Revolution Medicines, Inc. (NASDAQ:RVMD) Q4 2022 Earnings Call Transcript

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Mark Goldsmith: Higher than 120, I think, is what we shared today. We’ll give you that information. It’s not 10 miles away. But I think we’d rather give that to you in the context of showing PK curves and by then, we’ll have more information. It just seems potentially misleading to sort of give you a projection that’s not showing you the data to go with it. So I think we’ll stay with where we are.

Marc Frahm: Okay. That’s very helpful. And then I completely understand your points in your prepared remarks about it’s pretty early €“ it’s too early to be talking about specific response rates and efficacy in individual tumor types or genotypes. Do you think you’ll be in a position to start saying that for some tumor types and genotypes in the middle of the year at that update?

Mark Goldsmith: We hope so. I mean that’s the ambition, that’s the hope. Of course, it’s a matter of opinion. But adjusting 10 out of 12 patients at 40 milligrams above showing some degree of tumor volume reduction with some clear evidence that more time on drug gives you a greater chance that actually hitting up your threshold is quite encouraging. But I just €“ it’s hard to say. And I feel like anything we say here probably will not be rewarded with anything positive. So in the spirit of don’t break in it €“ not to break in to jail, I think we’ll just stay with where we are.

Marc Frahm: Okay. Fair enough. Thank you, and congrats again.

Operator: Our next question comes from Eric Joseph with JPMorgan. Your line is now open.

Eric Joseph: Hi, good evening. Thanks for taking the questions. On the 20-milligram cohort with it being larger than the others, I just want to confirm that that’s a result of backfilling and that there wasn’t necessarily some kind of a safety event that triggered further expansion of that cohort? And then maybe just secondly, can you just sort of state where you are right now in terms of further enrollment of the 120-milligram cohort? And if you look €“ if you do, in fact, proceed through further dose escalation, would you kind of move through 40-milligram increments as well?

Mark Goldsmith: So Steve, I guess the first question

Steve Kelsey: Eric, it’s a combination of two things. One is there were a few patients that were backfilled after the escalation to 40 milligram. But we also built in a food effect study at that dose level, and so six of the patients were in a food effect study. We don’t have the results yet from the food effect study, but the patients have been enrolled at that dose level and have been evaluated for safety, which is why the denominator for that dose level is somewhat larger. The 100-milligram dose level is fully enrolled, and it will read out. We’ll know shortly whether or not we can dose-escalate to the next dose level. And that dose level, by the way, is determined by conversation between us as the sponsor and the investigators. So I’m not really in a position at the moment to tell you what that dose level will be. But it will be some sort of similar increment, 160 or 180, something in that range.

Eric Joseph: Okay. Got it. And I guess, if we’re just trying to prepare ourselves for the scope of the readout that you’re planning for mid-year, I guess, any sort of rough guidance in terms of additional patients you would expect to have accrued to the trial? And I guess, additional follow-up that you’d want to have for the evaluable patients that you’re describing here today?

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