Leonid Timmasheev's questions to Verastem Inc (VSTM) leadership • Q2 2025
Question
Anish Nikhanj, on behalf of Leonid Timmasheev, asked how the launch curve for AvmapKefaxin Jakobak might evolve with the switch from specialty pharmacies to broader specialty distributors, and requested early details on the patient mix based on prior lines of therapy.
Answer
President and CEO Dan Paterson suggested that with the full distribution network and publications now in place, they should see an acceleration, though it will be a steady uptick rather than a large bolus. COO Matthew Ros added that the patient mix includes those with multiple prior therapies as well as patients at their first recurrence, which is consistent with both pre-launch market research and the RAMP-201 trial population.