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ERAS
Upturn stock ratingUpturn stock rating

Erasca Inc (ERAS)

Upturn stock ratingUpturn stock rating
$1.27
Last Close (24-hour delay)
Profit since last BUY-22.09%
upturn advisory
SELL
SELL since 1 day
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  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
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Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
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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!

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

8 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $5.71

1 Year Target Price $5.71

Analysts Price Target For last 52 week
$5.71Target price
Low$1.01
Current$1.27
high$3.45

Analysis of Past Performance

Type Stock
Historic Profit -59.96%
Avg. Invested days 26
Today’s Advisory SELL
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

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 -

ai summary icon Upturn AI SWOT

Erasca Inc

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 103

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.