SCHEDULE: RTW Investments Boosts Verastem Stake to 9.99%

Sentiment:

Beneficial Ownership Report 17 February 2026 8:54 AM

RTW Investments, LP and Roderick Wong, M.D. reported a 9.99% beneficial ownership stake in Verastem, Inc., including exercisable warrants.

Capital raiseVerastem, Inc. issued and sold 10,405,863 shares in a public offering pursuant to a prospectus supplement dated November 13, 2025.This public offering included the issuance and sale of 1,862,069 shares from the full exercise of the underwriters' option to purchase additional shares.

Summary

RTW Investments, LP and Roderick Wong, M.D. collectively hold a 9.99% beneficial ownership stake in Verastem, Inc.
This stake amounts to 7,836,346 shares of Common Stock.
The reported ownership includes the assumed exercise of 1,260,040 warrants, subject to a 9.99% beneficial ownership cap.
The calculation of the percentage is based on 66,776,006 shares outstanding as of November 3, 2025, plus 10,405,863 shares from a November 2025 public offering, and the 1,260,040 exercisable warrants.
The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Verastem, Inc.
RTW Master Fund, Ltd., an RTW Fund, holds more than 5% of the reported shares.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, as a significant institutional investor maintaining a near-10% stake suggests continued confidence in Verastem, Inc.'s prospects.

Positives

A significant beneficial ownership stake (9.99%) by an institutional investor like RTW Investments, LP, and its managing partner, Roderick Wong, M.D., indicates confidence in Verastem, Inc.
The continued holding of a near-10% stake suggests a long-term investment perspective.

Future Outlook

Industry Context

StockSavvy.ai notes that institutional investors like RTW Investments, LP, which specialize in life sciences, often take significant stakes in biotechnology companies like Verastem, Inc. This type of filing signals continued interest and a substantial position within the sector, which can be viewed positively by the market.

Stakeholder Impact

Shareholders: The disclosure of a significant institutional stake may instill confidence and potentially influence market perception positively.

Key Dates

Date	Description
2025-11-03	Shares outstanding reported in Issuer's Quarterly Report on Form 10-Q.
2025-11-04	Date Issuer's Quarterly Report on Form 10-Q was filed with the SEC.
2025-11-13	Date of prospectus supplement for public offering.
2025-11-17	Date prospectus supplement for public offering was filed with the SEC.
2025-12-31	Date of event which requires filing of this statement (reporting period end date).
2026-02-17	Date of filing and signature by Reporting Persons.

Recommendation

hold

The filing indicates a significant, stable institutional ownership stake, which is generally a positive signal of investor confidence. However, it does not provide new operational or financial performance data to warrant a "buy" or "sell" recommendation. It primarily confirms an substantial existing position, suggesting a "hold" for investors who may already be considering the stock, pending further operational updates.

Keywords

Verastem, RTW Investments, Roderick Wong, Beneficial Ownership, Schedule 13G, Common Stock, Warrants, Institutional Investor, Biotechnology, Pharmaceuticals

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