Verastem, Inc.

**Signal Note: RTW Investments initiates $50.8M position in Verastem (VSTM)** RTW's 6.6M share entry suggests conviction in VSTM's clinical pipeline, likely driven by upcoming data catalysts or valuation inflection. Key near-term catalyst to monitor: Phase 2 readout for VS-6766 (dual RAF/MEK inhibitor) in KRAS-mutant cancers, which addresses a validated but competitively crowded space. Position size and timing warrant tracking clinical progress and competitive positioning against other RAF/MEK combinations in development.