ERAS Erasca, Inc.
Price Chart
Executive Summary
Erasca announced positive preliminary Phase 1 data for its pan-RAS molecular glue ERAS-0015, showing robust monotherapy response rates in KRAS G12X NSCLC (62% uORR8wk at PADs) and PDAC (40% uORR14wk) that exceeded comparator RMC-6236 by 24 and 11 percentage points, respectively. The data also demonstrated favorable safety with no DLTs and durable responses, supporting advancement into expansion cohorts ahead of schedule.
Actionable Insight
The strong preliminary efficacy and safety signal for ERAS-0015 positions it as a potential best-in-class pan-RAS inhibitor, significantly de-risking the program. Traders should watch for next data milestones (BOREALIS-1 2H 2026, AURORAS-1 expansion 1H 2027) and any partnership/licensing interest. The stock likely re-rates higher on this data.
Key Facts
- ERAS-0015 achieved 62% uORR8wk at PADs in 2L+ KRAS G12X NSCLC (N=37), exceeding comparator RMC-6236 by 24 percentage points.
- In PDAC, 40% uORR14wk at PADs (N=20) exceeded comparator by 11 percentage points.
- No DLTs observed; mostly low-grade AEs with no discontinuations due to TRAEs.
- Monotherapy RDEs set at 24 mg and 32 mg QD; combination dose escalation with panitumumab initiated.
- Upcoming catalysts: AURORAS-1 expansion/combination data 1H 2027; BOREALIS-1 Phase 1 data 2H 2026.
Financial Impact
No financial figures provided; the data supports pipeline value but does not change near-term financials.
Risk Factors
- Preliminary data may not replicate in larger Phase 2/3 trials.
- Cross-study comparisons with RMC-6236 are not head-to-head and may be confounded by trial design differences.
- Competition from other RAS inhibitors (Revolution Medicines, etc.) could limit commercial potential.
Market Snapshot
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-182137 |
| Document: 0001193125-26-182137-index-headers.html | 0001193125-26-182137 |
| Document: 0001193125-26-182137-index.html | 0001193125-26-182137 |
| Document: 0001193125-26-182137.txt | 0001193125-26-182137 |
Track record builds as more directional reports settle.
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Jun 12, 2026
1d ago
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Institutional Cluster
| $14.03 awaiting T+5 | awaiting T+5 | — | $14.05 (+0.18%) |
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Jun 11, 2026
1d ago
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Institutional Cluster
| $13.70 awaiting T+5 | awaiting T+5 | — | $14.05 (+2.55%) |
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Jun 11, 2026
1d ago
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Institutional Cluster
| $13.13 awaiting T+5 | awaiting T+5 | — | $14.05 (+7.01%) |
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May 11, 2026
4w ago
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Press Release
| $10.44 $10.27 | ▼ −1.63% | ▼ −1.54% | $14.05 (+34.58%) |
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Apr 28, 2026
6w ago
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DEFA14A
| $9.11 $9.99 | ▲ +9.66% | ▲ +6.55% | $14.05 (+54.23%) |
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Apr 27, 2026
6w ago
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8-K
| $9.90 $10.14 | ▲ +2.42% | ▲ +0.73% | $14.05 (+41.92%) |
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Apr 27, 2026
6w ago
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Press Release
| $9.90 $10.14 | ▲ +2.42% | ▲ +0.73% | $14.05 (+41.92%) |
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Apr 27, 2026
6w ago
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8-K
| $19.15 $10.14 | ▼ −47.05% | ▼ −47.45% | $14.05 (−26.63%) |
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Apr 21, 2026
7w ago
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8-K
| $22.41 $9.90 | ▼ −55.82% | ▼ −56.91% | $14.05 (−37.30%) |
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Mar 12, 2026
13w ago
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Press Release
| $13.62 $14.60 | ▲ +7.20% | ▲ +9.31% | $14.05 (+3.16%) |
US Market Status
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