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Verastem, Inc. 8-K Filings

VSTM NASDAQ

Every 8-K that Verastem, Inc. (VSTM) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow VSTM and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full VSTM filings page.

Rhea-AI Summary

Verastem, Inc. entered Amendment No. 3 to its Note Purchase Agreement with funds managed by Oberland Capital, creating a new series of senior secured Revenue Notes with an aggregate purchase price of up to $75.0 million. An initial $50.0 million tranche is scheduled for August 28, 2026, subject to customary conditions, with an optional $25.0 million tranche available through May 15, 2027 if worldwide net sales of avutometinib and defactinib reach at least $40.0 million in the preceding calendar quarter.

The Revenue Notes provide quarterly payments equal to a 4.50% Revenue Payment Percentage of net sales of products combining avutometinib and defactinib, with the percentage dropping to 1.75% after December 31, 2031 if cumulative payments equal or exceed the total funded amount; otherwise, a contingent make-whole payment becomes due. The Revenue Notes mature on June 30, 2033 and may be redeemed earlier at Repayment Amounts ranging from 135% to 185% of the funded amount, less prior payments, with limited ability to settle up to 25% in common stock upon certain product intellectual property sales. Existing $75.0 million Initial Notes remain outstanding with unchanged terms, including a 1.00% revenue participation on capped annual net sales of the combination products and a floating cash-and-PIK interest rate capped at 9.75%, all secured by a first-priority lien on substantially all assets.

Rhea-AI Summary

Verastem Oncology reported second quarter 2026 results with total revenue of $40.1 million for the three months ended June 30, 2026, compared to $2.1 million a year earlier, driven by AVMAPKI FAKZYNJA CO-PACK net product revenue of $25.1 million and a $15.0 million COPIKTRA license milestone.

The company ended the quarter with $136.4 million in cash, cash equivalents and investments; on a pro forma basis, including a $50.0 million non-dilutive royalty financing from Oberland Capital that is expected to close on August 28, 2026, subject to satisfaction of closing conditions, and the $15.0 million milestone, cash, cash equivalents and investments were $201.4 million, which Verastem believes, together with expected product revenue and access to a future Oberland tranche, will fund operations into the second half of 2027.

Total operating expenses were $72.8 million, including research and development of $41.3 million and selling, general and administrative expenses of $27.4 million. Net loss (GAAP) was $34.7 million, or $0.35 per share, while non-GAAP adjusted net loss was $30.6 million, or $0.31 per share. Verastem also highlighted dosing of first patients in all three TARGET-D Phase 2 registration-directed trials evaluating KRAS G12D inhibitor VS-7375 across pancreatic, lung and colorectal cancers, with updated data expected in October.

Rhea-AI Summary

Verastem, Inc. reported detailed preliminary data for VS-7375, its investigational oral KRAS G12D (ON/OFF) inhibitor, from the ongoing Phase 1/2 TARGET-D 101 trial in advanced solid tumors. Doses from 400 mg to 900 mg once daily showed anti-tumor activity in metastatic pancreatic ductal adenocarcinoma, metastatic colorectal cancer and advanced non-small cell lung cancer, both as monotherapy and in combinations.

At the June 12, 2026 cutoff, VS-7375 demonstrated a favorable safety profile at 600 mg once daily in 57 patients and 900 mg once daily in 25 patients, with mostly low-grade gastrointestinal side effects and limited Grade 3 events. In metastatic pancreatic cancer, 93% of 14 patients at 900 mg once daily achieved more than a 50% reduction in the tumor marker CA19-9, and individual case examples showed rapid, deep radiographic responses.

More than 150 patients have been enrolled across dose-escalation and expansion cohorts. Verastem plans to complete enrollment in three Phase 2 TARGET-D trials by the end of 2026 and to enroll the first patients in three Phase 3 pivotal trials in first-line pancreatic, colorectal and lung cancer by the first half of 2027. The company also announced its intent to enter into a collaboration with Erasca, Inc. to evaluate VS-7375 in combination with ERAS-0015, initially in preclinical models and potentially in future clinical trials.

Rhea-AI Summary

Verastem Oncology reported updated early-stage results from its RAMP 205 Phase 1b/2a trial in first-line metastatic pancreatic ductal adenocarcinoma. In 29 patients treated at the recommended Phase 2 dose with avutometinib plus defactinib and standard chemotherapy, 90% had metastatic disease at diagnosis.

As of a June 5, 2026 data cutoff and 9.8 months median follow-up, the combination showed an 86% overall survival rate at 6 months, a 68% progression-free survival rate at 6 months, and a confirmed objective response rate of 52% (15 of 29 patients). Most patients (83%) experienced tumor shrinkage, nine remained on treatment, and no new safety signals were observed.

The company also began dosing the first patient in TARGET-D 201, a Phase 2 registration-directed trial of VS-7375, an investigational oral KRAS G12D inhibitor, given at 900 mg daily as monotherapy and with full-dose cetuximab in second-line metastatic pancreatic cancer.

Rhea-AI Summary

Verastem, Inc. reported the results of its 2026 annual stockholder meeting held in Needham, Massachusetts on May 21, 2026. Stockholders elected Class II directors Michael Bailey, Brian Stuglik and Karin Tollefson to serve until the 2029 annual meeting.

Investors also approved the Amended and Restated 2021 Equity Incentive Plan and the Amended and Restated 2018 Employee Stock Purchase Plan, supporting the company’s long-term compensation and employee ownership programs. Stockholders ratified Ernst & Young LLP as independent auditor for the current fiscal year and gave advisory approval to the compensation of the company’s named executive officers.

Rhea-AI Summary

Verastem, Inc. filed a current report stating that it has posted an updated corporate presentation on its website. The presentation is dated May 7, 2026 and is furnished as Exhibit 99.1. This Form 8-K is presented under Regulation FD, providing investors with access to the same information.

Rhea-AI Summary

Verastem, Inc. filed a current report to let investors know it has posted an updated corporate presentation on its website. The presentation, dated March 4, 2026 and filed as Exhibit 99.1, is provided under Regulation FD to share the same information with all market participants.

Rhea-AI Summary

Verastem, Inc. filed a current report describing two related communications to the market. The company issued a press release with preliminary financial results for the quarter and full fiscal year ended December 31, 2025. These preliminary figures give an early view of Verastem’s recent operating performance.

In the same press release, Verastem also outlined its key strategic priorities for 2026, providing an overview of management’s focus areas for the coming year. The press release is furnished as an exhibit to the report, which is signed by Chief Executive Officer Daniel W. Paterson.

Rhea-AI Summary

Verastem, Inc. filed a current report to inform investors that it has posted an updated corporate presentation on its website. The updated presentation, dated January 8, 2026, is also included as Exhibit 99.1.

This type of disclosure is meant to provide the market with the same information that the company is sharing in its investor materials, helping ensure all investors have equal access to the updated corporate overview and strategy details.

Rhea-AI Summary

Verastem, Inc. entered into an underwriting agreement for an underwritten public offering of 8,543,794 shares of common stock and pre-funded warrants to purchase up to 3,870,000 shares, with underwriters exercising in full an option for an additional 1,862,069 shares. The shares are priced at $7.25 each and the pre-funded warrants at $7.2499, reflecting a $0.0001 exercise price per warrant share. Verastem expects to receive approximately $96.9 million in net proceeds from this offering, which is being conducted under an effective Form S-3 shelf registration statement, with closing expected on or about November 17, 2025, subject to customary conditions.

Rhea-AI Summary

Verastem, Inc. (VSTM) filed an 8-K stating it reported financial results for the quarter ended September 30, 2025. The company furnished its earnings release as Exhibit 99.1 and posted an updated corporate presentation as Exhibit 99.2, both dated November 4, 2025.

This 8-K is an administrative disclosure that directs readers to the attached exhibits for details on operating performance and business updates. Verastem’s common stock trades on The Nasdaq Capital Market under the symbol VSTM.

Rhea-AI Summary

Verastem (VSTM) furnished an update on its VS-7375 Phase 1/2a trial in KRAS G12D mutant solid tumors, reporting preliminary safety and early activity signals from the first two monotherapy dose levels. The company cleared 400 mg QD and 600 mg QD with no dose-limiting toxicities. Among five efficacy-evaluable patients with at least one scan, four had tumor reduction and remain on treatment.

The safety profile in PDAC and NSCLC was consistent with data from partner GenFleet (GFH375), which selected 600 mg QD as its recommended Phase 2 dose in China. Verastem has begun enrollment for a dose-escalation combination cohort with cetuximab in advanced solid tumors, including colorectal cancer, and is continuing monotherapy escalation to 900 mg QD before selecting a recommended Phase 2 dose. An interim safety and efficacy update is planned in the first half of 2026. VS-7375 entered U.S. Phase 1/2a after IND clearance in April 2025 and trial initiation in June 2025.

Rhea-AI Summary

Verastem (VSTM) reported updated Phase 1/2 data for VS-7375 (GFH375) monotherapy in advanced KRAS G12D mutant pancreatic ductal adenocarcinoma from a China study run by partner GenFleet. Among 59 efficacy‑evaluable patients as of September 27, 2025, the overall response rate was 40.7% (24/59) and the disease control rate was 96.7% (57/59) at a daily dose of 600 mg. 91.5% of patients had reductions in target lesions. Four‑month overall survival observed was 92.2%; median OS was not reached with a median follow‑up of 5.65 months. Median progression‑free survival was 5.52 months, and 31 patients (47%) remained on treatment, with the longest duration reaching 367 days.

Safety (cutoff August 27, 2025) was consistent with prior reports. Grade 3 treatment‑related adverse events occurred in 30.3% and Grade 4 in 1.5%; 6.1% had dose reductions and 3% discontinued due to TRAEs. Mean relative dose intensity was 93%. The U.S. IND for VS‑7375 was cleared in April 2025, and a Phase 1/2a trial began in June 2025.

Rhea-AI Summary

Verastem, Inc. submitted an 8-K reporting a material event: the company furnished a Corporate Presentation dated September 8, 2025. The filing identifies the company common stock symbol VSTM listed on The Nasdaq Capital Market and is signed by Chief Executive Officer Daniel W. Paterson. The cover references communications categories under Securities Act and Exchange Act rules including written communications under Rule 425 and pre‑commencement/soliciting communications under Rules 14a-12, 14d-2(b), and 13e-4(c). No financial tables, earnings figures, transactions, or additional narrative details appear in the provided text.

Rhea-AI Summary

Verastem reported updated safety and preliminary efficacy from the GFH375/VS-7375 Phase 1/2 study in advanced KRAS G12D solid tumors conducted by partner GenFleet in China. The safety population totaled 142 patients (including 28 NSCLC, 85 PDAC, 29 other) with median follow-up of 4.5 months. Tumor responses were seen across doses.

At the recommended Phase 2 dose of 600 mg once daily, the overall response rate (ORR) was 68.8% (11/16) and disease control rate (DCR) 93.8% (15/16). Across 26 evaluable NSCLC patients, ORR was 57.7% (15/26) and DCR 88.5% (23/26). Treatment-related adverse events occurred commonly (diarrhea, vomiting, nausea, anemia, neutropenia, elevated liver enzymes); TRAEs>Grade 3 were 27.5% (39/142), severe events 7.7% (11/142), 11 dose reductions and 6 discontinuations due to TRAEs, with no TRAE-related deaths. Verastem has a cleared U.S. IND and initiated a Phase 1/2a trial in mid-2025; GenFleet began dosing in China in 2024.