Verastem (VSTM)

• Market cap: $598M
• 1 day: -0.1%
• 5 days: -4.43%
• 1 month: 18.13%
• 3 months: 72.16%
• 6 months: 34.3%
• Year to date: 49.61%
• 1 year: 255.68%
• 5 years: -42.61%
• 10 years: -87.3%
• Sector: Healthcare
• Industry: Biotechnology

About: Verastem Inc is late-stage development biopharmaceutical company, committed to advancing new medicines for patients battling cancer. Its pipeline is focused on novel anticancer agents that inhibit critical signaling pathways in cancer that promote cancer cell survival and tumor growth, particularly RAF/MEK inhibition and FAK inhibition.

Employees: 78

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

130% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 20

107% more call options, than puts

Call options by funds: $937K | Put options by funds: $452K

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

11.64% more ownership

Funds ownership: 84.05% [Q1] → 95.69% (+11.64%) [Q2]

10% more funds holding

Funds holding: 99 [Q1] → 109 (+10) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]

16% less capital invested

Capital invested by funds: $261M [Q1] → $218M (-$42.7M) [Q2]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $13
• Avg. target: $16.5
• High target: $20

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

BTIG Justin Zelin	$20	Buy Reiterated	9 Sep 2025
RBC Capital Leonid Timashev	$13	Outperform Maintained	8 Aug 2025