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Verastem (GB:0LOV)
LSE:0LOV

Verastem (0LOV) Price & Analysis

3 Followers

0LOV Stock Chart & Stats

$6.05
$0.04(0.66%)
At close: 4:00 PM EDT
$6.05
$0.04(0.66%)

Bulls Say, Bears Say

Bulls Say
Accelerating Revenue And Solid Gross MarginSustained high revenue growth combined with a healthy gross margin indicates improving commercial traction and product-market fit. Over 2–6 months this supports reinvestment in trials and commercialization, and makes future non-dilutive partnership or royalty deals more feasible.
VS-7375 Advanced To Registration-directed Phase 2sProgressing VS-7375 into registration-directed Phase 2 trials materially de-risks the program and creates a clear regulatory path. Successful Phase 2 signals potential for accelerated approvals and expands addressable indications across PDAC, CRC and NSCLC, strengthening long-term growth options.
Commercial Launch Momentum And Prescriber GrowthExpanding prescriber base and rising product revenue indicate durable commercial adoption. High co-pay program take-up and a plan for the LGSOC CO-PACK to be self-sustaining support a structural shift from pure development-stage funding toward recurring product cash flows.
Bears Say
Large Persistent Cash Burn And Limited RunwayOngoing negative operating cash flow at scale forces near-term financing choices; runway into H1 2027 imposes pressure to secure nondilutive funding or execute commercial milestones quickly. This elevates dilution and execution risk for multi-year clinical programs.
High R&D And SG&A Relative To RevenueSustained high operating expenses far exceed current product sales, delaying pathway to profitability. While necessary to advance trials and scale launches, this cost structure pressures cash reserves and may force prioritization that could slow certain development programs.
Immature Duration/refill Metrics And Early DiscontinuationsUncertain patient treatment duration and higher-than-expected early discontinuations create structural revenue predictability issues. For oncology drugs, durable on-treatment time drives recurring sales; immaturity here complicates forecasting and undermines the self-sustaining commercial narrative.

Verastem News

0LOV FAQ

What was Verastem’s price range in the past 12 months?
Verastem lowest share price was $3.44 and its highest was $11.17 in the past 12 months.
    What is Verastem’s market cap?
    Verastem’s market cap is $509.67M.
      When is Verastem’s upcoming earnings report date?
      Verastem’s upcoming earnings report date is Aug 06, 2026 which is in 3 days.
        How were Verastem’s earnings last quarter?
        Verastem released its earnings results on May 07, 2026. The company reported -$0.37 earnings per share for the quarter, beating the consensus estimate of -$0.465 by $0.095.
          Is Verastem overvalued?
          According to Wall Street analysts Verastem’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Verastem pay dividends?
            Verastem pays a Notavailable dividend of $0.285 which represents an annual dividend yield of N/A. See more information on Verastem dividends here
              What is Verastem’s EPS estimate?
              Verastem’s EPS estimate is -0.43.
                How many shares outstanding does Verastem have?
                Verastem has 87,873,640 shares outstanding.
                  What happened to Verastem’s price movement after its last earnings report?
                  Verastem reported an EPS of -$0.37 in its last earnings report, beating expectations of -$0.465. Following the earnings report the stock price went down -12.174%.
                    Which hedge fund is a major shareholder of Verastem?
                    Currently, no hedge funds are holding shares in GB:0LOV
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Verastem

                      Verastem, Inc. is an emerging biopharmaceutical company dedicated to the creation and commercialization of innovative therapeutic agents for cancer treatment. A primary asset in its pipeline is VS-6766, a novel dual RAF/MEK inhibitor that operates by a "clamp" mechanism. This unique action effectively blocks the kinase activity of MEK and disrupts RAF's ability to phosphorylate MEK. The company is actively advancing several clinical trials. RAMP 201 is an adaptive, two-part, multicenter, randomized, open-label study designed to assess both the efficacy and safety of VS-6766, administered alone or in combination with defactinib. Defactinib is an oral small molecule inhibitor of focal adhesion kinase (FAK), and this trial targets patients with recurrent low-grade serous ovarian cancer. Simultaneously, Verastem is conducting RAMP 202, a Phase 2 trial focused on evaluating the safety profile of VS-6766 combined with defactinib. This particular study enrolls patients with non-small cell lung cancer (NSCLC) that harbors KRAS and BRAF mutations, specifically after they have undergone treatment with platinum-based regimens and immune checkpoint inhibitors. Verastem has also forged strategic partnerships to support its development efforts. It holds license agreements with Chugai Pharmaceutical Co., Ltd. for the development, commercialization, and manufacturing rights of products incorporating VS-6766. Additionally, a similar agreement with Pfizer Inc. pertains to the research, development, production, and marketing of Pfizer's FAK inhibitors for various human applications, including therapeutic, diagnostic, and prophylactic uses. Further expanding its collaborations, Verastem has a clinical agreement with Amgen, Inc. to explore the synergistic potential of VS-6766 alongside Amgen's KRAS-G12C inhibitor, LUMAKRAS™, a combination being investigated in the Phase 1/2 RAMP 203 trial. Founded in 2010, Verastem, Inc. maintains its corporate headquarters in Needham, Massachusetts.

                      Verastem (0LOV) Earnings & Revenues

                      0LOV Company Deck

                      0LOV Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      The call balanced encouraging commercial and R&D progress with near-term operational and financial challenges. Highlights include steady product revenue growth ($18.7M in Q1; nearly $50M to date), expanding prescriber base (>400), improved PK/tolerability and progression of the 7375 Target-D program into Phase II registration-directed trials across PDAC, NSCLC and CRC (900 mg go-forward dose), and a cash position of $181.7M with runway into H1 2027. Lowlights include seasonal/access headwinds and early discontinuations reducing short-term refill volumes, high R&D and SG&A relative to current revenue leading to continued non-GAAP net losses (~$42.7M), immature duration/refill metrics, and practical dosing/formulation constraints at higher VS-7375 doses. Overall, positives (pipeline advancement, reimbursement and commercial actions, and encouraging VS-7375 data) are significant but offset by meaningful execution and funding risks in the near term.View all GB:0LOV earnings summaries

                      0LOV Stock 12 Month Forecast

                      Average Price Target

                      $15.00
                      ▲(147.93% Upside)
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