Verastem Projects $17.5 Million Net Revenue for Q4 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy VSTM?
Source: seekingalpha
- Revenue Expectations: Verastem anticipates net product revenue of approximately $17.5 million for Q4 2025 and about $30.9 million for the full year, based on preliminary unaudited results, primarily driven by sales of AVMAPKI FAKZYNJA CO-PACK following its U.S. approval in May 2025.
- Cash Reserves: As of December 31, 2025, Verastem reported $205 million in cash, cash equivalents, and investments, and on a pro forma basis, including proceeds from outstanding cash warrants, total cash is approximately $234 million, which is expected to fund operations into the first half of 2027.
- Clinical Development: The company plans to continue advancing the clinical development of its oral KRAS G12D inhibitor, VS-7375, and expects to report an interim update from its Phase 1/2 trial in the first half of 2026, which will provide critical data for future product line development.
- Leadership Engagement: Verastem's leadership will participate in a fireside chat at the Guggenheim Emerging Outlook Conference on February 11, which will help enhance the company's visibility among investors and strengthen market engagement.
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Analyst Views on VSTM
Wall Street analysts forecast VSTM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VSTM is 15.60 USD with a low forecast of 14.00 USD and a high forecast of 20.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
6 Buy
0 Hold
0 Sell
Strong Buy
Current: 6.300
Low
14.00
Averages
15.60
High
20.00
Current: 6.300
Low
14.00
Averages
15.60
High
20.00
About VSTM
Verastem, Inc. is a late-stage development biopharmaceutical company, which focuses on the development and commercialization of new medicines to improve the lives of patients diagnosed with ras sarcoma (RAS)/ mitogen-activated pathway kinase (MAPK) pathway-driven cancers. Its product candidates include avutometinib and defactinib. Avutometinib is an oral RAF/MEK clamp that inhibits MEK1/2 kinase activities and induces inactive complexes of MEK with A-Raf proto-oncogene, potentially serine/threonine kinase (ARAF), B-Raf proto-oncogene serine/threonine kinase (BRAF) and C-raf proto-oncogene serine/threonine kinase, creating antitumor response through maximal RAS/MAPK pathway inhibition. Defactinib is an oral, selective inhibitor of FAK and proline-rich tyrosine kinase (PYK2), the two members of the focal adhesion kinase family of non-receptor protein tyrosine kinases. FAK and PYK2 integrate signals from integrin and growth factor receptors to regulate cell proliferation.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Verastem Projects $30.9M Revenue for 2025 with Key Product Developments
- 2025 Revenue Outlook: Verastem anticipates net product revenues of approximately $30.9 million for AVMAPKI™ FAKZYNJA™ CO-PACK in 2025, with about $17.5 million expected in Q4, reflecting strong market demand following FDA approval in May 2025, marking a successful transition to a commercial-stage company.
- Strong Cash Position: As of December 31, 2025, Verastem reported cash, cash equivalents, and investments totaling $205 million, with pro forma cash reaching $234 million after warrant exercises, ensuring operational runway into the first half of 2027, indicating robust financial health.
- Accelerated Clinical Development: The company plans to rapidly advance its clinical development of VS-7375, a selective oral KRAS G12D inhibitor, which is expected to demonstrate best-in-class potential across multiple solid tumor indications, further solidifying its competitive edge in oncology.
- Future Strategic Focus: In 2026, Verastem will concentrate on maximizing the commercial launch of AVMAPKI FAKZYNJA CO-PACK while advancing its differentiated pipeline targeting RAS/MAPK pathway-driven cancers, aiming for sustainable long-term growth and self-sustaining commercialization by the second half of 2026.
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Verastem Projects $17.5 Million Net Revenue for Q4 2025
- Revenue Expectations: Verastem anticipates net product revenue of approximately $17.5 million for Q4 2025 and about $30.9 million for the full year, based on preliminary unaudited results, primarily driven by sales of AVMAPKI FAKZYNJA CO-PACK following its U.S. approval in May 2025.
- Cash Reserves: As of December 31, 2025, Verastem reported $205 million in cash, cash equivalents, and investments, and on a pro forma basis, including proceeds from outstanding cash warrants, total cash is approximately $234 million, which is expected to fund operations into the first half of 2027.
- Clinical Development: The company plans to continue advancing the clinical development of its oral KRAS G12D inhibitor, VS-7375, and expects to report an interim update from its Phase 1/2 trial in the first half of 2026, which will provide critical data for future product line development.
- Leadership Engagement: Verastem's leadership will participate in a fireside chat at the Guggenheim Emerging Outlook Conference on February 11, which will help enhance the company's visibility among investors and strengthen market engagement.
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- Clinical Trial Progress: Oncolytics Biotech's pelareorep achieved a 33% response rate in colorectal cancer patients, significantly surpassing the 6-11% response rates typical of standard chemotherapy, indicating a potential shift in treatment paradigms.
- Management Team Upgrade: The company appointed two key executives, John McAdory and Yujun Wu, with extensive experience in complex late-stage clinical trials and biostatistics, respectively, which will provide robust support for Oncolytics' clinical trial execution.
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- Trial Termination: Verastem Oncology announced the discontinuation of the RAMP 203 trial due to increased competition and higher response benchmarks, halting patient enrollment while allowing current patients to continue treatment at the investigator's discretion, highlighting the challenging market environment.
- Resource Reallocation: The company will redirect resources to VS-7375, an oral KRAS G12D inhibitor that has demonstrated a 69% response rate in 16 patients, indicating its potential in advanced non-small cell lung cancer and other solid tumors.
- Strategic Potential: Management cited stronger strategic potential for VS-7375 in an SEC filing, particularly with ongoing progress in RAMP 205, which evaluates the combination of avutometinib and defactinib with chemotherapy.
- Market Reaction: Following the announcement, Verastem's stock fell 4.34% to $7.75, reflecting investor concerns about the company's future prospects, which may impact its financing and R&D capabilities.
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- 2025 Revenue Outlook: Verastem anticipates net product revenues of approximately $30.9 million for AVMAPKI™ FAKZYNJA™ CO-PACK in 2025, with about $17.5 million expected in Q4, reflecting strong market demand following FDA approval in May 2025, marking a successful transition to a commercial-stage company.
- Strong Cash Position: As of December 31, 2025, Verastem reported cash, cash equivalents, and investments totaling $205 million, with pro forma cash reaching $234 million after warrant exercises, ensuring operational runway into the first half of 2027, indicating robust financial health.
- Accelerated Clinical Development: The company plans to rapidly advance its clinical development of VS-7375, a selective oral KRAS G12D inhibitor, which is expected to demonstrate best-in-class potential across multiple solid tumor indications, further solidifying its competitive edge in oncology.
- Future Strategic Focus: In 2026, Verastem will concentrate on maximizing the commercial launch of AVMAPKI FAKZYNJA CO-PACK while advancing its differentiated pipeline targeting RAS/MAPK pathway-driven cancers, aiming for sustainable long-term growth and self-sustaining commercialization by the second half of 2026.
See More
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- Revenue Expectations: Verastem anticipates net product revenue of approximately $17.5 million for Q4 2025 and about $30.9 million for the full year, based on preliminary unaudited results, primarily driven by sales of AVMAPKI FAKZYNJA CO-PACK following its U.S. approval in May 2025.
- Cash Reserves: As of December 31, 2025, Verastem reported $205 million in cash, cash equivalents, and investments, and on a pro forma basis, including proceeds from outstanding cash warrants, total cash is approximately $234 million, which is expected to fund operations into the first half of 2027.
- Clinical Development: The company plans to continue advancing the clinical development of its oral KRAS G12D inhibitor, VS-7375, and expects to report an interim update from its Phase 1/2 trial in the first half of 2026, which will provide critical data for future product line development.
- Leadership Engagement: Verastem's leadership will participate in a fireside chat at the Guggenheim Emerging Outlook Conference on February 11, which will help enhance the company's visibility among investors and strengthen market engagement.
See More
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- Market Potential: The global oncology market is projected to reach $668 billion by 2034, positioning companies like Oncolytics Biotech at the forefront of this rapid growth, particularly in innovative treatments for gastrointestinal cancers, indicating strong market demand and investment appeal.
- Clinical Trial Progress: Oncolytics Biotech's pelareorep achieved a 33% response rate in colorectal cancer patients, significantly surpassing the 6-11% typical response rates of conventional chemotherapy, which not only enhances treatment efficacy but also has the potential to redefine treatment standards in this field, bolstering the company's competitive edge.
- Management Team Upgrade: The recent appointments of John McAdory as Executive Vice President of Strategy and Operations and Yujun Wu as Vice President, Head of Biostatistics, both with extensive clinical trial experience, will provide critical support for Oncolytics' execution of complex multi-country registration trials, ensuring rapid and compliant advancement.
- FDA Trial Design Approval: Oncolytics has secured FDA approval for its Phase 3 trial design for pancreatic cancer, marking the imminent launch of the only immunotherapy registration trial planned for this notoriously difficult-to-treat disease, further solidifying its leadership position in oncology innovation.
See More
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- Market Potential: The global oncology market is projected to reach $668 billion by 2034, positioning Oncolytics Biotech at the forefront of this rapid growth, particularly in the treatment of gastrointestinal cancers through innovative immunotherapy.
- Clinical Trial Progress: Oncolytics Biotech's pelareorep achieved a 33% response rate in colorectal cancer patients, significantly surpassing the 6-11% response rates typical of standard chemotherapy, indicating a potential shift in treatment paradigms.
- Management Team Upgrade: The company appointed two key executives, John McAdory and Yujun Wu, with extensive experience in complex late-stage clinical trials and biostatistics, respectively, which will provide robust support for Oncolytics' clinical trial execution.
- FDA Trial Design Approval: Oncolytics has secured FDA approval for its Phase 3 trial design for pancreatic cancer, making it the only immunotherapy registration trial currently planned for this notoriously difficult-to-treat disease, marking a significant advancement for the company.
See More
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- Trial Termination: Verastem Oncology announced the discontinuation of the RAMP 203 trial due to increased competition and higher response benchmarks, halting patient enrollment while allowing current patients to continue treatment at the investigator's discretion, highlighting the challenging market environment.
- Resource Reallocation: The company will redirect resources to VS-7375, an oral KRAS G12D inhibitor that has demonstrated a 69% response rate in 16 patients, indicating its potential in advanced non-small cell lung cancer and other solid tumors.
- Strategic Potential: Management cited stronger strategic potential for VS-7375 in an SEC filing, particularly with ongoing progress in RAMP 205, which evaluates the combination of avutometinib and defactinib with chemotherapy.
- Market Reaction: Following the announcement, Verastem's stock fell 4.34% to $7.75, reflecting investor concerns about the company's future prospects, which may impact its financing and R&D capabilities.
See More
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- Successful Private Placement: TEN Holdings Inc. announced a private placement of 991,000 shares at $2.27 each, raising $2.25 million, with shares climbing 17% to $1.65 in after-hours trading, indicating strong market confidence in its financing strategy.
- Acquisition Agreement Signed: Fonar Corp. revealed it has signed a definitive agreement for a “take private” sale, resulting in a 24% surge in shares to $18.18 in after-hours trading, reflecting investor optimism regarding the company's privatization prospects.
- FDA Application Submitted: CapsoVision Inc. submitted its 510(k) application for its proprietary AI-assisted module to the FDA, although shares dipped 11% to $11.58 on Monday, this development may pave the way for future market access.
- Clinical Study Discontinuation: Verastem Inc. announced the discontinuation of its RAMP 203 clinical study, leading to a 2.7% drop in shares to $7.55 in after-hours trading, highlighting market concerns over its clinical progress.
See More
