{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-24-140591","form_type":"8-K","ticker":"ERAS","cik":"0001761918","company_name":"Erasca, Inc.","filed_at":"2024-05-16T23:59:59+00:00","discovered_at":"2026-05-14T18:03:19.954135+00:00","generated_at":"2026-06-01T21:33:53.012488+00:00","sec_items":["1.01","2.05","8.01","9.01"],"event_type":"other_material","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Erasca signs Joyo/Medshine licenses for pan-RAS/KRAS; cuts 18% staff, deprioritizes ERAS-007","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-24-140591","json":"https://secwatch.observer/filing/0001193125-24-140591.json","markdown":"https://secwatch.observer/filing/0001193125-24-140591.md","text":"https://secwatch.observer/filing/0001193125-24-140591.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1761918/000119312524140591/0001193125-24-140591-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1761918/000119312524140591/d832290d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-01T21:33:53.012488+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"7b75c6f02e39f768ede7526a6aef9a20ad9ea42d","claim":"Erasca, Inc. entered into Medshine License Agreement with Medshine Discovery Inc. valued at $10.0 million (effective 2024-05-14).","evidence_excerpt":"On May 14, 2024, the Company entered into an exclusive license agreement (the “Medshine License Agreement”) with Medshine Discovery Inc. (“Medshine”) under which the Company was granted an exclusive, worldwide, royalty-bearing license to certain patent and other intellectual property rights owned or controlled by Medshine to develop, manufacture and commercialize certain pan-KRAS inhibitors in all fields of use.","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1761918/000119312524140591/0001193125-24-140591-index.htm","confidence":0.95},{"claim_id":"e1681ad411f6b591c42ee4a0ab36d03ce929a03a","claim":"Erasca, Inc. entered into Joyo License Agreement with Guangzhou Joyo Pharmatech Co., Ltd. valued at $12.5 million (effective 2024-05-14).","evidence_excerpt":"On May 14, 2024, Erasca, Inc. (the “Company”) entered into an exclusive license agreement (the “Joyo License Agreement”) with Guangzhou Joyo Pharmatech Co., Ltd. (“Joyo”) under which the Company was granted an exclusive, worldwide (except mainland China, Hong Kong and Macau), royalty-bearing license to certain patent and other intellectual property rights owned or controlled by Joyo to develop, manufacture, and commercialize certain pan-RAS inhibitors in all fields of use.","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1761918/000119312524140591/0001193125-24-140591-index.htm","confidence":0.95},{"claim_id":"3f289dc7d6fd9edc2b3a0271c43f82964ee75cb7","claim":"Erasca, Inc. announced a restructuring with charges of approximately $2.2 million affecting drug discovery functions or on the deprioritized programs (by approximately 18%).","evidence_excerpt":"by approximately 18%, primarily affecting employees working in drug discovery functions or on the deprioritized programs. The Company anticipates recognizing approximately $2.2 million in total charges in the second quarter of 2024 in connection with the reduction in force. These charges will consist primarily of one-time cash charges for termination benefits.","evidence_source":"SEC 8-K Item 2.05/2.06","evidence_url":"https://www.sec.gov/Archives/edgar/data/1761918/000119312524140591/0001193125-24-140591-index.htm","confidence":0.9}],"comparable_filings":[{"accession":"0001193125-26-251791","ticker":"KRMN","company_name":"Karman Holdings Inc.","filed_at":"2026-06-01T21:28:29+00:00","headline":"Selling stockholders price upsized secondary offering of 14M shares at $61/share for ~$854M gross proceeds","event_type":"other_material","sec_items":["1.01","7.01","8.01","9.01"],"materiality_score":0.7,"calibrated_materiality_score":0.7,"match_reasons":["same fact type: material_agreement","same SEC item: 1.01, 8.01, 9.01","same event type: other_material","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-251791","json":"https://secwatch.observer/filing/0001193125-26-251791.json","markdown":"https://secwatch.observer/filing/0001193125-26-251791.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/2040127/000119312526251791/0001193125-26-251791-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2040127/000119312526251791/d117104d8k.htm"},"side_by_side_evidence":{"fact_type":"material_agreement","source_excerpt":"On May 14, 2024, the Company entered into an exclusive license agreement (the “Medshine License Agreement”) with Medshine Discovery Inc. 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(the “Company”) entered into an underwriting agreement (the “Underwriting Agreement”) with the persons named in Schedule II thereto (the “Selling Stockholders”) and Citigroup Global Markets Inc. and Evercore Group L.L.C., as the underwriters (the “Underwriters”), pursuant to which the Selling Stockholders agreed to sell 14,000,000 shares of common stock, par value $0.001 per share, of the Company (the “Common Stock”) at a public offering price of $61.00 per share (the “Offering Price”), less underwriting discounts and commissions (the “Offering”).","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/2040127/000119312526251791/0001193125-26-251791-index.htm"}},{"accession":"0001185185-26-002273","ticker":"DGAC","company_name":"DISCIPLINED GROWTH ACQUISITION Corp","filed_at":"2026-06-01T20:15:34+00:00","headline":"Disciplined Growth Acquisition Corp. closes $150M IPO on NYSE","event_type":"other_material","sec_items":["1.01","3.02","5.02","5.03","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: material_agreement","same SEC item: 1.01, 8.01, 9.01","same event type: other_material","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001185185-26-002273","json":"https://secwatch.observer/filing/0001185185-26-002273.json","markdown":"https://secwatch.observer/filing/0001185185-26-002273.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/2111038/000118518526002273/0001185185-26-002273-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2111038/000118518526002273/dgac8k052926.htm"},"side_by_side_evidence":{"fact_type":"material_agreement","source_excerpt":"On May 14, 2024, the Company entered into an exclusive license agreement (the “Medshine License Agreement”) with Medshine Discovery Inc. (“Medshine”) under which the Company was granted an exclusive, worldwide, royalty-bearing license to certain patent and other intellectual property rights owned or controlled by Medshine to develop, manufacture and commercialize certain pan-KRAS inhibitors in all fields of use.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1761918/000119312524140591/0001193125-24-140591-index.htm","comparable_excerpt":"A Share Rights Agreement, dated May 26, 2026, by and between the Company and Odyssey Transfer and Trust Company, as rights agent","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/2111038/000118518526002273/0001185185-26-002273-index.htm"}},{"accession":"0001829126-26-004879","ticker":"SAGU","company_name":"Shreya Acquisition Group","filed_at":"2026-05-11T23:59:59+00:00","headline":"Shreya Acquisition Group closes $110M IPO, 11M units at $10 each on NYSE","event_type":"other_material","sec_items":["1.01","3.02","5.02","5.03","8.01","9.01"],"materiality_score":0.7,"calibrated_materiality_score":0.7,"match_reasons":["same fact type: material_agreement","same SEC item: 1.01, 8.01, 9.01","same event type: other_material","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001829126-26-004879","json":"https://secwatch.observer/filing/0001829126-26-004879.json","markdown":"https://secwatch.observer/filing/0001829126-26-004879.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/2083452/000182912626004879/0001829126-26-004879-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2083452/000182912626004879/shreyaacq_8k.htm"},"side_by_side_evidence":{"fact_type":"material_agreement","source_excerpt":"On May 14, 2024, the Company entered into an exclusive license agreement (the “Medshine License Agreement”) with Medshine Discovery Inc. (“Medshine”) under which the Company was granted an exclusive, worldwide, royalty-bearing license to certain patent and other intellectual property rights owned or controlled by Medshine to develop, manufacture and commercialize certain pan-KRAS inhibitors in all fields of use.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1761918/000119312524140591/0001193125-24-140591-index.htm","comparable_excerpt":"Private Units Subscription Agreement, dated May 6, 2026, by and between the Company and the Sponsor, a copy of which is attached as Exhibit 10.4 and incorporated herein by reference","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/2083452/000182912626004879/0001829126-26-004879-index.htm"}},{"accession":"0001104659-26-057460","ticker":"CLRB","company_name":"Cellectar Biosciences, Inc.","filed_at":"2026-05-08T23:59:59+00:00","headline":"Cellectar raises ~$35M via stock/warrant offering; reports positive 12-mo Phase 2b WM data","event_type":"other_material","sec_items":["1.01","3.02","8.01","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same fact type: material_agreement","same SEC item: 1.01, 8.01, 9.01","same event type: other_material","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-057460","json":"https://secwatch.observer/filing/0001104659-26-057460.json","markdown":"https://secwatch.observer/filing/0001104659-26-057460.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1279704/000110465926057460/0001104659-26-057460-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1279704/000110465926057460/tm2613728d1_8k.htm"},"side_by_side_evidence":{"fact_type":"material_agreement","source_excerpt":"On May 14, 2024, the Company entered into an exclusive license agreement (the “Medshine License Agreement”) with Medshine Discovery Inc. 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(“Medshine”) under which the Company was granted an exclusive, worldwide, royalty-bearing license to certain patent and other intellectual property rights owned or controlled by Medshine to develop, manufacture and commercialize certain pan-KRAS inhibitors in all fields of use.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1761918/000119312524140591/0001193125-24-140591-index.htm","comparable_excerpt":"In connection with the Forward Sale Agreements, the Company entered into an Underwriting Agreement (the “Underwriting Agreement”) with Wells Fargo Securities, LLC, Citigroup Global Markets Inc., Barclays Capital Inc. and Scotia Capital (USA) Inc., as the representatives of the underwriters named therein (the “Underwriters”), and Wells Fargo Securities, LLC, Citigroup Global Markets Inc., Barclays Capital Inc. and Scotia Capital (USA) Inc. as forward sellers (the “Forward Sellers”), pursuant to which the Forward Sellers sold to the Underwriters an aggregate of 19,247,788 shares of Common Stock.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/65984/000119312526211827/0001193125-26-211827-index.htm"}},{"accession":"0001213900-26-052935","ticker":"FFAI","company_name":"FARADAY FUTURE INTELLIGENT ELECTRIC INC.","filed_at":"2026-05-07T23:59:59+00:00","headline":"Faraday Future pauses 400V Super One, upgrades to 800V BEV or AIHER hybrid; robotics shipments reach 68 units","event_type":"other_material","sec_items":["1.01","8.01","9.01"],"materiality_score":0.7,"calibrated_materiality_score":0.7,"match_reasons":["same fact type: material_agreement","same SEC item: 1.01, 8.01, 9.01","same event type: other_material","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001213900-26-052935","json":"https://secwatch.observer/filing/0001213900-26-052935.json","markdown":"https://secwatch.observer/filing/0001213900-26-052935.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1805521/000121390026052935/0001213900-26-052935-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1805521/000121390026052935/ea0289533-8k_faraday.htm"},"side_by_side_evidence":{"fact_type":"material_agreement","source_excerpt":"On May 14, 2024, the Company entered into an exclusive license agreement (the “Medshine License Agreement”) with Medshine Discovery Inc. 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Morgan Securities LLC (collectively, the “Underwriting Representatives”) on their own behalf and as representatives of the other underwriters listed on Schedule I thereto (collectively, the “Underwriters”), pursuant to which the Selling Stockholder agreed to sell to the Underwriters, and the Underwriters agreed to purchase from the Selling Stockholder, subject to and upon the terms and conditions set forth therein, an aggregate of 12,740,384 shares (the “Shares”) of common stock, par value $0.01 per share of the Company (“Common Stock” and such sale and purchase, the “Offering”).","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1897762/000162828026032163/0001628280-26-032163-index.htm"}},{"accession":"0001213900-26-063565","ticker":"AIB","company_name":"BlockchAIn Digital Infrastructure, Inc.","filed_at":"2026-06-01T20:57:13+00:00","headline":"Blockchain Digital signs 15-yr, 65 MW electric agreement at CLT-01; 25 MW LOIs in pipeline","event_type":"other_material","sec_items":["1.01","7.01","9.01"],"materiality_score":0.65,"calibrated_materiality_score":0.65,"match_reasons":["same fact type: material_agreement","same SEC item: 1.01, 9.01","same event type: other_material","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001213900-26-063565","json":"https://secwatch.observer/filing/0001213900-26-063565.json","markdown":"https://secwatch.observer/filing/0001213900-26-063565.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/2070542/000121390026063565/0001213900-26-063565-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2070542/000121390026063565/ea0292328-8k_blockchain.htm"},"side_by_side_evidence":{"fact_type":"material_agreement","source_excerpt":"On May 14, 2024, the Company entered into an exclusive license agreement (the “Medshine License Agreement”) with Medshine Discovery Inc. (“Medshine”) under which the Company was granted an exclusive, worldwide, royalty-bearing license to certain patent and other intellectual property rights owned or controlled by Medshine to develop, manufacture and commercialize certain pan-KRAS inhibitors in all fields of use.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1761918/000119312524140591/0001193125-24-140591-index.htm","comparable_excerpt":"On May 27, 2026, One Blockchain, LLC, a subsidiary of BlockchAIn Digital Infrastructure, Inc. (the “Company”) entered into a 15-year Electric Service Agreement (“Electric Service Agreement”) with a local utility provider (the “Utility Company”).","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/2070542/000121390026063565/0001213900-26-063565-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}