Verastem Inc
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Verastem Inc
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Verastem Inc
Verastem, Inc. is a biopharmaceutical company, which engages in the development and commercialization of drugs for the treatment of cancer. The company is headquartered in Needham, Massachusetts and currently employs 48 full-time employees. The company went IPO on 2011-11-08. The firm's pipeline is focused on anticancer agents that inhibit critical signaling pathways in cancer that promote cancer cell survival and tumor growth, particularly RAF/MEK inhibition and FAK inhibition. Its advanced product candidates, VS-6766 and defactinib, are being investigated in both preclinical and clinical studies for the treatment of various solid tumors, including, low-grade serous ovarian cancer (LGSOC), non-small cell lung cancer (NSCLC), colorectal cancer (CRC), pancreatic cancer, uveal melanoma, and endometrial cancer. VS-6766 is an orally available small molecule RAF/MEK clamp. VS-6766 is a dual RAF/MEK clamp that blocks both MEK kinase activity and the ability of RAF to phosphorylate MEK. Defactinib is an oral small molecule inhibitor of FAK and proline-rich tyrosine kinase (PYK2) that is being evaluated as a potential combination therapy for various solid tumors.
Verastem, Inc. is a biopharmaceutical company, which engages in the development and commercialization of drugs for the treatment of cancer. The company is headquartered in Needham, Massachusetts and currently employs 48 full-time employees. The company went IPO on 2011-11-08. The firm's pipeline is focused on anticancer agents that inhibit critical signaling pathways in cancer that promote cancer cell survival and tumor growth, particularly RAF/MEK inhibition and FAK inhibition. Its advanced product candidates, VS-6766 and defactinib, are being investigated in both preclinical and clinical studies for the treatment of various solid tumors, including, low-grade serous ovarian cancer (LGSOC), non-small cell lung cancer (NSCLC), colorectal cancer (CRC), pancreatic cancer, uveal melanoma, and endometrial cancer. VS-6766 is an orally available small molecule RAF/MEK clamp. VS-6766 is a dual RAF/MEK clamp that blocks both MEK kinase activity and the ability of RAF to phosphorylate MEK. Defactinib is an oral small molecule inhibitor of FAK and proline-rich tyrosine kinase (PYK2) that is being evaluated as a potential combination therapy for various solid tumors.
Launch: Verastem reported $17.5 million of net product revenue in Q4 2025 and $30.9 million for the May–December 2025 launch period, with steady month‑to‑month growth and nearly 300 prescribers through February.
NCCN update: The recent NCCN guideline update did not expand the recommendation to include KRAS wild‑type recurrent LGSOC — management called this disappointing but said it does not change the commercial trajectory.
Access: Payer coverage remains strong across LGSOC patients regardless of KRAS status; typical fill times are 12–14 days and ~60% of commercially eligible patients use the company's co‑pay program.
Clinical pipeline: RAMP 301 Phase III enrollment is complete with topline expected mid‑2027; RAMP 205 pancreatic expansion data expected in Q2 2026; VS‑7375 (KRAS G12D inhibitor) is in dose escalation with 900 mg cleared and 1,200 mg being evaluated.
VS‑7375 development: FDA requested the Phase I/II program be split into disease‑specific Phase II registration‑directed trials for pancreatic, lung and colorectal cancers — management views this as clarifying the regulatory path.
Safety: Early U.S. VS‑7375 tolerability appears better than reported in China (lower GI events, no liver abnormalities reported to date); company is continuing dose escalation and prophylactic measures.
Finances & runway: Cash, cash equivalents and investments were $205.0 million (pro forma $234.4 million after warrant exercise); management expects cash runway into the first half of 2027 and believes the LGSOC franchise will be self‑sustaining in the second half of 2026.
