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Verastem (0LOV) AI Stock Analysis

3 Followers
GB:0LOV

Verastem

(LSE:0LOV)

Rating:―N/A
Action:N/A
Date:―

No summary available

Positive Factors
Commercial revenue growthRapid product-revenue growth, broader physician adoption, and stronger refill activity indicate that the commercial franchise is gaining traction beyond initial launch uptake. Improving persistence and account expansion can support a more durable revenue base and provide greater operating leverage as commercialization continues.
Negative Factors
Persistent operating lossesThe company remains deeply unprofitable despite rapid revenue growth, showing that its current cost base still substantially exceeds commercial contribution. Continued large losses could delay breakeven, require ongoing financing, and limit the company’s ability to reinvest from internally generated earnings.

Verastem (0LOV) vs. iShares MSCI United Kingdom ETF (EWC)

-60%-40%-20%0%20%40%GB:0LOV+16.32%EWC+21.06%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
Market Cap
$1.15B
Dividend Yield
―
Average Volume (3M)
10.56K
Price to Earnings (P/E)
-4.9
Beta (1Y)
1.11
Revenue Growth
649.65%
EPS Growth
54.01%
Country
UK
Employees
102
Sector
Healthcare
Sector Strength
51
Industry
Biotechnology

Verastem Business Overview & Revenue Model

Company Description

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...

Verastem Earnings Call Summary

Earnings Call Date:Nov 05, 2026(Q3-2026)|% Change Since:-5.51%|Next Earnings Date:Mar 18, 2027
Earnings Call SentimentPositive

The call was strongly positive overall. Management reported 114% year-over-year product revenue growth, increasing refill momentum, a strengthened balance sheet with funding into the first half of 2028, encouraging VS-7375 efficacy across pancreatic, colorectal and lung cancers, favorable safety data, and multiple advancing Phase II and Phase III programs. The main negatives were moderated new patient starts, anticipated competitive pressure in pancreatic cancer, a larger adjusted net loss, and remaining clinical, regulatory and site-enrollment execution requirements.

Positive Updates

Strong Third-Quarter Product Revenue Growth
Net product revenue from AVMAPKI FAKZYNJA CO-PACK was $24.0 million in the third quarter of 2026, a 114% increase compared with the third quarter of 2025. Revenue was supported by expanded prescribing across community and academic accounts, increasing refill rates, and strong refills offsetting new patient starts after significant growth in the second quarter.

Negative Updates

Moderation in New Patient Starts
New patient starts moderated in the third quarter after significant overall growth in the second quarter. Management attributed this to seasonal headwinds in the late summer and noted that new patient starts can fluctuate quarter-to-quarter because treatment persistence in rare diseases such as LGSOC is episodic.

Company Guidance

Verastem expects SG&A expenses will remain consistent on a quarterly basis in the fourth quarter of 2026, with current cash, October follow-on offering proceeds and expected AVMAPKI FAKZYNJA CO-PACK revenues funding operations into the first half of 2028, including completing VS-7375 Phase II studies and starting 3 pivotal Phase III studies; pancreatic and colorectal Phase II enrollment is expected to complete around the end of the year and lung enrollment in the first half of 2027, the frontline Phase III TARGET-D 301 PDAC trial is expected to initiate before the end of 2026, and the frontline Phase III TARGET-D trials in CRC and non-small cell lung cancer are planned for the first half of 2027. The company expects an update across the program at the first of the year, multiple updates across the program in the next couple of months, the blister pack to launch in the first half of next year, 7375 plus gem/nab data in Q1 or Early Q2, and typically these Phase IIIs are 100 sites.

Verastem Risk Analysis

Verastem disclosed 67 risk factors in its most recent earnings report. Verastem reported the most risks in the "Tech & Innovation" category.

Higher RiskSector Avg.Lower RiskFinance & CorporateTech & InnovationLegal & RegulatoryProductionAbility to SellMacro & Political
Tech & Innovation - Risks related to the company’s reliance on technology and ability to make innovative products

Latest Risks Added

3 New Risks
1.Item 3. Defaults Upon Senior Securities.Q3, 2024
2.Item 5. Other Information.Q3, 2024
3.Item 4. Mine Safety Disclosures.Q3, 2024

Verastem Peers Comparison

Overall Rating

UnderperformOutperform
Sector (51)

Financial Indicators

GB:0LOV against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
PBYIPBYI64Neutral$420.82M16.9717.52%―9.35%-37.15%
Sector *51Neutral$7.86B-0.30-43.30%2.27%22.53%-2.21%
ARVNARVN49Neutral$453.16M-46.07-2.00%―-11.85%81.44%
CTMXCTMX47Neutral$431.65M-4.72-33.97%―-87.66%-210.45%
ALLOALLO46Neutral$322.87M-1.43-49.84%――36.37%
BBOTBBOT39Underperform$176.38M-0.00-49.01%――-132725.78%

* Healthcare Sector Average

Performance Comparison

-50%0%50%100%150%GB:0LOVPBYICTMXARVNALLOBBOTDec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
GB:0LOV and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
GB:0LOVVerastem Inc8.910.586.94%
PBYIPuma Biotechnology8.083.1363.23%
CTMXCytomX Therapeutics Inc.2.13-1.73-44.82%
ARVNArvinas Holding Company6.91-3.21-31.72%
ALLOAllogene Therapeutics0.90-0.30-25.00%
BBOTBridgebio Oncology Therapeutics, Inc.2.56-9.82-79.32%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.