Verastem: The Market Is Ignoring The Progress

  • FDA approval of AVMAPKI FAKZYNJA CO-PACK marks a transformative milestone, positioning Verastem as a commercial-stage leader in KRAS-mutant LGSOC treatment. Verastem's strong cash position and promising pipeline, including VS-7375 for KRAS G12D, offer significant upside with multiple near-term catalysts ahead. Risks include slow commercial uptake, pipeline uncertainty, and potential future dilution, but current valuation under $5 presents an attractive entry point.