Verastem, Inc.
NASDAQ•VSTM
CEO: Mr. Daniel W. Paterson
セクター: Healthcare
業種: Biotechnology
上場日: 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.
連絡先情報
時価総額
$339.02M
PER (TTM)
-2.2
17.9
配当利回り
--
52週高値
$11.25
52週安値
$4.01
52週レンジ
順位62Top 92.6%
1.9
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 1.9 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$17.54M+0.00%
直近4四半期の推移
EPS
-$0.39+0.00%
直近4四半期の推移
フリーCF
-$29.95M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Product Revenue Launch Net product revenue 30.9M USD in 2025 following May 2025 FDA accelerated approval for AVMAPKI FAKZYNJA CO-PACK in recurrent LGSOC.
Strong Cash Position Cash and equivalents 205.0M USD as of December 31, 2025, supplemented by 29.4M USD from January 2026 warrant exercises.
Clinical Pipeline Progress RAMP 301 trial enrollment completed October 2025; VS-7375 Phase 1/2 trial ongoing with promising anti-tumor activity in solid tumors.
リスク要因
Significant Operating Losses Net loss 209.5M USD in 2025, up from 130.6M USD in 2024, reflecting increased R&D and commercialization investment requirements.
High Commercial Dependence Highly dependent on commercial success of AVMAPKI FAKZYNJA CO-PACK; failure to achieve market acceptance would materially harm financial condition.
Need Additional Funding Future operations require additional capital; inability to raise funds could force delay or elimination of product development and commercialization efforts.
見通し
Maximize Commercial Momentum Focus on sustaining commercial momentum for AVMAPKI FAKZYNJA CO-PACK by leveraging established engagement with healthcare provider community and community oncologists.
Advance VS-7375 Development Advance VS-7375 through development to produce topline clinical data readouts and drive toward registration-directed studies across KRAS G12D mutated tumors.
Data Maturity Focus Rigorously follow patients to achieve data maturity in Phase 3 RAMP 301 trial, supporting potential label expansion and international regulatory submissions.
同業比較
売上高 (TTM)
$170.44M
$113.63M
$81.36M
粗利益率 (最新四半期)
100.0%
100.0%
100.0%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| CRVS | $1.28B | -79.2 | -23.3% | 1.3% |
| MLTX | $1.23B | -4.9 | -67.1% | 17.8% |
| OLMA | $1.16B | -8.4 | -41.5% | 1.3% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
N/M
売上高の変動が大きい
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
0%
キャッシュフローに注意が必要
深度リサーチ
次回決算:2026年3月19日
EPS:-$0.49
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし