Verastem, Inc. (VSTM) Stock

Verastem, Inc. (VSTM) is a Healthcare stock trading at $6.06 (as of 2026-07-24), with a market capitalization of $532.51M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Verastem, Inc. develops drugs for cancer, including VS-6766 and its clinical evaluation in studies such as RAMP 201 (VS-6766 alone and with defactinib in recurrent low grade serous ovarian cancer) and RAMP 202 (VS-6766 with defactinib in KRAS/BRAF mutant non-small cell lung cancer). It has licensing agreements with Chugai for VS-6766 and with Pfizer under related product arrangements.

Understand Verastem, Inc.: how it makes money

Verastem develops and commercializes cancer drugs, currently centered on its drug candidate VS-6766 (and related clinical trial programs), with any monetization reflected in disclosed net product revenue.

For a development-stage biopharma, the profit model is largely driven by whether clinical results for its key programs (for example, VS-6766) translate into future product adoption and sales, since current revenue appears limited.

Revenue by segment (latest quarter)
NetProdRev$0.0B
CoGS$0.0B

Business quality (Weak): The provided facts emphasize clinical efficacy and safety metrics for an oncology pipeline (not a multi-segment, clearly recurring revenue model), and the latest quarter shows very limited revenue with a deeply negative operating margin.

Bull case

  • Efficacy signal in reported outcomes: Reported clinical metrics include Overall Response Rate of 40.7% and Disease Control Rate of 96.7%, with Median Progression-Free Survival reported as 5.52.
  • Stronger response at a specified dose level in the dataset: The dataset also reports an Overall Response Rate of 68.8% and Disease Control Rate of 93.8% at the recommended Phase 2 dose.

Bear case

  • Very limited current revenue base: Latest-quarter revenue is shown as 0.0B, with disclosed net product revenue of 0.02B in the provided segment candidates, which suggests the financial model may not yet be scaled.
  • Substantial operating losses and development risk: The latest-quarter operating margin is -240.5, and the company remains focused on developing and commercializing drugs with future success tied to clinical outcomes.
  • Treatment tolerability concerns reflected in adverse event metrics: The dataset includes a Grade 3 treatment-related adverse event rate of 30.3% and a discontinuation rate due to treatment-related adverse events of 3.0%.
Valuation — source: SEC EDGAR (first-party)
Price$6.06
Market Cap$532.51M
Price / Book6.51
Price / Sales16.13
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$30.91M
Net Margin-677.6%
Revenue Growth (YoY)209.1%
EPS Growth (YoY)-17.5%
Financial Health — source: SEC EDGAR
Altman Z-Score-6.35 (distress)
Valuation vs Sector & Industry
Sector P/E (Healthcare)21.2
Industry P/E (Pharmaceutical Products)17.0
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderRTW INVESTMENTS, LP ($34.85M)
Institutional Holders Tracked10
Company
SectorHealthcare
IndustryPharmaceutical Products
CEODaniel W. Paterson
Employees78
CountryUS
IPO Date2012-01-27

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VSTM earnings history · VSTM institutional & insider holders · VSTM KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-24.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.