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Erasca Inc (ERAS)



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Upturn Advisory Summary
06/30/2025: ERAS (1-star) is a SELL. SELL since 1 days. Profits (-22.09%). Updated daily EoD!
1 Year Target Price $5.71
1 Year Target Price $5.71
5 | Strong Buy |
3 | Buy |
0 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -59.96% | Avg. Invested days 26 | Today’s Advisory SELL |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 371.11M USD | Price to earnings Ratio - | 1Y Target Price 5.71 |
Price to earnings Ratio - | 1Y Target Price 5.71 | ||
Volume (30-day avg) 8 | Beta 1.09 | 52 Weeks Range 1.01 - 3.45 | Updated Date 06/30/2025 |
52 Weeks Range 1.01 - 3.45 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.57 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) -22.16% | Return on Equity (TTM) -45.82% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 110250285 | Price to Sales(TTM) - |
Enterprise Value 110250285 | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA -1.57 | Shares Outstanding 283287008 | Shares Floating 198473973 |
Shares Outstanding 283287008 | Shares Floating 198473973 | ||
Percent Insiders 12.37 | Percent Institutions 84.44 |
Analyst Ratings
Rating 3 | Target Price 5.71 | Buy 3 | Strong Buy 5 |
Buy 3 | Strong Buy 5 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Erasca Inc
Company Overview
History and Background
Erasca, Inc. is a clinical-stage precision oncology company focused on discovering, developing, and commercializing therapies for patients with RAS/MAPK pathway-driven cancers. Founded in 2018, Erasca aims to erase cancer by developing therapies that target the root causes of cancer.
Core Business Areas
- RAS/MAPK Pathway Inhibition: Developing therapies that directly target and inhibit key components of the RAS/MAPK pathway, a critical signaling pathway driving many cancers.
Leadership and Structure
The leadership team includes Jonathan E. Lim, M.D. (Chairman, CEO & Co-Founder), Jona M. Kim, M.D. (President & Co-Founder), and various VPs heading different functions. The organizational structure is typical of a biotech company, with teams focused on research, development, clinical trials, and corporate functions.
Top Products and Market Share
Key Offerings
- ERAS-007 (ERK1/2 inhibitor): A potent, selective ERK1/2 inhibitor currently in Phase 1b/2 clinical trials for advanced solid tumors. No market share data available as it is still in clinical trials. Competitors include other companies developing ERK inhibitors, though exact direct competitors with similar trial stages are limited.
- ERAS-601 (SHP2 inhibitor): A potent SHP2 inhibitor also in clinical trials. SHP2 is an enzyme that plays a key role in the RAS/MAPK pathway. No market share data available. Competitors include companies developing SHP2 inhibitors, like Revolution Medicines (RVMD).
Market Dynamics
Industry Overview
The oncology market is a large and rapidly growing market. Precision oncology, focusing on targeted therapies based on genetic and molecular profiling, is a key trend.
Positioning
Erasca is positioned as a precision oncology company focused on RAS/MAPK pathway-driven cancers. Their competitive advantage lies in their focus on specific targets within the pathway and their pipeline of novel inhibitors.
Total Addressable Market (TAM)
The TAM for RAS/MAPK pathway-driven cancers is estimated to be in the tens of billions of dollars. Erasca is positioned to capture a portion of this TAM with its targeted therapies, contingent on successful clinical trials and regulatory approvals.
Upturn SWOT Analysis
Strengths
- Strong scientific team with expertise in RAS/MAPK pathway
- Pipeline of novel inhibitors targeting key nodes in the pathway
- Focus on precision oncology and targeted therapies
- Experienced leadership
Weaknesses
- Clinical stage company with no approved products
- High cash burn rate
- Dependence on successful clinical trial outcomes
- Competition from larger pharmaceutical companies
Opportunities
- Positive clinical trial results leading to regulatory approvals
- Partnerships with larger pharmaceutical companies
- Expansion of pipeline through internal discovery or acquisitions
- Advancements in diagnostics and biomarker identification
Threats
- Clinical trial failures
- Regulatory hurdles
- Competition from other therapies
- Patent challenges
Competitors and Market Share
Key Competitors
- RVMD
- MRTX
- LLY
Competitive Landscape
Erasca is a smaller company competing with larger, more established pharmaceutical companies. Erasca's advantage lies in its specific focus on the RAS/MAPK pathway and its innovative therapies, but it faces challenges in terms of resources and market access.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is characterized by preclinical and clinical development activities.
Future Projections: Future growth is dependent on successful clinical trials and regulatory approvals. Analyst projections vary depending on the perceived probability of success.
Recent Initiatives: Recent initiatives include advancing clinical trials for ERAS-007 and ERAS-601 and expanding their pipeline.
Summary
Erasca is a clinical-stage biotech company focused on precision oncology targeting the RAS/MAPK pathway. Its success hinges on the outcomes of its clinical trials. Its strengths are its focused approach and strong scientific team, but its weaknesses are its dependence on clinical trial results and limited resources compared to larger competitors. Investors should closely monitor clinical trial progress and financial stability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Analyst Reports
- ClinicalTrials.gov
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. The information provided is based on publicly available data and analyst estimates, which are subject to change. Investing in biotech companies carries significant risks, including clinical trial failures, regulatory hurdles, and market competition.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Erasca Inc
Exchange NASDAQ | Headquaters San Diego, CA, United States | ||
IPO Launch date 2021-07-16 | Co-Founder, Chairman & CEO Dr. Jonathan E. Lim M.D. | ||
Sector Healthcare | Industry Biotechnology | Full time employees 103 | Website https://www.erasca.com |
Full time employees 103 | Website https://www.erasca.com |
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.
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