Revolution Medicines Inc 2024年度报告

Indicate by check mark if the Registrant is not required to file reports pursuant to Section 13 or 15(d) of the Act. YesNo months (or for such shorter period that the Registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. YesNo Indicate by check mark whether the Registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T (§232.405of this chapter) during the preceding 12 months (or for such shorter period that the Registrant was required to submit such files). YesNo Large accelerated filerNon-accelerated filer If an emerging growth company, indicate by check mark if the Registrant has elected not to use the extended transition period for complying with any new or revised financialaccounting standards provided pursuant to Section 13(a) of the Exchange Act. Indicate by check mark whether the Registrant has filed a report on and attestation to its management’s assessment of the effectiveness of its internal control over financialreporting under Section 404(b) of the Sarbanes-Oxley Act (15 U.S.C. 7262(b)) by the registered public accounting firm that prepared or issued its audit report. Indicate by check mark whether any of those error corrections are restatements that required a recovery analysis of incentive-based compensation received by any of theRegistrant’s executive officers during the relevant recovery period pursuant to §240.10D-1(b). Indicate by check mark whether the Registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). YesNo The aggregate market value of the common stock held by non-affiliates of the Registrant as of June 30, 2024 (the last business day of the Registrant’s most recently completedsecond fiscal quarter) was approximately $6.5 billion, based on the closing price of the Registrant’s common stock, as reported by the Nasdaq Global Select Market on June 30,2024 of $38.81 per share. The number of shares of the Registrant’s Common Stock outstanding on the Nasdaq Global Select Market as of February 21, 2025 was 185,913,326 (excluding 2,173,917 sharesunderlying pre-funded warrants). DOCUMENTS INCORPORATED BY REFERENCE Portions of the Registrant’s definitive Proxy Statement relating to the Registrant’s 2025 Annual Meeting of Stockholders are incorporated herein by reference in Part III of thisAnnual Report on Form 10-K to the extent stated herein. The proxy statement will be filed with the Securities and Exchange Commission within 120 days of the Registrant’s fiscalyear ended December 31, 2024. Table of Contents PART IItem 1. BusinessItem 1A.Risk FactorsItem 1B.Unresolved Staff CommentsItem 1C.CybersecurityItem 2.PropertiesItem 3.Legal ProceedingsItem 4.Mine Safety Disclosures PART II Item 5.Market for Registrant’s Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities87Item 6.[Reserved.]88Item 7.Management’s Discussion and Analysis of Financial Condition and Results of Operations89Item 7A.Quantitative and Qualitative Disclosures About Market Risk100Item 8.Financial Statements and Supplementary Data101Item 9.Changes in and Disagreements With Accountants on Accounting and Financial Disclosure131Item 9A.Controls and Procedures131Item 9B.Other Information131Item 9C.Disclosure Regarding Foreign Jurisdictions that Prevent Inspections132 PART IIIItem 10. Directors, Executive Officers and Corporate Governance133Item 11.Executive Compensation133Item 12.Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters133Item 13.Certain Relationships and Related Transactions, and Director Independence133Item 14.Principal Accounting Fees and Services133 PART IVItem 15. Exhibits, Financial Statement Schedules134Item 16.Form 10-K Summary137Signatures138 SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS This Annual Report on Form 10-K contains forward-looking statements concerning our business, operations and financialperformance and condition, as well as our plans, objectives and expectations for our business, operations and financial performanceand condition. Any statements contained herein that are not statements of historical facts may be deemed to be forward-lookingstatements. These statements involve known and unknown risks, uncertainties and other important factors that are in some casesbeyond our control and may cause our actual results, performance or achievements to be materially different from any future results,performance or achievements expressed or implied by the forward-looking statements. In some cases, you can identify forward-looking statements by terminology such as “aim,” “anticipate,” “assume,” “believe,”“contemplate,” “continue,” “could,” “due,” “estimate,” “expect,” “goal,” “intend,” “may,” “objective,” “plan,” “predict,” “potential,”“positioned,” “seek,” “should,” “target,” “will,” “would,” and other similar expressions that are pr