Verastem, Inc. (VSTM)

Verastem's stock price has increased by 153.09% between November 26, 2024, and November 25, 2025, and by 172.70% over the last year. In May 2025, the FDA granted accelerated approval of AVMAPKI FAKZYNJA CO-PACK, marking the company's transition to a commercial-stage entity. In June 2025, a Phase 1/2a clinical trial for VS-7375 was initiated in the U.S. In November 2025, the company announced and priced a $90 million public offering of common stock and pre-funded warrants. The company reported $11.2 million in net product revenue for the third quarter of 2025, with total operating expenses of $52.0 million, and ended the quarter with $137.7 million in cash, cash equivalents, and investments. Following the FDA's acceptance of its New Drug Application (NDA) and granting of Priority Review, analysts upgraded price targets.

There is no specific information available indicating demand seasonality for Verastem, Inc.'s products or services. Demand for its cancer treatments is typically driven by disease prevalence, treatment guidelines, and physician prescriptions rather than seasonal patterns.

Verastem, Inc., also known as Verastem Oncology, is an American biopharmaceutical company focused on discovering, developing, and commercializing targeted cancer therapies, particularly those related to the RAS/MAPK signaling pathway. The company's first commercial product, AVMAPKI FAKZYNJA CO-PACK, received FDA accelerated approval in May 2025 for the treatment of KRAS-mutated recurrent low-grade serous ovarian cancer (LGSOC). Avutometinib, an orally available small molecule RAF/MEK clamp, is being investigated in clinical studies for various solid tumors. Defactinib, an oral small molecule inhibitor of FAK, is also being investigated for various solid tumors and often studied in combination with Avutometinib. VS-7375 (GFH375), a potential best-in-class, potent, and selective oral KRAS G12D dual ON/OFF inhibitor, is currently in a Phase 1/2a clinical trial for advanced solid tumors in the U.S.

Verastem, Inc. is headquartered in Needham, Massachusetts, United States. The company has a market presence through strategic partnerships and clinical trial collaborations globally. Commercial sales for AVMAPKI FAKZYNJA CO-PACK began in the United States following FDA approval. Clinical trials for investigational drugs, such as VS-7375, are being conducted in the U.S. and China, with potential for global expansion.

Verastem's brand reputation in the past year has been positively impacted by advancements in its clinical pipeline and regulatory approvals. The FDA's accelerated approval of AVMAPKI FAKZYNJA CO-PACK in May 2025 is a major positive event. The granting of Priority Review and Breakthrough Therapy Designation by the FDA also reflects positively on the company's scientific innovation. The initiation of new clinical trials and positive preclinical data for pipeline candidates like VS-7375 further contribute to a strong scientific and developmental reputation.

Verastem, Inc. has a mixed ownership structure, with institutional investors holding a significant portion. As of November 25, 2025, 228 institutional owners and shareholders hold a total of 62,829,140 shares, with hedge funds controlling approximately 16% of shares. Major institutional owners include Ra Capital Management LP, Ridgeback Capital Investments LP, and RTW Investments, LP. Insiders own under 1% of Verastem, Inc. in their own names, and the general public holds about 15% ownership.