Verastem, Inc.

NasdaqCM:VSTM 株式レポート

時価総額：US$474.5m

Verastem 将来の成長

Future 基準チェック /26

Verastemは、45%と40.4%でそれぞれ年率45%で利益と収益が成長すると予測される一方、EPSはgrowで52.6%年率。

主要情報

45.0%

収益成長率

52.56%

EPS成長率

Biotechs 収益成長25.1%
収益成長率40.4%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日07 Jul 2026

今後の成長に関する最新情報

分析記事 • May 11

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...

Recent updates

ナラティブの更新 • Jun 26

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.
分析記事 • May 11

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...
新しいナラティブ • Jan 22

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?
分析記事 • Dec 26

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...
Seeking Alpha • Jul 16

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 Alpha
Seeking Alpha • May 26

Verastem: 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 Alpha
Seeking Alpha • Sep 13

Verastem: 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.'
分析記事 • Sep 01

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...
Seeking Alpha • Aug 08

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.

業績と収益の成長予測

NasdaqCM:VSTM - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028263-100-82-748
12/31/2027178-142-134-1309
12/31/2026102-167-163-1519
3/31/202650-194-161-151N/A
12/31/202531-209-147-138N/A
9/30/202513-241-141-133N/A
6/30/20252-167-120-120N/A
3/31/202510-149-115-115N/A
12/31/202410-131-105-105N/A
9/30/202410-93-109-109N/A
6/30/202410-89-102-102N/A
3/31/2024N/A-106-95-94N/A
12/31/2023N/A-87-86-86N/A
9/30/2023N/A-77-73-73N/A
6/30/2023N/A-75-72-72N/A
3/31/2023N/A-73-65-65N/A
12/31/20223-74-64-64N/A
9/30/20223-73-57-57N/A
6/30/20223-78-53-53N/A
3/31/20224-73-53-53N/A
12/31/20212-71-54-54N/A
9/30/20212-75-65-65N/A
6/30/202181-39-10-10N/A
3/31/202184-45-19-19N/A
12/31/202089-68-34-34N/A
9/30/202092-87-49-49N/A
6/30/202022-130-122-122N/A
3/31/202021-149-134-134N/A
12/31/201917-149N/A-139N/A
9/30/201915-122N/A-120N/A
6/30/201922-113N/A-115N/A
3/31/201928-89N/A-91N/A
12/31/201827-72N/A-75N/A
9/30/201826-79N/A-76N/A
6/30/201810-81N/A-65N/A
3/31/2018N/A-76N/A-69N/A
12/31/2017N/A-68N/A-57N/A
9/30/2017N/A-61N/A-43N/A
6/30/2017N/A-46N/A-37N/A
3/31/2017N/A-41N/A-29N/A
12/31/2016N/A-36N/A-29N/A
9/30/2016N/A-37N/A-34N/A
6/30/2016N/A-44N/A-39N/A
3/31/2016N/A-51N/A-45N/A
12/31/2015N/A-58N/A-46N/A

アナリストによる今後の成長予測

収入対貯蓄率: VSTM今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: VSTM今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: VSTM今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: VSTMの収益 ( 40.4% ) US市場 ( 12.9% ) よりも速いペースで成長すると予測されています。

高い収益成長: VSTMの収益 ( 40.4% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: VSTMの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/10 01:57
終値2026/07/10 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Verastem, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28

アナリスト機関
James MolloyAlliance Global Partners
Matthew CrossAlliance Global Partners
George ZavoicoB. Riley Securities, Inc.