Erasca（ERAS）株式概要
臨床段階にあるプレシジョン・オンコロジー企業であるエラスカ社は、RAS/MAPK経路に起因する癌患者に対する治療法の発見、開発、商品化に注力している。 詳細
ERAS Community Fair Values
Create NarrativeSee what 11 others think this stock is worth. Follow their fair value or set your own to get alerts.
Erasca, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$10.46 |
| 52週高値 | US$24.28 |
| 52週安値 | US$1.06 |
| ベータ | 0.68 |
| 1ヶ月の変化 | -35.87% |
| 3ヶ月変化 | -15.03% |
| 1年変化 | 723.62% |
| 3年間の変化 | 263.19% |
| 5年間の変化 | n/a |
| IPOからの変化 | -39.99% |
最新ニュース
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
新しいナラティブ • 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 Alpha分析記事 • 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 Alpha分析記事 • 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 Alpha分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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.分析記事 • 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.分析記事 • 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...分析記事 • 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...株主還元
| ERAS | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | -4.0% | -0.5% | 0.5% |
| 1Y | 723.6% | 44.4% | 25.4% |
業界別リターン: ERAS過去 1 年間で44.4 % の収益を上げたUS Biotechs業界を上回りました。
リターン対市場: ERAS過去 1 年間で25.4 % の収益を上げたUS市場を上回りました。
価格変動
| 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% |
安定した株価: ERASの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: ERASの weekly volatility ( 18% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2018 | 103 | Jonathan Lim | www.erasca.com |
臨床段階のプレシジョン・オンコロジー企業であるエラスカ社は、RAS/MAPK経路に依存するがん患者に対する治療法の発見、開発、商業化に注力している。同社の製品パイプラインには、RAS変異固形がん患者を対象とした汎RAS分子接着剤ERAS-0015、KRAS変異固形がん患者を対象とした汎KRAS阻害剤ERAS-4001、EGFRおよびRAS/MAPK固形がんを対象とした治験中のEGFR D2/D3バイパラトピック抗体（bpAb）ERAS-12がある。また、広州常陽薬業有限公司と汎RAS阻害剤の開発・製造・商業化に関するライセンス契約を、Medshine Discovery Inc.と汎KRAS阻害剤の開発・製造・商業化に関するライセンス契約を、Novartis Pharma AGとナポラフェニブの開発・製造・使用・商業化に関するライセンス契約を、NiKang Therapeutics, Inc.とERAS-601およびその他の関連化合物の開発・商業化に関するライセンス契約を、Asana BioSciences, LLCとERAS-007およびその他の関連化合物の開発・商業化に関するライセンス契約を締結している。ERAS-0015の評価については、Tango Therapeutics, Inc.と臨床試験に関する提携および供給契約を締結している。エラスカ社は2018年に法人化され、カリフォルニア州サンディエゴに本社を置いている。
Erasca, Inc. 基礎のまとめ
| ERAS 基礎統計学 | |
|---|---|
| 時価総額 | US$3.23b |
| 収益（TTM） | -US$277.02m |
| 売上高(TTM) | n/a |
0.0x
P/Sレシオ-11.7x
PER（株価収益率ERAS は割高か？
公正価値と評価分析を参照収益と収入
| ERAS 損益計算書（TTM） | |
|---|---|
| 収益 | US$0 |
| 売上原価 | US$0 |
| 売上総利益 | US$0 |
| その他の費用 | US$277.02m |
| 収益 | -US$277.02m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.89 |
| グロス・マージン | 0.00% |
| 純利益率 | 0.00% |
| 有利子負債／自己資本比率 | 0% |
ERAS の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/13 19:32 |
| 終値 | 2026/05/13 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Erasca, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13
| アナリスト | 機関 |
|---|---|
| Alec Stranahan | BofA Global Research |
| Naureen Quibria | Capital One Securities, Inc. |
| Hiroshi Shibutani | Goldman Sachs |