Stock Fundamentals

Company Information

Company Name
Erasca Inc
Sector
Healthcare
Industry
Biotechnology
Exchange
NASDAQ
ISIN: US29479A1088
CIK: 0001761918
CUSIP: 29479A108
Currency: USD
Full Time Employees: 103
Phone: 858 465 6511
Fiscal Year End: December
IPO Date: Jul 16, 2021
Description:

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 lead product is naporafenib which is in SEACRAFT-2 pivotal Phase 3 trial for patients with NRAS-mutated (NRASm) melanoma; and in SEACRAFT-1 Phase 1b trial for patients with NRAS Q61X melanoma. It also develops ERAS-0015, a pan-RAS molecular glue for the treatment of patients with RAS-altered solid tumors; ERAS-4001, a pan-KRAS inhibitor for the treatment of patients with KRAS-altered solid tumors; and ERAS-12, an investigational EGFR D2/D3 biparatopic antibody (bpAb) for the treatment of EGRF and RAS/MAPK solid tumors. In addition, the company's products under development include ERAS-801, a central nervous system (CNS)-penetrant EGFR inhibitor for patients with EGFR-altered recurrent glioblastoma (GBM) which is in phase 1 clinical trials; and ERAS-007, an oral inhibitor of ERK1/2 and ERAS-601, an oral SHP2 inhibitor for patients with advanced or metastatic solid tumors. It has a license agreement with Novartis to develop, manufacture, use, and commercialize naporafenib; Katmai Pharmaceuticals, Inc. to develop, manufacture, use, and commercialize ERAS-801 and certain other related compounds; and NiKang Therapeutics, Inc. to develop and commercialize ERAS-601 and certain other related compounds. Erasca, Inc. was incorporated in 2018 and is headquartered in San Diego, California.

Address:

3115 Merryfield Row, San Diego, CA, United States, 92121

Directors & Officers

Name Title Year Born
Dr. Jonathan E. Lim M.D. Co-Founder, Chairman & CEO 1972
Dr. David M. Chacko M.D. CFO & Chief Business Officer 1984
Dr. Shannon R. Morris M.D., Ph.D. Chief Medical Officer 1970
Dr. Nik Chetwyn Ph.D. Chief Operating Officer NA
Dr. Robert Shoemaker Ph.D. Chief Scientific Officer 1981
Mr. Ebun S. Garner Esq., J.D. Chief Legal Officer & Corporate Secretary 1972
Dr. Lisa Tesvich-Bonora Ph.D. Chief People Officer NA
Mr. Brian L. Baker CPA, M.S. Senior Vice President of Finance 1967
Ms. Chandra D. Lovejoy M.S. Chief Regulatory Affairs Officer 1971
Ms. Minli Xie Ph.D. Senior Vice President of Pharmaceutical Development & Operations NA

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Frazier Life Sciences Management, L.P. 22.73M Dec 31, 2025 7.34% $2.27 0.00%
T. Rowe Price Investment Management,Inc. 20.23M Sep 30, 2025 6.54% $0.03 -0.49%
VR Adviser, LLC 17.86M Dec 31, 2025 5.77% $3.28 0.00%
Logos Global Management LP 15.15M Sep 30, 2025 4.89% $2.96 1.00%
BlackRock Inc 15.07M Sep 30, 2025 4.87% $0.00 -0.63%
Suvretta Capital Management, LLC 14.50M Dec 31, 2025 4.68% $1.11 0.00%
Paradigm Biocapital Advisors LP 14.16M Dec 31, 2025 4.57% $1.34 4.42%
Vanguard Group Inc 12.81M Dec 31, 2025 4.14% $0.00 0.00%
ARCH VENTURE CORP 11.06M Sep 30, 2025 3.57% $4.90 0.00%
Vivo Capital, LLC 9.27M Dec 31, 2025 3.00% $2.23 0.00%
Siren, L.L.C. 8.76M Dec 31, 2025 2.83% $0.97 0.00%
5AM Venture Management, LLC 5.41M Dec 31, 2025 1.75% $6.32 0.00%
Geode Capital Management, LLC 4.85M Sep 30, 2025 1.57% $0.00 0.27%
Affinity Asset Advisors, LLC 4.29M Sep 30, 2025 1.38% $0.81 4.90%
State Street Corp 4.03M Sep 30, 2025 1.30% $0.00 0.68%
Millennium Management LLC 2.91M Sep 30, 2025 0.94% $0.00 -23.25%
JPMorgan Chase & Co 2.54M Sep 30, 2025 0.82% $0.00 84.91%
The Goldman Sachs Group Inc 2.52M Sep 30, 2025 0.81% $0.00 38.32%
Soleus Capital Management, L.P. 2.16M Sep 30, 2025 0.70% $0.24 0.00%
Woodline Partners LP 1.93M Dec 31, 2025 0.62% $0.03 25.82%

Shares Statistics

Shares Outstanding: 309.59M
Shares Float: 204.32M
% Insiders: 1,070.30%
% Institutions: 7,595.60%
Short % Float: 10.26%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Frazier Life Sciences Management, L.P. 22.73M 7.34% ▲ 0.00% Dec 31, 2025
2 T. Rowe Price Investment Management,Inc. 20.23M 6.54% ▼ 0.49% Sep 30, 2025
3 VR Adviser, LLC 17.86M 5.77% ▲ 0.00% Dec 31, 2025
4 Logos Global Management LP 15.15M 4.89% ▲ 1.00% Sep 30, 2025
5 BlackRock Inc 15.07M 4.87% ▼ 0.63% Sep 30, 2025
6 Suvretta Capital Management, LLC 14.50M 4.68% ▲ 0.00% Dec 31, 2025
7 Paradigm Biocapital Advisors LP 14.16M 4.57% ▲ 4.42% Dec 31, 2025
8 Vanguard Group Inc 12.81M 4.14% ▲ 0.00% Dec 31, 2025
9 ARCH VENTURE CORP 11.06M 3.57% ▲ 0.00% Sep 30, 2025
10 Vivo Capital, LLC 9.27M 3.00% ▲ 0.00% Dec 31, 2025

Valuation Metrics

Enterprise Value: $3.99B
Trailing P/E: 0.00
Forward P/E: 0.00

Financial Highlights

Market Cap: $4.23B
EBITDA: $-131.32M
Book Value: $1.23
Earnings/Share: $-0.43
Profit Margin: 0.00%
Operating Margin: 0.00%
ROA (TTM): -17.71%
ROE (TTM): -32.00%
Revenue (TTM): $0.00
Revenue/Share (TTM): $0.00
Earnings Growth (YOY): 0.00%
Revenue Growth (YOY): 0.00%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

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Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2024-12-31 9.84x 0.02x 0.16x N/A -0.06x
2023-12-31 12.26x 0.01x 0.20x N/A -0.03x
2022-12-31 9.13x -0.01x 0.20x -1.23x -0.01x
2021-12-31 15.92x 0.00x 0.09x -2.24x 0.00x
2020-12-31 8.77x -0.01x 1.91x -325.15x -0.02x
2019-12-31 18.59x -0.05x 1.25x N/A -0.06x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Jan 07, 2026 Ebun Garner N/A Sale 120.00K $5.59 $670.80K

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