logo
logo
Verastem, Inc.

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
117 Kendrick Street, Suite 500, Needham, MA, 02494, United States
781-292-4200
www.verastem.com
時価総額
$380.18M
PER (TTM)
-1.9
34.6
配当利回り
--
52週高値
$11.25
52週安値
$4.01
52週レンジ
31%
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

Q3 2025 データ

売上高

$11.24M+0.00%
直近4四半期の推移

EPS

-$1.35+125.00%
直近4四半期の推移

フリーCF

-$36.22M+52.20%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

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.

リスク要因

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.

見通し

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.

同業比較

売上高 (TTM)

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

粗利益率 (最新四半期)

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

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
OLMA$1.84B-13.4-41.5%1.3%
CRVS$1.64B-107.6-25.8%1.3%
MLTX$1.11B-4.7-56.2%18.3%

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:-
財務レポート
財務データ
全年度
  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年11月4日|
    売上高: $11.24M+0.0%
    |
    EPS: $-1.35+125.0%
    予想を下回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年8月7日|
    売上高: $2.14M-78.6%
    |
    EPS: $-0.39+25.8%
    予想を上回る
  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月13日|
    売上高: $0.00+0.0%
    |
    EPS: $-0.96-23.8%
    不明
  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年3月20日|
    売上高: $10.00M+0.0%
    |
    EPS: $-3.66+7.6%
    予想を下回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年11月6日|
    売上高: $0.00+0.0%
    |
    EPS: $-0.60-20.0%
    不明
  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月8日|
    売上高: $10.00M+0.0%
    |
    EPS: $-0.31-77.4%
    予想を上回る
  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月9日|
    売上高: $0.00+0.0%
    |
    EPS: $-1.26+63.6%
    不明
  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年3月14日|
    売上高: $0.00-100.0%
    |
    EPS: $-3.96+13.3%
    不明