Erasca Förvaltning
Förvaltning kriterier kontrolleras 3/4
Erasca VD är Jonathan Lim, utsedd i Jul 2018, har en mandatperiod på 7.83 år. totala årliga ersättningen är $ 4.30M, bestående av 15.6% lön 84.4% bonusar, inklusive företagsaktier och optioner. äger direkt 10.4% av företagets aktier, värda $ 359.79M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 5 år respektive 7.6 år.
Viktig information
Jonathan Lim
Verkställande direktör
US$4.3m
Total ersättning
| VD-lön i procent | 15.59% |
| Anställning som VD | 7.8yrs |
| Ägande av VD | 10.4% |
| Ledningens genomsnittliga anställningstid | 5yrs |
| Styrelsens genomsnittliga mandatperiod | 7.6yrs |
Senaste uppdateringar av ledningen
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
Ny berättelse • 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 AlphaAnalysartikel • 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 AlphaAnalysartikel • 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 AlphaAnalysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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.Analysartikel • 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.Analysartikel • 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...Analysartikel • 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...Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| 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$102m |
Ersättning vs marknad: Jonathan s total kompensation ($USD 4.30M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 7.11M ).
Ersättning vs inkomst: Ersättningen för Jonathan har ökat samtidigt som företaget är olönsamt.
VD OCH KONCERNCHEF
Jonathan Lim (53 yo)
7.8yrs
Anställning
US$4,298,838
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Co-Founder | 7.8yrs | US$4.30m | 10.4% $ 359.8m | |
| CFO & Chief Business Officer | 5.4yrs | US$1.78m | 0.090% $ 3.1m | |
| Chairman of Research & Development | 5.8yrs | US$215.09k | 0% $ 0 | |
| Chief Medical Officer | 4yrs | US$1.75m | 0% $ 0 | |
| Chief Operating Officer | 5yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Accounting | less than a year | inga uppgifter | inga uppgifter | |
| Chief Scientific Officer | less than a year | inga uppgifter | inga uppgifter | |
| Chief Legal Officer & Corporate Secretary | 5.1yrs | US$2.02m | 0.0081% $ 278.7k | |
| Chief People Officer | 4.3yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Finance | 5yrs | inga uppgifter | inga uppgifter | |
| Chief Regulatory Affairs Officer | 5yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Pharmaceutical Development & Operations | 3.5yrs | inga uppgifter | inga uppgifter |
5.0yrs
Genomsnittlig anställningstid
53yo
Genomsnittlig ålder
Erfaren ledning: ERAS s ledningsgrupp är erfaren och erfaren ( 5 års genomsnittlig anställning).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Co-Founder | 7.6yrs | US$4.30m | 10.4% $ 359.8m | |
| Chairman of Research & Development | 5.8yrs | US$215.09k | 0% $ 0 | |
| Scientific Advisory Board Member | no data | inga uppgifter | inga uppgifter | |
| Independent Director | 7.8yrs | US$176.91k | 0.21% $ 7.4m | |
| Independent Director | 7.8yrs | US$166.91k | 0.056% $ 1.9m | |
| Scientific Advisory Board Member | no data | inga uppgifter | inga uppgifter | |
| Lead Independent Director | 7.9yrs | US$208.91k | 0.067% $ 2.3m | |
| Independent Director | 5.2yrs | US$175.41k | 0.0019% $ 66.7k | |
| Scientific Advisory Board Member | no data | inga uppgifter | inga uppgifter | |
| Independent Director | 6.9yrs | US$177.91k | 0.0071% $ 244.5k | |
| Scientific Advisory Board Member | no data | inga uppgifter | inga uppgifter | |
| Scientific Advisory Board Member | no data | inga uppgifter | inga uppgifter |
7.6yrs
Genomsnittlig anställningstid
66yo
Genomsnittlig ålder
Erfaren styrelse: ERAS s styrelse anses vara erfaren ( 7.6 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/21 23:08 |
| Aktiekurs vid dagens slut | 2026/05/21 00:00 |
| Intäkter | 2026/03/31 |
| 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 13 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 |