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ERERAS

Erasca, Inc.

$ERAS·$4.7B·Biotechnology·Healthcare
$13.39-10.0%YTD+300.8%1Y+429.2%
Price updated 7h ago·X counts updated 5d ago
ERERAS
$ERASErasca, Inc.
$13.39-9.95%130 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $ERAS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

130X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ERAS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-10

Erasca posts frame ERAS-0015 as the more clinically clean KRAS-inhibitor vs $RVMD's daraxonrasib — 3% vomit vs 50% for daraxonrasib and better LFT-elevation profile, with combo backfill potential opposite EGFR abs. It's a top-40 biopharma performer YTD. Bulls are quietly stacking.

Read what X is saying about $ERAS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ERAS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

Erasca is up ~6x YTD on the ERAS-0015 pan-RAS story — now cooling on securities class-action chatter.

Erasca is a clinical-stage oncology biotech focused on RAS/MAPK pathway cancers — ERAS-0015 is the lead pan-RAS inhibitor, with ERAS-801 (EGFR brain penetrant) and others in the pipeline. The stock has 6x'd YTD on the pan-RAS thesis, now cooling on securities class-action noise.

  • No revenue: four quarters at zero with Q1 2026 EPS of -$0.60 — this is a bet on ERAS-0015's clinical trajectory, with 2026 consensus EPS at -$0.44 and no near-term commercialization.
  • The pan-RAS positioning is credible: ERAS-0015 is being pitched as cleaner than $RVMD's daraxonrasib (3% vomit vs 50% for daraxonrasib and better LFT-elevation profile), with combo backfill potential opposite EGFR antibodies.
  • The securities class-action chatter from Bernstein Liebhard and Johnson Fistel is the live overhang — this is specifically about alleged breaches of fiduciary duty, not clinical fraud, but the legal uncertainty caps upside until resolved.

A Nov 11 Q3 print with cash runway and ERAS-0015 Phase 2 timeline firming re-rates it; a safety signal or an adverse legal-discovery update and the +592% TTM unwinds fast. The pan-RAS data cadence is what drives the stock, not quarterly operating numbers.

Agrees with X sentimentX correctly frames ERAS-0015 as the cleaner KRAS-inhibitor vs $RVMD's daraxonrasib on tolerability (3% vomit vs 50%, better LFT profile) — real competitive-positioning data. The crowd correctly identifies ERAS as a top-40 biopharma performer YTD. The under-weighted signal is the Bernstein Liebhard / Johnson Fistel investigations.

What to watch: Nov 11 Q3 earnings — cash runway, ERAS-0015 Phase 2 timeline, and any updates on the securities investigations. A clinical safety signal or adverse legal development is the asymmetric downside; a clean Phase 2 readout extends the thesis.

On the calendar: 2026-11-11 — Q3 2026 earnings

Read the AI verdict on $ERAS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Clinical-stage oncology biotech targeting RAS/MAPK pathway cancers with small molecule inhibitor combinations.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $ERAS.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $ERAS

Partial — Clinical-stage oncology biotech targeting RAS/MAPK pathway cancers with small molecule inhibitor combinations.

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+31.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-13.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-32.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-2.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-77.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 12, 2026$-0.14$-0.11-25.7%
Q1 2026May 11, 2026$-0.60$-0.11-438.0%
Q4 2025Mar 12, 2026$-0.10$-0.11+9.1%
Q3 2025Nov 12, 2025$-0.11$-0.110.0%
Next earningsWed, Nov 11·consensus EPS $-0.13

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.60$-27.4M
Q4 FY25$0———$-0.10$-21.7M
Q3 FY25$0———$-0.11$-21.7M
Q2 FY25$0———$-0.12$-20.6M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.5M$7.5M – $7.5M-$0.97-$1.04 – -$0.945
FY27$375K$375K – $375K-$0.62-$0.74 – -$0.554
FY28$2.8M$2.8M – $2.8M-$0.78-$1.02 – -$0.606
FY29$41.5M$41.5M – $41.5M-$0.94-$0.94 – -$0.944
FY30$353.9M$353.9M – $353.9M-$0.43-$0.43 – -$0.433

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.51%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-17.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 247.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.625-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 7 other (7 awards) in window

See when $ERAS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 123
AI summary

Charles S. Fuchs filed an initial Form 3 disclosing his insider status as President, R&D at Erasca, Inc., effective August 10, 2026. The filing confirms his appointment to an officer role at the oncology-focused biotech. No securities are currently beneficially owned, meaning no equity stake was disclosed at the time of filing. Form 3 filings are required within 10 days of becoming a Section 16 reporting person.

8-KOfficer or director changeAug 108-K — Item 5.02: Officer or director change
AI summary

Erasca, Inc. (ERAS), a clinical-stage oncology company focused on RAS/MAPK pathway cancers, appointed Charles S. Fuchs, M.D., M.P.H. as President, Research & Development, effective August 10, 2026. Dr. Fuchs, 66, brings over three decades of distinguished oncology leadership, including stints as CMO of Tubulis GmbH (subsequently acquired by Gilead), SVP and Global Head of Oncology and Hematology at Genentech and Roche, Director of Yale Cancer Center, and professor at Harvard Medical School. His appointment with no pre-existing arrangement or family relationship to existing officers follows standard SEC disclosure requirements for named executive officers. This high-caliber hire is significant for investors as it signals Erasca's commitment to accelerating and strengthening its clinical pipeline with world-class scientific and drug development leadership.

424B5Prospectus supplement (offering)Jul 14424B5
AI summary

Erasca (ERAS) — 424B5 final prospectus supplement for the sale of 31,428,572 shares at $17.50 per share, with a $1.05 per-share underwriting discount, generating approximately $517 million in gross proceeds. Shares settle and deliver on approximately July 15, 2026. Material — confirms the pricing and settlement of Erasca's ~$517M equity offering; dilutive for existing shareholders.

424B5Prospectus supplement (offering)Jul 13424B5
AI summary

Erasca (ERAS) — 424B5 prospectus supplement (July 13 filing version) for the sale of 31,428,572 shares at $17.50, with underwriters purchasing at $16.45. This is an earlier iteration of the same equity offering finalized on July 14. Material — confirms Erasca's dilutive ~$550M equity raise is proceeding under its automatic shelf registration.

S-3ASRAuto-shelf registrationJul 13S-3ASR
AI summary

Erasca (ERAS) — S-3ASR automatic shelf registration statement filed July 13, 2026. This shelf enables Erasca to offer and sell various securities from time to time on an expedited basis. The shelf was filed in connection with the contemporaneous ~$550M equity offering. Administrative — enabling shelf registration; the actual offering terms are in the concurrent 424B5 prospectus supplement.

8-KShareholder voteJul 18-K — Item 5.07: Shareholder vote
AI summary

Erasca held its 2026 Annual Meeting; specific vote details are not visible in the excerpt which cuts off at the cover page. Annual meeting voting results — administrative disclosure.

8-KPress release / Reg FDApr 278-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

ERAS filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-04-27. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

+ 19 other (6 13Gs · 5 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Attention Long-Term Shareholders of Aardvark Therapeutics, Inc. (NASDAQ: AARD); Coastal Financial Corporation (NASDAQ: CCB); Erasca, Inc. (NASDAQ: ERAS); and Power Solutions International, Inc. (NASDAQ: PSIX): Grabar Law Office is Investigating Claims on Your Behalfglobenewswire.com·2d agoErasca: Revolution's Approval Just Took Risk Out Of The Fast Followerseekingalpha.com·12d agoErasca, Inc. (NASDAQ:ERAS) Stock Has Consensus Target Price of $22.09defenseworld.net·14d agoERASCA, INC. (NASDAQ: ERAS) SHAREHOLDER INVESTIGATION ALERT: Bernstein Liebhard Investigates Potential Breaches of Fiduciary Dutyglobenewswire.com·25d agoPropanc Biopharma Highlights Differentiated PRP Pancreatic Cancer Data Versus Emerging Pan-RAS Program ERAS-0015globenewswire.com·25d ago

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