Earnings summaries and quarterly performance for Verastem.
Executive leadership at Verastem.
Board of directors at Verastem.
Research analysts who have asked questions during Verastem earnings calls.
AN
Anish Nikhanj
RBC Capital Markets
1 question for VSTM
Also covers: APTO, CRMD, EXEL +6 more
A
Anshi
Jefferies
1 question for VSTM
Graig Suvannavejh
Mizuho Securities
1 question for VSTM
Also covers: ADAP, ADVM, ALEC +11 more
James Molloy
Alliance Global Partners
1 question for VSTM
Also covers: ABEO, ACXP, AIM +11 more
Justin Zelin
BTIG, LLC
1 question for VSTM
Also covers: BCAB, CASI, GLMD +9 more
KH
Kelly Hsu
Jefferies
1 question for VSTM
Leonid Timashev
RBC Capital Markets
1 question for VSTM
Also covers: ADCT, ALKS, AXSM +8 more
Michael Schmidt
Guggenheim Securities
1 question for VSTM
Also covers: ADAP, ADCT, ARVN +19 more
Paul Jeng
Guggenheim Partners
1 question for VSTM
Also covers: ADAP, BPMC, IMCR +2 more
PS
Pete Stavropoulos
Cantor Fitzgerald
1 question for VSTM
Also covers: ABOS, ALEC, ARCT +7 more
Sean Lee
H.C. Wainwright & Co.
1 question for VSTM
Also covers: ATEC, CASI, CTSO +2 more
YZ
Yuan Zhi
B. Riley Financial, Inc.
1 question for VSTM
Also covers: HYPR, LNTH, MIR +4 more
Recent press releases and 8-K filings for VSTM.
Verastem Announces Strategic Leadership Changes and COO Departure
VSTM
Board Change
Management Change
Executive Compensation
- Verastem Oncology announced strategic leadership changes, appointing John Johnson as Chairman of the Board and Michael Kauffman, M.D., Ph.D., as President of Development.
- Matthew Ros, Chief Operating Officer, departed the company effective December 19, 2025, as part of an operational streamlining.
- In connection with his separation, Mr. Ros will receive nine months of base salary continuation totaling $363,750.00, COBRA premium payments for nine months, and a pro-rated bonus of $196,425.00 for 2025.
- The company completed additional patient enrollment for its RAMP 301 Phase 3 confirmatory trial in recurrent LGSOC, with topline data anticipated in mid-2027.
5 days ago
Verastem Oncology Announces Leadership Changes and Clinical Trial Progress
VSTM
Board Change
Management Change
Product Launch
- John Johnson has been appointed Chairman of the Board, succeeding Michael Kauffman, M.D., Ph.D., who will now serve as President of Development and join the executive leadership team.
- Matthew Ros, Chief Operating Officer, is departing the organization as part of an operational streamlining.
- The commercial launch of AVMAPKI FAKZYNJA CO-PACK is progressing, following its FDA approval on May 8, 2025, for KRAS-mutated recurrent LGSOC.
- The RAMP 301 Phase 3 confirmatory trial for recurrent LGSOC has completed additional patient enrollment, with topline data anticipated in mid-2027.
Dec 15, 2025, 9:01 PM
Verastem Discusses Avutometinib Launch and G12D Inhibitor Development Outlook
VSTM
Product Launch
New Projects/Investments
- Verastem is focused on the launch of avutometinib for low-grade serous ovarian cancer, noting that patients are switching to their drug upon progression or intolerability from current therapies.
- 2026 is anticipated to be a critical year for the company, balancing continued launch momentum with accelerated development of their G12D inhibitor.
- Initial results for the primary endpoint (PFS) from the RAMP 301 study are expected in the second half of 2027.
- Their G12D inhibitor has demonstrated strong efficacy in collaborator GenFleet's trials, with a 69% response rate in lung and 58% in second-line pancreatic at the recommended phase II dose, positioning it as potentially best-in-class.
- The company is actively pursuing combination therapies for its G12D inhibitor, including cetuximab for second-line colorectal and chemo/chemo-IO for lung, with a strategic focus on achieving frontline approval.
Dec 2, 2025, 3:25 PM
Verastem Provides Update on Avutometinib Launch and G12D Inhibitor Program
VSTM
Product Launch
New Projects/Investments
Guidance Update
- Verastem is advancing its small molecule pipeline targeting the RAS pathway, with avutometinib launched for low-grade serous ovarian cancer and a G12D inhibitor in development. The company expects 2026 to be a pivotal year for both the continued launch momentum and the acceleration of the G12D development program.
- The launch of avutometinib is seeing an expected NCCN guidance update in early 2026, which is anticipated to influence the launch trajectory. The RAMP 301 trial, after an interim analysis, added 29 patients to both wild type and mutant arms, with initial results (PFS) expected in the second half of 2027.
- Verastem's G12D inhibitor, through its collaborator GenFleet, has demonstrated high efficacy, reporting a 69% response rate in lung cancer and a 58% response rate in second-line pancreatic cancer at the recommended phase 2 dose. Verastem is implementing trial design elements like prophylactic antiemetics to address tolerability concerns observed in GenFleet's data.
- The company is actively developing combination therapies for its G12D inhibitor, including a Cetuximab combination for second-line colorectal cancer and exploring chemo/immuno-oncology combinations for lung cancer, with a strategic focus on achieving frontline approvals.
Dec 2, 2025, 3:25 PM
Verastem Provides Updates on Avutometinib Launch and KRAS G12D Program
VSTM
Product Launch
New Projects/Investments
Guidance Update
- Verastem is actively managing the launch of avutometinib for low-grade serous ovarian cancer, with expectations for continued progress in 2026 and efforts to tighten market consensus. The company anticipates an update to NCCN guidelines sometime after the first of the year, which could impact launch trajectory.
- The RAMP 301 trial for avutometinib, which added 29 patients based on IDMC recommendation, is expected to have initial results (PFS) in the second half of 2027.
- Verastem's G12D inhibitor shows promising efficacy, with collaborator GenFleet reporting a 69% response rate in lung and a 58% response rate in second-line pancreatic patients at the recommended phase two dose, which is considered best-in-class.
- For 2026, Verastem plans to maintain momentum for the avutometinib launch and accelerate the development program for its G12D asset, including a Cetuximab combination for colorectal cancer and chemo combinations for lung cancer.
Dec 2, 2025, 3:25 PM
Verastem Discusses 2025 Launch Dynamics and G12D Inhibitor Progress
VSTM
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Verastem's launched drug for low-grade serous ovarian cancer is performing well, with the company expecting to continue delivering quarter by quarter in 2026. The market dynamic involves patients switching from current therapies due to disease progression or intolerability, and Verastem aims to be their first choice.
- The company's G12D inhibitor shows "best in class" clinical data from China, with a 69% response rate in lung cancer and a 58% response rate in second-line pancreatic cancer.
- Verastem is actively developing its G12D program, including a cetuximab combination for second-line colorectal cancer and chemo combinations for lung cancer, with a strategic focus on achieving frontline approval.
- The Ramp 301 trial, related to the ovarian cancer drug, added 29 patients based on an IDMC recommendation, indicating positive progress, with initial results (PFS) anticipated around 2027.
Dec 2, 2025, 3:25 PM
Verastem Updates on Commercial Product Performance, G12D Program, and Clinical Milestones
VSTM
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Verastem's commercial product, avutometinib and defactinib, approved for low-grade serous ovarian cancer, has beaten consensus by approximately 100% since its launch earlier this year and is expected to be self-sustaining within the next two to three quarters.
- The company's G12D inhibitor, licensed from GenFleet, has shown promising results, with GenFleet reporting a 69% response rate in G12D non-small cell lung cancer and a 58% response rate in second-line pancreatic cancer; the US Phase 1 study has completed initial dose cohorts with no dose-limiting toxicities.
- An Independent Data Monitoring Committee recommended adding 29 patients to the confirmatory Phase 3 RAMP301 study for low-grade serous ovarian cancer, a decision that does not alter the regulatory timeline, with final analysis for PFS still anticipated in H2 2027.
- Key upcoming milestones include additional data from the frontline pancreatic study and the G12D Phase 1 study (including combinations) in the first half of next year.
Nov 19, 2025, 2:30 PM
Verastem Provides Updates on Commercial Launch, G12D Program, and Clinical Trials
VSTM
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Verastem's commercial product, avutometinib and defactinib, for low-grade serous ovarian cancer, has exceeded consensus by approximately 100% in its initial launch quarters.
- The G12D inhibitor program, licensed from GenFleet, has demonstrated unprecedented efficacy in China, with a 69% response rate in G12D non-small-cell lung cancer and a 58% response rate in second-line pancreatic cancer. The U.S. Phase 1 study has initiated combination studies and shown no dose-limiting toxicities.
- An interim analysis for the frontline metastatic pancreatic cancer study reported an 83% confirmed response rate, significantly surpassing the standard of care's 30%.
- The confirmatory Phase 3 RAMP301 study for low-grade serous ovarian cancer will complete accrual in Q1 2025, with final analysis expected in H2 2027, following a recommendation to enroll 29 additional patients.
Nov 19, 2025, 2:30 PM
Verastem Provides Update on Commercial Launch and Pipeline Progress
VSTM
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Verastem's commercial product, avutometinib and defactinib, for low-grade serous ovarian cancer, launched earlier this year and has beaten consensus by approximately 100% for its partial and full quarters, with the core business expected to be self-sustaining in the next two to three quarters.
- The company's G12D inhibitor program, licensed from GenFleet, has demonstrated strong clinical data with a 69% response rate as a single agent in G12D non-small cell lung cancer and a 58% response rate in second-line pancreatic cancer in Chinese studies, with a US Phase 1 study showing no dose-limiting toxicities and low GI toxicity.
- Upcoming milestones include additional data in the first half of next year for the frontline metastatic pancreatic cancer study (avutometinib-defactinib plus Abraxane, which showed an 83% confirmed response rate in interim analysis) and for the US G12D inhibitor Phase 1 study, including combination data.
Nov 19, 2025, 2:30 PM
Verastem Announces Public Offering of Common Stock and Pre-Funded Warrants
VSTM
- Verastem, Inc. entered into an underwriting agreement on November 13, 2025, for a public offering of 8,543,794 shares of common stock and pre-funded warrants to purchase up to 3,870,000 shares of common stock.
- The underwriters exercised their option in full on November 14, 2025, to purchase an additional 1,862,069 shares of common stock.
- The public offering price for common stock is $7.25 per share, and for each pre-funded warrant is $7.2499.
- Verastem expects to receive net proceeds of approximately $96.9 million from the offering, including the full exercise of the underwriters' option.
- The closing of the offering is anticipated on or about November 17, 2025.
Nov 17, 2025, 12:30 PM
Quarterly earnings call transcripts for Verastem.
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