{"filings":[{"id":2189485,"accession_number":"0001193125-26-344584","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2026-08-11T20:05:19+00:00","items":["2.02","9.01"],"status":"ready","headline":"Erasca Q2 net loss $44.1M; ERAS-0015 57% uORR in PDAC; raises $632M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2026 net loss $44.1M ($0.14/sh) vs $33.9M ($0.12/sh) in Q2 2025; R&D expense $35.9M vs $21.2M.","Cash $384.3M at June 30, 2026; July upsized offering raised ~$632.5M gross, Jan 2026 offering ~$258.8M.","ERAS-0015 at 32mg QD showed 57% uORR8wk in 2L+ KRAS G12X PDAC; no DLTs, no tx-related discontinuations, 100% median dose intensity.","Plans for three registration-enabling trials: 2L+ NSCLC (H1 2027), 1L PDAC (2027), RASm NSCLC (H2 2027-H1 2028).","Appointed Charles Fuchs as president of R&D and David Chonzi as SVP global pharmacovigilance in August 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2164637,"accession_number":"0001193125-26-342669","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2026-08-10T21:14:42+00:00","items":["5.02"],"status":"ready","headline":"Erasca appoints Charles Fuchs as President, R&D; adopts 2026 inducement plan","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Charles S. Fuchs, M.D., M.P.H., appointed President, R&D effective Aug 10, 2026.","Prior roles: CMO at Tubulis (acquired by Gilead), SVP Global Head Oncology at Genentech/Roche, Yale Cancer Center director.","Compensation: $570k base, 45% target bonus, stock options for 1.3M shares vesting over 4 years.","Inducement Plan adopted, reserving 6.2M shares for equity awards without stockholder approval.","Options: 1,278,520 under new Inducement Plan, remainder under 2021 Incentive Plan; exercise price at close on grant date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1639236,"accession_number":"0001193125-26-303357","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2026-07-14T21:03:03+00:00","items":["8.01","9.01"],"status":"ready","headline":"Erasca prices upsized $550M public offering of 31.4M shares at $17.50","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Gross proceeds ~$550M from 31,428,572 shares at $17.50; net proceeds ~$516M.","Underwriters have 30-day option for up to 4,714,285 additional shares.","Offering expected to close July 15, 2026; J.P. Morgan, Morgan Stanley, Jefferies, Evercore as joint book-runners.","Proceeds to fund R&D of product candidates and for working capital and general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1610316,"accession_number":"0001193125-26-302045","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2026-07-13T20:19:36+00:00","items":["8.01"],"status":"ready","headline":"Erasca reports 57% uORR at 8 weeks for ERAS-0015 in KRAS G12X PDAC; plans pivotal trials in 2027","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["57% uORR at 8 weeks in 2L+ KRAS G12X PDAC at 32 mg QD RDE (N=7).","Safety: mostly low-grade TRAEs, no DLTs, no discontinuations due to TRAEs; median relative dose intensity 100%.","Combination with panitumumab in mCRC: no DLTs in 16 mg cohort; dose escalation ongoing.","Plans: registration-enabling trial in NSCLC 2L+ in H1 2027; Phase 3 pivotal in PDAC 1L in 2027; Phase 3 pivotal in RAS-mutant NSCLC in H2 2027/H1 2028.","One Grade 3 pneumonitis event progressed to Grade 5 after withdrawal of supportive care."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1369252,"accession_number":"0001193125-26-290881","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2026-06-30T21:41:09+00:00","items":["5.07"],"status":"ready","headline":"Erasca stockholders elect three Class II directors and ratify KPMG as auditor at 2026 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Alexander W. Casdin, Julie Hambleton, and Michael D. Varney elected as Class II directors for three-year terms.","KPMG LLP ratified as independent auditor for FY 2026 with 264,569,118 votes for, 1,434,485 withheld, 70,303 against.","Approximately 266 million shares (85.5% of outstanding) represented at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":12888,"accession_number":"0001193125-26-216739","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2026-05-11T20:05:19+00:00","items":["2.02","9.01"],"status":"ready","headline":"Erasca posts Q1 net loss of $183.4M; cash $408.5M; advances ERAS-0015 with robust early data","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $183.4M ($0.60 per share) vs $31.0M loss a year ago; includes $150M in-process R&D charge for license expansion.","Cash and securities of $408.5M as of Mar 31, 2026, expected to fund ops into H2 2028; completed $258.8M public offering in Jan.","ERAS-0015 dose escalation showed robust responses in KRAS G12X NSCLC and PDAC with favorable safety; no TRAE discontinuations.","Monotherapy expansion and combo with panitumumab initiated ahead of schedule; data expected H1 2027.","Entered CTCSA with Merck for ERAS-0015 + KEYTRUDA combo; also with Tango for PRMT5 inhibitor combo."],"consensus_eps_estimate":-0.2131,"consensus_eps_actual":-0.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95272,"accession_number":"0001193125-26-182137","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2026-04-27T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Erasca reports positive Phase 1 data for pan-RAS glue ERAS-0015: 62% uORR in 2L+ KRAS G12X NSCLC","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["62% unconfirmed ORR at 8 weeks in 2L+ KRAS G12X NSCLC at PADs 16-32 mg QD (N=37), exceeding RMC-6236 by 24 ppt.","40% unconfirmed ORR at 14 weeks in 2L KRAS G12X PDAC at PADs (N=20), exceeding comparator by 11 ppt.","100% of patients (14/14) at PADs showed ≥75% reduction in KRAS G12X ctDNA; 5 showed 100% reduction.","No DLTs; well-tolerated with no discontinuations due to TRAEs; one Grade 5 pneumonitis event after withdrawal of care.","Monotherapy RDEs set at 24 and 32 mg QD; expansion and combo dose escalation initiated ahead of guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95271,"accession_number":"0001193125-26-179214","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2026-04-27T23:59:59+00:00","items":["7.01","8.01"],"status":"ready","headline":"Erasca faces patent infringement and trade secret allegations from Revolution Medicines over ERAS-0015","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["RevMed alleges ERAS-0015 infringes U.S. Patent No. 12,409,225 and misappropriated trade secrets.","Erasca believes the allegations are without merit and will vigorously contest them.","Erasca also announced a conference call at 4:30pm ET today to discuss preliminary Phase 1 data for ERAS-0015.","No data results were disclosed in this filing; only the call schedule is provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95270,"accession_number":"0001193125-26-165297","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2026-04-21T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Erasca narrows ERAS-0015 Phase 1 data readout timeline to mid-May 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Narrowed Phase 1 monotherapy data readout for pan-RAS molecular glue ERAS-0015 to no later than mid-May 2026 (prior: first half 2026).","Data from two trials: Erasca's AURORAS-1 (RAS-mutant solid tumors) and Joyo's JYP0015M101 (China, specific RAS mutations).","No financial or regulatory update; no safety or efficacy data disclosed yet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108204,"accession_number":"0001193125-26-104105","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2026-03-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Erasca reports Q4 2025 net loss $29.1M; ERAS-0015 shows early partial responses","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss per share $(0.10) for Q4 2025 vs. $(0.11) in Q4 2024; full-year net loss $124.5M ($0.44/share).","Cash, equivalents, and marketable securities $341.8M at Dec 31, 2025; pro forma $434M after Jan 2026 $259M upsized financing.","ERAS-0015 showed confirmed partial responses across multiple RAS-mutant tumors at 8 mg QD with favorable safety and PK.","R&D expenses $23.2M in Q4, down from $26.1M YoY; total R&D $92.9M for FY 2025 vs $115.4M in FY 2024.","Expanded ERAS-0015 license to worldwide rights; composition of matter patents issued for ERAS-0015 and ERAS-4001."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108203,"accession_number":"0001193125-26-029467","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2026-01-29T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Erasca closes $242.7M upsized public offering; extends cash runway into first half 2029","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary cash, cash equivalents and marketable securities at Dec 31, 2025: ~$341.8M.","Closed upsized offering of 25,875,000 shares, net proceeds ~$242.7M after expenses.","Combined cash and proceeds expected to fund operations into the first half of 2029."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108202,"accession_number":"0001193125-26-019651","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2026-01-22T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Erasca prices upsized public offering of 22.5M shares at $10.00/share, raising $225M gross","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Offering of 22.5M shares at $10.00; gross proceeds $225M.","Net proceeds expected ~$211M ($242.7M if underwriter option exercised).","Underwriters granted 30-day option to buy 3.375M additional shares.","Closing on Jan 23, 2026; proceeds for R&D and general corporate use.","Joint book-runners: J.P. Morgan, Morgan Stanley, Jefferies, Evercore."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108201,"accession_number":"0001193125-26-016556","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2026-01-20T23:59:59+00:00","items":["2.02"],"status":"ready","headline":"Erasca reports preliminary cash of $341.8M as of Dec 31, 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary unaudited cash, cash equivalents and marketable securities of $341.8M.","No Q4 or full-year 2025 revenue, EPS, or other results provided.","Subject to completion of financial closing procedures and independent audit.","Cash position may change upon final review; forward-looking risks noted."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108200,"accession_number":"0001193125-26-009820","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2026-01-12T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Erasca reports early PRs for ERAS-0015 at 8 mg QD; Phase 1 dose escalation faster than expected","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["ERAS-0015 AURORAS-1 trial: two confirmed PRs and one unconfirmed PR in patients with different tumor types and RAS mutations at 8 mg QD.","No dose-limiting toxicities; predominantly low-grade AEs; linear PK across all dose levels evaluated (data cutoff Jan 7, 2026).","Initial Phase 1 monotherapy data for ERAS-0015 planned for H1 2026; expansion/combination cohorts start H2 2026.","ERAS-4001 BOREALIS-1 Phase 1 dose escalation advancing as expected; initial monotherapy data planned H2 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124642,"accession_number":"0001193125-25-277571","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Erasca Q3 net loss $30.6M, cash $362M; patent issued for pan-RAS drug ERAS-0015","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $30.6M ($0.11/sh) vs $31.2M in Q3 2024; R&D down to $22.5M from $27.6M.","Cash $362.4M as of Sep 30, 2025 (down from $440.5M Dec 31); runway into H2 2028.","U.S. composition of matter patent issued for ERAS-0015 covering composition through Sep 2043.","Promoted Robert Shoemaker, Ph.D., from SVP research to chief scientific officer.","Initial Phase 1 monotherapy data for ERAS-0015 and ERAS-4001 expected in 2026."],"consensus_eps_estimate":-0.1054,"consensus_eps_actual":-0.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141322,"accession_number":"0001193125-25-178950","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2025-08-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Erasca Q2 2025 net loss $33.9M; cash $386.7M; INDs cleared for two RAS drugs","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $33.9M ($0.12/sh) for Q2 2025, down from $63.2M ($0.29/sh) in Q2 2024.","Cash, equivalents, and marketable securities $386.7M as of June 30, 2025; expected to fund operations into H2 2028.","IND cleared for pan-KRAS inhibitor ERAS-4001 (Jun 2025) and pan-RAS molecular glue ERAS-0015 (May 2025); Phase 1 trials ongoing.","Initial Phase 1 monotherapy data for ERAS-0015 and ERAS-4001 expected in 2026.","R&D expenses $21.2M in Q2 2025 vs $33.0M in Q2 2024, driven by lower impairment and personnel costs."],"consensus_eps_estimate":-0.1122,"consensus_eps_actual":-0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159136,"accession_number":"0000950170-25-090493","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2025-06-26T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Erasca shareholders elect three Class I directors; ratify KPMG LLP as auditor for FY2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Three Class I directors elected: Jonathan E. Lim (196,988,691 for), James A. Bristol (178,363,384 for), Valerie Harding-Start (177,003,177 for); each with 42,653,068 broker non-votes.","KPMG LLP ratified as independent auditor for FY2025: 240,251,523 for, 1,272,045 against, 306,794 abstain; no broker non-votes.","Quorum: 283,287,382 shares eligible, 241,830,362 present (85.3%) at June 24, 2025 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159135,"accession_number":"0000950170-25-070336","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2025-05-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Erasca Q1 net loss $31M; cash $411M; IND cleared for ERAS-0015; cash runway to H2 2028","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss was $31.0M ($0.11/sh) vs $35.0M ($0.23/sh) in Q1 2024; R&D spend decreased to $26.0M from $28.6M.","Cash, equivalents & marketable securities $411.1M at March 31, 2025; cash runway extended to H2 2028.","IND cleared for pan-RAS molecular glue ERAS-0015; IND submitted for pan-KRAS inhibitor ERAS-4001.","Initial Phase 1 monotherapy data for both ERAS-0015 and ERAS-4001 expected in 2026.","Pursuing partnership opportunities for naporafenib to focus on RAS-targeting franchise."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177588,"accession_number":"0000950170-25-042659","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2025-03-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Erasca reports FY2024 net loss $161.7M; cash $440.5M; pipeline on track for 2025 IND filings","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss for FY2024 $161.7M ($0.69/sh) vs $125.0M ($0.83/sh) in 2023.","Cash, equivalents & marketable securities $440.5M at Dec 31, 2024, up from $322.0M; runway extended to H2 2027.","R&D expenses $115.4M (excl. $22.5M in-process R&D) vs $103.8M; G&A $41.7M vs $37.7M.","IND filings expected mid-Q2 2025 for pan-RAS glue ERAS-0015 and Q2 2025 for pan-KRAS inhibitor ERAS-4001.","Phase 3 SEACRAFT-2 (naporafenib+trametinib) Stage 1 random data H2 2025; FDA FTD in NRASm melanoma."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177587,"accession_number":"0000950170-25-004613","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2025-01-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Erasca updates corporate presentation for J.P. Morgan Healthcare Conference; no specific data disclosed","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Company to present updated corporate deck at J.P. Morgan Healthcare Conference on Jan 14, 2025.","Presentation includes strategic pipeline updates but no financial or clinical data provided in filing.","Erasca will post future presentation updates to its website and not file separate 8-Ks.","Ticker: ERAS; no material change in business disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194295,"accession_number":"0000950170-24-125337","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2024-11-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Erasca Q3 2024 net loss $31.2M; cash $463.3M; positive Phase 1b naporafenib data","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $31.2M ($0.11/share) vs $30.4M ($0.20/share) in Q3 2023.","Cash, equivalents, and marketable securities $463.3M; expected to fund operations into H1 2027.","R&D expenses $27.6M (up from $25.2M YoY) driven by clinical and preclinical activities.","Positive preliminary Phase 1b SEACRAFT-1 data for naporafenib + trametinib in NRASm melanoma bolsters Phase 3 SEACRAFT-2 conviction.","IND filings on track: ERAS-4001 pan-KRAS inhibitor Q1 2025, ERAS-0015 pan-RAS glue H1 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194294,"accession_number":"0000950170-24-116856","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2024-10-24T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Erasca reports 40% response rate in NRAS Q61X melanoma cohort from Phase 1b SEACRAFT-1 trial","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["40% (4/10) response rate in efficacy-evaluable NRAS Q61X melanoma patients; 3 confirmed partial responses, 1 unconfirmed.","70% (7/10) of patients remained on treatment as of September 5, 2024 efficacy cutoff.","Mandatory primary rash prophylaxis reduced skin toxicities and drug discontinuation rate vs. prior Novartis trials.","Company expects SEACRAFT-2 Phase 3 randomized dose optimization data readout in 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210625,"accession_number":"0000950170-24-095408","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2024-08-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Erasca Q2 net loss $63.2M; cash $460M; in-licenses RAS drugs, begins Phase 3","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $63.2M ($0.29/share) vs $31.8M ($0.21/share) YOY; R&D $33M including $22.5M in-license payments.","Cash, equivalents & securities $460.2M (up from $322M Dec 2023); runway into H1 2027.","In-licensed pan-RAS glue ERAS-0015 and pan-KRAS inhibitor ERAS-4001; IND filings H1 2025 and Q1 2025.","Initiated SEACRAFT-2 Phase 3 trial for naporafenib + trametinib in NRASm melanoma; randomized data 2025.","Phase 1b combo data in RAS Q61X tumors expected Q4 2024; initial monotherapy data for ERAS-0015/4001 in 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228983,"accession_number":"0000950170-24-076476","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2024-06-24T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Erasca stockholders elect director nominees and ratify KPMG as auditor at 2024 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elected Jean I. Liu as Class III director: 97.4M for, 626K withheld, 24M broker non-votes.","Elected Pratik S. Multani as Class III director: 86.2M for, 11.8M withheld, 24M broker non-votes.","Ratified KPMG as independent auditor for FY2024: 122.0M for, 48K against, 64.5K abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.0,"calibrated_materiality_score":0.0,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228982,"accession_number":"0000950170-24-076474","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2024-06-24T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Erasca initiates global Phase 3 SEACRAFT-2 trial for naporafenib + trametinib in NRAS-mutant melanoma","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["SEACRAFT-2 evaluates pan-RAF inhibitor naporafenib plus MEK inhibitor trametinib vs trametinib alone.","Stage 1 of the Phase 3 trial is expected to yield a randomized data readout in 2025.","Trial targets NRAS-mutant melanoma, a setting with limited approved targeted therapies.","Initiation marks the first Phase 3 trial for Erasca's wholly owned candidate naporafenib."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228981,"accession_number":"0001193125-24-141066","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2024-05-17T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Erasca prices $160M common stock offering of 86.5M shares at $1.85/share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Gross proceeds ~$160M; net proceeds ~$151.6M (or ~$174.4M if underwriters' option exercised).","Underwriters granted 30-day option to buy up to 12,972,972 additional shares at same price.","Offering expected to close May 21, 2024; net proceeds to fund R&D and working capital.","Existing cash plus net proceeds from this and April 2 private placement fund operations into first half 2027.","J.P. Morgan and BofA Securities act as joint book-running managers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228980,"accession_number":"0001193125-24-140591","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2024-05-16T23:59:59+00:00","items":["1.01","2.05","8.01","9.01"],"status":"ready","headline":"Erasca signs Joyo/Medshine licenses for pan-RAS/KRAS; cuts 18% staff, deprioritizes ERAS-007","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["In-licensed pan-RAS inhibitor from Joyo for $12.5M upfront + up to $176.5M milestones; lead candidate ERAS-0015.","In-licensed pan-KRAS inhibitor from Medshine for $10M upfront + up to $160M milestones; lead candidate ERAS-4001.","Workforce reduction of ~18% primarily in drug discovery; estimated $2.2M charges in Q2 2024.","Discontinuing internal ERAS-4 pan-KRAS program; deprioritizing ERAS-007 due to insufficient efficacy data and ERAS-801.","Pipeline focus on naporafenib, ERAS-0015, and ERAS-4001."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228979,"accession_number":"0000950170-24-055644","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Erasca Q1 net loss $35.0M ($0.23/shr); cash $297.7M; naporafenib data shows 13-14 mo median OS","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $35.0M vs $33.2M YoY; EPS $(0.23) vs $(0.22).","Cash, equivalents & marketable securities $297.7M as of March 31, 2024.","Pooled analysis of naporafenib + trametinib shows median OS 13.0-14.1 months in NRASm melanoma.","Closed oversubscribed $45M private placement in April 2024, extending cash runway into H2 2026.","Upcoming milestones: Phase 3 SEACRAFT-2 initiation Q2 2024; multiple data readouts in 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247598,"accession_number":"0001193125-24-080630","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2024-03-28T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"Erasca raises $45M in oversubscribed private placement at $2.06/share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sold 21,844,660 shares at $2.06 each to institutional investors; gross proceeds ~$45M.","Private placement led by new and existing healthcare investors; BofA Securities acted as placement agent.","Expected closing on or about April 2, 2024, subject to customary closing conditions.","Proceeds to fund R&D, working capital; combined cash expected to fund operations into H2 2026.","Press release highlights naporafenib plus trametinib data showing 13-14 months median OS in NRAS-mutant melanoma."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247597,"accession_number":"0000950170-24-037161","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2024-03-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Erasca reports FY2023 net loss $125M, cash $322M; clinical updates for naporafenib and ERAS-801","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $125M ($0.83/share) for FY2023 vs $242.8M ($1.99/share) in prior year; R&D expenses $103.8M.","Cash, equivalents, marketable securities $322M as of Dec 31, 2023, down from $435.6M.","Gained FDA Fast Track Designation for naporafenib + trametinib in NRASm melanoma; planned Phase 3 SEACRAFT-2 initiation H1 2024.","Entered clinical trial collaboration with Novartis for trametinib supply for naporafenib trials at no cost.","Multiple data readouts expected in 2024 for naporafenib (SEACRAFT-1), ERAS-007 (HERKULES-3), ERAS-801 (THUNDERBBOLT-1)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247596,"accession_number":"0000950170-24-003199","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2024-01-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Erasca presents at JPM Healthcare Conference; no specific new milestones disclosed in furnished deck","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Presented updated corporate presentation at J.P. Morgan Healthcare Conference on Jan 9, 2024.","Presentation includes pipeline overview but no new clinical data or financial guidance.","Management attending investor meetings throughout conference week."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":265057,"accession_number":"0000950170-23-069212","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2023-12-11T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Erasca receives FDA Fast Track Designation for naporafenib combo in NRAS-mutant melanoma","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["FDA granted Fast Track Designation to naporafenib + trametinib for unresectable/metastatic NRASm melanoma after PD-(L)1 failure.","FTD facilitates development and expedites review for drugs addressing unmet medical needs.","Benefits include more frequent FDA interactions and potential rolling submission of marketing application.","Naporafenib (ERAS-007) is an oral pan-RAF inhibitor; trametinib is a MEK inhibitor already marketed as MEKINIST."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":265056,"accession_number":"0000950170-23-066250","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2023-11-28T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Erasca prioritizes pipeline, extends cash runway to H1 2026; FDA/EMA agree on Phase 3 naporafenib trial","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["FDA/EMA endorsed SEACRAFT-2 Phase 3 design for naporafenib+trametinib in NRASm melanoma; dual primary endpoints PFS and OS.","Phase 1 data for ERAS-801 in rGBM: MTD 240 mg QD, safe, PK above 90% tumor growth inhibition; expansion cohorts enrolling.","Deprioritized FLAGSHP-1 (ERAS-601+cetuximab), ERAS-5, ERAS-10; cash runway extended from H2 2025 to H1 2026.","Key upcoming milestones: naporafenib Phase 1b data in RAS Q61X tumors (2H 2024), ERAS-007 combo data in BRAFm CRC (H2 2023–H1 2024)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":265055,"accession_number":"0000950170-23-062003","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2023-11-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Erasca Q3 net loss $30.4M ($0.20/shr); cash $343.6M; first patient dosed in SEACRAFT-1","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $30.4M ($0.20/shr) vs $35.5M ($0.29/shr) in Q3 2022; decrease in R&D expenses to $25.2M.","Cash, equivalents, and marketable securities $343.6M at Sep 30, 2023, down from $435.6M at Dec 31, 2022; runway into H2 2025.","First patient dosed in SEACRAFT-1 Phase 1b (naporafenib + trametinib) for RAS Q61X solid tumors in Aug 2023.","Upcoming catalysts: SEACRAFT-1 initial data H2 2024; SEACRAFT-2 Phase 3 start H1 2024; HERKULES-3 expansion data H2 2023-H1 2024.","THUNDERBBOLT-1 initial Phase 1 monotherapy data in recurrent GBM expected H2 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":282255,"accession_number":"0000950170-23-045056","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2023-08-29T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Erasca doses first patient in Phase 1b SEACRAFT-1 trial of naporafenib plus trametinib for RAS Q61X tumors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["SEACRAFT-1 evaluates pan-RAF inhibitor naporafenib + MEK inhibitor trametinib in RAS Q61X solid tumors; addressable patient population >150k in US/Europe.","Signal-seeking efficacy data expected between Q2 and Q4 2024.","Pivotal Phase 3 SEACRAFT-2 trial for NRAS-mutant melanoma on track to start H1 2024.","Naporafenib licensed from Novartis; Erasca has not conducted prior clinical trials of the drug."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":282254,"accession_number":"0000950170-23-041299","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2023-08-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Erasca Q2 2023 net loss $31.8M; cash $365.3M, funding into H2 2025","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $31.8M ($0.21/ share) vs $35.6M ($0.30) in Q2 2022; R&D spend $26.2M.","Cash, equivalents, and marketable securities $365.3M as of Jun 30, 2023, down from $435.6M at Dec 31, 2022.","ERAS-007 Phase 1b in BRAFm CRC showed 50% (3/6) response rate; expansion data expected H2 2023–H1 2024.","First patient dosing in SEACRAFT-1 (naporafenib + trametinib) for RAS Q61X tumors expected H2 2023.","FDA granted Fast Track and Orphan Drug Designations for ERAS-801 in recurrent glioblastoma."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":301400,"accession_number":"0000950170-23-030108","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2023-06-27T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Erasca shareholders elect three Class II directors, ratify KPMG as auditor at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elected Alexander Casdin (101.3M for, 8.2M withheld), Julie Hambleton (102.1M for, 7.4M withheld), Michael Varney (100.9M for, 8.6M withheld).","Ratification of KPMG as independent auditor for FY2023 passed with 122.3M for, 3.1K against, 32.3K abstentions.","Broker non-votes on director election: 12.8M shares.","Meeting held June 22, 2023; record date April 26, 2023 with 150.7M shares entitled to vote."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":301399,"accession_number":"0000950170-23-026427","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2023-06-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Erasca virtual investor event held; no material updates from filing excerpt","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Virtual investor event held on June 5, 2023; slide presentation furnished as Exhibit 99.1.","Filed excerpt contains only cover slide and cautionary statement; substantive content not provided.","No specific financial, clinical, or operational updates disclosed in the available text."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":301398,"accession_number":"0000950170-23-024292","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2023-05-25T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Erasca reports early data on ERAS-007 combos: 40% response in BRAFm CRC; stops palbociclib combo in KRASm tumors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["ERAS-007 + encorafenib + cetuximab in BRAF V600E CRC: 40% response (2/5) at 100mg BID-QW, 29% overall across doses.","Combination generally well-tolerated with mostly low-grade AEs; one DLT (Grade 3 macular edema) at highest dose.","ERAS-007 + palbociclib showed no clinical activity in KRAS/NRAS mutant CRC and KRASm PDAC; company will not pursue combo.","Additional Phase 1b HERKULES-3 data in BRAF-mutated CRC expected between H2 2023 and H1 2024.","PK exposures of ERAS-007, encorafenib, cetuximab comparable to monotherapy, no significant drug-drug interactions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":301397,"accession_number":"0000950170-23-022194","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2023-05-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Erasca Q1 2023 net loss $33.2M; cash $390M; pipeline advances with Phase 3 trial plan","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $33.2M ($0.22/share) vs $36.5M ($0.31/share) year ago; R&D $27.6M, G&A $9.4M.","Cash, equivalents & marketable securities $389.7M at March 31, 2023, expected to fund into H2 2025.","Pivotal Phase 3 SEACRAFT-2 trial for naporafenib in NRASm melanoma expected to initiate in H1 2024.","FDA Fast Track Designation granted for ERAS-801 in glioblastoma; Phase 1 data expected H2 2023.","Promoted Shannon Morris to CMO and Chandra Lovejoy to Chief Regulatory Affairs Officer in April 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":301396,"accession_number":"0000950170-23-013370","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2023-04-19T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Erasca reports Phase 1b data for ERAS-601+cetuximab; MTD 40mg BID; tolerable safety","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Promising initial safety from Phase 1b FLAGSHP-1 dose escalation for ERAS-601 + cetuximab in advanced solid tumors.","Only Grade 1-2 TRAEs at or below the combination MTD; ERAS-601 MTD 40 mg BID 3/1 with cetuximab 500 mg/m2 Q2W.","Data presented at AACR 2023; expects initial Phase 1b dose expansion data in HPV-negative HNSCC in H1 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":301395,"accession_number":"0000950170-23-012240","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2023-04-10T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Erasca announces departure of CMO Wei Lin, promotion of Shannon Morris as new CMO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CMO Wei Lin resigned to pursue other opportunities; last day April 21, 2023, no disagreement cited.","Shannon Morris, former SVP Clinical Development, promoted to CMO effective April 10, 2023.","Dr. Morris brings 20+ years oncology experience; led Cosela NDA at G1 Therapeutics and Imfinzi BLA at MedImmune.","New employment terms: base salary $470,000, 40% target bonus, and option to purchase 375,000 shares vesting monthly.","Dr. Morris reclassified from Tier 2 to Tier 1 Covered Employee under Severance Plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":321216,"accession_number":"0000950170-23-009478","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2023-03-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Erasca reports Q4/FY2022 net loss of $135.3M/$242.8M; licensed naporafenib from Novartis, raised $100M equity","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss Q4 2022 $135.3M (incl. $100M in-process R&D for naporafenib license); FY2022 net loss $242.8M ($1.99/share).","Cash, cash equivalents & marketable securities $435.6M at Dec 31, 2022; expected runway into H2 2025.","Completed $100M underwritten equity offering (15.4M shares at $6.50) in Dec 2022 concurrent with naporafenib license.","Multiple data readouts planned in 2023 for ERAS-007, ERAS-601, ERAS-801; naporafenib Phase 1b (SEACRAFT-1) starts H2 2023.","R&D expenses FY2022 $112.5M (up 52% YoY) driven by license payments and clinical progress."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":321215,"accession_number":"0001193125-23-028869","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2023-02-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Erasca extends cash runway to H2 2025, accelerates naporafenib and ERAS-601 readouts","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Cash runway extended from H1 2025 to H2 2025; resources focused on naporafenib and ERAS-007/601 sub-studies.","SEACRAFT-1 (naporafenib in RAS Q61X solid tumors) data readout accelerated to Q2-Q4 2024 from H2 2024-H1 2025.","FLAGSHP-1 (ERAS-601 in HPV-neg HNSCC) data readout accelerated to H1 2024 from calendar year 2024.","HERKULES-3 (ERAS-007/601 in BRAFm CRC) data readout affirmed for H2 2023-H1 2024.","Other milestones: SEACRAFT-2 Ph3 FPD in NRASm melanoma H1 2024, THUNDERBBOLT-1 Ph1 data in rGBM H2 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":321214,"accession_number":"0001193125-23-004264","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2023-01-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Erasca presents updated corporate deck at J.P. Morgan Healthcare Conference","summary_kind":"llm","event_type":"other","confidence":"medium","bullets":["Company attending J.P. Morgan Healthcare Conference on Jan 9, 2023, with investor meetings.","Updated corporate presentation posted to www.erasca.com; no financial results or guidance disclosed.","Erasca plans to use website for future presentation updates without separate 8-K filings.","Presentation covers pipeline and strategy but specific content not detailed in filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":339331,"accession_number":"0001193125-22-301902","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2022-12-09T23:59:59+00:00","items":["3.02","8.01","9.01"],"status":"ready","headline":"Erasca (ERAS) prices $100M public offering and issues $80M stock to Novartis under license","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Underwritten offering of 15,384,616 shares at $6.50/share; net proceeds ~$94.7M; expected close Dec 13, 2022.","Private placement to Novartis of 12,307,692 shares at $6.50/share as partial consideration for exclusive license agreement.","J.P. Morgan and Goldman Sachs are joint book-running managers for the public offering.","Proceeds to fund R&D of RAS/MAPK pathway programs and general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":339330,"accession_number":"0001193125-22-301402","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2022-12-09T23:59:59+00:00","items":["1.01","3.02","8.01","9.01"],"status":"ready","headline":"Erasca licenses naporafenib from Novartis for $100M upfront plus milestones up to $280M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Upfront: $20M cash plus ~$80M in Erasca common stock (private placement, 6-mo lock-up).","Regulatory milestones up to $80M; sales milestones up to $200M; low-single-digit royalties.","Exclusive worldwide license to develop, manufacture, and commercialize naporafenib.","Novartis reserves right to use IP for non-clinical research and ongoing trials.","Company presentation (Exhibit 99.1) provides naporafenib overview."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":339329,"accession_number":"0000950170-22-023851","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2022-11-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Erasca Q3 2022 net loss $35.5M; cash $365.5M funds ops into H2 2024","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $35.5M ($0.29/sh) vs $46.1M ($0.46/sh) in Q3 2021; R&D spend $28.2M.","Cash, cash equivalents & marketable securities $365.5M as of Sep 30, 2022; expects to fund operations into H2 2024.","Positive preliminary monotherapy data for ERAS-007 and ERAS-601: 23% response in RAS/MAPK-altered non-CRC solid tumors.","Entered CTCSAs with Lilly (cetuximab + ERAS-601) and Pfizer (palbociclib + ERAS-007); strategic R&D collaboration with MD Anderson.","Upcoming milestones: IND for CNS-penetrant KRAS G12C inhibitor ERAS-3490 by year-end 2022; combo data for ERAS-007/601 in H1 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":356699,"accession_number":"0001193125-22-240127","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2022-09-07T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Erasca reports 23% response rate in RAS/MAPK-altered non-CRC tumors; combo trial in H1 2023","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["23% (6/26) of RAS/MAPK-altered non-CRC solid tumor patients responded to single-agent ERAS-007 or ERAS-601.","44% (4/9) of BRAF-driven non-CRC solid tumor patients responded (1 confirmed PR, 3 unconfirmed PRs).","Favorable safety profiles with largely non-overlapping, manageable treatment-related adverse events.","Company plans to initiate ERAS-007 + ERAS-601 (MAPKlamp) dose escalation trial in first half of 2023.","Retrospective pooled analysis included HERKULES-1, FLAGSHP-1, and ASN007-101 trials with data cutoffs through July 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":356698,"accession_number":"0000950170-22-016874","cik":1761918,"company_name":"Erasca, Inc.","ticker":"ERAS","form_type":"8-K","filed_at":"2022-08-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Erasca Q2 net loss $35.6M; cash $390.8M; pipeline on track for H2 catalysts","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $35.6M ($0.30 per share) vs $28.2M ($1.20) year ago; R&D expenses $27.5M, G&A $8.4M.","Cash, equivalents, and marketable securities $390.8M as of June 30, 2022; expected to fund operations into H2 2024.","Initial Phase 1b monotherapy data for ERAS-007 (HERKULES-1) and Phase 1 data for ERAS-601 (FLAGSHP-1) expected H2 2022.","IND filing for CNS-penetrant KRAS G12C inhibitor ERAS-3490 in KRAS G12C-mutant NSCLC expected H2 2022.","Entered clinical trial collaboration with Eli Lilly to evaluate cetuximab + ERAS-601; expanded leadership and board."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3890416523.369687,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2022-08-11T23:59:59+00:00|356698"}