VS-6766 is a small molecule commercialized by Verastem, with a leading Phase II program in Endometrial Cancer. According to Globaldata, it is involved in 15 clinical trials, of which 2 were completed, 10 are ongoing, 2 are planned, and 1 was terminated. GlobalData uses proprietary data and analytics to provide a complete picture of VS-6766’s valuation in its risk-adjusted NPV model (rNPV). Buy the model here.

The revenue for VS-6766 is expected to reach an annual total of $129 mn by 2033 globally based off GlobalData’s Expiry Model. The drug’s revenue forecasts along with estimated costs are used to measure the value of an investment opportunity in that drug, otherwise known as net present value (NPV). Applying the drug’s phase transition success rate to remaining R&D costs and likelihood of approval (LoA) to sales related costs provides a risk-adjusted NPV model (rNPV). The rNPV model is a more conservative valuation measure that accounts for the risk of a drug in clinical development failing to progress.

VS-6766 Overview

Avutometinib potassium (RG-7304, RO5126766) is under development for the treatment of solid tumors including low-grade serous ovarian cancer (LGSOC) , peritoneal cancer, metastatic uveal melanoma, metastatic pancreatic cancer, pancreatic ductal adenocarcinoma, metastatic adenocarcinoma of the pancreas, non-small cell lung cancer, multiple myeloma, endometrial cancer, prostate cancer, cervical cancer, HER2 negative breast cancer and colorectal cancer. It is administered orally as a capsule. It is a new molecular entity (NME) with a structure based on a coumarin skeleton. The drug candidate acts by targeting B-Raf kinase, C-Raf kinase, mitogen activated protein kinase kinase 1 (MEK-1 or MAP2K1). It was also under development for melanoma, pancreatic cancer and solid tumors in Japan.

Verastem Overview

Verastem is a biopharmaceutical company. It carries out the discovery, development, and commercialization of novel small molecule drugs to treat cancer. The company’s most advanced product candidates include VS-6766, defactinib (VS-6063). Verastem products VS-6766 and defactinib (VS-6063), are being investigated in both preclinical and clinical studies for the treatment of various solid tumors, including, low-grade serous ovarian cancer (LGSOC), non-small cell lung cancer (NSCLC), colorectal cancer (CRC), pancreatic cancer, uveal melanoma, and endometrial cancer. The pipeline products focused on RAF/MEK inhibition and FAK inhibition. Its service include investigator sponsored trial (IST)program. The company operates in Germany and the US. Verastem is headquartered in Needham, Massachusetts, the US.

The company reported revenues of (US Dollars) US$2.1 million for the fiscal year ended December 2021 (FY2021), a decrease of 97.7% over FY2020. The operating loss of the company was US$61.4 million in FY2021, compared to an operating loss of US$50.9 million in FY2020. The net loss of the company was US$71.2 million in FY2021, compared to a net loss of US$67.7 million in FY2020.

For a complete picture of VS-6766’s valuation, buy the drug’s risk-adjusted NPV model (rNPV) here.


GlobalData, the leading provider of industry intelligence, provided the underlying data, research, and analysis used to produce this article.

To create this model, GlobalData takes into account factors including patent law, known and projected regulatory approval processes, cash flows, drug margins and company expenses. Combining these data points with GlobalData’s world class analysis creates high value models that companies can use to help in evaluation processes for each drug or company.

The rNPV method integrates the probability of a drug reaching a clinical stage into the cash flow at that time, which provides a more accurate valuation, as it considers the probability that the drug never makes it through the clinical pathway to commercialization. GlobalData’s rNPV model uses proprietary likelihood of approval (LoA) and phase transition success rate (PTSR) data for the indication in the highest development stage, which can be found on GlobalData’s Pharmaceutical Intelligence Center.