Revolution Medicines Management

How has Mark Goldsmith's remuneration changed compared to Revolution Medicines's earnings?
Date	Total Compensation	Salary	Company Earnings
Sep 30 2024	n/a	n/a	-US$567m
Jun 30 2024	n/a	n/a	-US$519m
Mar 31 2024	n/a	n/a	-US$484m
Dec 31 2023	US$10m	US$631k	-US$436m
Sep 30 2023	n/a	n/a	-US$331m
Jun 30 2023	n/a	n/a	-US$296m
Mar 31 2023	n/a	n/a	-US$259m
Dec 31 2022	US$7m	US$607k	-US$249m
Sep 30 2022	n/a	n/a	-US$245m
Jun 30 2022	n/a	n/a	-US$224m
Mar 31 2022	n/a	n/a	-US$208m
Dec 31 2021	US$8m	US$581k	-US$187m
Sep 30 2021	n/a	n/a	-US$169m
Jun 30 2021	n/a	n/a	-US$143m
Mar 31 2021	n/a	n/a	-US$126m
Dec 31 2020	US$2m	US$554k	-US$110m
Sep 30 2020	n/a	n/a	-US$95m
Jun 30 2020	n/a	n/a	-US$85m
Mar 31 2020	n/a	n/a	-US$71m
Dec 31 2019	US$5m	US$504k	-US$62m
Sep 30 2019	n/a	n/a	-US$57m
Dec 31 2018	US$1m	US$490k	-US$49m

Compensation vs Market: Mark's total compensation ($USD10.41M) is about average for companies of similar size in the US market ($USD12.73M).

Compensation vs Earnings: Mark's compensation has increased whilst the company is unprofitable.

CEO

Mark Goldsmith (62 yo)

10yrs

Tenure

US$10,411,247

Compensation

Dr. Mark A. Goldsmith, M.D., Ph.D. is the Chief Executive Officer, President and Director of Revolution Medicines, Inc. since November 2014 and serves as its Chairman. Dr. Goldsmith served as a Venture Par...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Mark Goldsmith	CEO, President & Chairman	10yrs	US$10.41m	0.39% $ 37.4m
Jack Anders	Chief Financial Officer	6.3yrs	US$3.05m	0.029% $ 2.8m
Margaret Horn	Chief Operating Officer	6.1yrs	US$4.39m	0.033% $ 3.1m
Stephen Kelsey	President of Research & Development	7.7yrs	US$4.39m	0.11% $ 10.2m
Xiaolin Wang	Executive Vice President of Development	6.7yrs	US$3.23m	0.015% $ 1.5m
Martin Burke	Co-Founder & Chairman of Scientific Advisory Board	no data	no data	no data
Michael Fischbach	Academic Co-Founder & Member of Scientific Advisory Board	no data	no data	no data
Kevan Shokat	Academic Co-Founder & Member of Scientific Advisory Board	7.9yrs	no data	no data
Walter Reiher	Chief Information Officer	no data	no data	no data
Jan Smith	Chief Scientific Officer	1.3yrs	no data	no data
Erin Graves	Senior Director of Corporate Communications & Investor Relations	no data	no data	no data
Jeff Cislini	Senior VP	2.2yrs	no data	0.0032% $ 309.1k

6.5yrs

Average Tenure

53yo

Average Age

Experienced Management: RVMD's management team is seasoned and experienced (6.5 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Mark Goldsmith	CEO, President & Chairman	10yrs	US$10.41m	0.39% $ 37.4m
Martin Burke	Co-Founder & Chairman of Scientific Advisory Board	no data	no data	no data
Michael Fischbach	Academic Co-Founder & Member of Scientific Advisory Board	8.4yrs	no data	no data
Kevan Shokat	Academic Co-Founder & Member of Scientific Advisory Board	7.9yrs	no data	no data
Julian Adams	Senior Advisor & Member of Scientific Advisory Board	7.9yrs	no data	no data
Alexis Borisy	Lead Independent Director	10yrs	US$510.63k	1.39% $ 133.1m
Eric Gordon	Senior Advisor & Member of Scientific Advisory Board	8.4yrs	no data	no data
John Kuriyan	Senior Advisor & Member of Scientific Advisory Board	7.9yrs	no data	no data
Lorence Kim	Independent Director	2.3yrs	US$489.99k	0.036% $ 3.5m
Thilo Schroeder	Independent Director	6.7yrs	no data	no data
Elizabeth Anderson	Independent Director	9.7yrs	US$483.78k	0.025% $ 2.4m
Trever Bivona	Senior Advisor & Member of Scientific Advisory Board	7.9yrs	no data	no data

7.9yrs

Average Tenure

52yo

Average Age

Experienced Board: RVMD's board of directors are considered experienced (7.9 years average tenure).

Revolution Medicines Management

Management criteria checks 3/4

Key information

Recent management updates

President of Research & Development exercised options and sold US$909k worth of stock

CEO, President & Chairman exercised options and sold US$3.1m worth of stock

CEO, President & Chairman recently sold US$550k worth of stock

CEO, President & Chairman notifies of intention to sell stock

Chief Operating Officer notifies of intention to sell stock

CEO, President & Chairman notifies of intention to sell stock

Recent updates

President of Research & Development exercised options and sold US$909k worth of stock

CEO, President & Chairman exercised options and sold US$3.1m worth of stock

CEO, President & Chairman recently sold US$550k worth of stock

Consensus revenue estimates decrease by 57%

CEO, President & Chairman notifies of intention to sell stock

Revolution Medicines, Inc. to Report Q3, 2024 Results on Nov 06, 2024

Chief Operating Officer notifies of intention to sell stock

CEO, President & Chairman notifies of intention to sell stock

Calculating The Intrinsic Value Of Revolution Medicines, Inc. (NASDAQ:RVMD)

President of Research & Development notifies of intention to sell stock

President of Research & Development notifies of intention to sell stock

Consensus revenue estimates fall by 76%

First half 2024 earnings released: US$1.51 loss per share (vs US$1.64 loss in 1H 2023)

Revolution Medicines, Inc. has filed a Follow-on Equity Offering in the amount of $500 million.

CEO, President & Chairman notifies of intention to sell stock

Revolution Medicines, Inc. to Report Q2, 2024 Results on Aug 07, 2024

Revolution Medicines, Inc. Provides Earnings Guidance for the Year Ended December 31, 2024

CEO, President & Chairman notifies of intention to sell stock

Revolution Medicines, Inc. Announces Publication Demonstrating Robust Anti-Tumor Activity of Ras(On) Inhibitors in Preclinical Models of Refractory Kras-Mutated Non-Small Cell Lung Cancer

Now 31% overvalued after recent price rise

CEO, President & Chairman notifies of intention to sell stock

This Is Why Revolution Medicines, Inc.'s (NASDAQ:RVMD) CEO Compensation Looks Appropriate

Revolution Medicines: On Hold Pending A Lower Entry Point

Consensus revenue estimates decrease by 52%, EPS upgraded

Price target increased by 7.8% to US$44.82

Revolution Medicines, Inc. Reiterates Earnings Guidance for the Full Year 2024

First quarter 2024 earnings released: US$0.70 loss per share (vs US$0.72 loss in 1Q 2023)

Chief Financial Officer notifies of intention to sell stock

Revolution Medicines, Inc. to Report Q1, 2024 Results on May 08, 2024

Revolution Medicines, Inc., Annual General Meeting, Jun 20, 2024

Price target increased by 7.1% to US$41.58

Revolution Medicines: An Expensive Shot At A Massive Market Opportunity

Price target increased by 7.7% to US$39.83

Chief Operating Officer notifies of intention to sell stock

Revolution Medicines, Inc. has filed a Follow-on Equity Offering in the amount of $124.825544 million.

Consensus revenue estimates fall by 92%

Revolution Medicines, Inc. Provides Earnings Guidance for Full Year 2024

Full year 2023 earnings: EPS and revenues miss analyst expectations

New major risk - Revenue and earnings growth

Revolution Medicines, Inc. to Report Q4, 2023 Results on Feb 26, 2024

Revolution Medicines Is Hard To Understand

President of Research & Development notifies of intention to sell stock

New major risk - Shareholder dilution

Price target decreased by 7.0% to US$34.14

Consensus revenue estimates decrease by 31%

Revolution Medicines, Inc. (NasdaqGS:RVMD) completed the acquisition of EQRx, Inc. (NasdaqGM:EQRX) from a group of shareholders.

Revolution Medicines, Inc. (NasdaqGS:RVMD) completed the acquisition of EQRx, Inc. (NasdaqGM:EQRX) from a group of shareholders.

Third quarter 2023 earnings released: US$0.99 loss per share (vs US$0.87 loss in 3Q 2022)

Revolution Medicines, Inc. to Report Q3, 2023 Results on Nov 06, 2023

Revolution Medicines, Inc. Presents Promising Clinical Activity and Safety Data from Phase 1/1b Trial of RMC-6236

New major risk - Revenue and earnings growth

Price target increased by 7.9% to US$37.14

Revolution Medicines, Inc. Provides Pipeline Updates

New minor risk - Share price stability

President of Research & Development notifies of intention to sell stock

Revolution Medicines Doses First Patient in Phase 1/1b Clinical Trial of RMC-9805, an Oral, Covalent, Mutant-Selective KRASG12D(ON) Inhibitor

Revolution Medicines, Inc. Resigns Eric T. Schmidt as Board of Directors

CEO, President & Chairman notifies of intention to sell stock

Consensus revenue estimates increase by 15%, EPS downgraded

Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Revolution Medicines, Inc. Reiterates Earnings Guidance for the Full Year 2023

Here's Why We're Not Too Worried About Revolution Medicines' (NASDAQ:RVMD) Cash Burn Situation

Revolution Medicines, Inc. to Report Q2, 2023 Results on Aug 08, 2023

President of Research & Development notifies of intention to sell stock

Revolution Medicines, Inc. (NasdaqGS:RVMD) entered into a definitive agreement to acquire EQRx, Inc. (NasdaqGM:EQRX) from a group of shareholders.

Price target increased by 9.4% to US$34.29

Revolution Medicines, Inc.(NasdaqGS:RVMD) dropped from Russell Small Cap Comp Value Index

Consensus revenue estimates decrease by 25%

Some Analysts Just Cut Their Revolution Medicines, Inc. (NASDAQ:RVMD) Estimates