VSTM Verastem Inc

$VSTM for those of you that have not seen the GenFleet G12D (VS-7375) China NSCLC data, I have attached it here. The confirmed ORR is very strong, especially factoring for the fact that this is the 600mg dose and not the 900 mg dose used in the TARGET-D US trials. The durability is also playing out nicely so far with 77% patients still alive at 12 months. The safety is not the cleanest, but also consider that the U.S. safety data was cleaner according to management. We will see how that plays out. However, the d/c treatment due to AEs was not troubling, so I’m excited to see what the U.S. data looks like in October

$VSTM at Cantor: "We're seeing some really exciting data when combining with cetuximab in pancreatic as well as CRC" -Potential partners have access to the data in real time, hope to secure a large deal to protect upside but fund trials in non-dilutive way -Oberland deal takes the pressure off having to decide today

$VSTM One of the reason why VSTM has explosive upside is that the P2's may lead directly to approval...meaning the agents can be on the market by end of 27. This was confirmed at the CF meeting. They're going after AA, BTD's. I suspected thats one of the reasons for the delayed partnership. Good data on OCT.14...and I'll say done deal.

$VSTM massive second-quarter earnings beat and a non-dilutive royalty agreement will push us to new heights. The time to buy is now.

$VSTM Trifecta! Activity, tolerability and combinability!! Surrounding cancer biology matters just as much as the drivers!! Verastem has a unique possibilities!!

$VSTM n fairness, has never pumped this stock. He's actually provided valuable insight here and is one of the most knowledgeable people on this board

$VSTM Looks like buying under $8 and selling over $8 won't be the rinse repeat it's been the past couple weeks. Was trading nicely, now trading shares are gone, sold this morning and unlikley to be able to buy back at the right price. Will be fun to see what happens leading up to the 14th. Likley to be some trading opportunities.

$VSTM as much noise as there is w KRAS we just need them to deliver competitive or better yet, best in class data. Then we can do all kinds of fun GIF’s of rocketsq, lambo ‘s and what ever else. Danny boy needs to back up his words w objective data.

$VSTM Listening to Wainwright call I got a slight feeling they are trying to out a for sale sign out front. The way they talked about benefit big pharma could bring from a partnership, and trying to position Co-Pack for 2nd line after KRAS-D in PANc. “Hey look at our pipeline and potential.” Probably way off but after listening to them for way too long, just seemed different.

$VSTM i hardly post on this form outside of discussing recently released data (preclinical or clincial). I’m not “pumping” this company, I am simply investing in it for the long term because I know their G12D asset is promising. I actually work in the oncology sector, so I’m not just buying randomly, unlike yourself it seems. My money isn’t being manipulated by some shadow figure—I just know there’s volatility in biotech (especially in absence of news), so I patiently wait to increase my position. Get out of this sub you useless cry baby bitch

$VSTM Some changes to pdac study of VS-7375. I like the addition of tolerability distinction, patient centered addition to recist!!

$VSTM All the short term charts make it look like we're all making money. Flip to the 1 year, 5 yr, and you see the real story. This stock has been decimated since last winter and is starting to recover. It hasn't even reached last fall's average of around $9. - $10. Am I glad to have loaded up more this week? For sure, but we haven't done anything yet. Those buying for the past 9 months have made a killing, but you bought IMO artificaily low. Mgt. wanted a low price for their options and got them. Now its go time; trust they are now adequately incentivized to keep things climbing from here on.

$VSTM The more effectively the driver is targeted, the more interesting the biology that survives it becomes. ⬇️⬇️⬇️⬇️

$VSTM In my opinion, a reasonable fundamental valuation based on what we currently know would be around $18-22 per share, rather than the lower levels at which the stock is currently trading.

$VSTM Rvmd data shows pan-RAS have a g12d problem, then why ERAS flying. I don't know much about eras other than I thought it is similar to Daro. In my view, VSTM should be flying on the rvmd news, albeit after next week 😀

$VSTM same guy that called me retarded can’t conceptualize how rising rates hurt the biotech sector. There is no boogeyman manipulating Verastem on a daily basis. There is no news until next Wednesday, so people swing both ways in the meantime. I don’t understand why you think this stock should keep pushing upwards without clinical data

$VSTM To me, yesterday's RVMD/FDA news was huge! Because I have been sitting here, hoping that we would at least get in the ballpark of RVMD's ORR for pancreatic cancer(and of course show superior tolerability). Now we learned that in the most common KRAS mutation in pancreatic cancer, RVMD's response rate is only 24% . I think that VSTM will greatly exceed this lowered threshold! I think we're sitting on the new standard of care for this KRAS mutation. 

$VSTM I am holding for long . I added almost every dip since it was below 3.80 bucks few months ago.

$VSTM should lean into a double digit stock as the data is digested by marketplace the TAM is expanding and means no more capital raises

$VSTM This is the latest kras g12d landscape updated for the WCLC 2026 GFH375. Pretty good compared to RVMD Zoldarnisib although rvmd showed higher mPFS but only 27 patients. Apart from it ORR, DCR, OS direction, all similar or better for GFH375 at 600mg QD. GFH trial is for 75 patients vs 26 patients for RVMD. mPFS tend to go lower with more heterogeneous patients included in the trial. So, I expect RVMD mPFS will be lower at a higher patient count. Note that VSTM doing 900mg QD. So, I expect best-in-class for VS7375 with lower AEs. Also note that Oct 14 readout for 600mg for NSCLC, not optimal dose of 900mg. Good luck, this is the signal I was looking for, happy loading time.