Verastem (VSTM)
Markets AVMAPKI FAKZYNJA and develops small-molecule drugs for RAS/MAPK-driven cancers.
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Markets a U.S.-approved AVMAPKI FAKZYNJA co-pack for KRAS-mutated recurrent low-grade serous ovarian cancer and develops small-molecule RAF/MEK, FAK, and KRAS G12D programs. The business is concentrated in its U.S. launch and the accelerated-approval pathway ties continued approval to confirmatory evidence.
Markets AVMAPKI FAKZYNJA CO-PACK in the United States for adults with KRAS-mutated recurrent low-grade serous ovarian cancer after prior systemic therapy. The co-pack combines avutometinib and defactinib, tying revenue to a narrow rare-cancer launch rather than a broad oncology franchise.
Pipeline work stays concentrated on RAS/MAPK-driven cancers. Named programs include avutometinib, defactinib, and VS-7375, with mechanisms spanning RAF/MEK inhibition, FAK inhibition, and KRAS G12D inhibition across selected solid tumors.
The company moved from cancer-stem-cell discovery to COPIKTRA commercialization, then sold COPIKTRA rights and refocused on RAF/MEK and FAK programs. Current operations depend on U.S. commercial execution, clinical trial outcomes, regulatory review, reimbursement, and confirmatory evidence required under accelerated approval.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 17, 2026 | Wolfe Research | Initiate | Rating: — | |
| Sep 14, 2026 | H.C. Wainwright | Reiterate | Rating: —Target: $14 | Target: $18 |
| Aug 10, 2026 | Mizuho Securities | Target | Target: $18 | Target: $13 |
| Aug 7, 2026 | Guggenheim | Reiterate | Rating: —Target: $14 | Target: $12 |
| Jul 7, 2026 | RBC Capital | Reiterate | Rating: —Target: $15 | Target: $14 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $136.4M · Total debt $84.3M · Total assets $206.5M · Shareholders' equity $50.0M
- Revenue
- $40.1M
- Operating income
- −$32.7M
- Net income
- −$34.7M
No dividends on record.
| Institutions | 105.31% | 95.37M shares | |
|---|---|---|---|
| 167 holders · as of Jun 30, 2026 | |||
| Insiders | 1.50% | 1.36M shares | |
| 13 holders · as of Aug 5, 2026 | |||
| Adds to | 106.81% | ||
90.56M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 106.81%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 10.15% | 9.19M | as of Jun 30, 2026 |
Armistice Capital, LLCInstitution | 7.76% | 7.02M | as of Jun 30, 2026 |
RTW Investments, LPInstitution | 7.33% | 6.64M | as of Jun 30, 2026 |
Deep Track Capital, LPInstitution | 6.34% | 5.74M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.67% | 5.13M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 3, 2026 | Dan Paterson | director, officer: President and CEO | −1,302 | $5.81 |
| Jun 22, 2026 | Daniel Calkins | officer: Chief Financial Officer | −4,089 | $4.18 |
| Jun 22, 2026 | Dan Paterson | director, officer: President and CEO | −20,871 | $4.18 |
| May 4, 2026 | Dan Paterson | director, officer: President and CEO | −806 | $5.82 |
| Feb 4, 2026 | Dan Paterson | director, officer: President and CEO | −970 | $6.69 |
- Revolution Medicines
Late-stage RAS(ON) pipeline targets KRAS/RAS-driven tumors
- Incyte
KRAS G12D and ovarian pipeline overlap in solid tumors
- Erasca
RAS/MAPK-focused pipeline overlaps targeted solid-tumor strategy
- Bristol-Myers Squibb
Approved KRAS G12C franchise and targeted oncology overlap
- Pfizer
BRAF/MEK therapies overlap MAPK-pathway oncology
- AbbVie
Commercial ovarian oncology overlap through ELAHERE
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Verastem | $8.44 | +5.63% | $702.1M | — | — | 8.0 | +1,775.4% |
| Revolution Medicines | $193.65 | +0.46% | $40.98B | — | — | — | — |
| Incyte | $125.97 | +1.05% | $25.27B | 15.9 | 52.2 | 4.3 | +37.7% |
| Erasca | $15.52 | +3.19% | $5.22B | — | — | — | — |
| Bristol-Myers Squibb | $62.64 | +0.03% | $127.91B | 13.8 | 9.8 | 2.6 | +5.7% |
| Pfizer | $27.83 | +0.32% | $158.10B | 36.7 | 9.9 | 2.5 | +2.6% |
| AbbVie | $265.40 | +0.35% | $467.37B | 74.5 | 17.5 | 7.3 | +10.2% |
| Median | 26.3 | 13.7 | 3.5 | +8.0% |