Verastem Inc. (VSTM)
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 (VSTM) Reports Q2 Loss, Beats Revenue Estimates
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) Surges 6.3%: Is This an Indication of Further Gains?
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. (VSTM) Discusses Preliminary TARGET-D 101 Data for VS-7375 in KRAS G12D Mutated Cancers Transcript
Verastem: 'Buy' Positive RAMP-205 Data And Extensive VS-7375 Registration Program
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.
Verastem (VSTM) Loses 34.4% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner
The heavy selling pressure might have exhausted for Verastem (VSTM) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
Verastem Q1 Earnings Call Highlights
Verastem NASDAQ: VSTM reported first-quarter 2026 net product revenue of $18.7 million for AVMAPKI FAKZYNJA CO-PACK, as management said the launch of the therapy for KRAS-mutated recurrent low-grade serous ovarian cancer continued to grow despite seasonal headwinds and some early commercial execution challenges.
Verastem, Inc. (VSTM) Q1 2026 Earnings Call Transcript
Verastem, Inc. (VSTM) Q1 2026 Earnings Call Transcript
Verastem (VSTM) Reports Q1 Loss, Misses Revenue Estimates
Verastem (VSTM) came out with a quarterly loss of $0.46 per share in line with the Zacks Consensus Estimate. This compares to a loss of $0.96 per share a year ago.
Verastem: Maintaining "Buy" As 1st Half 2026 Catalysts In Play
Verastem (VSTM) maintains a "Buy" rating, driven by progress in KRAS G12D-targeted therapies and multiple 2026 catalysts. Company received FDA guidance to initiate registration-directed phase 2 trials for VS-7375 in KRAS G12D-mutated PDAC, NSCLC, and CRC. Upcoming 2026 milestones include pivotal data from RAMP 205 [PDAC], long-term RAMP 201 [LGSOC] results, and early VS-7375 data.
