Erasca Dirección
Dirección controles de criterios 3/4
El CEO de Erasca es Jonathan Lim , nombrado en Jul 2018, tiene una permanencia de 7.83 años. compensación anual total es $4.30M, compuesta por 15.6% salario y 84.4% primas, incluidas acciones y opciones de la empresa. posee directamente un 10.4% de las acciones de la empresa, por valor de $333.91M. La antigüedad media del equipo directivo y de la junta directiva es de 5 años y 7.6 años, respectivamente.
Información clave
Jonathan Lim
Chief Executive Officer (CEO)
US$4.3m
Compensación total
| Porcentaje del salario del CEO | 15.59% |
| Permanencia del CEO | 7.8yrs |
| Participación del CEO | 10.4% |
| Permanencia media de la dirección | 5yrs |
| Promedio de permanencia en la Junta Directiva | 7.6yrs |
Actualizaciones recientes de la dirección
Recent updates
Seeking Alpha • May 11
Erasca: 'Hold' On Substantial RAS Targeting ERAS-0015 But With Two Key Risks
Summary I initiate Erasca (ERAS) with a "Hold" rating due to promising phase 1 ERAS-0015 data but significant risks. ERAS-0015 showed high ORR in KRAS-mutant NSCLC [64%] and PDAC [50%] at RDE but faces safety and patent litigation risks. Company has strong cash reserves, global rights to ERAS-0015, and a Merck supply collaboration agreement for combination trials. Upcoming 2027 data readouts for ERAS-0015 and resolution of safety or patent issues are key catalysts for ERAS. Read the full article on Seeking Alpha
Nueva narrativa • Mar 04
Erasca Inc. (ERAS): The RAS Specialist – Scaling the Precision Oncology Peak in 2026.
Erasca Inc. (ERAS) is currently in the midst of a breakout year for its precision oncology platform, trading at $15.12 as of the March 4, 2026, market close.Seeking Alpha • Apr 25
Erasca, Inc.: Carving A Different Niche In RAS Signaling
Summary Erasca, Inc. focuses on developing novel targeted therapies for solid tumors, particularly through the RAS/MAP kinase pathway, with a promising yet early-stage pipeline. The company’s lead program, naporafenib, shows preliminary efficacy in NRAS-mutant melanoma, with key phase 3 data expected in 2025. Financially stable with a cash runway into at least 2027, Erasca can advance its pipeline without immediate funding concerns, mitigating dilution risk. Despite market pessimism, signals of activity in their trials and potential in pan-RAS inhibitors justify a tentative "Buy" sentiment for long-term gains. Read the full article on Seeking AlphaArtículo de análisis • Feb 07
Erasca (NASDAQ:ERAS) Is In A Good Position To Deliver On Growth Plans
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Seeking Alpha • Jan 27
Erasca's Naporafenib Is Shaping Up Nicely For NRASm Melanoma
Summary Naporafenib is Erasca’s main candidate, and it has Fast Track status for NRASm melanoma. I see the company has a robust balance sheet, with roughly $463.3 million in cash and equivalents as of Q3, 2024. They estimate a runway into 2H2027. SEACRAFT-1 already showed that Naporafenib has potentially better efficacy compared to the SoC and competitors. I believe Naporafenib could have an FDA submission by late 2025 or 2026. Plus, ERAS has a nicely diversified pipeline for broader RAS cancers. So, given that the stock has already pulled back 40.7% from its 2024 highs, I think ERAS now looks compelling at these levels. Read the full article on Seeking AlphaArtículo de análisis • Oct 15
We Think Erasca (NASDAQ:ERAS) Can Afford To Drive Business Growth
We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Seeking Alpha • Sep 30
Erasca: New Focus After Restructuring, But Need More Differentiation
Summary Erasca has streamlined its pipeline, now focusing on a phase 3 trial for Naporafenib targeting NRAS-mutant melanoma, showing preliminary antitumor activity and manageable safety. Naporafenib, combined with trametinib, demonstrated better PFS and ORR compared to historical benchmarks, despite mixed efficacy and safety data from previous trials. Erasca's financials are solid with a market cap of $755mn and a cash balance of $460mn, providing 8-9 quarters of runway. Despite promising data, the target market's difficulty and Erasca's history of program abandonment warrant cautious observation from the sidelines. Read the full article on Seeking AlphaArtículo de análisis • Feb 21
Is Erasca (NASDAQ:ERAS) In A Good Position To Deliver On Growth Plans?
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...Artículo de análisis • Nov 16
We Think Erasca (NASDAQ:ERAS) Needs To Drive Business Growth Carefully
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...Artículo de análisis • Jun 28
Companies Like Erasca (NASDAQ:ERAS) Are In A Position To Invest In Growth
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Artículo de análisis • Jan 20
We Think Erasca (NASDAQ:ERAS) Can Afford To Drive Business Growth
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Seeking Alpha • Oct 20
Erasca forms clinical trial partnership with Pfizer for cancer therapy
The clinical-stage biotech Erasca, Inc. (NASDAQ:ERAS) and Pfizer (PFE) announced an agreement on Thursday to jointly investigate a cancer therapy combining the former’s experimental therapy, ERAS-007, and PFE’s blockbuster breast cancer therapy Ibrance. As part of the clinical trial collaboration and supply agreement, the companies will test Ibrance, also known as Palbociclib, in combination with ERAS-007 in a proof-of-concept study for colorectal cancer (CRC) and pancreatic ductal adenocarcinoma (PDAC) with certain genetic mutations. The therapeutic combination is currently being studied in a Phase 1b/2 HERKULES-3 master protocol study for gastrointestinal (GI) malignancies, sponsored by ERAS with Palbociclib supplied from PFE at no cost. ERAS-007 is an ERK1/2 inhibitor, and Ibrance is a CDK4/6 inhibitor. The latter added $5.4B to Pfizer’s (PFE) topline in 2021.Artículo de análisis • Sep 23
Here's Why We're Not Too Worried About Erasca's (NASDAQ:ERAS) Cash Burn Situation
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Seeking Alpha • Sep 07
Erasca adds 10% ahead of R&D Day
The shares of recently IPO’d clinical-stage biotech Erasca, Inc. (NASDAQ:ERAS) jumped ~10% in the morning hours Wednesday as the company prepares to hold an R&D Day with a focus on its lead candidates ERAS-007 and ERAS-601. Meanwhile, according to a regulatory filing submitted on Tuesday, PFM Health Sciences GP, LLC, a San Francisco-based firm with nearly $2B investments under management, had disclosed a ~6% stake in ERAS. At the R&D event, scheduled at 4:30 PM on Wednesday, KOL David S. Hong, M.D., of MD Anderson Cancer Center, will highlight the opportunities and current treatments for cancers driven by the RAS/MAPK pathway, where ERAS focuses. In addition, the company will share early clinical results for ERAS-007 and ERAS-601 in advanced solid tumors.Seeking Alpha • Jul 18
Erasca, Eli Lilly to collaborate on trial to evaluate combo treatment for two cancers
Erasca (NASDAQ:ERAS) on Monday said it had entered into a clinical trial collaboration and supply agreement with Eli Lilly (LLY) to support its ongoing phase 1/1b FLAGSHP-1 trial. ERAS stock +4.8% to $6.97 in premarket trading The early-stage trial will evaluate ERAS' inhibitor ERAS-601 in combination with Lilly's (LLY) antibody cetuximab for the treatment of a type of cancer of the colon and the skin called triple wildtype metastatic colorectal cancer and human papillomavirus-negative advanced head and neck squamous cell carcinoma, respectively. Erasca (ERAS) is the trial's sponsor, while LLY will supply cetuximab at no cost. ERAS had previously signed collaboration and supply agreements with LLY and Pfizer (PFE) to evaluate a combination of cetuximab and PFE's encorafenib with its inhibitor ERAS-007.Artículo de análisis • Apr 12
We're Not Very Worried About Erasca's (NASDAQ:ERAS) Cash Burn Rate
Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Artículo de análisis • Dec 28
Here's Why We're Not Too Worried About Erasca's (NASDAQ:ERAS) Cash Burn Situation
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$277m |
| Dec 31 2025 | US$4m | US$670k | -US$125m |
| Sep 30 2025 | n/a | n/a | -US$128m |
| Jun 30 2025 | n/a | n/a | -US$128m |
| Mar 31 2025 | n/a | n/a | -US$158m |
| Dec 31 2024 | US$4m | US$645k | -US$162m |
| Sep 30 2024 | n/a | n/a | -US$159m |
| Jun 30 2024 | n/a | n/a | -US$158m |
| Mar 31 2024 | n/a | n/a | -US$127m |
| Dec 31 2023 | US$5m | US$623k | -US$125m |
| Sep 30 2023 | n/a | n/a | -US$231m |
| Jun 30 2023 | n/a | n/a | -US$236m |
| Mar 31 2023 | n/a | n/a | -US$240m |
| Dec 31 2022 | US$8m | US$593k | -US$243m |
| Sep 30 2022 | n/a | n/a | -US$138m |
| Jun 30 2022 | n/a | n/a | -US$149m |
| Mar 31 2022 | n/a | n/a | -US$141m |
| Dec 31 2021 | US$850k | US$498k | -US$123m |
| Sep 30 2021 | n/a | n/a | -US$154m |
| Jun 30 2021 | n/a | n/a | -US$119m |
| Mar 31 2021 | n/a | n/a | -US$96m |
| Dec 31 2020 | US$2m | US$300k | -US$102m |
Compensación vs. Mercado: La compensación total de Jonathan($USD4.30M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD7.11M).
Compensación vs. Ingresos: La compensación de Jonathan ha aumentado mientras la empresa no es rentable.
CEO
Jonathan Lim (53 yo)
7.8yrs
Permanencia
US$4,298,838
Compensación
Dr. Jonathan E. Lim, M.D., is Independent Non-Employee Director of Maze Therapeutics, Inc. and was its Independent Director from October 2019. He Co-founded Erasca, Inc. in July 2018 and has been its Chair...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 7.8yrs | US$4.30m | 10.4% $ 333.9m | |
| CFO & Chief Business Officer | 5.4yrs | US$1.78m | 0.090% $ 2.9m | |
| Chairman of Research & Development | 5.8yrs | US$215.09k | 0% $ 0 | |
| Chief Medical Officer | 4yrs | US$1.75m | 0% $ 0 | |
| Chief Operating Officer | 5yrs | sin datos | sin datos | |
| Senior Vice President of Accounting | less than a year | sin datos | sin datos | |
| Chief Scientific Officer | less than a year | sin datos | sin datos | |
| Chief Legal Officer & Corporate Secretary | 5.1yrs | US$2.02m | 0.0081% $ 258.7k | |
| Chief People Officer | 4.3yrs | sin datos | sin datos | |
| Senior Vice President of Finance | 5yrs | sin datos | sin datos | |
| Chief Regulatory Affairs Officer | 5yrs | sin datos | sin datos | |
| Senior Vice President of Pharmaceutical Development & Operations | 3.5yrs | sin datos | sin datos |
5.0yrs
Permanencia media
53yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de ERAS es experimentado (5 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 7.6yrs | US$4.30m | 10.4% $ 333.9m | |
| Chairman of Research & Development | 5.8yrs | US$215.09k | 0% $ 0 | |
| Scientific Advisory Board Member | no data | sin datos | sin datos | |
| Independent Director | 7.8yrs | US$176.91k | 0.21% $ 6.9m | |
| Independent Director | 7.8yrs | US$166.91k | 0.056% $ 1.8m | |
| Scientific Advisory Board Member | no data | sin datos | sin datos | |
| Lead Independent Director | 7.9yrs | US$208.91k | 0.067% $ 2.1m | |
| Independent Director | 5.2yrs | US$175.41k | 0.0019% $ 61.9k | |
| Scientific Advisory Board Member | no data | sin datos | sin datos | |
| Independent Director | 6.9yrs | US$177.91k | 0.0071% $ 226.9k | |
| Scientific Advisory Board Member | no data | sin datos | sin datos | |
| Scientific Advisory Board Member | no data | sin datos | sin datos |
7.6yrs
Permanencia media
66yo
Promedio de edad
Junta con experiencia: La junta directiva de ERAS se considera experimentada (7.6 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/20 12:32 |
| Precio de las acciones al final del día | 2026/05/20 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Erasca, Inc. está cubierta por 13 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Alec Stranahan | BofA Global Research |
| Naureen Quibria | Capital One Securities, Inc. |
| Hiroshi Shibutani | Goldman Sachs |