Erasca (ERAS) Aktievy
Erasca, Inc. är ett precisionsonkologibolag i klinisk fas som fokuserar på att upptäcka, utveckla och kommersialisera behandlingar för patienter med RAS/MAPK-driven cancer. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 0/6 |
| Framtida tillväxt | 0/6 |
| Tidigare resultat | 0/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 0/6 |
ERAS Community Fair Values
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Read full narrativeErasca, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$10.40 |
| 52 veckors högsta | US$24.28 |
| 52 veckors lägsta | US$1.06 |
| Beta | 0.68 |
| 1 månads förändring | -39.04% |
| 3 månaders förändring | -15.38% |
| 1 års förändring | 648.20% |
| 3 års förändring | 245.52% |
| 5 års förändring | n/a |
| Förändring sedan börsintroduktionen | -40.33% |
Senaste nyheter och uppdateringar
Erasca: Strong Data Overshadowed By A Patient Death And A Patent Fight
Summary Erasca is a high-risk, high-reward clinical-stage biotech focused on RAS/MAPK pathway-driven cancers, with its lead asset ERAS-0015 showing early promise. Recent Phase 1 data for ERAS-0015 demonstrated strong target engagement and favorable unconfirmed response rates, but a Grade 5 pneumonitis event and IP risk triggered a sharp sell-off. Despite the safety signal, ERAS-0015's efficacy and tolerability profiles appear differentiated, with most responders remaining on treatment and a robust cash runway into 2028. I recommend a Hold rating on ERAS, balancing promising early data against binary event risk, competition, IP overhang, and persistent volatility. 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.Recent updates
Erasca: Strong Data Overshadowed By A Patient Death And A Patent Fight
Summary Erasca is a high-risk, high-reward clinical-stage biotech focused on RAS/MAPK pathway-driven cancers, with its lead asset ERAS-0015 showing early promise. Recent Phase 1 data for ERAS-0015 demonstrated strong target engagement and favorable unconfirmed response rates, but a Grade 5 pneumonitis event and IP risk triggered a sharp sell-off. Despite the safety signal, ERAS-0015's efficacy and tolerability profiles appear differentiated, with most responders remaining on treatment and a robust cash runway into 2028. I recommend a Hold rating on ERAS, balancing promising early data against binary event risk, competition, IP overhang, and persistent volatility. Read the full article on Seeking AlphaErasca 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...Aktieägarnas avkastning
| ERAS | US Biotechs | US Marknad | |
|---|---|---|---|
| 7D | -2.3% | 1.2% | 2.1% |
| 1Y | 648.2% | 41.9% | 30.6% |
Avkastning vs industri: ERAS översteg US Biotechs branschen som gav 41.9 % under det senaste året.
Avkastning vs Marknaden: ERAS översteg US marknaden som gav 30.6 % under det senaste året.
Prisvolatilitet
| 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 | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stabil aktiekurs: ERAS s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: ERAS s veckovolatilitet ( 18% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av US aktier.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2018 | 103 | Jonathan Lim | www.erasca.com |
Erasca, Inc. är ett precisionsonkologiföretag i klinisk fas som fokuserar på att upptäcka, utveckla och kommersialisera behandlingar för patienter med RAS/MAPK-driven cancer. Bolagets produktportfölj omfattar ERAS-0015, ett pan-RAS-molekylärt lim för behandling av patienter med RAS-muterade solida tumörer; ERAS-4001, en pan-KRAS-hämmare för behandling av patienter med KRAS-muterade solida tumörer; och ERAS-12, en EGFR D2/D3 biparatopisk antikropp (bpAb) för behandling av solida EGFR- och RAS/MAPK-tumörer. Bolaget har licensavtal med Guangzhou Joyo Pharmatech Co, Ltd för att utveckla, tillverka och kommersialisera vissa pan-RAS-hämmare; Medshine Discovery Inc. för att utveckla, tillverka och kommersialisera vissa pan-KRAS-hämmare; Novartis Pharma AG för att utveckla, tillverka, använda och kommersialisera naporafenib; NiKang Therapeutics, Inc. för att utveckla och kommersialisera ERAS-601 och vissa andra relaterade substanser; och Asana BioSciences, LLC för att utveckla och kommersialisera ERAS-007 och vissa andra relaterade substanser.
Erasca, Inc. Sammanfattning av grunderna
| ERAS grundläggande statistik | |
|---|---|
| Börsvärde | US$3.39b |
| Vinst(TTM) | -US$124.55m |
| Intäkter(TTM) | n/a |
Är ERAS övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| ERAS resultaträkning (TTM) | |
|---|---|
| Intäkter | US$0 |
| Kostnad för intäkter | US$0 |
| Bruttovinst | US$0 |
| Övriga kostnader | US$124.55m |
| Intäkter | -US$124.55m |
Senast redovisade vinst
Dec 31, 2025
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | -0.40 |
| Bruttomarginal | 0.00% |
| Nettovinstmarginal | 0.00% |
| Skuld/egenkapitalförhållande | 0% |
Hur har ERAS utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/07 05:15 |
| Aktiekurs vid dagens slut | 2026/05/07 00:00 |
| Intäkter | 2025/12/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Erasca, Inc. bevakas av 12 analytiker. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Alec Stranahan | BofA Global Research |
| Naureen Quibria | Capital One Securities, Inc. |
| Hiroshi Shibutani | Goldman Sachs |