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Verastem, Inc.

Verastem, Inc.

NASDAQ•VSTM
CEO: Mr. Daniel W. Paterson
Sector: Healthcare
Industry: Biotechnology
Listing Date: 2012-01-27
Verastem, Inc., a development-stage biopharmaceutical company, focuses on developing and commercializing drugs for the treatment of cancer in the United States. Its product candidates are Avutometinib, an orally available small molecule RAF/MEK clamp that inhibits the ras sarcoma RAF/MEK, ERK mitogen activated pathway kinase pathway which is involved in cell proliferation, migration, transformation, and survival of tumor cells; and Defactinib, an oral small molecule inhibitor of FAK and proline-rich tyrosine kinase for various solid tumors. The company is involved in clinical studies, including RAMP 301, a randomized global confirmatory trial to evaluate the combination of Avutometinib and Defactinib for the treatment of patients with recurrent low-grade serous ovarian cancer; RAMP 201, an adaptive two-part multicenter, parallel cohort, randomized open label trial to evaluate the efficacy and safety of Avutometinib and in combination with Defactinib; and FRAME, an investigation of Avutometinib and Defactinib in patients with KRAS mutant cancers and subsequent analyses; and RAMP 204 and 205. It has license agreements with Chugai Pharmaceutical Co., Ltd. for the development, commercialization, and manufacture of products containing Avutometinib; and Pfizer Inc. to research, develop, manufacture, and commercialize products containing Pfizer's inhibitors of FAK for therapeutic, diagnostic, and prophylactic uses in humans. In addition, it has a clinical collaboration agreement with Amgen, Inc. to evaluate the combination of Avutometinib with Amgen's KRAS-G12C inhibitor LUMAKRAS which in Phase 1/2 trial entitled RAMP 203; and a discovery and development collaboration with GenFleet Therapeutics to advance new programs targeting RAS pathway-driven cancers. Verastem, Inc. was incorporated in 2010 and is headquartered in Needham, Massachusetts.
Contact Information
117 Kendrick Street, Suite 500, Needham, MA, 02494, United States
781-292-4200
www.verastem.com
Market Cap
$386.24M
P/E (TTM)
-1.9
37
Dividend Yield
--
52W High
$11.25
52W Low
$4.01
52W Range
33%
Rank62Top 92.6%
1.9
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 1.9 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q3 2025 Data

Revenue

$11.24M+0.00%
4-Quarter Trend

EPS

-$1.35+125.00%
4-Quarter Trend

FCF

-$36.22M+52.20%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Product Revenue Commenced $11.2M net product revenue recorded for three months ended Sep 30, 2025, following May 2025 FDA approval.
Cash Position Strengthened Cash, equivalents, and investments reached $137.7M as of Sep 30, 2025, up $48.9M from year-end 2024.
Financing Activity Robust $164.7M net cash provided by financing activities, driven by $75.0M Note Purchase Agreement proceeds.
LGSOC Trial Enrollment Complete Confirmatory RAMP 301 trial enrollment finished early in Q3 2025, supporting potential full approval pathway.

Risk Factors

Warrant Liability Swings Change in fair value of warrant liability caused $55.9M expense in Q3 2025, significantly increasing net loss.
Increased Operating Cash Burn Net cash used in operating activities rose to $(107.6M) for nine months 2025 versus $(79.7M) in 2024.
R&D and SG&A Cost Increases Nine-month R&D expenses grew 37% to $82.9M; SG&A grew 73% to $56.7M due to commercial launch.
Regulatory Environment Uncertainty Faces substantial uncertainty from potential US regulatory changes following the January 2025 presidential administration shift.

Outlook

VS-7375 Expansion Planning Expect to select RP2D for VS-7375 monotherapy and initiate expansion cohorts in H1 2026.
RAMP 205 Update Expected Safety and efficacy update for the pancreatic cancer combination trial (RAMP 205) anticipated in H1 2026.
NCCN Guideline Review Submitted RAMP 201/FRAME data to NCCN for inclusion in LGSOC treatment guidelines; results pending review.
Future Financing Strategy Operations expected to be financed by existing cash, milestones, royalties, and potential future equity/debt offerings.

Peer Comparison

Revenue (TTM)

REGENXBIO Inc.RGNX
$161.32M
+91.3%
CytomX Therapeutics, Inc.CTMX
$113.63M
-10.3%
ADC Therapeutics SAADCT
$75.21M
+6.4%

Gross Margin (Latest Quarter)

CytomX Therapeutics, Inc.CTMX
100.0%
+0.0pp
Bicycle Therapeutics plcBCYC
100.0%
+1705.8pp
Gossamer Bio, Inc.GOSS
100.0%
+0.0pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
CTMX$938.67M32.644.5%3.5%
KALV$809.75M-4.1-282.0%44.0%
RGNX$698.09M-4.0-78.3%51.1%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
N/M
Revenue Volatile
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
0%
Cash Flow Needs Attention

Research & Insights

Next earnings:Mar 19, 2026
|
EPS:-$0.57
|
Revenue:-
Reports
All Years
  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 4, 2025|
    Revenue: $11.24M+0.0%
    |
    EPS: $-1.35+125.0%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 7, 2025|
    Revenue: $2.14M-78.6%
    |
    EPS: $-0.39+25.8%
    Beat
  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 13, 2025|
    Revenue: $0.00+0.0%
    |
    EPS: $-1.46+15.9%
    N/A
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Mar 20, 2025|
    Revenue: $10.00M+0.0%
    |
    EPS: $-3.66+7.6%
    Miss
  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 6, 2024|
    Revenue: $0.00+0.0%
    |
    EPS: $-0.60-20.0%
    N/A
  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 8, 2024|
    Revenue: $10.00M+0.0%
    |
    EPS: $-0.31-77.4%
    Beat
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 9, 2024|
    Revenue: $0.00+0.0%
    |
    EPS: $-1.26+63.6%
    N/A
  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Mar 14, 2024|
    Revenue: $0.00-100.0%
    |
    EPS: $-3.96+13.5%
    N/A