secwatch.observer — SEC 8-K summary ====================================== Issuer: Erasca, Inc. (ERAS) CIK: 0001761918 Form: 8-K Filed at: 2026-08-11T20:05:19+00:00 Accession: 0001193125-26-344584 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Erasca Q2 net loss $44.1M; ERAS-0015 57% uORR in PDAC; raises $632M ------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1761918/000119312526344584/0001193125-26-344584-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1761918/000119312526344584/eras-20260811.htm HTML page: https://secwatch.observer/filing/0001193125-26-344584 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer