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Market cap
$6.5B
350M shares
52-week range
$1.33 – $24.28
72% from low
Sector
PHARMACEUTICAL PREPARATIONS
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NASDAQ
CS
Erasca Inc is a clinical-stage precision oncology company singularly focused on discovering, developing, and commercializing therapies for patients with RAS/MAPK pathway-driven cancers. Its focused RAS/MAPK pathway pipeline comprises modality-agnostic programs aligned with three therapeutic strategies of: targeting key upstream and downstream signaling nodes in the RAS/MAPK pathway; targeting RAS directly; and targeting escape routes that emerge in response to treatment. Its pipeline includes two clinical-stage programs (ERAS-0015, a pan-RAS molecular glue; and ERAS-4001, a pan-KRAS inhibitor), and ERAS-12, a discovery-stage program.
www.erasca.comNo one on the platform currently holds ERAS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 1,398,869 | $22.6M |
No one on the platform has traded ERAS yet.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
H.C. Wainwright⬆️ $ERAS to $22, reit'd Buy/said: What's new? As the RAS race continues, ERAS-0015 is now moving from an encouraging Phase 1 signal toward three potentially registration-enabling studies in pancreatic and lung cancer. $RVMD $IMRX TNGX BBOT AMGN Here's what else H.C. Wainwright had to say: https://x.com/Quantumup1/status/2087542382992490914?s=20
View on StockTwits ↗Guggenheim⬆️ $TNGX to $35, keeps Buy/said: TNGX reported 2Q26 results and highlighted that they will finalize the design of a planned Phase 3 randomized controlled trial for vopimetostat (PRMT5i) + RAS inhibitors ( $RVMD) in 1L PDAC in 2H26. IMRX $ERAS BBOT Here's what else Guggenheim had to say: https://x.com/Quantumup1/status/2087528805401280908?s=20
View on StockTwits ↗$VSTM $ERAS $RVMD GenFleet Advances Second Phase III Trial for Oral KRAS G12D Lung Cancer Drug TipRanks HongKong - Aug 09, 2026, 08:07 PM GenFleet has launched a large phase III trial in China testing its oral KRAS G12D inhibitor GFH375 against docetaxel in previously treated non-small cell lung cancer patients. With dual Breakthrough Therapy Designations and an ex-China licensing deal with Verastem, GFH375’s lung and pancreatic cancer programs strengthen GenFleet’s position in targeted oncology. https://www.tipranks.com/news/company-announcements/genfleet-advances-second-phase-iii-trial-for-oral-kras-g12d-lung-cancer-drug
View on StockTwits ↗$RVMD 5k shares at $55 treating me well. $ERAS doing even better
View on StockTwits ↗H.C. Wainwright🏁 $IMRX /said: We are initiating coverage of Immuneering (IMRX) with a Buy rating and $14 PT based on a thesis that extends well beyond the 17.3-month median OS currently driving investor attention in pancreatic cancer. $RVMD $ERAS TNGX BBOT ANL Here's what else H.C. Wainwright had to say in its initiation report: https://x.com/Quantumup1/status/2085310430222676056?s=20
View on StockTwits ↗@Brodman i told same for $RLAY $ERAS $ZNTL and $ABSI last year. Just this is waiting🤷♂️ just need a few positive trial results
View on StockTwits ↗$VSTM $ERAS $RVMD All three VERASTEM TARGET-D registration-directed Phase 2 clinical trials now enrolling following first-patient dosing across pancreatic, colorectal, and lung cancers July 28, 2026 at 4:01 PM EDT Verastem Oncology Doses First Patient in TARGET-D 203 Phase 2 Registration-Directed Trial of VS-7375 Oral KRAS G12D (ON/OFF) Inhibitor for KRAS G12D-Mutated Metastatic Colorectal Cancer https://investor.verastem.com/news-releases/news-release-details/verastem-oncology-doses-first-patient-target-d-203-phase-2 TARGET-D 203 trial to evaluate VS-7375 both as monotherapy & in combination with cetuximab or panitumumab in previously treated metastatic colorectal cancer A cohort in TARGET-D 203 will also evaluate the combination of VS-7375 with cetuximab & chemotherapy for frontline treatment of metastatic colorectal cancer KRAS G12D is one of the most common KRAS variants in metastatic colorectal cancer, occurring in approximately 15% of patients
View on StockTwits ↗Wedbush⬆️ $RVMD to $192.10 from $181 and reiterated at Outperform after RVMD announced FDA acceptance of daraxonrasib for review in previously treated metastatic PDAC. $IMRX $ERAS TNGX BBOT ANL VSTM Wedbush said that while a PDUFA date was not disclosed, they continue to believe that a decision could come before the end of the year based on RVMD's Commissioner’s National Priority Voucher (CNPV), setting up for a late-26 to early-27 launch.
View on StockTwits ↗$VSTM $ERAS $RVMD GenFleet Therapeutics (HKEX: 02595) announced a placement of 13.6 million new H-shares at HK$34.69 each, representing a 9.71% discount to the closing price of HK$38.42 on July 14. The deal raised HK$467 million in net proceeds, with 75% allocated to its RAS inhibitor therapies. One month chart ...
View on StockTwits ↗$VSTM $ERAS $RVMD Early Results Of Verastem's VS-7375 In Pancreatic Cancer, Or How To Read A Reduction In CA19-9 Verastem reported >50% reduction of CA19-9 in 13 of 14 pretreated pancreatic cancer patients treated with 900 mg VS-7375. Whether CA19-9 can predict survival is another question. Chaotropy Jul 19, 2026 In April I simulated four non-covalent KRAS G12D inhibitors, and my computational model suggested Verastem’s investigational oral KRAS G12D (ON/OFF) inhibitor VS-7375 may reach the deepest signaling suppression of the group, if the published picomolar binding holds up. https://chaotropy.substack.com/p/early-results-of-verastems-vs-7375
View on StockTwits ↗$VSTM $ERAS $IMRX $RVMD GenFleet Therapeutics announced multiple study data from its RAS-focused pipeline selected for an oral presentation or accepted for full submission of Late-breaking Abstract (LBA), at major international academic conferences in the second half of the year. The updated data of GFH375 for KRAS G12D-mutant non-small cell lung cancer (NSCLC) will be presented in an oral presentation at the IASLC 2026 World Conference on Lung Cancer (WCLC); the event will take place from September 12 to 15 in Seoul, with accepted abstracts to be released on the official WCLC website by late August. Additionally, the 2026 European Society for Medical Oncology (ESMO) Congress will be held on October 23 to 27 in Madrid. The preliminary data of another two studies from GenFleet's pipeline have been accepted for full submission of LBA, including one study evaluating GFH375 combined with cetuximab and the other investigating GFH276 monotherapy in solid tumor patients. http://www.genfleet.com/en/press_release-116
View on StockTwits ↗$ERAS the bounce was predicted based on outstanding data and $RVMD MC . They will push it to $10 B MC next days to weeks. Prior to any leak or updated data
View on StockTwits ↗$VSTM $ANL $ERAS $IMRX $RVMD August 28, 2023 Verastem Oncology Enters Discovery and Development Collaboration with GenFleet Therapeutics to Advance New Programs Targeting RAS Pathway-Driven Cancers https://investor.verastem.com/news-releases/news-release-details/verastem-oncology-enters-discovery-and-development-collaboration
View on StockTwits ↗$ERAS that bounce had a lot more behind it than I gave it credit for.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $8M | +818.9% | $-0.95 | $-0.99–$-0.89 | — | 8 |
| 2027 | $375000 | -95.0% | $-0.55 | $-0.67–$-0.49 | — | 8 |
| 2028 | $3M | +633.3% | $-0.67 | $-0.91–$-0.55 | — | 7 |
| 2029 | $44M | +1511.6% | $-0.78 | $-0.78–$-0.78 | — | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-12 | $-0.11 | $-0.14 | -25.7% |
| 2026-05-11 | $-0.11 | $-0.60 | -438.0% |
| 2026-03-12 | $-0.11 | $-0.10 | +9.1% |
| 2025-11-12 | $-0.11 | $-0.11 | +0.0% |
| 2025-08-12 | $-0.12 | $-0.12 | +0.0% |
| 2025-05-13 | $-0.12 | $-0.11 | +8.3% |
| 2025-03-20 | $-0.12 | $-0.11 | +8.3% |
| 2024-11-12 | $-0.17 |
| $-0.11 |
| +35.3% |
| $1.3B |
| — |
| CTMXCytomX Therapeutics, Inc. | $3.35 | -4.01% | $729M | — |
| IOVAIovance Biotherapeutics, Inc. | $6.52 | -3.26% | $2.9B | — |
Source: Financial Modeling Prep · peers by sector/industry