NASDAQ$VSTM
Verastem Inc · Q1 2020 earnings
Q1 2020 earnings · · Investor relations
Briefing
Presented promising activity of VS-6766 and Defactinib combination data in KRAS mutant solid tumors.
Verastem Oncology highlighted the potential of VS-6766 and Defactinib combination therapy, particularly in KRAS mutant cancers like LGSOC and NSCLC. Clinical data showed encouraging response rates and durability, especially in KRAS G12V variants. The company aims to initiate a registration-directed study in LGSOC in 2020 and expand cohorts in ongoing Phase 1 combination studies.
- VS-6766 inhibits both MEK & RAF kinase activities, potentially enhancing therapeutic activity.
- Defactinib, a selective FAK inhibitor, addresses resistance mechanisms activated by MEK inhibitors.
- The combination of VS-6766 and defactinib demonstrated a 67% ORR in KRAS mutant LGSOC patients.
- Clinical data showed promising results in heavily pre-treated refractory patients with KRAS mutant NSCLC.
Headline financials
Revenue & EPS history
Verastem · Revenue · Quarterly
$5.06M
Forward guidance
Verastem Oncology is focused on advancing the clinical development of VS-6766 in combination with defactinib, particularly in LGSOC and KRAS G12V NSCLC. The company aims to initiate a registration-directed study in LGSOC in 2020 and complete expansion cohorts in ongoing Phase 1 combination studies. Verastem will also explore BRAFm-driven indications and combinations with KRAS-G12Ci and anti-PD-1 therapies.
Tailwinds
- Initiate LGSOC registration-directed study in 2020
- Complete expansion cohorts in ongoing investigator initiated Phase 1 combination study
- Focus on KRAS - G12V & G12D expansion cohorts in NSCLC & pancreatic
- Explore BRAFm - driven indications
- Pursue combinations with KRAS - G12Ci & anti - PD - 1
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2020
-1.0%
Avg return
Earnings day
-0.9%
Avg return
5 days after
+7.3%
Avg return
30 days after
44%
24 / 54 earnings
Positive
+26.9%
Q4 2021
Best reaction
-54.5%
Q1 2020
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -6.2% | -23.0% | -38.4% | |
| Q4 2025 | +6.2% | +10.0% | -3.1% | |
| Q3 2025 | -2.9% | +3.6% | +27.0% | |
| Q2 2025 | +19.9% | +42.7% | +91.6% | |
| Q1 2025 | +0.0% | -1.4% | -25.7% | |
| Q4 2024 | -2.5% | -6.2% | -15.8% | |
| Q3 2024 | -3.7% | +19.3% | +51.1% | |
| Q2 2024 | +5.9% | +12.2% | +8.1% | |
| Q1 2024 | +3.9% | +15.4% | -70.2% | |
| Q4 2023 | +2.4% | +5.3% | +5.2% | |
| Q3 2023 | -5.5% | -9.6% | +4.2% | |
| Q2 2023 | -2.2% | -4.0% | -3.8% | |
| Q1 2023 | +2.4% | -4.8% | +121.4% | |
| Q4 2022 | -4.4% | +2.2% | -13.3% | |
| Q3 2022 | +0.0% | +2.6% | +12.8% | |
| Q2 2022 | +1.7% | +6.7% | +2.5% | |
| Q1 2022 | -4.0% | -14.3% | +13.5% | |
| Q4 2021 | +26.9% | +20.2% | +26.9% | |
| Q3 2021 | -3.5% | -3.9% | -15.1% | |
| Q2 2021 | -10.8% | -5.6% | -17.0% | |
| Q1 2021 | -5.1% | -0.3% | +49.2% | |
| Q4 2020 | +2.5% | -0.4% | +12.6% | |
| Q3 2020 | +17.2% | +26.2% | +91.8% | |
| Q2 2020 | -2.0% | -0.7% | -20.3% | |
| Q1 2020 | -54.5% | -57.6% | -57.6% | |
| Q4 2019 | -38.3% | -45.3% | +0.7% | |
| Q3 2019 | -18.8% | -18.0% | -0.8% | |
| Q2 2019 | -6.7% | -9.3% | -16.0% | |
| Q1 2019 | -31.7% | -24.6% | -37.2% | |
| Q4 2018 | +12.8% | +4.7% | -8.4% | |
| Q3 2018 | +12.4% | -0.2% | -12.8% | |
| Q2 2018 | +12.7% | +4.8% | +16.9% | |
| Q1 2018 | -2.3% | -3.9% | +21.4% | |
| Q4 2017 | -4.8% | -8.5% | +14.6% | |
| Q3 2017 | -6.5% | -2.3% | +11.8% | |
| Q2 2017 | -7.0% | -21.4% | +29.0% | |
| Q1 2017 | +15.5% | +17.0% | +3.4% | |
| Q4 2016 | +14.5% | +31.0% | +29.7% | |
| Q3 2016 | +0.0% | +10.6% | +4.4% | |
| Q2 2016 | -0.7% | -4.4% | -1.5% | |
| Q1 2016 | +2.1% | — | — | |
| Q4 2015 | +8.7% | — | — | |
| Q3 2015 | -0.9% | — | — | |
| Q2 2015 | +11.1% | — | — | |
| Q1 2015 | +2.3% | — | — | |
| Q4 2014 | +0.3% | — | — | |
| Q3 2014 | +0.9% | — | — | |
| Q2 2014 | -3.2% | — | — | |
| Q1 2014 | +0.7% | — | — | |
| Q4 2013 | +0.7% | — | — | |
| Q3 2013 | -5.3% | — | — | |
| Q2 2013 | +0.1% | — | — | |
| Q1 2013 | -0.3% | — | — | |
| Q1 2012 | -2.5% | — | — | |
| Q3 2011 | — | — | — | |
| Q2 2011 | — | — | — | |
| Q1 2011 | — | — | — |
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