NASDAQ$VSTM

Verastem Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Verastem reported its Q4 2024 financial results and highlighted recent business progress.

Verastem reported a significant net loss in Q4 2024 due to higher expenses and fair value adjustments, while advancing regulatory milestones and clinical development. The company ended the quarter with strong liquidity bolstered by refinancing and equity issuance.

  • Q4 2024 net loss was $64,550,000, compared to $27,368,000 in Q4 2023.
  • Non-GAAP adjusted net loss for Q4 2024 was $29,347,000, or $0.60 per share.
  • Cash, cash equivalents, and investments totaled $88,818,000 as of December 31, 2024.
  • Total operating expenses for the quarter reached $31,590,000.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.60

Previous: -$1.10+45.5%
Capital Expenditures

$0.00

Previous: $0.00
Free Cash Flow

-$25.1M

Previous: -$29.7M+15.4%
Net Income

-$64.6M

Previous: -$27.4M-135.9%
Operating Income

-$31.6M

Previous: -$31.1M-1.4%
Gross Profit

-$7K

Previous: -$5K-40.0%
Cash & Equivalents

$88.8M

Previous: $137M-35.2%
Total Assets

$102M

Previous: $150M-32.2%
R&D Expense

$20.8M

Previous: $22.5M-7.5%

Revenue & EPS history

Verastem · Revenue · Quarterly

$0

Q4 2024
Beat estimate in 7 of 12 quarters(58%)
ActualEstimate

Forward guidance

Verastem anticipates key regulatory milestones, clinical data readouts, and commercial preparation for the potential launch of avutometinib plus defactinib in 2025.

Tailwinds

  • FDA decision on NDA expected by June 30, 2025.
  • Completion of enrollment in RAMP 301 confirmatory trial by end of 2025.
  • Planned submission for NCCN guideline inclusion after approval.
  • Advancement of RAMP 205 trial with anticipated mid-2025 data update.
  • Initiation of Phase 1/2a trial for VS-7375 in mid-2025.

Headwinds

  • High quarterly net loss due to warrant liability adjustments.
  • Increased selling, general & administrative expenses.
  • Dependence on successful regulatory outcomes for product launch.
  • Reliance on debt refinancing and equity raises to strengthen cash position.
  • Continued R&D expenses impacting profitability in the near term.

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 Q4 2024

Historical avgQ4 2024

-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

Earnings price reactions
QuarterReport dateReaction (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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