SCHEDULE: Logos Global Discloses 4.8% Stake in Verastem

Logos Global Management LP and its affiliates have disclosed a 4.8% beneficial ownership stake in Verastem, Inc. common stock.

Summary

• Logos Global Management LP, Logos Global Management GP LLC, Logos Global Master Fund LP, Logos GP LLC, and Arsani William collectively beneficially own 3,175,000 shares of Verastem, Inc. Common Stock.
• This ownership represents 4.8% of Verastem, Inc.'s outstanding Common Stock.
• The percentage is calculated based on 66,776,006 shares of Common Stock outstanding as of November 3, 2025, as reported in Verastem's Form 10-Q for the quarter ended September 30, 2025.
• The reporting persons share both voting and dispositive power over all 3,175,000 shares.
• The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of Verastem, Inc.

Sentiment

Score: 5

Explanation: Neutral. This is a routine disclosure of a passive ownership stake, providing no new operational or financial information about the issuer.

Future Outlook

NA

Industry Context

This filing indicates a passive investment by an institutional fund in Verastem, Inc., a common occurrence in the biotechnology or pharmaceutical sector where institutional investors often take positions in companies with promising pipelines or market potential.

Stakeholder Impact

• Shareholders: The disclosure of an institutional investor holding a significant, albeit passive, stake may be viewed as a minor vote of confidence in the company.

Key Dates

Keywords

Verastem, Logos Global Management, Beneficial Ownership, Institutional Investor, Common Stock, SEC Filing, Schedule 13G