Verastem, Inc. (VSTM)

Verastem's stock was downgraded in October 2025 due to high operational costs and a rapid rise in share price. In February 2026, the company provided preliminary unaudited fourth-quarter and full-year 2025 revenue and business updates. In March 2026, Verastem reported its Q4 2025 earnings, with an EPS of -$0.50, missing analysts' estimates. In April 2026, Verastem announced positive two-year follow-up data from its Phase 2 RAMP 201 clinical trial. The stock price as of April 7, 2026, was $5.45 per share, representing an increase of 17.33% over the period from April 8, 2025.

There is no information available to suggest demand seasonality for Verastem, Inc.'s products and services. Demand is primarily driven by medical need and disease prevalence.

Verastem, Inc., also known as Verastem Oncology, is a biopharmaceutical company focused on developing and commercializing medicines for RAS/MAPK pathway-driven cancers. Their primary product is AVMAPKI FAKZYNJA CO-PACK, approved in the U.S. for adult patients with KRAS-mutated recurrent low-grade serous ovarian cancer (LGSOC) who have received prior systemic therapy. The company's pipeline includes VS-7375, an oral KRAS G12D inhibitor, and defactinib, a FAK and PYK2 inhibitor being evaluated for various solid tumors.

Verastem, Inc. is headquartered in Needham, Massachusetts, and is incorporated in Delaware. The company markets AVMAPKI FAKZYNJA CO-PACK in the United States and is pursuing regulatory pathways for potential expansion into European and Japanese markets.

Verastem's brand reputation has been positively influenced by the FDA approval of AVMAPKI FAKZYNJA CO-PACK and positive data from the RAMP 201 trial. Analyst ratings generally reflect a positive outlook, with a consensus rating of "Moderate Buy". However, the company has a low GF Score™ and missed Q4 2025 EPS estimates, which could negatively affect investor sentiment. The focus on developing and commercializing medicines for RAS/MAPK pathway-driven cancers contributes to a strong scientific and medical reputation.

Approximately 61.17% of Verastem's stock is owned by Institutional Investors, 1.17% by Insiders, and 37.66% by Public Companies and Individual Investors. Major institutional owners include RTW Investments, LP, Deep Track Capital, LP, BlackRock, Inc., Vanguard Group Inc, Polar Capital Holdings Plc, Armistice Capital, LLC, State Street Corp, Balyasny Asset Management Llc, Foresite Capital Management VI LLC, and Stonepine Capital Management, LLC.