← Verastem, Inc. (VSTM) — catalysts, pipeline & price
Catalyst Dossier · compiled by CeliA 🧫
Verastem, Inc. (VSTM)
Pharmaceutical Preparations · market cap $725M · as of 2026-07-09
Research and calibrated estimates, not financial advice — verify before acting.
Next catalyst
2026-11-03 (est.)
Earnings
Pipeline
16
programs
Upcoming events
8
next 90d+
Dossier
Ready
cached
Verastem Oncology (VSTM) is a ~100-person Boston-based oncology company with a $446M market cap focused on RAS/MAPK pathway inhibition. Its lead asset, avutometinib (VS-6766), is in Phase 3 for Low Grade Serous Ovarian Cancer (LGSOC) and is being evaluated in combination with defactinib and in multiple other tumor types. The company holds $165.6M in cash but faces a runway of only ~9.5 months, making near-term financing a structural overhang.
The catalyst path
- 2026-11-03 (est.)Earningsimp 5/10
- 2027-03-15 (est.)Phase 2 · Defactinibimp 7/10
- 2027-03-15 (est.)Phase 2 · avutometinib (VS-6766)imp 7/10
- 2027-04-15 (est.)Phase 2 · Letrozoleimp 7/10
- 2027-06-15 (est.)Phase 2 · VS-7375imp 7/10
- 2027-06-15 (est.)Phase 2 · panitumumabimp 7/10
- 2027-08-16 (est.)Phase 2 · Defactinibimp 7/10
- 2027-08-16 (est.)Phase 2 · avutometinibimp 7/10
Pipeline
| Asset | Phase | Indication |
|---|---|---|
| VS-7375 | Phase 2 | Pancreatic Ductal Adenocarcinoma |
| avutometinib | Phase 3 | Low Grade Serous Ovarian Cancer |
| avutometinib (VS-6766) | Phase 2 | Low Grade Ovarian Serous Adenocarcinoma |
| avutometinib (VS-6766) and defactinib in combination with gemcitabine and nab-paclitaxel | Phase 2 | KRAS Activating Mutation |
| Avutometinib (VS-6766) + Defactinib (VS-6063) | Phase 2 | Low Grade Serous Ovarian Cancer |
| defactinib (VS-6063) | Phase 2 | Non Small Cell Lung Cancer |
| avutometinib (VS-6766) and adagrasib | Phase 2 | Non Small Cell Lung Cancer |
| avutometinib and sotorasib | Phase 2 | Non Small Cell Lung Cancer |
| avutometinib (VS-6766) and Defactinib | Phase 2 | Non Small Cell Lung Cancer |
| panitumumab | Phase 2 | Colorectal Cancer |
| Duvelisib | Phase 2 | COVID-19 |
| VS-6766 | Phase 2 | Breast Cancer |
| Avutometinib (VS-6766) + defactinib | Phase 2 | Endometrioid Cancer |
| Defactinib | Phase 2 | Pancreatic Adenocarcinoma |
| Encorafenib | Phase 2 | Cutaneous Melanoma |
| Letrozole | Phase 2 | Low-Grade Serous Ovarian Cancer |
Price & technical context
3-month
+75.6%
6-month
+42.3%
12-month
-10.5%
52-wk range
$3.45–$10.64
vs 50-day MA
+10.7%
vs 200-day MA
+30.7%
Realized vol
74.2%
Max drawdown
-68.0%
Daily closes through 2026-10-01. Realized vol annualized; max drawdown over ~2 years.
The full dossier is a Pro feature
Thesis, bull & bear, the if-approved scenario, financials, smart-money signals and risks — compiled by CeliA. The catalyst path & pipeline above are free.
Sources & data
- SEC filings — EDGAR filings for VSTM (10-K, 10-Q, S-3, 13D/G, Form 4)
- Clinical trials — 16 registered trials on ClinicalTrials.gov (per-trial NCT links in the pipeline)
- Market & financial data — SEC EDGAR (XBRL filings, Form 4), Yahoo Finance, Nasdaq — prices, statements, key metrics, insider & institutional filings.
- Regulatory — openFDA, FDA advisory & PDUFA calendars.
Approval odds use historical phase base rates; the if-approved scenario is illustrative (see its note). Figures trace to the sources above — verify before acting.
Data from CatalystAlert (ClinicalTrials.gov, SEC EDGAR, openFDA, market-data providers). Compiled by CeliA. Not financial advice.