway, other pipeline drugs, and partnership potential. Congrats on timing the news though - that's the hardest part of pharma trading!
Geez RVMD stock offering higher than expected 142
Shout out to RVMD for not just going up 36% and paying for my tee time on Saturday, but also creating a drug that helps save lives from one of the most deadly cancers ever.
Just watched RVMD jump 30+ as I was trying to make an options play lol
There were rumors months ago that Abbvie (and then Merck) were both interested in RVMD and the stock went to around where it is pre-market before nothing materialized and the stock went back towards the $80's/90's. I think the results are clearly very positive - all cancer is bad obviously but pancreatic has one of the worst outlooks/survival rates of all cancers so this having the results it does is meaningful. This was a phase 3 so it's not that long off. I'm not chasing it up 35% this morning, but I am not selling the position I have and if there was a pullback I'd consider adding a bit more as I do think there's a decent chance this eventually actually does get bought.
RVMD, the oncology giant - it’s going to get bought out sooner than later. Seems pretty cheap at 20 B.
In terms of RVMD, you ment that it can double from current prices or that it’s 2x in span of last year?
LQDA - went from 12$ to 45$ in a span of a year. Shkreli had a post about the company on WSB 2 year ago RVMD - oncology drug maker. WSJ was reporting multiple companies including Merck are interested in a buyout. 3x in year. ABVX another biotech buyout target
RVMD is already in Phase III with a pan-KRAS inhibitor.
I’ll go up to 12% portfolio weight on shares if it’s a long hold as an opening position. I got 10% on RVMD as an opener. But I’ve got bigger size elsewhere due to growth. I get sucked into averaging down on options and sometimes it gets too big. Sometimes I can bail out other times I cannot. I can easily drop up to 5% on quick flips. I try hard to avoid earnings plays unless it’s a LT hold. Greed is the killer though because if I just did quick flips of 10% id crush it. But I don’t keep scaling up the size on quick flips
Ah thanks, guess that explains others like RVMD pinned at -19%
if it h it 8 dollars u might make 8.6k ish who knows w hen or if that happens. 20 percent of 30k is 6k i think your better off not yoloing imo. learn how to properly coverd calls and cash secured puts on stocks giving premiums of atleast 5oo to 1k or more weekly or monthly. ofc im using margin but i t ry to make sure im not too greedy so far ive made 7.8k realized profits in the last month off RVMD. shit i could of made a killing had i held pure stocks but i coudnt predict bullish rumors when the stock was at 80
Was just reviewing recent press releases on its pipeline, a lot of very similar position on it as was in the early days of RVMD. Looks like a moderate risk but massive upside if it has a smooth year ahead.
RVMD owns the next gen asset in oncology and already has trials running on its successor which is even better. Merck has a $30b a year asset to protect in Keytruda. Stifel wrote today that $28-30 proposed takeover price for RVMD “may not be enough”. Whoever gets this asset will own the market for years. It’ll pay itself back many times over. You need to buy shares hand over fist
I am reaching crackhead levels of buying in RVMD
Told yall to buy the RVMD dip at 110-1112
Bought LAC. Bought RVMD. Bought NFLX. Bought LULU calls. Lost on COST. Keeping my TGT March calls on.
Alright who got RVMD calls because I only got XBI calls
What's the RVMD play today?
Reuters lied about RVMD. LOL I'm glad I didn't play that. So many people got screwed
I was in RVMD because their preliminary data was incredibly amazing. I'm out now though because I've made enough on it. They are launching next year, there's probably still some run up left, but usually biotech is a ride the hype and then sell the news once data is released. I'll jump back in if the stock pulls back after they release data. Think they will not have much of an issue commercializing if the data holds. Basically game changer in pancreatic cancer.
I’m in the same boat. I don’t want to say my starting point and end point because ppl with send hate mail, but I’m down about 500k from mid October top. My partner and brother in law say hold… think long term. But I don’t think I can keep seeing red every day… It will really depend on Nvidia earnings on Wednesday, that is going to dictate direction. I’m think of selling and rotating into healthcare stocks. The ones I’ve been following have been up 10-25% (Exel, RVMD, GRAL, … so many). Hedgies started rotating to recession proof companies in October but I was late to get on that train. Now I also don’t know what to do. I would read the book “best loser wins”. What I regret is not cutting quickly when my positions showed negative 2 days in a row. You could rotate and make it back, or just love your life and find the next thesis.
Just sitting patiently for my limit sell to trigger so I can get my 4k profit on RVMD
It’ll dip more and I’ll buy that. However, my main investment of >$5000 was moved to RVMD for a 3-4 year play.
I did and now I sold all my shares at $7.75 for a $2k profit. Moved the money to $RVMD. I think they have better sciences in KRAS tbh
Copy pasta from ~ 3:30 Added 519c for friday: @ 0.89 HL 5c for 5/17 @ 0.15 (break even is silly) Order in for RVMD 40c 5/17 @ 1.55 (won't fill, but they are bedmates with AMGN) PFE 29c out to 6/21 may make something. NOT married to them LLY, crazy diamond, you. Still Battleship-Gold-Bonding those with my geriatric ass PACK... you stink. Out to 11/15, 7.5c. If it would just do the thing. KTOS STILL languishes there like a [redacted] in Las Vegas August heat. Monkey business. OH... the FD ARM too.
RVMD more than doubled, letting it ride.
RVMD ready to bounce.
I think it was Amgen announcing a formal name for their KRAS inhibitor, which will directly compete with RVMD's KRAS inhibitor. However, it's a bit strange because Amgen dropped too. Regardless, I think the public is too ignorant to realize that naming a drug doesn't mean it's actually approved.
What tanked RVMD and AVIR? Cannot find any news on either, curious if those are overreactions