Verastem, Inc. (VSTM)

Several events have influenced Verastem's stock price over the past six months. Preliminary Q4 and full-year 2025 revenue exceeded estimates, driven by sales of AVMAPKI™ FAKZYNJA™ CO-PACK, prompting a stock rally. Q3 2025 earnings showed net product revenue of $11.2 million but a non-GAAP adjusted net loss of $39.4 million, causing shares to drop. An update on the RAMP 203 Phase 1/2 clinical trial was provided, and a setback in the RAMP-203 trial led to analyst rating downgrades. Verastem announced inducement grants under Nasdaq Listing Rule 5635(c)(4). The company reported a cash position of $205 million as of December 31, 2025, with a pro-forma year-end total of $234 million, expected to provide a cash runway into the first half of 2027. Brokerages have given Verastem an average recommendation of "Moderate Buy," with an average 1-year price objective of $15.83.

There is no indication of significant demand seasonality for Verastem's products and services, as cancer treatment is generally not subject to seasonal fluctuations.

Verastem Oncology is a biopharmaceutical company focused on developing and commercializing novel medicines for RAS/MAPK pathway-driven cancers. Their pipeline includes small molecule drugs that inhibit critical signaling pathways in cancer, such as RAF/MEK inhibition, FAK inhibition, and KRAS G12D inhibition. AVMAPKI™ FAKZYNJA™ CO-PACK, a combination of avutometinib and defactinib, received U.S. FDA accelerated approval in May 2025 for adult patients with KRAS-mutated recurrent low-grade serous ovarian cancer (LGSOC). Other clinical trials are ongoing for VS-6766 (avutometinib), Defactinib, RAMP 201, RAMP 202, RAMP 203, RAMP 301 and VS-7375 (also known as GFH375).

Verastem, Inc. is headquartered in Needham, Massachusetts, United States. They market AVMAPKI™ FAKZYNJA™ CO-PACK in the U.S. Verastem holds development and commercialization rights for VS-7375 outside of mainland China, Hong Kong, Macau, and Taiwan through a collaboration with GenFleet Therapeutics.

Verastem's brand reputation has been shaped by its progress in cancer therapy development and commercialization. The FDA approval of AVMAPKI™ FAKZYNJA™ CO-PACK was a major positive event, establishing Verastem as a commercial-stage company. The company generally holds a "Moderate Buy" consensus rating from brokerages, indicating growing confidence. A setback in the RAMP-203 Phase 1/2 trial led to a downgrade in some analyst ratings. Strategic financial management has provided a cash runway into the first half of 2027.

Verastem, Inc. has 209 institutional owners and shareholders holding a total of 64,181,983 shares. Major institutional owners include Rtw Investments, Lp, Vanguard Group Inc, Balyasny Asset Management Llc, Logos Global Management LP, Point72 Asset Management, L.P., BlackRock, Inc., Stonepine Capital Management, LLC, Vivo Capital, LLC, Foresite Capital Management VI LLC and State Street Corp.