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portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$5.0B
311M shares
52-week range
$1.24 – $24.28
74% from low
Sector
PHARMACEUTICAL PREPARATIONS
Exchange
NASDAQ
CS
Borrow rate
0.41%
Easy to borrow
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| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Cost of revenue | $0 | $0 | $829.0K | $2.6M | $3.7M | $0 | $3.1M |
| Gross profit | $0 | $0 | −$829.0K | −$2.6M | −$3.7M | $0 | −$3.1M |
| Gross margin | — | — | — | — | — | — | — |
| R&D | $9.6M | $101.3M | $73.9M | $112.5M | $103.8M | $115.4M | $92.9M |
| Operating income | −$13.3M | −$109.3M | −$124.9M | −$247.4M | −$141.5M | −$179.6M | −$131.4M |
| EBITDA | −$13.0M | −$37.0M | −$121.9M | −$240.2M | −$121.3M | −$153.3M | −$121.4M |
| Net income | −$12.0M | −$101.7M | −$122.8M | −$242.8M | −$125.0M | −$161.7M | −$124.5M |
| Net margin | — | — | — | — | — | — | — |
| EPS (diluted) | -0.10 | -0.85 | -1.03 | -1.99 | -0.83 | -0.69 | -0.44 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $8M | $-0.96 | $-1.01–$-0.93 | 8 |
| 2027 | $428571 | $-0.56 | $-0.70–$-0.50 | 8 |
| 2028 | $4M | $-0.66 | $-0.91–$-0.55 | 7 |
| 2029 | $44M | $-0.78 | $-0.78–$-0.78 | 2 |
Forward consensus · source: Financial Modeling Prep
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.
| $1.1B |
| — |
| CTMXCytomX Therapeutics, Inc. | $3.40 | +3.98% | $547M | — |
| IOVAIovance Biotherapeutics, Inc. | $4.25 | +0.95% | $1.5B | — |
Source: Financial Modeling Prep · peers by sector/industry
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.
This is reality for 99.99% of biotech stocks. A 50% price drop in a single day. $ERAS showing how high the risk can be in this sector. Diversification and risk management are absolutely essential here.
View on StockTwits ↗$GLUE Looks like a 2.9 million share trade went through at 4pm. Several other protein degrader / molecular glue companies also had huge trade at 4pm ($ERAS $TNGX ). Money appears to be flowing into XBI. And select biotech buying accelerated maybe by 500 billion $$ freed up with recent sell off chip and A.I. sector? Considering this, I think GLUE is going to blow past this year's high of $25 very soon. Furthermore, in addition, I think $NRIX recent $700 million dollar upfront deal with Roche just massively raised the ticket price for any big pharma wanting to partner with leading protein degrader / molecular glue companies.
View on StockTwits ↗$ERAS big January 2027 call spread buyer with data expected in 2H
View on StockTwits ↗@Huskerg @NIJO89 @LonoTrader @sweddle @LTVerde https://x.com/bioinvestor24/status/2069521706851647583 U go through $VSTM G12D RAS inh data today and u can’t figure out anything ? Also what is going on with very highly dose with the G12 D inhs in general ? They want to combine with $ERAS pan RAS molecule glue similar to what $RVMD doing ? Evidence slowly accumulating that pan RAS molecule glues will reign in the space. As RVMD attempted to protect IP well , only scarcity here. 4:43 PM · Jun 23, 2026 · 2,765 Views
View on StockTwits ↗$ERAS $REPL give me more ideas please to biomed/biotech companies that share fall at list 50% - 60% and the have brilliant solution that hard to duplicate or the had strong IP. I did this move with Replimune and Erasca
View on StockTwits ↗$ERAS $VSTM Now VSTM wants to partner with ERAS? I can’t get anything coherent from today data. Looks like pan RAS molecular glues will rule the space. Scarcity there.
View on StockTwits ↗$VSTM only thing that is a surprise to me here is the collaboration with $ERAS Hopefully they help foot the bill a bit.
View on StockTwits ↗$VSTM $ERAS $RVMD June 23, 2026 at 4:01 PM EDT Verastem VS-7375 Demonstrates Clinical Activity with a Favorable Safety and Tolerability Profile in TARGET-D 101 Phase 1/2 Clinical Trial in Patients with Advanced KRAS G12D-Mutated Solid Tumors Company to host conference call and webcast today at 4:30 p.m. ET Broad anti-tumor activity observed with VS-7375 across dose levels in multiple solid tumors, including pancreatic, colorectal, and lung cancers Early evidence of anti-tumor activity with either anti-EGFR therapy or standard-of-care chemotherapy supports broad development strategy including combinations Favorable safety and tolerability ... favorable tolerability in combination regimens Verastem and Erasca $ERAS announce their intent to evaluate VS-7375 in combination with ERAS-0015, Erasca’s investigational pan-RAS molecular glue, in advanced KRAS G12D-mutant solid tumors https://investor.verastem.com/news-releases/news-release-details/vs-7375-demonstrates-clinical-activity-favorable-safety-and
View on StockTwits ↗$ERAS the price action has a very “unfinished” feel to it.
View on StockTwits ↗RBC Capital reiterated $RVMD Outperform-$182 and said: Our Legal Expert Sees A Low Likelihood Of Winning in Court, Though In The Clinic, We Favor Darax $ERAS $IMTX TGNX BBOT ANL VSTM RBC Capital added: Investors remain honed in on understanding RVMD's peak opportunity potential and the durability of tail revenues, and given this, we continue to hear questions on the legal dispute between RVMD and ERAS. Following checks with a legal expert and a review of recent cases, we think RVMD has a high bar to overcome to prove infringement of '0015, and would be unlikely to prevail in a meaningful way. Still, we think this should not be seen as a serious threat, as we had always assumed competition from other RAS inhibitors in our model, and believe that daraxas clinical lead, physician enthusiasm, and the high bar that it has set should help it remain the preferred option, and enable >$10B in revenues for the company.
View on StockTwits ↗$ERAS @Alt_Fuel Yikes! Now make one showing the ~ 800 !! clinical trials for some sort of myeloma. Its a dartboard. THink about with that many companies doing clinical trials and the data pouring in how the FDA must be overwhelmed and no real time or resources to carefully evaluate many of the applications / progress reports. And the 800 trials is just for MM. Now add in all the other drugs being tested...how does any investor think they can pick a winner from the crowd of likely losers?
View on StockTwits ↗$VSTM $ANL $ELTX $ERAS $RVMD RAS Inhibitors in Clinical Development
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