Verastem posts November update on AVMAPKI FAKZYNJA and VS-7375 pipeline

Verastem, Inc. filed an 8-K on November 5, 2026 disclosing an updated corporate presentation posted to its website that day, covering its commercial product and pipeline.

For AVMAPKI FAKZYNJA CO-PACK, commercially launched in the U.S. for KRAS-mutated recurrent LGSOC following FDA approval on May 8, 2025¹, the company reported quarterly net product revenue of $24 million, with demand holding steady after significant second-quarter growth¹. A new blister pack formulation has received FDA Priority Review, with a PDUFA date of February 7, 2027¹. The confirmatory RAMP 301 Phase 3 trial, a 1:1 randomized study of avutometinib plus defactinib versus investigator's choice in 270 recurrent LGSOC patients, is expected to report its topline primary endpoint of progression-free survival by mid-2027¹.

On the pipeline side, VS-7375, an oral KRAS G12D inhibitor, has enrolled more than 190 patients across dose escalation and expansion cohorts¹. In previously treated metastatic pancreatic cancer at the 900 mg dose, the company reported a confirmed objective response rate of 41% (9 of 22 patients) in the modified intent-to-treat population¹, with 16 of 22 patients remaining on treatment¹. In 2L+ NSCLC at 600 mg, the confirmed objective response rate was 43% (10 of 23 patients)¹.

Financially, Verastem reported GAAP operating expenses of $99.2 million and non-GAAP operating expenses of $95.2 million for the three months ended September 30, 2026¹, with cash, cash equivalents and short-term investments of $172.8 million as of September 30, 2026, and pro forma cash of $422.8 million including $250.0 million in gross proceeds from an October public offering¹. The company also disclosed an Oberland Finance credit facility with $75 million in principal notes outstanding and up to $75 million available in synthetic royalty revenue notes, of which $50 million was funded at closing in August 2026¹.