Verastem (VSTM)

[Tartiaboy]

In addition to the progress with avutometinib + defactinib in LGSOC ONCT is moving two KRAS-G12C projects forward: avutometinib + sotorasib and avutometinib + adagrasib in KRAS-(G12C) NSCLC. Preclinical data suggests that we should see synergy with these combinations. I believe that the avuto + soto initial readout should happen at any time and this will be a big deal if the data is encouraging. In the preclinical data VSTM demonstrated that the synergistic effect of avutometinib + a G12C inhibitor was further enhanced with the addition of defactinib. I hope that they advance this G12C program with both the doublet and the triplet approach.

Clinical progress with the LGSOC program and the KRAS-G12C programs justify a much higher market cap than we have now. Any success with pancreatic cancer would be a total game-changer. The LGSOC and KRAS-G12C programs and low market cap provide a low risk opportunity to be in on the big prize which is Pancreatic cancer.