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Erasca (ERAS)

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Earnings summaries and quarterly performance for Erasca.

Research analysts covering Erasca.

Recent press releases and 8-K filings for ERAS.

Erasca Secures Patent Protection, Updates on Clinical Trials, and Financials
ERAS
Earnings
New Projects/Investments
Guidance Update
  • Erasca, Inc. secured U.S. patent protection through 2043 for ERAS-0015, its potential best-in-class pan-RAS molecular glue.
  • The company reported $362 million in cash, cash equivalents, and marketable securities as of September 30, 2025, providing a cash runway into the second half of 2028.
  • Initial Phase 1 monotherapy data for ERAS-0015 and ERAS-4001 is expected in 2026.
  • Erasca reported a net loss of $30.6 million for the third quarter ended September 30, 2025.
Dec 11, 2025, 3:17 PM
Erasca Provides Update on RAS-MAPK Pathway Oncology Programs and Financial Outlook
ERAS
New Projects/Investments
Guidance Update
  • Erasca is an oncology company focused on eradicating RAS-driven cancers with two key programs: ERAS-0015, a pan-RAS molecular glue, and ERAS-4001, a pan-KRAS inhibitor.
  • Preclinically, ERAS-0015 demonstrates potential differentiation from Revolution Medicines' 6236, including 8- to 20-fold better binding to cyclophilin A and 4- to 5x greater in vitro potency.
  • The company plans to disclose clinical data for both ERAS-0015 and ERAS-4001 in calendar year 2026, which will include safety, PK, and initial signs of activity from dozens of patients.
  • Erasca ended the last quarter with $362 million in cash, providing a runway to the second half of 2028 to aggressively advance its programs, including multiple dose expansions and the initiation of Phase 3 trials.
Dec 3, 2025, 3:25 PM
Erasca Provides Update on Oncology Pipeline and 2026 Data Expectations
ERAS
New Projects/Investments
Guidance Update
  • Erasca is advancing two oncology programs targeting the RAS-MAPK pathway: ERAS-0015, a pan-RAS molecular glue, and ERAS-4001, a pan-KRAS inhibitor.
  • Preclinically, ERAS-0015 demonstrates advantages over Revolution Medicines' 6236 compound, including 8- to 20-fold better binding to cyclophilin A and 4- to 5x greater in vitro potency.
  • The company expects to disclose clinical data for both ERAS-0015 and ERAS-4001 in calendar year 2026, which will include safety, PK, and initial signs of activity from dozens of patients.
  • Erasca reported a cash balance of $362 million at the end of the last quarter, providing a financial runway into the second half of 2028 to aggressively advance its programs.
Dec 3, 2025, 3:25 PM
Erasca Provides Update on RAS-MAPK Pathway Programs and Financial Position
ERAS
New Projects/Investments
Guidance Update
  • Erasca is focused on eradicating RAS-driven cancers with two key programs: ERAS-0015, a pan-RAS molecular glue, and ERAS-4001, a pan-KRAS inhibitor.
  • Preclinically, ERAS-0015 shows potential differentiation from Revolution Medicines' 6236 compound, including 8- to 20-fold better binding to cyclophilin A and 4- to 5x greater in vitro potency.
  • Clinical data for both ERAS-0015 and ERAS-4001 is expected in calendar year 2026, covering safety, PK, and initial signs of activity from dozens of patients.
  • The company ended the last quarter with $362 million in cash, providing a financial runway into the second half of 2028 to support aggressive program advancement.
Dec 3, 2025, 3:25 PM
Erasca Provides Update on Pan-RAS and Pan-KRAS Programs at Jefferies Conference
ERAS
Guidance Update
New Projects/Investments
  • Erasca is a precision oncology company that was well-capitalized with $362 million as of Q3, providing a financial runway until the second half of 2028.
  • The company's lead assets, ERAS-0015 (pan-RAS) and ERAS-4001 (pan-KRAS), are both currently in Phase 1 dose escalation studies.
  • Erasca anticipates releasing Phase 1 monotherapy dose escalation data for both ERAS-0015 and ERAS-4001 in calendar year 2026.
  • Preclinically, ERAS-0015 demonstrated 4-5x greater in vitro potency and comparable activity at one-tenth the dose of Revolution Medicines' Durexin RASib. For ERAS-4001, the goal is to show any anti-tumor activity, which would be a first in class for pan-KRAS molecules.
Nov 19, 2025, 10:30 AM
Erasca Provides Update on Clinical Programs and Financial Position
ERAS
New Projects/Investments
Guidance Update
  • Erasca, a precision oncology company, is well capitalized with $362 million as of Q3, providing a runway out to the second half of 2028.
  • Its lead assets, ERAS-0015 (pan-RAS) and ERAS-4001 (pan-KRAS), are both in Phase 1 monotherapy dose escalation studies, with INDs cleared in May 2025.
  • The company anticipates releasing Phase 1 monotherapy data for both programs in calendar year 2026, with initial updates expected to include data from dozens of patients.
  • ERAS-0015 aims for non-inferior safety and comparable efficacy at a fraction of the dose compared to Revolution Medicines' Durexin RASib, while ERAS-4001 seeks to demonstrate first-in-class anti-tumor activity in the pan-KRAS space.
Nov 19, 2025, 10:30 AM
Erasca Provides Update on Clinical Programs and Financial Position
ERAS
Guidance Update
New Projects/Investments
  • Erasca reported $362 million in cash as of Q3, providing a financial runway into the second half of 2028.
  • The company's lead precision oncology programs, ERAS-0015 (pan-RAS) and ERAS-4001 (pan-KRAS), received Investigational New Drug (IND) clearance in May 2025 and are currently undergoing Phase 1 monotherapy dose escalation studies.
  • Erasca expects to release Phase 1 monotherapy dose escalation data for both ERAS-0015 and ERAS-4001 in calendar year 2026.
  • ERAS-0015 is being developed to show non-inferior safety and comparable efficacy at a lower dose than Revolution Medicines' Daraxonrasib, while ERAS-4001 aims to demonstrate first-in-class anti-tumor activity in the pan-KRAS space.
Nov 19, 2025, 10:30 AM
Erasca Provides Update on Pan-RAS and Pan-KRAS Programs, IP, and Financial Position
ERAS
New Projects/Investments
Guidance Update
  • Erasca in-licensed its pan-RAS program, ERAS-0015, in May 2024 and recently received a US patent for composition of matter extending to 2043.
  • The company cleared INDs in May 2025 for both ERAS-0015 (pan-RAS) and ERAS-4001 (pan-KRAS), with Phase 1 monotherapy dose escalation data expected in calendar year 2026 for both programs.
  • ERAS-0015 demonstrates 20-fold better binding affinity to cyclophilin A and 4-5x better in vitro potency compared to Divarasib, potentially allowing for a lower dose and improved GI profile.
  • Erasca reported a cash runway extending to the second half of 2028 and held $387 million in cash as of Q2.
Nov 12, 2025, 6:20 PM