Verastem Résultats passés
Passé contrôle des critères 0/6
Les bénéfices de Verastem ont diminué à un taux annuel moyen de -29.3%, tandis que le secteur Biotechs a vu ses bénéfices augmenter de en à 36.2% par an. Les revenus ont augmenté de en baisse à un taux moyen de 20% par an.
Informations clés
-29.26%
Taux de croissance des bénéfices
7.07%
Taux de croissance du BPA
| Biotechs Croissance de l'industrie | 17.04% |
| Taux de croissance des recettes | -20.02% |
| Rendement des fonds propres | -237.18% |
| Marge nette | -391.16% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
VSTM: Future KRAS Data And Pancreatic Trial Progress Will Drive Repricing
The Verastem analyst price target has been revised lower, with a fair value estimate moving from about $14.00 to about $8.85 as analysts factor in a less favorable long thesis in a more crowded competitive space and updated post-earnings models. Analyst Commentary on Verastem Recent Street research on Verastem reflects a more cautious tone, with several bearish analysts trimming their fair value assumptions and reassessing the long thesis after recent earnings and competitive updates.Analysts Are Updating Their Verastem, Inc. (NASDAQ:VSTM) Estimates After Its First-Quarter Results
It's been a sad week for Verastem, Inc. ( NASDAQ:VSTM ), who've watched their investment drop 18% to US$4.89 in the...
RAS And MAPK Cancer Pipeline Will Drive Long Term Upside Potential
Catalysts About Verastem Verastem is an oncology company focused on therapies for RAS and MAPK pathway driven cancers, including KRAS mutated recurrent low grade serous ovarian cancer. What are the underlying business or industry changes driving this perspective?Verastem, Inc.'s (NASDAQ:VSTM) Share Price Is Still Matching Investor Opinion Despite 26% Slump
Verastem, Inc. ( NASDAQ:VSTM ) shareholders won't be pleased to see that the share price has had a very rough month...Verastem: The Market Is Ignoring The Progress
Summary FDA approval of AVMAPKI FAKZYNJA CO-PACK marks a transformative milestone, positioning Verastem as a commercial-stage leader in KRAS-mutant LGSOC treatment. Verastem's strong cash position and promising pipeline, including VS-7375 for KRAS G12D, offer significant upside with multiple near-term catalysts ahead. Risks include slow commercial uptake, pipeline uncertainty, and potential future dilution, but current valuation under $5 presents an attractive entry point. I maintain a 3/5 conviction, plan to add to my position below $5.75, and aim to hold long-term as VSTM targets KRAS-driven cancers. Read the full article on Seeking AlphaVerastem: Narrowed Market And Less Compelling Efficacy Warrant Rating Downgrade
Summary Verastem's stock plummeted after updates showed reduced efficacy in cancer treatment trials, causing a reassessment of strategy. Updated clinical trial results show a significant drop in response rates, suggesting less robust efficacy than earlier believed. Financially, Verastem has only a year of cash runway and faces significant dilution risks to extend it. Downgrade the recommendation to 'hold' due to increased risks and market volatility associated with microcap stocks. Read the full article on Seeking AlphaVerastem: Moving Forward
Summary Today, we circle back on a small oncology outfit called Verastem, Inc. The company is steadily advancing its pipeline targeting both LGSOC and NSCLC and Verastem secured funding this year to carry out its multiple trials. An investment analysis follows in the paragraphs below. Don't waste your time with explanations: people only hear what they want to hear. ― Paulo Coelho We haven't taken a look at Verastem, Inc. (NASDAQ:VSTM) since an article on this small biotech name early last year. There has been some news flow around the company since then and Verastem recently posted a new investor presentation, so it seems a good time to circle back on this story. Seeking Alpha Company Overview Verastem is based out of Massachusetts. The company developed 'Copiktra' which received FDA approval for chronic lymphocytic leukemia (CLL)/small lymphocytic lymphoma (SLL)/follicular lymphoma in the summer of 2018. The company soon after sold the global rights to this compound for a significant upfront payment. It continues to collect royalties and milestone payments from this arrangement. August Company Presentation The company is currently focused on establishing its candidate 'VS-6766' as the backbone therapy for RAS-driven solid tumors. This is how management describes VS-6766 on its last earnings press release. August Company Presentation VS-6766 is a RAF/MEK clamp that induces inactive complexes of MEK with ARAF, BRAF and CRAF potentially creating a more complete and durable anti-tumor response through maximal RAS pathway inhibition. In contrast to other MEK inhibitors, VS-6766 blocks both MEK kinase activity and the ability of RAF to phosphorylate MEK. This unique mechanism allows VS-6766 to block MEK signaling without the compensatory activation of MEK that appears to limit the efficacy of other inhibitors. August Company Presentation There is a high unmet need in the cancers VS-6766 is targeting in development. The stock currently trades around $1.25 a share and sports an approximate market capitalization of $230 million. August Company Presentation Developmental Progress August Company Presentation As can be seen above, VS-6766 is in numerous combination therapy trials and as a monotherapy focused on Non-Small Cell Lung Cancer (NSCLC) and Gynecologic Oncology. Most of these studies pair VS-6766 with another Verastem pipeline asset Defactinib, a FAK inhibitor. The most critical of these are RAMP 201 and RAMP 202. Both are registration-directed phase 2 studies and were initiated in the fourth quarter of 2020. RAMP 201 is targeting low-grade serous ovarian carcinoma or LGSOC and RAMP 2022 is targeting NSCLC. August Company Presentation Both studies should see top line results out in 2023. In mid-June, interim results came out from the RAMP 201 trial that showed VS-6766 as both a standalone therapy and in combination with defactinib showed encouraging efficacy with confirmed responses in patients with recurrent LGSOC, regardless of KRAS mutation. August Company Presentation The company is also conducting a trial called RAMP 203 in conjunction with Amgen (AMGN). This phase 1/2 with evaluate the 'tolerability and efficacy of VS-6766 in combination with Lumakras in patients with KRAS G12C-mutant NSCLC who have not been previously treated with a KRAS G12C inhibitor as well as in patients who have progressed on a KRAS G12C inhibitor.'Health Check: How Prudently Does Verastem (NASDAQ:VSTM) Use Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Verastem Non-GAAP EPS of -$0.11 in-line
Verastem press release (NASDAQ:VSTM): Q2 Non-GAAP EPS of -$0.11 in-line. Verastem Oncology ended the second quarter 2022 with cash, cash equivalents and investments of $94.3 million. With proceeds available upon achievement of certain milestones from the Oxford Finance LLC credit facility and expected milestones and royalties from the sale of COPIKTRA, Verastem Oncology expects that it has a cash runway until at least 2025 to deliver on the current programs for VS-6766 and defactinib, including expenditures and development in LGSOC and KRAS mutant NSCLC. Shares +2.52% PM.Ventilation des recettes et des dépenses
Comment Verastem gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 50 | -194 | 88 | 124 |
| 31 Dec 25 | 31 | -209 | 81 | 115 |
| 30 Sep 25 | 13 | -241 | 67 | 104 |
| 30 Jun 25 | 2 | -167 | 59 | 100 |
| 31 Mar 25 | 10 | -149 | 48 | 93 |
| 31 Dec 24 | 10 | -131 | 44 | 81 |
| 30 Sep 24 | 10 | -93 | 41 | 83 |
| 30 Jun 24 | 10 | -89 | 37 | 72 |
| 31 Mar 24 | 0 | -106 | 34 | 67 |
| 31 Dec 23 | 0 | -87 | 31 | 61 |
| 30 Sep 23 | 0 | -77 | 28 | 50 |
| 30 Jun 23 | 0 | -75 | 27 | 47 |
| 31 Mar 23 | 0 | -73 | 26 | 49 |
| 31 Dec 22 | 3 | -74 | 25 | 51 |
| 30 Sep 22 | 3 | -73 | 25 | 51 |
| 30 Jun 22 | 3 | -78 | 24 | 49 |
| 31 Mar 22 | 4 | -73 | 24 | 44 |
| 31 Dec 21 | 2 | -71 | 24 | 39 |
| 30 Sep 21 | 2 | -75 | 26 | 38 |
| 30 Jun 21 | 81 | -39 | 38 | 40 |
| 31 Mar 21 | 84 | -45 | 47 | 39 |
| 31 Dec 20 | 89 | -68 | 59 | 41 |
| 30 Sep 20 | 92 | -87 | 75 | 43 |
| 30 Jun 20 | 22 | -130 | 80 | 45 |
| 31 Mar 20 | 21 | -149 | 93 | 46 |
| 31 Dec 19 | 17 | -149 | 101 | 46 |
| 30 Sep 19 | 15 | -122 | 104 | 42 |
| 30 Jun 19 | 22 | -113 | 107 | 41 |
| 31 Mar 19 | 28 | -89 | 93 | 42 |
| 31 Dec 18 | 27 | -72 | 77 | 44 |
| 30 Sep 18 | 26 | -79 | 58 | 46 |
| 30 Jun 18 | 10 | -81 | 38 | 52 |
| 31 Mar 18 | 0 | -76 | 26 | 49 |
| 31 Dec 17 | 0 | -68 | 21 | 46 |
| 30 Sep 17 | 0 | -61 | 19 | 42 |
| 30 Jun 17 | 0 | -46 | 18 | 29 |
| 31 Mar 17 | 0 | -41 | 18 | 24 |
| 31 Dec 16 | 0 | -36 | 17 | 20 |
| 30 Sep 16 | 0 | -37 | 17 | 21 |
| 30 Jun 16 | 0 | -44 | 17 | 28 |
| 31 Mar 16 | 0 | -51 | 17 | 34 |
| 31 Dec 15 | 0 | -58 | 18 | 41 |
Des revenus de qualité: VSTM n'est actuellement pas rentable.
Augmentation de la marge bénéficiaire: VSTM n'est actuellement pas rentable.
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: VSTM n'est pas rentable et les pertes ont augmenté au cours des 5 dernières années à un rythme de 29.3% par an.
Accélération de la croissance: Impossible de comparer la croissance des bénéfices de VSTM au cours de l'année écoulée à sa moyenne sur 5 ans car elle n'est actuellement pas rentable
Bénéfices par rapport au secteur d'activité: VSTM n'est pas rentable, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Biotechs ( 54.5% ).
Rendement des fonds propres
ROE élevé: VSTM a un retour sur capitaux propres négatif ( -237.18% ), car il n'est actuellement pas rentable.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/10 10:05 |
| Cours de l'action en fin de journée | 2026/07/10 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Verastem, Inc. est couverte par 28 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| James Molloy | Alliance Global Partners |
| Matthew Cross | Alliance Global Partners |
| George Zavoico | B. Riley Securities, Inc. |