Welcome to our dedicated page for Verastem SEC filings (Ticker: VSTM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Verastem, Inc. (VSTM) SEC filings page on Stock Titan provides structured access to the company’s regulatory disclosures, including Forms 8-K, 10-K, 10-Q, and registration statements filed with the U.S. Securities and Exchange Commission. Verastem’s filings document its status as a Nasdaq-listed biopharmaceutical issuer focused on RAS/MAPK pathway-driven cancers, with common stock registered on The Nasdaq Capital Market under the symbol VSTM.
Recent Form 8-K reports highlight several important areas for investors: underwritten public offerings of common stock and pre-funded warrants under an effective shelf registration statement on Form S-3, preliminary and updated clinical data for the KRAS G12D inhibitor VS-7375, and company communications regarding AVMAPKI FAKZYNJA CO-PACK, an FDA-approved combination of avutometinib and defactinib for KRAS-mutated recurrent low-grade serous ovarian cancer. These current reports also reference updated corporate presentations and conference materials that outline Verastem’s pipeline and strategy.
For a biopharmaceutical company like Verastem, periodic reports such as Forms 10-K and 10-Q (when available) typically contain detailed information on research and development spending, commercialization activities for AVMAPKI FAKZYNJA CO-PACK, risk factors related to oncology drug development, and the status of key clinical programs such as RAMP 301, RAMP 205, and VS-7375-101. Capital structure changes, including equity offerings and warrant terms, are also described in registration statements and accompanying exhibits.
On Stock Titan, these filings are supplemented with AI-powered summaries that explain complex sections in plain language, highlight material events, and surface items of interest such as financing transactions, clinical trial disclosures, and changes in capital markets activity. Users can quickly scan new 8-Ks, 10-Qs, and 10-Ks for Verastem, review details of public offerings and warrant structures, and explore how regulatory filings align with the company’s oncology pipeline and commercial strategy.
Verastem, Inc. received a Schedule 13G/A amendment from Barclays PLC reporting that Barclays holds 0.00 shares of Verastem common stock and asserts no voting or dispositive power. The filing classifies Barclays as a HC reporting person and states the holdings are in the ordinary course of business and not for the purpose of changing or influencing control.
The filing lists Barclays subsidiaries (Barclays Bank PLC, Barclays Capital Inc, Barclays Capital Securities Ltd) in connection with the parent holding company disclosure; overall the document indicates no material ownership position or control intent by Barclays in Verastem.
Verastem is a biopharmaceutical company that markets AVMAPKI FAKZYNJA CO-PACK (avutometinib; defactinib) in the U.S. and focuses on small molecules targeting RAS/MAPK-driven cancers. On May 8, 2025 the FDA granted accelerated approval for AVMAPKI FAKZYNJA CO-PACK for adult patients with KRAS mutant recurrent low grade serous ovarian cancer after prior systemic therapy; continued approval may be contingent on a confirmatory trial. The company holds multiple orphan drug designations for avutometinib and defactinib and plans discussions with global regulators.
Verastem filed a shelf registration to sell up to $300.0 million of various securities and an at-the-market prospectus supplement to sell up to $100.0 million of common stock through Cantor Fitzgerald & Co. The company lists on Nasdaq under VSTM (last reported sale $7.70 on August 11, 2025). As of June 30, 2025, there were 61,523,425 shares outstanding and material outstanding options and warrants that could dilute equity. Stated uses of proceeds include commercial launch, clinical development, working capital and potential acquisitions. The prospectus emphasizes a high degree of risk and contains forward-looking statements, including a note regarding ability to continue as a going concern within one year of the June 30, 2025 financial statements.
Verastem, Inc. (Nasdaq: VSTM) has filed a Form S-3 shelf registration permitting the sale of up to $300 million of common stock, preferred stock, warrants and debt.
An accompanying at-the-market (ATM) prospectus supplement allows Cantor Fitzgerald to distribute up to $100 million in common shares at prevailing prices for a 3 % sales commission. The filing provides capital flexibility without a defined timetable or minimum issuance.
Anticipated uses of proceeds include:
- U.S. launch and post-marketing commitments for the newly FDA-approved AVMAPKI FAKZYNJA CO-PACK (avutometinib + defactinib) for KRAS-mutant recurrent low-grade serous ovarian cancer.
- Continued development of the RAF/MEK, FAK and KRAS-G12D programs (RAMP-201/203/205/301).
- Working capital, milestone obligations, potential licensing or M&A.
Key facts: last reported share price 7 Aug 2025 was $5.62; 61.5 m shares outstanding with a further ~26 m issuable under options, RSUs and warrants (14.1 m at $3.50 and 9.8 m pre-funded near-zero strike), implying notable dilution if the shelf is fully tapped. Verastem is a non-accelerated, smaller-reporting company, and states that investing involves a high degree of risk.
Implication: The shelf shores up liquidity ahead of commercial rollout but signals continued reliance on external financing; shareholder dilution risk increases as shares are sold into the market.
Q2-25 highlights: Verastem (VSTM) recorded its first commercial revenue after the 8-May-25 FDA approval of AVMAPKI FAKZYNJA CO-PACK for KRAS-mt recurrent LGSOC. Net product sales were $2.1 million; six-month revenue totals $12.1 million, including a $10 million COPIKTRA asset sale.
Profitability: R&D expense was $24.8 million and SG&A $20.7 million, pushing operating costs to $45.9 million. Net loss widened to $25.9 million (-$0.39 basic EPS) versus -$8.3 million a year earlier; six-month loss reached $78.0 million. Diluted EPS (-$0.62) reflects warrant liability re-measurement.
Liquidity & capital: Cash and cash equivalents rose to $164.3 million (vs $88.8 million YE24) after a $75 million Note Purchase Agreement, $100.1 million equity/pre-funded warrant raise and $13.8 million warrant exercises. Operating cash burn was $71.3 million YTD. Long-term debt stands at $74.3 million; warrant liability fell to $21.8 million.
Balance sheet & risk: Total assets $196.3 million; stockholders’ equity swings positive to $36.1 million, yet management still cites “substantial doubt” about one-year going concern due to expected ongoing losses.
Operations: Commercial launch underway via specialty pharmacies (two customers = 100% receivables). Pipeline trials (RAMP series, VS-7375) continue alongside commercialization build-out.
Stonepine Capital Management, LLC, affiliated entities Stonepine Capital, L.P. and Stonepine GP, LLC, together with managing member Jon M. Plexico, filed a passive Schedule 13G on 05 Aug 2025 reporting a 5.0 % beneficial ownership stake in Verastem, Inc. (VSTM).
The group holds 2,833,333 common shares, consisting of 1,500,000 shares and 1,333,333 shares underlying warrants. The percentage is based on 54,949,170 shares outstanding as of 12 May 2025. Each reporting person has shared voting and dispositive power over the entire position and no sole authority. The investors certify that the securities were acquired without the intent to influence control, qualifying under Rule 13d-1(c).
The filing date of the event triggering disclosure is 22 Jul 2025. No additional transactions, board arrangements or financing terms are described.
Schedule 13G filing shows investment adviser Logos Global Management LP and affiliates (Logos Global Management GP LLC, Logos Global Master Fund LP, Logos GP LLC and Dr. Arsani William) have accumulated 3,425,000 Verastem (VSTM) common shares, equal to 6.2 % of the 54.95 million shares outstanding as reported on 12 May 2025.
The position is held through Logos Global Master Fund LP. All reporting persons report 0 sole voting/dispositive power and shared voting & dispositive power over the full stake. The stake was acquired in the ordinary course of business; the use of Schedule 13G indicates a passive investment with no intent to influence control. Event date triggering the filing is 21 Jul 2025, and certifications confirm no control-seeking purpose. Each party disclaims group status and beneficial ownership beyond its pecuniary interest.
Point72 discloses 6.1 % passive stake in Verastem (VSTM)
Schedule 13G dated 25 Jul 2025 reveals that Point72 Asset Management LP, its general partner Point72 Capital Advisors Inc., and founder Steven A. Cohen jointly hold 3,338,419 Verastem common shares—6.1 % of the outstanding class. The shares are owned through Point72 Associates, with Cubist Systematic Strategies acting as sub-advisor. All voting and dispositive authority is shared; none is held solely. The filing is under Rule 13d-1(b)/(c), signifying a passive investment, and includes a certification that the stake was not acquired to influence control.
Jason M. Colombo signed on behalf of all reporting persons on 28 Jul 2025. No derivatives or additional security classes are mentioned.
- Shares owned: 3.34 M
- Percent of class: 6.1 %
- Reporting persons: Point72 Asset Management LP, Point72 Capital Advisors Inc., Steven A. Cohen
- Intent: Passive (Schedule 13G)