Clinical Read2026-06-30

Avutometinib (VS-6766), + defactinib+gemcitabine/nab-paclitaxel

Verastem OncologyVSTM

Indication
First-Line Metastatic Pancreatic Cancer (PDAC)
Stage
Phase 1/2
Event
Phase 1/2 Data readout
Details

March 4, 2026 — Verastem Oncology (Nasdaq: VSTM) reported Q4 and full-year 2025 results and provided business updates following the May 2025 accelerated FDA approval of AVMAPKI–FAKZYNJA CO-PACK (avutometinib + defactinib) for KRAS‑mutated recurrent low-grade serous ovarian cancer (LGSOC). Net product revenue was $17.5M in Q4 2025 and $30.9M for FY2025.

Clinical updates included Japan RAMP 201J (data cutoff Jan 30, 2026): confirmed ORR 38% (6/16); in KRAS‑mutant LGSOC ORR 57% (4/7) with DCR 100% (7/7); no discontinuations due to adverse events. NCCN Ovarian Cancer Guidelines (Feb 25, 2026) retained a category 2A recommendation for KRAS‑mutated recurrent LGSOC and did not expand to KRAS wild-type.

For VS-7375 (KRAS G12D ON/OFF inhibitor), Verastem reported no DLTs through 900 mg QD monotherapy (escalating to 1200 mg) and cleared 600 mg QD with cetuximab without DLTs; FDA guidance prompted plans for Phase 2 registration-directed protocols in 2L PDAC, 2L/3L NSCLC, and 2L+ CRC (with cetuximab). Cash/investments were $205M at Dec 31, 2025 ($234.4M pro forma), supporting runway into 1H 2027.

Financial Snapshot

Market Cap

$322.5M

Price

$3.82