earnings
confidence high
sentiment positive
materiality 0.65
Verastem reports preliminary 2025 product revenue $30.9M; cash runway to H1 2027
Verastem, Inc.
2025-FY EPS reported
-$3.02
revenue$30,914,000
- Preliminary AVMAPKI FAKZYNJA CO-PACK net revenue: Q4 2025 ~$17.5M, full year 2025 ~$30.9M (launch from May 2025).
- Cash, equivalents, investments $205M at Dec 31, 2025; pro-forma $234M netting $29.4M from warrant exercises.
- Anticipates LGSOC commercial launch and development to be self-sustaining by 2H 2026.
- VS-7375 KRAS G12D inhibitor: interim Phase 1/2 update in 1H 2026; FDA discussions on registration-directed trials planned.
- RAMP 205 PDAC expansion cohort update with ≥6 months follow-up expected in Q2 2026.