Erasca (ERAS) Aperçu de l'action
Erasca, une société d'oncologie de précision au stade clinique, se concentre sur la découverte, le développement et la commercialisation de thérapies pour les patients atteints de cancers induits par la voie RAS/MAPK. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 0/6 |
| Croissance future | 2/6 |
| Performances passées | 0/6 |
| Santé financière | 4/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
ERAS Community Fair Values
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Erasca, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$10.46 |
| Plus haut sur 52 semaines | US$24.28 |
| Plus bas sur 52 semaines | US$1.06 |
| Bêta | 0.68 |
| Variation sur 1 mois | -35.87% |
| Variation sur 3 mois | -15.03% |
| Variation sur 1 an | 723.62% |
| Variation sur 3 ans | 263.19% |
| Variation sur 5 ans | n/a |
| Évolution depuis l'introduction en bourse | -39.99% |
Nouvelles et mises à jour récentes
Recent updates
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
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.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 AlphaErasca (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...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 AlphaWe 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...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 AlphaIs 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...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...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...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...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.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...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.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.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...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...Rendement pour les actionnaires
| ERAS | US Biotechs | US Marché | |
|---|---|---|---|
| 7D | -4.0% | -0.5% | 0.5% |
| 1Y | 723.6% | 44.4% | 25.4% |
Rendement vs Industrie: ERAS a dépassé le secteur US Biotechs qui a rapporté 44.4 % au cours de l'année écoulée.
Rendement vs marché: ERAS a dépassé le marché US qui a rapporté 25.4 % au cours de l'année écoulée.
Volatilité des prix
| ERAS volatility | |
|---|---|
| ERAS Average Weekly Movement | 18.4% |
| Biotechs Industry Average Movement | 10.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: Le cours de l'action de ERAS a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ERAS ( 18% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de US.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2018 | 103 | Jonathan Lim | www.erasca.com |
Erasca, Inc, une société d'oncologie de précision au stade clinique, se concentre sur la découverte, le développement et la commercialisation de thérapies pour les patients atteints de cancers induits par la voie RAS/MAPK. Le portefeuille de produits de la société comprend ERAS-0015, une colle moléculaire pan-RAS pour le traitement des patients atteints de tumeurs solides mutées RAS ; ERAS-4001, un inhibiteur pan-KRAS pour le traitement des patients atteints de tumeurs solides mutées KRAS ; et ERAS-12, un anticorps biparatopique (bpAb) EGFR D2/D3 expérimental pour le traitement des tumeurs solides EGFR et RAS/MAPK. La société a conclu un accord de licence avec Guangzhou Joyo Pharmatech Co. Ltd pour développer, fabriquer et commercialiser certains inhibiteurs pan-RAS ; Medshine Discovery Inc. pour développer, fabriquer et commercialiser certains inhibiteurs pan-KRAS ; Novartis Pharma AG pour développer, fabriquer, utiliser et commercialiser le naporafenib ; NiKang Therapeutics, Inc. pour développer et commercialiser ERAS-601 et certains autres composés apparentés ; et Asana BioSciences, LLC pour développer et commercialiser ERAS-007 et certains autres composés apparentés.
Erasca, Inc. Résumé des fondamentaux
| ERAS statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$3.23b |
| Bénéfices(TTM) | -US$277.02m |
| Recettes(TTM) | n/a |
Le site ERAS est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ERAS compte de résultat (TTM) | |
|---|---|
| Recettes | US$0 |
| Coût des recettes | US$0 |
| Marge brute | US$0 |
| Autres dépenses | US$277.02m |
| Les revenus | -US$277.02m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -0.89 |
| Marge brute | 0.00% |
| Marge bénéficiaire nette | 0.00% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de ERAS?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/13 20:44 |
| Cours de l'action en fin de journée | 2026/05/13 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Erasca, Inc. est couverte par 13 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Alec Stranahan | BofA Global Research |
| Naureen Quibria | Capital One Securities, Inc. |
| Hiroshi Shibutani | Goldman Sachs |