Erasca 과거 순이익 실적
과거 기준 점검 0/6
Erasca의 수입은 연평균 -4.3%의 비율로 감소해 온 반면, Biotechs 산업의 수입은 연간 33.8% 증가했습니다.
핵심 정보
-4.30%
순이익 성장률
42.77%
주당순이익(EPS) 성장률
| Biotechs 산업 성장률 | 17.04% |
| 매출 성장률 | n/a |
| 자기자본이익률 | -70.39% |
| 순이익률 | n/a |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
업데이트 없음
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
새로운 내러티브 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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.분석 기사 • 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.분석 기사 • 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...분석 기사 • 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...매출 및 비용 세부 내역
매출 및 비용 세부 내역
Erasca가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 0 | -277 | 40 | 94 |
| 31 Dec 25 | 0 | -125 | 39 | 93 |
| 30 Sep 25 | 0 | -128 | 39 | 96 |
| 30 Jun 25 | 0 | -128 | 38 | 101 |
| 31 Mar 25 | 0 | -158 | 39 | 110 |
| 31 Dec 24 | 0 | -162 | 40 | 112 |
| 30 Sep 24 | 0 | -159 | 40 | 111 |
| 30 Jun 24 | 0 | -158 | 39 | 109 |
| 31 Mar 24 | 0 | -127 | 39 | 105 |
| 31 Dec 23 | 0 | -125 | 38 | 104 |
| 30 Sep 23 | 0 | -231 | 38 | 110 |
| 30 Jun 23 | 0 | -236 | 37 | 113 |
| 31 Mar 23 | 0 | -240 | 36 | 114 |
| 31 Dec 22 | 0 | -243 | 34 | 114 |
| 30 Sep 22 | 0 | -138 | 31 | 107 |
| 30 Jun 22 | 0 | -149 | 29 | 99 |
| 31 Mar 22 | 0 | -141 | 26 | 89 |
| 31 Dec 21 | 0 | -123 | 23 | 74 |
| 30 Sep 21 | 0 | -154 | 19 | 60 |
| 30 Jun 21 | 0 | -119 | 14 | 49 |
| 31 Mar 21 | 0 | -96 | 10 | 37 |
| 31 Dec 20 | 0 | -102 | 8 | 30 |
양질의 수익: ERAS 은(는) 현재 수익성이 없습니다.
이익 마진 증가: ERAS는 현재 수익성이 없습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: ERAS은 수익성이 없으며 지난 5년 동안 손실이 연평균 4.3% 증가했습니다.
성장 가속화: 현재 수익성이 없어 지난 1년간 ERAS의 수익 성장률을 5년 평균과 비교할 수 없습니다.
수익 대 산업: ERAS은 수익성이 없어 지난 해 수익 성장률을 Biotechs 업계(43%)와 비교하기 어렵습니다.
자기자본이익률
높은 ROE: ERAS는 현재 수익성이 없으므로 자본 수익률이 음수(-70.39%)입니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/26 21:43 |
| 종가 | 2026/05/26 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Erasca, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Alec Stranahan | BofA Global Research |
| Naureen Quibria | Capital One Securities, Inc. |
| Hiroshi Shibutani | Goldman Sachs |