This pancreatic cancer treatment is on track for ‘one of the best drug launches of all time’
Published . Updated .
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Revolution Medicines’ brand-new treatment brought in far higher sales than expected in its first few weeks on the market.
Directly affected
- RVMD Revolution Medicines
Named in this report.
Indirectly affected
- XLV Health Care Select Sector SPDR
Health Care Select Sector SPDR: it holds drugmakers and health companies. Linked by “drug” (pharma and health) in this story.
- XBI SPDR S&P Biotech ETF
SPDR S&P Biotech ETF: it holds drugmakers and health companies. Linked by “drug” (pharma and health) in this story.
- LLY Eli Lilly and+19.9% 30d
Eli Lilly and (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “drug” (pharma and health) in this story.
- JNJ Johnson & Johnson+1.9% 30d
Johnson & Johnson (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “drug” (pharma and health) in this story.
- PFE Pfizer+7.3% 30d
Pfizer (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “drug” (pharma and health) in this story.
- MRK Merck+5.9% 19d
Merck (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “drug” (pharma and health) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| RVMD | -4.55% | -5.69% | base | -7.26% | after close | after close | after close |
| XLV | -2.96% | -2.66% | base | +0.85% | after close | after close | after close |
| XBI | -0.81% | -4.43% | base | -3.86% | after close | after close | after close |
| LLY | -3.15% | -0.45% | base | +1.47% | after close | after close | after close |
| JNJ | -0.43% | -2.09% | base | +1.83% | after close | after close | after close |
| PFE | -2.73% | -0.26% | base | +1.72% | after close | after close | after close |
| MRK | -2.69% | -1.28% | base | +1.69% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Revolution Medicines’ brand-new treatment brought in far higher sales than expected in its first few weeks on the market.
Source: MarketWatch
This story
| Company | When | Move | Status |
|---|---|---|---|
| JNJ | that day | +1.83% | still updating |
| JNJ | three days earlier | -2.09% | final price |
| JNJ | five days earlier | -0.43% | final price |
| LLY | that day | +1.47% | still updating |
| LLY | three days earlier | -0.45% | final price |
| LLY | five days earlier | -3.15% | final price |
| MRK | that day | +1.69% | still updating |
| MRK | three days earlier | -1.28% | final price |
| MRK | five days earlier | -2.69% | final price |
| PFE | that day | +1.72% | still updating |
| PFE | three days earlier | -0.26% | final price |
| PFE | five days earlier | -2.73% | final price |
| RVMD | that day | -7.26% | still updating |
| RVMD | three days earlier | -5.69% | final price |
| RVMD | five days earlier | -4.55% | final price |
| XBI | that day | -3.86% | still updating |
| XBI | three days earlier | -4.43% | final price |
| XBI | five days earlier | -0.81% | final price |
| XLV | that day | +0.85% | still updating |
| XLV | three days earlier | -2.66% | final price |
| XLV | five days earlier | -2.96% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna bought Eli Lilly (LLY) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 62 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Thomas H. Kean Jr sold Johnson & Johnson (JNJ), worth $1,001 - $15,000 on 30 Sep 2026. That is 36 days before publication. Filed 30 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Johnson & Johnson (JNJ) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 41 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Lloyd Doggett bought Johnson & Johnson (JNJ), worth $1,001 - $15,000 on 8 Sep 2026. That is 58 days before publication. Filed 5 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Pfizer (PFE) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 62 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Pfizer (PFE), worth $100,001 - $250,000 on 21 Aug 2026. That is 76 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Merck (MRK), worth $1,001 - $15,000 on 24 Sep 2026. That is 42 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Merck (MRK), worth $15,001 - $50,000 on 19 Aug 2026. That is 78 days before publication. Filed 9 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100Price not final
“This pancreatic cancer treatment is on track for ‘one of the best drug launches of all time’” scores 12 out of 100. The score uses 1 sources. The price is not final yet.