Erasca, Inc.
NASDAQ · us_market
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Erasca, Inc., a clinical-stage precision oncology company, focuses on discovering, developing, and commercializing therapies for patients with RAS/MAPK pathway-driven cancers. The company's product pipeline includes ERAS-0015, a pan-RAS molecular glue for the treatment of patients with RAS-mutated solid tumors; ERAS-4001, a pan-KRAS inhibitor for the treatment of patients with KRAS-mutated solid tumors; and ERAS-12, an investigational EGFR D2/D3 biparatopic antibody (bpAb) for the treatment of EGFR and RAS/MAPK solid tumors. It has license agreement with Guangzhou Joyo Pharmatech Co., Ltd to develop, manufacture, and commercialize certain pan-RAS inhibitors; Medshine Discovery Inc. to develop, manufacture, and commercialize certain pan-KRAS inhibitors; Novartis Pharma AG to develop, manufacture, use, and commercialize naporafenib; NiKang Therapeutics, Inc. to develop and commercialize ERAS-601 and certain other related compounds; and Asana BioSciences, LLC to develop and commercialize ERAS-007 and certain other related compounds. The company has a clinical trial collaboration and supply agreement with Tango Therapeutics, Inc. for the evaluation of ERAS-0015. Erasca, Inc. was incorporated in 2018 and is headquartered in San Diego, California.
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| StateStreet | passive | 9.30M | $150.48M | 0.01% | Added+50.6% | 2026-03-31 |
| FidelityFMR | fundamental | 1.49M | $24.11M | 0.00% | Added+185.8% | 2026-03-31 |
| RenTech | quant | 1.40M | $22.63M | 0.04% | Added+64.6% | 2026-03-31 |
| DEShaw | quant | 1.22M | $19.73M | 0.01% | Added+503.9% | 2026-03-31 |
| Citadel | multi-strat | 693.3K | $11.22M | 0.01% | New | 2026-03-31 |
| Wellington | fundamental | 595.4K | $9.63M | 0.00% | Added+9.6% | 2026-03-31 |
| TwoSigma | quant | 15.8K | $255.64K | 0.00% | Trimmed-58.4% | 2026-03-31 |
| TRowePrice | fundamental | 1.82M | $29.37K | 0.00% | Added+1653.9% | 2026-03-31 |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-08-12upcoming | -0.12 | — | — |
| 2026-05-11 | -0.23 | -0.60 | -166.03% |
| 2026-03-12 | -0.11 | -0.10 | +5.96% |
| 2025-11-12 | -0.11 | -0.11 | -4.46% |
| 2025-08-12 | -0.11 | -0.12 | -5.91% |
| 2025-05-13 | -0.13 | -0.11 | +13.13% |
| 2025-03-20 | -0.13 | -0.11 | +13.48% |
| 2024-11-12 | -0.17 | -0.11 | +34.16% |
| 2024-08-12 | -0.19 | -0.29 | -56.58% |
| 2024-05-08 | -0.20 | -0.23 | -16.80% |
| 2024-03-27 | -0.21 | -0.20 | +6.08% |
| 2023-11-09 | -0.22 | -0.20 | +9.05% |
| 2023-08-10 | -0.24 | -0.21 | +11.03% |
| 2023-05-15 | -0.31 | -0.22 | +30.01% |
| 2023-03-23 | -0.32 | -1.06 | -231.60% |
| 2022-11-09 | -0.31 | -0.29 | +6.45% |
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| ERAS | +28.02% | -8.94% | +245.16% | +817.14% |
| XLV | +2.97% | -4.64% | -3.44% | +12.69% |
| Alpha (stock − sector) | +25.05% | -4.30% | +248.60% | +804.45% |