Verastem, Inc.

NasdaqCM:VSTM Stock Report

Market Cap: US$650.2m

Verastem Management

Management criteria checks 4/4

Verastem's CEO is Dan Paterson, appointed in Jun 2019, has a tenure of 7.17 years. total yearly compensation is $2.40M, comprised of 28.1% salary and 71.9% bonuses, including company stock and options. directly owns 0.27% of the company’s shares, worth $1.77M. The average tenure of the management team and the board of directors is 2.6 years and 5 years respectively.

Key information

Dan Paterson

Chief executive officer

US$2.4m

Total compensation

CEO salary percentage28.08%
CEO tenure7.2yrs
CEO ownership0.3%
Management average tenure2.6yrs
Board average tenure5yrs

Recent management updates

Recent updates

Narrative Update • Aug 10

VSTM: TARGET-D Trials Will Shape Future Upside In Crowded KRAS Space

Verastem's analyst fair value estimate has moved from $20.00 to $18.00 as analysts recalibrate their models and lower price targets in light of recent Q1 and Q2 updates and a more crowded competitive field. Analyst Commentary Recent Street research on Verastem shows a cluster of lower price targets following Q1 and Q2 updates, yet many bullish analysts are maintaining positive views on the stock.
Narrative Update • 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.
Analysis Article • 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...
New Narrative • 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?
Analysis Article • 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

CEO Compensation Analysis

How has Dan Paterson's remuneration changed compared to Verastem's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2026n/an/a

-US$203m

Mar 31 2026n/an/a

-US$194m

Dec 31 2025US$2mUS$674k

-US$209m

Sep 30 2025n/an/a

-US$241m

Jun 30 2025n/an/a

-US$167m

Mar 31 2025n/an/a

-US$149m

Dec 31 2024US$3mUS$648k

-US$131m

Sep 30 2024n/an/a

-US$93m

Jun 30 2024n/an/a

-US$89m

Mar 31 2024n/an/a

-US$106m

Dec 31 2023US$4mUS$545k

-US$87m

Sep 30 2023n/an/a

-US$77m

Jun 30 2023n/an/a

-US$75m

Mar 31 2023n/an/a

-US$73m

Dec 31 2022US$698kUS$470k

-US$74m

Sep 30 2022n/an/a

-US$73m

Jun 30 2022n/an/a

-US$78m

Mar 31 2022n/an/a

-US$73m

Dec 31 2021US$2mUS$460k

-US$71m

Sep 30 2021n/an/a

-US$75m

Jun 30 2021n/an/a

-US$39m

Mar 31 2021n/an/a

-US$45m

Dec 31 2020US$2mUS$467k

-US$68m

Sep 30 2020n/an/a

-US$87m

Jun 30 2020n/an/a

-US$130m

Mar 31 2020n/an/a

-US$149m

Dec 31 2019US$2mUS$445k

-US$149m

Compensation vs Market: Dan's total compensation ($USD2.40M) is below average for companies of similar size in the US market ($USD3.54M).

Compensation vs Earnings: Dan's compensation has been consistent with company performance over the past year.

CEO

Dan Paterson (65 yo)

7.2yrs
Tenure
US$2,400,525
Compensation

Mr. Daniel W. Paterson, also known as Dan, serves as Chief Executive Officer Verastem, Inc. since August 1, 2023 and is its President of Verastem, Inc. since June 2019. He is Director of Verastem, Inc. sin...

Leadership Team

NamePositionTenureCompensationOwnership
Daniel Paterson
President7.2yrsUS$2.40m0.27%
$ 1.8m
Daniel Calkins
Chief Financial Officer3.8yrsUS$976.87k0.066%
$ 427.7k
Michael Kauffman
President of Development & Directorless than a yearUS$1.21m0.017%
$ 108.7k
Robert Weinberg
Co-Founder & Chair of Scientific Advisory Boardno datano datano data
Michelle Detwiler
Co-Founderno datano datano data
Lori Horvat
Executive Vice President of Portfolio Strategy & Operationsless than a yearno datano data
Jonathan Pachter
Chief Scientific Officer10.3yrsUS$319.51kno data
Julissa Viana
Vice President of Corporate Communications & Investor Relationsno datano datano data
Mark Wanda
Senior VP of Legal & Chief Compliance Officerless than a yearno datano data
Cathy Carew
Chief Organizational Effectiveness Officerno datano datano data
Nathan Sanburn
Chief Business Officer2.6yrsno datano data
Colleen Mockbee
Global Head of Regulatory Affairs & Development2.6yrsno datano data
2.6yrs
Average Tenure
63yo
Average Age

Experienced Management: VSTM's management team is considered experienced (2.6 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Daniel Paterson
President3.1yrsUS$2.40m0.27%
$ 1.8m
Michael Kauffman
President of Development & Director13.8yrsUS$1.21m0.017%
$ 108.7k
Robert Weinberg
Co-Founder & Chair of Scientific Advisory Boardno datano datano data
Mario Sznol
Member of Scientific Advisory Boardno datano datano data
Paul A. Bunn
Independent Director5.2yrsUS$192.99k0.0092%
$ 59.8k
Eric Rowinsky
Independent Director9.3yrsUS$214.99k0.018%
$ 119.6k
John Johnson
Independent Chairman6.3yrsUS$199.99k0.018%
$ 119.6k
Channing Der
Member of Scientific Advisory Board4.4yrsno datano data
Brian Stuglik
Director8.9yrsUS$202.99k0.15%
$ 984.7k
Anil Kapur
Independent Director3.8yrsUS$209.99k0.018%
$ 119.6k
Michelle Robertson
Independent Director4.8yrsUS$202.99k0.018%
$ 119.6k
Karin Tollefson
Independent Director3.3yrsUS$197.99k0.018%
$ 119.6k
5.0yrs
Average Tenure
66yo
Average Age

Experienced Board: VSTM's board of directors are considered experienced (5 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/18 21:48
End of Day Share Price 2026/08/18 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Verastem, Inc. is covered by 29 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Matthew CrossAlliance Global Partners
James MolloyAlliance Global Partners
Matthew VeneziaAlliance Global Partners