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Core Viewpoint - Verastem reported a quarterly loss of $1.35 per share, significantly worse than the Zacks Consensus Estimate of a loss of $0.51, marking an earnings surprise of -164.71% [1] - The company achieved revenues of $11.24 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 82.80%, compared to zero revenues a year ago [2] Financial Performance - The loss per share increased from $0.60 a year ago to $1.35 this quarter, indicating a worsening financial situation [1] - Over the last four quarters, Verastem has only surpassed consensus EPS estimates once [2] Stock Performance - Verastem shares have increased approximately 91.5% since the beginning of the year, outperforming the S&P 500's gain of 16.5% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting it is expected to outperform the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.42 on revenues of $22.07 million, and for the current fiscal year, it is -$2.44 on revenues of $18.75 million [7] - The outlook for the industry, specifically the Medical - Biomedical and Genetics sector, is favorable, ranking in the top 39% of over 250 Zacks industries [8]

Financial Data and Key Metrics Changes - The company reported a net product revenue of $11.2 million for Q3 2025, surpassing expectations and reflecting strong adoption among oncologists [5][19] - Research and development expenses were $29.0 million, driven by ongoing clinical trials [20] - The non-GAAP adjusted net loss was $39.4 million, or $0.54 per share diluted, compared to a loss of $35.3 million, or $0.88 per share diluted, in Q3 2024 [20][21] Business Line Data and Key Metrics Changes - The Avmasky Flexentia CoPak launch has shown strong growth, with 133 prescribers and approximately 65% of prescriptions coming from the top 100 healthcare organizations [9][15] - The product is being utilized by both gynecological oncologists (60%) and medical oncologists (40%) [11] Market Data and Key Metrics Changes - The payer coverage for Avmasky Flexentia CoPak has exceeded 80%, with a mix of half commercial and half Medicare [16] - The time to fill prescriptions has been approximately 12-14 days, indicating efficient access for patients [16] Company Strategy and Development Direction - The company aims to continue building on the momentum of the Avmasky Flexentia CoPak launch while focusing on strategic imperatives to ensure patient access [12][22] - The clinical pipeline is advancing, with several important data readouts expected in the first half of 2026 [22][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory and value creation opportunities ahead, emphasizing the high unmet need in the KRAS mutated LGSOC market [22][24] - The company plans to engage with the FDA in the first half of 2026 to discuss the path forward for the VS7375 program [24] Other Important Information - The company ended Q3 2025 with cash, cash equivalents, and investments of $137.7 million, providing sufficient capital for ongoing commercial efforts [21] Q&A Session Summary Question: Usage of Avmasky Flexentia CoPak in the market - Management noted a mix of patients with prior lines of therapy, including both KRAS mutant and wild-type patients, but exact numbers are not available [26][27] Question: RAMP 301 study update - The IDMC recommended adding approximately 30 patients due to fewer events than anticipated, indicating a need for more data [29][50] Question: NCCN committee review outcome - The company has not received feedback on the recommendation for label expansion to include KRAS wild-type patients, with timelines for feedback being uncertain [33][34] Question: New patient starts versus refills - Management indicated significant new prescriptions are being generated, but detailed metrics on new versus refill prescriptions are not yet available [35] Question: Patient retention and dropout rates - It is too early to determine patient retention rates, but the average duration of treatment in clinical trials was around 18 months [40][42] Question: Differences in VS7375 treatment protocols - The company is using fed protocols and prophylactic antiemetics in the US, which differ from the protocols used in China [43] Question: Enrollment plan for KRAS mutant and wild-type populations - The total enrollment for the RAMP 301 study was planned for 270, with a balance between KRAS mutant and wild-type patients [45]

Financial Performance - Achieved net product revenue of $11.2 million for AVMAPKI™ FAKZYNJA™ CO-PACK in Q3 2025, marking the first full quarter since its launch[1][4][15] - Total revenue for the three months ended September 30, 2025, was $11,242,000, compared to $0 for the same period in 2024[39] - Net loss for Q3 2025 was $98.5 million, or $1.35 per share, compared to a net loss of $24.0 million, or $0.60 per share, in Q3 2024[1][19] - The net loss for the three months ended September 30, 2025, was $98,518,000, compared to a net loss of $23,967,000 for the same period in 2024[39] - Adjusted net loss (non-GAAP) for Q3 2025 was $39.354 million, compared to $35.278 million in Q3 2024, indicating a slight increase in adjusted losses[43] - Net loss per share (diluted, GAAP) for Q3 2025 was $(1.35), compared to $(0.60) in Q3 2024, reflecting a worsening loss per share[43] - For the nine months ended September 30, 2025, the net loss was $176.555 million, compared to $66.086 million for the same period in 2024[43] - The total adjusted net loss for the nine months ended September 30, 2025, was $123.765 million, compared to $78.002 million for the same period in 2024[43] Cash and Expenses - Ended Q3 2025 with cash and cash equivalents of $137.7 million, with an expected cash runway extending into the second half of 2026[1][20] - Research and development expenses increased by $4.2 million, or 16.9%, to $29.0 million in Q3 2025, primarily due to higher drug substance and trial costs[1][17] - Selling, general, and administrative expenses rose by $8.7 million, or 70.7%, to $21.0 million in Q3 2025, driven by commercialization costs for AVMAPKI FAKZYNJA[1][18] - Total operating expenses for the nine months ended September 30, 2025, were $142,033,000, compared to $93,366,000 for the same period in 2024[39] - Stock-based compensation expense for Q3 2025 was $2.178 million, up from $1.935 million in Q3 2024[43] Clinical Trials and Research - Preliminary safety and efficacy data for VS-7375 showed no dose-limiting toxicities in the ongoing Phase 1/2a trial, with four out of five patients experiencing tumor reduction[1][8] - Enrollment for the combination cohort of VS-7375 with cetuximab in advanced solid tumors has been initiated[1][8] - The company expects to report updates on the safety and efficacy of the RAMP 205 expansion cohort in 1H 2026[1][11] - The ongoing Phase 3 RAMP 301 trial completed enrollment of 270 patients a quarter early, with an additional 29 patients to be added based on IDMC recommendations[1][8] - The company is conducting RAMP 301, an international Phase 3 confirmatory trial for the combination of avutometinib and defactinib[24] - Verastem initiated a Phase 1/2a clinical trial for VS-7375, a KRAS G12D dual ON/OFF inhibitor, in June 2025[32] Regulatory and Collaborations - AVMAPKI™ FAKZYNJA™ CO-PACK received FDA approval for treating adult patients with KRAS-mutated recurrent low-grade serous ovarian cancer (LGSOC) on May 8, 2025[24] - The company plans to engage with the FDA regarding potential registration-directed clinical trials in PDAC and NSCLC in 1H 2026[1][12] - The collaboration with GenFleet Therapeutics aims to advance three oncology discovery programs related to RAS/MAPK pathway-driven cancers[33]

Core Insights - Verastem, Inc. (NASDAQ: VSTM) reported positive preliminary results from a phase 1/2a dose-escalation trial of VS-7375, an oral KRAS G12D inhibitor, in patients with KRAS G12D-mutant solid tumors [1][2] Group 1: Trial Results - The preliminary safety and tolerability data indicate that VS-7375 can be administered at efficacious doses while managing gastrointestinal side effects [2] - Anti-tumor activity has been observed among pre-treated patients with advanced pancreatic cancer and other solid tumors [3] - The company has initiated patient enrollment for the first dose-escalation combination cohort and plans to evaluate VS-7375 in combination with cetuximab [3][4] Group 2: Future Plans - Subject to the outcome of the Phase 1 dose escalation, Verastem intends to initiate a combination expansion cohort in colorectal cancer [4] - The company plans to select the recommended Phase 2 dose and advance subsequent efficacy and safety analysis in patients with advanced pancreatic ductal adenocarcinoma (PDAC) and non-small cell lung cancer (NSCLC) [4] Group 3: Company Overview - Verastem, Inc. is a biopharmaceutical company focused on developing and commercializing new medicines for cancers driven by the RAS/MAPK signaling pathway [5] - The company develops novel small-molecule drugs, including inhibitors targeting RAF/MEK, FAK, and KRAS G12D [5]

Industry Overview - The global cancer treatment market is undergoing a transformative phase due to rising cancer incidence and rapid scientific advancements, with the U.S. projected to report 2.04 million new cancer cases and over 618,000 deaths in 2025 [1] - An aging population and lifestyle-related risks are increasing global cancer prevalence, leading to higher oncology spending by healthcare systems [1] Innovation in Cancer Treatment - Advances in immunotherapies, targeted drugs, and personalized vaccines are expanding treatment options beyond traditional chemotherapy and radiation [2] - Immune-based approaches, such as checkpoint inhibitors and CAR-T therapies, enhance the body's defenses against tumors, while targeted therapies focus on specific genetic mutations to improve precision and reduce side effects [2] - Emerging technologies like genomic sequencing, AI, and machine learning are accelerating biomarker discovery and improving early detection, contributing to better survival rates and quality of life across many cancer types [3] Pharmaceutical Investment - Major pharmaceutical companies, including Novartis, AstraZeneca, Johnson & Johnson, Pfizer, AbbVie, Merck, Bristol Myers Squibb, and Eli Lilly, are aggressively investing in new oncology pipelines, including antibody-drug conjugates and next-generation immuno-oncology agents [4] - Smaller biotech firms are key sources of innovation, driving collaborations, licensing deals, and acquisitions as larger companies seek novel assets [4] Investment Opportunities - The oncology segment is positioned as one of the most attractive and resilient areas for long-term investors due to continued innovation and favorable reimbursement trends [5] - Stocks such as Relay Therapeutics, Fate Therapeutics, and Verastem Oncology are highlighted as potential investment opportunities in the rising cancer treatment trend [6] Company Highlights - **Relay Therapeutics** is developing RLY-2608, a mutant-selective PI3Kα inhibitor, showing potential benefits in clinical studies for advanced breast cancer [7][8] - **Fate Therapeutics** focuses on universal, off-the-shelf cell products and is co-developing FT825/ONO-8250, a CAR T-cell product candidate, with promising safety profiles in early studies [9][10][11] - **Verastem Oncology** received FDA approval for its combination regimen of avutometinib and defactinib for treating KRAS mutant recurrent low-grade serous ovarian cancer, generating $2.1 million in sales shortly after launch [12][13]

Core Viewpoint - Verastem (VSTM) shares have recently declined by 16.4% over the past week, but the formation of a hammer chart pattern suggests potential support and a possible trend reversal in the future [1][2]. Technical Analysis - The hammer chart pattern indicates a nearing bottom with likely subsiding selling pressure, suggesting a bullish case for the stock [2]. - A hammer pattern is characterized by a small candle body with a long lower wick, indicating that despite a downtrend, buying interest has emerged to push the stock price up towards the opening price [4][5]. - The occurrence of a hammer pattern at the bottom of a downtrend signals that bears may have lost control, indicating a potential trend reversal [5]. Fundamental Analysis - Recent upward revisions in earnings estimates for VSTM enhance the prospects for a trend reversal, as trends in earnings estimate revisions are strongly correlated with near-term stock price movements [7]. - Over the last 30 days, the consensus EPS estimate for the current year has increased by 2.4%, indicating that sell-side analysts expect better earnings than previously predicted [8]. - VSTM holds a Zacks Rank of 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, which typically outperform the market [9][10].

BOSTON--(BUSINESS WIRE)--Verastem Oncology (Nasdaq: VSTM), a biopharmaceutical company committed to advancing new medicines for patients with RAS/MAPK pathway-driven cancers, today announced that the Company will host a conference call and webcast to discuss its third quarter 2025 financial results and business updates on Tuesday, November 4, 2025, at 8:00 am ET. To access the conference call, please dial (888) 596-4144 (U.S.) or (646) 968-2525 (international) and enter the passcode 8194537 at. ...

Core Insights - Three stocks are highlighted with strong momentum characteristics and a buy rank as of October 21, including Verastem, Inc., Amer Sports, Inc., and Sono-Tek Corporation [1][2][3] Company Summaries - **Verastem, Inc. (VSTM)**: - Zacks Rank 1 - Current year earnings estimate increased by 21.5% over the last 60 days - Shares gained 52.2% over the last three months, outperforming the S&P 500's 5.7% increase - Momentum Score of A [1] - **Amer Sports, Inc. (AS)**: - Zacks Rank 1 - Current year earnings estimate increased by 9.1% over the last 60 days - Shares gained 38.7% over the past six months, compared to the S&P 500's 26.2% increase - Momentum Score of A [2] - **Sono-Tek Corporation (SOTK)**: - Zacks Rank 1 - Current year earnings estimate increased by 37.5% over the last 60 days - Shares gained 15.9% over the last three months, outperforming the S&P 500's 5.7% increase - Momentum Score of A [3]

Core Insights - Five stocks have been added to the Zacks Rank 1 (Strong Buy) List, indicating strong potential for investment returns Group 1: Company Earnings Estimates - Newmont Corporation (NEM) has seen a 6.9% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Royal Bank of Canada (RY) has experienced a 5.6% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Amer Sports, Inc. (AS) has seen a 9.1% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Verastem, Inc. (VSTM) has experienced a significant 21.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Sono-Tek Corporation (SOTK) has seen a remarkable 37.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3]