$VSTM

Verastem, Inc.

No enriched coverage for $VSTM in the last 7 days.

$8K
Paterson Dan
100%
See all $VSTM insider activity →
High

Verastem (VSTM) Q2 2026 Earnings Call Transcript

Verastem (VSTM) reported Q2 2026 revenue of $40.1M, including $25.1M from product sales and a $15M milestone. Net loss was $30.6M, down from $41.3M YoY. Cash position is $136.4M, with a pro forma balance of $201.4M. The company expects cash runway into 2H 2027 and LGSOC business self-sustainability by year-end. Clinical trials for VS-7375 are progressing, with Phase III plans for 2027.

Verastem, Inc. (VSTM) sees 7.76% ownership reported by Armistice Capital

Armistice Capital, LLC and Steven Boyd reported in a Schedule 13G/A that they beneficially own 7,024,000 shares of Verastem, Inc. common stock, or 7.76% of the class. The filing states the shares carry shared voting and dispositive power, with no sole voting or dispositive authority.

Verastem (VSTM) Q2 2026 Earnings Call Transcript

Verastem (VSTM) reported Q2 2026 net product revenue of $25.1M from the AVMAPKI FAKZYNJA CO-PACK launch and total revenue of $40.1M, including a $15M Secura Bio milestone. Non-GAAP adjusted net loss was $30.6M ($0.31/share). Cash and investments were $136.4M; pro forma cash $201.4M. VS-7375 Phase II trials advanced.

VSTM sentiment & insider activity

Recent VSTM coverage spans earnings, financial news and market movers.

In the last 30 days, VSTM insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($8K). The most active reporter was Paterson Dan, President and CEO, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving VSTM

  • Strong revenue growth and new financing improve balance sheet, supporting near‑term upside potential.

    aol.com · Aug 20, 2026

  • This is a disclosed ownership stake update that can affect near-term sentiment and potential activist expectations, but it does not provide new operational or financial catalysts.

    stocktitan.net · Aug 14, 2026

  • Balance-sheet extension plus accelerating VS-7375 development and specific clinical response rates can re-rate near-term risk and funding runway expectations.

    fool.com · Aug 14, 2026

  • Earnings beat plus improved adjusted loss and stronger pro forma liquidity likely supports near-term sentiment, but R&D ramp and milestone dependence keep risk elevated.

    sci-tech-today.com · Aug 7, 2026

  • The call reinforces a commercialization and regulatory path for VS 7,375 (30% ORR with 6 months durability as a rule of thumb) and suggests improving commercial traction via new starts and refills.

    yahoo.com · Aug 7, 2026

alphai scores every news story that mentions VSTM with an AI model for sentiment and relevance, and aggregates insider trades from Verastem, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $VSTM

Score
$VSTMHighAI 8/10

Verastem (VSTM) Q2 2026 Earnings Call Transcript

Verastem (VSTM) reported Q2 2026 revenue of $40.1M, including $25.1M from product sales and a $15M milestone. Net loss was $30.6M, down from $41.3M YoY. Cash position is $136.4M, with a pro forma balance of $201.4M. The company expects cash runway into 2H 2027 and LGSOC business self-sustainability by year-end. Clinical trials for VS-7375 are progressing, with Phase III plans for 2027.

$VSTMMedAI 8/10

Verastem (VSTM) Q2 2026 Earnings Call Transcript

Verastem (VSTM) reported Q2 2026 net product revenue of $25.1M from the AVMAPKI FAKZYNJA CO-PACK launch and total revenue of $40.1M, including a $15M Secura Bio milestone. Non-GAAP adjusted net loss was $30.6M ($0.31/share). Cash and investments were $136.4M; pro forma cash $201.4M. VS-7375 Phase II trials advanced.

$VSTMMedAI 8/10

Verastem Oncology Q2 2026 Earnings: Revenue Beats $40.1 Million

Verastem Oncology (Nasdaq: VSTM) reported Q2 2026 results: GAAP EPS -$0.35 and non-GAAP EPS -$0.31, with revenue of $40.1 million. Revenue rose from $2.1 million a year earlier, driven by AVMAPKI FAKZYNJA CO-PACK net product revenue of $25.1 million and a $15.0 million COPIKTRA milestone. Cash and investments were $136.4 million at June 30, 2026.

$VSTMMed

Verastem Inc (VSTM) (Q2 2026) Earnings Call Highlights: Strong Revenue Rebound

Verastem Inc (VSTM) Q2 2026 earnings call covered KRAS G12D program updates, including continued work on an Alaska partnership and exploration of PRMT5 options. Management cited a 30% ORR with 6 months durability as an FDA rule of thumb for accelerated approval, and said Q2 COPA revenue growth came from new prescribers and longer therapy duration.

Verastem, Inc. (VSTM): Entry into a Material Definitive Agreement

Verastem, Inc. (VSTM) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Exhibit 99.1 Delivering Novel Therapies for RAS/MAPK Pathway-Driven Cancers C O R P O R A T E P R E S E N T A T I O N A U G U S T 2 0 2 6 2 FORWARD-LOOKING STATEMENTS This presentation includes forward-looking statements about, among other things, Verastem Oncology’s (the “Compan

Verastem, Inc. (VSTM): Results of Operations and Financial Condition

Verastem, Inc. (VSTM) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Verastem Oncology Reports Second Quarter 2026 Financial Results and Highlights Recent Business Updates AVMAPKI® FAKZYNJA® CO-PACK net product revenue of $25.1 million First patients dosed in all three TARGET-D Phase 2 registration-directed clinical trials evaluating

$OFIXMed

These 7 Small Caps Are On Fire In July: Here's Why - ExxonMobil Holdings (NYSE:XOM), Vertex Pharmaceutica

The Russell 2000 stayed near 3,000 with little movement, while seven small-cap stocks gained at least 28% in four sessions. The article cites July surges for Orthofix (OFIX) on CMS reimbursement reversal, REGENXBIO (RGNX) on FDA resubmission alignment and AbbVie milestone, Verastem (VSTM) on short-squeeze setup, ADC Therapeutics (ADCT) rebound, Sable Offshore (SOC) refinancing, Rapid7 (RPD) takeover speculation, and Crinetics (CRNX) surge toward an offer price.

$VSTMLow

RBC Capital Reaffirms Outperform Rating For Verastem (VSTM)

RBC Capital maintained an Outperform rating on Verastem (VSTM) and cut its target price to $14 from $15, citing biotech sector momentum and a Q2 earnings preview. RBC pointed to supportive clinical and FDA sentiment. Verastem also reported preliminary Phase 1/2 TARGET-D 101 results for VS-7375, showing clinical activity and tolerability across tumor types.

$VSTMMed

Verastem Stock Jumps As Data Shows Strong Survival Trends In Pancreatic Cancer - Verastem (NASDAQ:VSTM)

Verastem (NASDAQ:VSTM) shares rose after updated RAMP 205 pancreatic cancer trial data. The company reported 86% overall survival at six months and 68% progression-free survival at six months; 83% of patients had tumor shrinkage at the recommended phase 2 P2D dose, with no new safety signals. The update also noted 90% metastatic at diagnosis and 9 patients still on treatment.

Related tickers