Verastem (VSTM) Corporate presentation summary

Strategic focus and product portfolio

• Focused on developing transformative therapies for RAS/MAPK pathway-driven cancers, targeting high unmet needs in oncology.

• Commercial portfolio includes AVMAPKI FAKZYNJA CO-PACK (avutometinib capsules; defactinib tablets), approved for KRAS-mutated recurrent low-grade serous ovarian cancer (LGSOC).

• Pipeline features VS-7375, a KRAS G12D (ON/OFF) inhibitor, with monotherapy and combination approaches in advanced solid tumors.

Clinical development and milestones

• RAMP 201 Phase 2 trial showed durable efficacy in heavily pretreated LGSOC patients, with 44% ORR in KRAS-mutant and 31% overall.

• RAMP 301, a fully enrolled Phase 3 confirmatory trial, aims to expand the label to all recurrent LGSOC regardless of KRAS status, with topline data expected mid-2027.

• Three registration-directed Phase 2 trials for VS-7375 in pancreatic, lung, and colorectal cancers are underway, with Phase 3 trials planned for 1H 2027.

Commercial performance and financials

• AVMAPKI FAKZYNJA CO-PACK achieved $74.5M in net product revenue since its May 2025 launch, with $25.1M in Q2 2026 alone.

• Proforma cash position of $201.4M as of June 2026, with cash runway expected into 2H 2027.

• Franchise expected to be self-sustaining in 2H 2026, funding both commercial operations and clinical trials.