The RAMP 205 data are early but competitive for 1L metastatic pancreatic cancer — watch for final OS readout and potential partnership interest. The VS-7375 registration trial initiation is a pipeline catalyst but years from data.
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Executive Summary
Verastem announced positive updated Phase 1b/2a data from the RAMP 205 trial of avutometinib plus defactinib with chemotherapy in first-line metastatic pancreatic cancer, showing a 52% confirmed ORR and 86% 6-month OS rate in 29 patients. The company also dosed the first patient in the TARGET-D 201 Phase 2 registration-directed trial of its oral KRAS G12D inhibitor VS-7375. These are early-stage clinical updates with no financial data or regulatory milestones — the data are encouraging but not yet transformative for a $352M market cap biotech.
Key Facts
- RAMP 205 RP2D cohort (n=29): 52% confirmed ORR, 86% 6-month OS rate, 68% 6-month PFS rate, 83% tumor shrinkage
- Median follow-up 9.8 months; 9 of 29 patients remain on treatment at RP2D
- First patient dosed in TARGET-D 201 Phase 2 registration-directed trial of VS-7375 (KRAS G12D inhibitor) in 2L mPDAC
- No new safety signals; adverse events consistent with prior profile
- PanCAN Therapeutic Accelerator Award provided $3.8M in 2022 to support RAMP 205
Financial Impact
No financial data in filing; PanCAN award of $3.8M referenced as historical context. No revenue, EPS, or guidance disclosed.
Risk Factors
- Single-arm Phase 1b/2a data with n=29 — not randomized; OS data still immature
- Pancreatic cancer is a notoriously difficult indication with high failure rates
- VS-7375 is preclinical/early Phase 2 — no human efficacy data yet
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-074915 |
| Document: tm2618108d1_8k.htm | 0001104659-26-074915 |
| Document: 0001104659-26-074915-index-headers.html | 0001104659-26-074915 |
| Document: 0001104659-26-074915-index.html | 0001104659-26-074915 |
| Document: 0001104659-26-074915.txt | 0001104659-26-074915 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 14, 2026 13d ago | 8-K | $9.23 | awaiting T+60 | — | $10.10 (−9.43%) |
Oct 14, 2026 13d ago | 424B5 | $9.23 | awaiting T+60 | — | $10.10 (−9.43%) |
Oct 14, 2026 13d ago | 424B5 | $9.23 | awaiting T+60 | — | $10.10 (−9.43%) |
Oct 14, 2026 13d ago | 8-K | $7.71 | awaiting T+60 | — | $10.10 (+31.00%) |
Oct 2, 2026 25d ago | Insider Cluster | $8.00 | awaiting T+60 | — | $10.10 (−26.25%) |
Jun 23, 2026 18w ago | 8-K | $3.85 $7.55 | ▲ +96.10% | ▲ +93.27% | $10.10 (+162.34%) |
Jun 17, 2026 18w ago | 8-K | $4.17 $7.32 | ▲ +75.54% | ▲ +72.39% | $10.10 (+142.21%) |
Jun 11, 2026 19w ago | Institutional Cluster | $4.10 $8.08 | ▲ +97.07% | ▲ +93.81% | $10.10 (+146.34%) |
Jun 11, 2026 19w ago | Institutional Cluster | $3.94 $8.20 | ▲ +108.12% | ▲ +103.73% | $10.10 (+156.35%) |
May 27, 2026 21w ago | 3 | $4.29 $6.89 | ▲ +60.61% | ▲ +58.87% | $10.10 (+135.43%) |
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