Verastem, Inc. (VSTM) Discusses New Clinical Data for VS-7375 KRAS G12D Inhibitor in Pancreatic, Lung, and Colorectal Cancers Transcript
Verastem NASDAQ: VSTM presented updated clinical data for VS-7375, an oral, highly selective KRAS G12D inhibitor, from its ongoing TARGET-D 101 study in patients with pancreatic ductal adenocarcinoma, colorectal cancer and non-small cell lung cancer. The company also outlined plans for registrational Phase II studies and frontline Phase III trials.
The consensus price target hints at a 79% upside potential for Verastem (VSTM). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Verastem is performing commercially with Avmapki Fakzynja Co-pack and advancing in the clinic with its KRAS G12D inhibitor, VS-7375, in multiple cancers. Q2 '26 net product revenues reached $25.1M in just the fourth quarter of the launch of Co-pack. An October readout from the TARGET-D 101 trial of VS-7375 in solid tumors represents a significant near-term clinical catalyst.
VSTM shares surge 121% as Avmapki Fakzynja Co-Pack gains commercial traction and VS-7375 advances across key cancer studies.
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 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 (VSTM) came out with a quarterly loss of $0.35 per share versus the Zacks Consensus Estimate of a loss of $0.46. This compares to a loss of $0.39 per share a year ago.
Verastem (VSTM) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Verastem, Inc. (VSTM) Discusses Preliminary TARGET-D 101 Data for VS-7375 in KRAS G12D Mutated Cancers Transcript
Verastem, Inc. is maintained at a Buy rating, driven by upcoming clinical catalysts and positive early-stage data in KRAS G12D mutant solid tumors. VSTM expects key data readouts from the TARGET-D 101 phase 1/2 study in 2026 and is advancing three phase 2 registration-directed studies for PDAC, NSCLC, and CRC for VS-7375. Positive phase 1b/2a RAMP 205 results in 1st-line metastatic PDAC (86% OS at 6 months, 52% cORR) support further development of avutometinib/defactinib combinations.