VSTM 8-K SEC Filing Analysis

Final — all horizons settled through T+60d

VSTM ▼ -31.87% at T+60d

NEUTRAL call ✗ call lost -31.87% · α vs SPY -43.17% · entry $6.15 → $4.19

Currently $4.10 · -33.33% from $6.15 entry

Entry anchored
Mar 4, 03:59 PM ET
via Databento tick

T+1d

+3.74%

call +3.74% · α +5.05%

$6.38

settled 3mo ago

T+5d

-5.04%

call -5.04% · α -2.80%

$5.84

settled 3mo ago

T+20d

-8.46%

call -8.46% · α -4.67%

$5.63

settled 2mo ago

T+60d

-31.87%

call -31.87% · α -43.17%

$4.19

settled 15d ago

Price Chart

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Executive Summary

Verastem released a corporate presentation disclosing strong commercial performance of its newly approved drug AVMAPKI FAKZYNJA CO-PACK, with $30.9M in net product revenue from May-December 2025. The company highlighted positive clinical data, pipeline progress for VS-7375, and extended cash runway into 1H 2027. No new financial guidance or preliminary results were provided beyond what was already known.

Actionable Insight

Monitor upcoming clinical data readouts for VS-7375 in 1H 2026 and RAMP 301 topline data in mid-2027, which could significantly impact valuation. The commercial ramp of AVMAPKI FAKZYNJA CO-PACK appears on track with strong payer coverage and prescriber adoption.

Key Facts

AVMAPKI FAKZYNJA CO-PACK generated $30.9M in net product revenue from May through December 2025
Q4 2025 net product revenue was $17.5M
Cash, cash equivalents & short-term investments were $205.0M as of December 31, 2025
Pro-forma cash position was $234.4M after January 2026 warrant exercises
RAMP 301 Phase 3 confirmatory trial for recurrent LGSOC is fully enrolled
Topline data from RAMP 301 expected in mid-2027
VS-7375 Phase 1/2 trial updates expected in 1H 2026

Financial Impact

$30.9M in net product revenue for launch period (May-Dec 2025)

revenuecash

Risk Factors

Dependence on successful confirmation of RAMP 201 results in the RAMP 301 Phase 3 trial
Commercial execution risk for a newly launched product in a niche indication

Market Snapshot

Exchange

Nasdaq

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001104659-26-023462
Document: tm267866d1_8k.htm	0001104659-26-023462
Document: 0001104659-26-023462-index-headers.html	0001104659-26-023462
Document: 0001104659-26-023462-index.html	0001104659-26-023462
Document: 0001104659-26-023462.txt	0001104659-26-023462

5 reports for VSTM

T+1T+5T+20T+60

Filters

Reports for VSTM — sortable, filterable
	Type				Now
Jun 11, 2026 1d ago	Institutional Cluster BULLISH ★ 5/10	$3.94 awaiting T+5	awaiting T+5	—	$4.10 (+4.06%)
Jun 11, 2026 2d ago	Institutional Cluster NEUTRAL ★ 3/10	$3.76 awaiting T+5	awaiting T+5	—	$4.10 (+9.04%)
May 27, 2026 16d ago	3 NEUTRAL ★ 2/10	$4.29 $3.86	▼ −10.02%	▼ −10.34%	$4.10 (−4.43%)
May 27, 2026 16d ago	144 NEUTRAL ★ 3/10	$4.29 $3.62	▼ −15.62%	▼ −15.57%	$4.10 (−4.43%)
Mar 4, 2026 14w ago	8-K NEUTRAL ★ 4/10	$6.15 $5.84	▼ −5.04%	▼ −2.80%	$4.10 (−33.33%)

US Market Status

Market Closed — Opens Mon (49h 35m)

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