Verastem Inc. (VSTM)
Summary
Verastem: A Rare-Disease Launch Is Financing A KRAS G12D Platform
Verastem is evolving from a speculative biotech into a commercially validated precision oncology company, leveraging AVMAPKI FAKZYNJA revenue to fund KRAS G12D programs. VSTM's AVMAPKI FAKZYNJA launch demonstrates strong product-market fit, with $43.7M H1 2026 revenue and growing prescriber adoption in a rare disease market. The October 2026 VS-7375 data update is a pivotal catalyst; positive results could unlock multibillion-dollar KRAS G12D markets in pancreatic, lung, and colorectal cancer.
Verastem Q2 Earnings Call Highlights
Verastem NASDAQ: VSTM reported second-quarter 2026 net product revenue of $25.1 million from sales of its AVMAPKI FAKZYNJA CO-PACK, as the company said increased new patient starts, refills and physician adoption supported a rebound in commercial performance.
Verastem, Inc. (VSTM) Q2 2026 Earnings Call Transcript
Verastem, Inc. (VSTM) Q2 2026 Earnings Call Transcript
Verastem Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 12 | $64 | $70.92 | $6.92 | 10.81% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 222 | $1,206.56 | $1,565.1 | $358.54 | 29.72% |
| NA Nizar Araji National Bank Of Canada /FI/ | 114 | $456 | $768.36 | $312.36 | 68.5% |
| BG Bart Gancher Intech Investment Management LLC | 21,943 | $101,514.27 | $147,895.82 | $46,381.55 | 45.69% |
 John H. Burbank III Passport Capital LLC | 2.5M | $10.41M | $16.45M | $6.03M | 57.94% |
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Verastem Inc. Profile
| Biotechnology Industry | Healthcare Sector | Daniel W. Paterson CEO | NASDAQ (CM) Exchange | 92337C203 CUSIP |
| US Country | 102 Employees | - Last Dividend | 1 Jun 2023 Last Split | 27 Jan 2012 IPO Date |
Overview
Verastem, Inc. is a pioneering biopharmaceutical company engaged in the development and commercialization of novel therapeutics aimed at the treatment of cancer. Incorporated in 2010, the company dedicates its efforts to advancing cancer treatment through its innovative drug development programs. Verastem's strategic approach is characterized by a focus on targeting the essential pathways that cancer cells utilize for growth and survival. By forming key partnerships and licensing agreements with industry leaders, Verastem enhances its capacity to bring groundbreaking treatments to patients in need. The company's headquarters are located in Needham, Massachusetts, signifying a prominent presence in one of the leading biotech hubs in the United States.
Products and Services
- VS-6766
- RAMP 201 Trial
- RAMP 202 Trial
- Partnerships and Collaborations
VS-6766 operates as a novel treatment mechanism by being a rapidly accelerated fibrosarcoma (RAF)/mitogen-activated protein kinase (MEK) clamp. This innovative clamp works by interfering with MEK kinase activity and preventing RAF from phosphorylating MEK. By targeting this specific pathway, VS-6766 aims to disrupt the growth and survival mechanisms of cancer cells, holding promise as a potent cancer therapeutic.
The RAMP 201 trial is an adaptive, two-part multicenter, parallel cohort, randomized open-label study focused on evaluating the efficacy and safety of avutometinib alone, and in combination with defactinib, a focal adhesion kinase (FAK) inhibitor. This clinical trial specifically targets patients with recurrent low-grade serous ovarian cancer, exploring new avenues for treatment and potentially offering new hope to this patient population.
RAMP 202 enters the Phase 2 trial stage, assessing the safety and effectiveness of VS-6766 in combination with defactinib among patients afflicted with KRAS and BRAF mutant non-small cell lung cancer. This trial notably follows patients who have previously undergone treatment with a platinum-based regimen and an immune checkpoint inhibitor, seeking to identify more effective treatment protocols for this challenging patient group.
Verastem, Inc. has established significant partnerships to further its research and development endeavors. This includes a license agreement with Chugai Pharmaceutical Co., Ltd., focusing on the development, commercialization, and manufacture of products containing avutometinib. Additionally, a collaboration with Pfizer Inc. is aimed at the research, development, manufacture, and commercialization of Pfizer's focal adhesion kinase (FAK) inhibitors for various uses in humans. Verastem also engages in a clinical collaboration with Amgen, Inc. to explore the combination of avutometinib with Amgen's KRAS-G12C inhibitor LUMAKRASTM in the RAMP 203 trial. Furthermore, a discovery and development collaboration with GenFleet Therapeutics is geared towards advancing new treatment programs targeting RAS pathway-driven cancers, marking Verastem's commitment to combating cancer on multiple fronts.
