other material
confidence high
sentiment positive
materiality 0.75
Verastem provides pipeline update; Q3 net product revenue $11.2M; cash runway into 1H2027
Verastem, Inc.
- AVMAPKI FAKZYNJA CO-PACK launch momentum: $11.2M net product revenue Q3 2025, 133 prescribers.
- Phase 3 RAMP 301 trial fully accrued; topline PFS data expected mid-2027.
- VS-7375 KRAS G12D inhibitor: cleared 900 mg QD dose no DLTs; FDA FTD in PDAC.
- Pipeline milestones: RAMP 205 update 1H2026; VS-7375 monotherapy expansion cohorts 1H2026.
- Extended cash runway into 1H2027 via Oberland debt refinancing and equity investment.