Monitor upcoming clinical data readouts for VS-7375 in 1H 2026 and RAMP 301 topline data in mid-2027, which could significantly impact valuation. The commercial ramp of AVMAPKI FAKZYNJA CO-PACK appears on track with strong payer coverage and prescriber adoption.
Price Chart
Executive Summary
Verastem released a corporate presentation disclosing strong commercial performance of its newly approved drug AVMAPKI FAKZYNJA CO-PACK, with $30.9M in net product revenue from May-December 2025. The company highlighted positive clinical data, pipeline progress for VS-7375, and extended cash runway into 1H 2027. No new financial guidance or preliminary results were provided beyond what was already known.
Key Facts
- AVMAPKI FAKZYNJA CO-PACK generated $30.9M in net product revenue from May through December 2025
- Q4 2025 net product revenue was $17.5M
- Cash, cash equivalents & short-term investments were $205.0M as of December 31, 2025
- Pro-forma cash position was $234.4M after January 2026 warrant exercises
- RAMP 301 Phase 3 confirmatory trial for recurrent LGSOC is fully enrolled
- Topline data from RAMP 301 expected in mid-2027
- VS-7375 Phase 1/2 trial updates expected in 1H 2026
Financial Impact
$30.9M in net product revenue for launch period (May-Dec 2025)
Risk Factors
- Dependence on successful confirmation of RAMP 201 results in the RAMP 301 Phase 3 trial
- Commercial execution risk for a newly launched product in a niche indication
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-023462 |
| Document: tm267866d1_8k.htm | 0001104659-26-023462 |
| Document: 0001104659-26-023462-index-headers.html | 0001104659-26-023462 |
| Document: 0001104659-26-023462-index.html | 0001104659-26-023462 |
| Document: 0001104659-26-023462.txt | 0001104659-26-023462 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 14, 2026 12d ago | 8-K | $9.23 | awaiting T+60 | — | $10.00 (−8.34%) |
Oct 14, 2026 12d ago | 424B5 | $9.23 | awaiting T+60 | — | $10.00 (−8.34%) |
Oct 14, 2026 12d ago | 424B5 | $9.23 | awaiting T+60 | — | $10.00 (−8.34%) |
Oct 14, 2026 12d ago | 8-K | $7.71 | awaiting T+60 | — | $10.00 (+29.70%) |
Oct 2, 2026 24d ago | Insider Cluster | $8.00 | awaiting T+60 | — | $10.00 (−25.00%) |
Jun 23, 2026 17w ago | 8-K | $3.85 $7.55 | ▲ +96.10% | ▲ +93.27% | $10.00 (+159.74%) |
Jun 17, 2026 18w ago | 8-K | $4.17 $7.32 | ▲ +75.54% | ▲ +72.39% | $10.00 (+139.81%) |
Jun 11, 2026 19w ago | Institutional Cluster | $4.10 $8.08 | ▲ +97.07% | ▲ +93.81% | $10.00 (+143.90%) |
Jun 11, 2026 19w ago | Institutional Cluster | $3.94 $8.20 | ▲ +108.12% | ▲ +103.73% | $10.00 (+153.81%) |
May 27, 2026 21w ago | 3 | $4.29 $6.89 | ▲ +60.61% | ▲ +58.87% | $10.00 (+133.10%) |
US Market Status
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