Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
VSTM
STRONG SELLVerastem, Inc. · Healthcare · United States · $532M · Avg Vol: $18M/d
COMPANY DESCRIPTION
Verastem Oncology is a biopharmaceutical company focused on developing and commercializing novel, small-molecule drugs to treat RAS-pathway-driven cancers. The company's lead development candidate, a combination of a RAF/MEK inhibitor and a FAK inhibitor, targets highly resistant solid tumors such as low-grade serous ovarian cancer. Its competitive advantage lies in its unique combination therapy approach, which aims to overcome therapeutic resistance mechanisms that limit standard oncology treatments.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.6M | 0 | 10.0M | 30.9M | 128.4% | 49.6M | 101.9M | 178.3M | 140.2% |
| EPS | -0.87 | -1.14 | -3.66 | -3.02 | — | -2.41 | -1.56 | -1.16 | — |
| Shares | 87.9M | 87.9M | 44.8M | 77.7M | -11.5% | 87.9M | — | — | — |
| Debt | 27.1M | 41.6M | 42.3M | 87.2M | 47.7% | 85.5M | — | — | — |
| Equity | 47.4M | 57.4M | -28.9M | 57.2M | 6.5% | — | — | — | — |
| Op CF | -63.7M | -86.5M | -104.8M | -137.5M | — | -150.9M | — | — | — |
| Inv CF | 66.2M | -44.4M | 60.0M | -9.6M | — | — | — | — | — |
| Fin CF | 51.8M | 134.2M | 54.8M | 263.3M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of VSTM are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| VSTM | Verastem, Inc.(you) | $532M | 10 | STRONG SELL |
| ALT | Altimmune, Inc. | $539M | 12 | STRONG SELL |
| EIKN | Eikon Therapeutics, Inc. | $482M | 12 | STRONG SELL |
| KYTX | Kyverna Therapeutics, Inc. | $450M | 11 | STRONG SELL |
| 0IL8.L | Kyntra Bio, Inc. | $666M | 10 | STRONG SELL |
| RGNX | REGENXBIO Inc. | $623M | 7 | STRONG SELL |
| PROK | ProKidney Corp. | $453M | 7 | STRONG SELL |
| DNA | Ginkgo Bioworks Holdings, Inc. | $481M | 15 | STRONG SELL |
| PRME | Prime Medicine, Inc. | $533M | 3 | STRONG SELL |
| CABA | Cabaletta Bio, Inc. | $439M | 14 | STRONG SELL |
Peer medians: ROE -25.5% · P/E 27.6x · Gross margin 50.5%