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Healthcare - Biotechnology - NASDAQ - US
$ 1.37
6.2 %
$ 387 M
Market Cap
-1.73
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Mar, 2, 2025.

The intrinsic value of one ERAS stock under the worst case scenario is HIDDEN Compared to the current market price of 1.37 USD, Erasca, Inc. is HIDDEN

This DCF valuation model was last updated on Mar, 2, 2025.

The intrinsic value of one ERAS stock under the base case scenario is HIDDEN Compared to the current market price of 1.37 USD, Erasca, Inc. is HIDDEN

This DCF valuation model was last updated on Mar, 2, 2025.

The intrinsic value of one ERAS stock under the best case scenario is HIDDEN Compared to the current market price of 1.37 USD, Erasca, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS
FINANCIALS
0 REVENUE
0.00%
-142 M OPERATING INCOME
42.81%
-125 M NET INCOME
48.50%
-101 M OPERATING CASH FLOW
1.98%
-91.2 M INVESTING CASH FLOW
-28.33%
1.3 M FINANCING CASH FLOW
-98.68%
0 REVENUE
0.00%
-37.2 M OPERATING INCOME
17.76%
-31.2 M NET INCOME
50.63%
-22.4 M OPERATING CASH FLOW
23.18%
-103 M INVESTING CASH FLOW
-18.46%
21.1 M FINANCING CASH FLOW
-90.04%
Balance Sheet Erasca, Inc.
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Current Assets 321 M
Cash & Short-Term Investments 312 M
Receivables 0
Other Current Assets 8.33 M
Non-Current Assets 74.6 M
Long-Term Investments 10 M
PP&E 60.2 M
Other Non-Current Assets 4.38 M
Current Liabilities 26.2 M
Accounts Payable 2 M
Short-Term Debt 3.97 M
Other Current Liabilities 20.2 M
Non-Current Liabilities 52.5 M
Long-Term Debt 51.9 M
Other Non-Current Liabilities 566 K
EFFICIENCY
Earnings Waterfall Erasca, Inc.
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Revenue 0
Cost Of Revenue 3.73 M
Gross Profit -3.73 M
Operating Expenses 142 M
Operating Income -142 M
Other Expenses -16.5 M
Net Income -125 M
RATIOS
0.00% GROSS MARGIN
0.00%
0.00% OPERATING MARGIN
0.00%
0.00% NET MARGIN
0.00%
-39.48% ROE
-39.48%
-31.63% ROA
-31.63%
-37.93% ROIC
-37.93%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Erasca, Inc.
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Net Income -125 M
Depreciation & Amortization 3.73 M
Capital Expenditures -1.78 M
Stock-Based Compensation 26.2 M
Change in Working Capital 813 K
Others -5.25 M
Free Cash Flow -103 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Erasca, Inc.
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Wall Street analysts predict an average 1-year price target for ERAS of $6.5 , with forecasts ranging from a low of $6 to a high of $7 .
ERAS Lowest Price Target Wall Street Target
6 USD 337.96%
ERAS Average Price Target Wall Street Target
6.5 USD 374.45%
ERAS Highest Price Target Wall Street Target
7 USD 410.95%
4. DIVIDEND ANALYSIS
5. COMPETITION
6. Ownership
Insider Ownership Erasca, Inc.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
182 K USD 1
9-12 MONTHS
Date Value Insider Amount Avg Price
9 months ago
May 21, 2024
Bought 182 K USD
Casdin Alexander W.
Director
+ 80000
2.274 USD
1 year ago
Dec 06, 2023
Bought 18.5 K USD
Start Valerie Denise Harding
Director
+ 10000
1.848 USD
1 year ago
Dec 05, 2023
Bought 1.22 M USD
Lim Jonathan E
Chairman & CEO
+ 721850
1.687 USD
1 year ago
Dec 06, 2023
Bought 478 K USD
Lim Jonathan E
Chairman & CEO
+ 278150
1.72 USD
1 year ago
Dec 04, 2023
Bought 49.8 K USD
Casdin Alexander W.
Director
+ 30000
1.6595 USD
1 year ago
Oct 05, 2023
Bought 2.03 M USD
Lim Jonathan E
Chairman & CEO
+ 1000000
2.026 USD
1 year ago
Jun 08, 2023
Bought 275 K USD
Lim Jonathan E
Chairman & CEO
+ 100000
2.75 USD
1 year ago
Apr 10, 2023
Bought 55.2 K USD
Casdin Alexander W.
Director
+ 20000
2.7615 USD
1 year ago
Mar 28, 2023
Bought 284 K USD
Lim Jonathan E
Chairman & CEO
+ 100000
2.84 USD
2 years ago
Jan 10, 2023
Bought 231 K USD
Lim Jonathan E
Chairman & CEO
+ 60000
3.857 USD
2 years ago
Dec 21, 2022
Bought 46.4 K USD
Start Valerie Denise Harding
Director
+ 10000
4.64 USD
2 years ago
Dec 21, 2022
Bought 82.8 K USD
Bristol James Arthur
Director
+ 20000
4.14 USD
2 years ago
Dec 13, 2022
Bought 2 M USD
Chen Bihua
Director
+ 307692
6.5 USD
2 years ago
Dec 13, 2022
Bought 2 M USD
Chen Bihua
Director
+ 307692
6.5 USD
2 years ago
Dec 15, 2022
Bought 97.5 K USD
Casdin Alexander W.
Director
+ 20000
4.8745 USD
2 years ago
Dec 14, 2022
Bought 200 K USD
Lim Jonathan E
Chairman & CEO
+ 40000
4.99 USD
3 years ago
Aug 10, 2021
Bought 4.42 M USD
Chen Bihua
Director
+ 200000
22.1 USD
3 years ago
Jul 26, 2021
Sell 3.75 M USD
Chen Bihua
Director
- 200000
18.765 USD
3 years ago
Jul 20, 2021
Bought 15.2 M USD
Chen Bihua
Director
+ 950000
16 USD
3 years ago
Jul 20, 2021
Bought 14.4 K USD
Garner Ebun
General Counsel
+ 900
16 USD
3 years ago
Jul 20, 2021
Bought 32 K USD
Start Valerie Denise Harding
Director
+ 2000
16 USD
3 years ago
Jul 20, 2021
Bought 99.2 K USD
Multani Pratik S
Director
+ 6200
16 USD
3 years ago
Jul 20, 2021
Bought 96 K USD
Hambleton Julie
Director
+ 6000
16 USD
7. News
Erasca to Present at the Guggenheim Securities SMID Cap Biotech Conference SAN DIEGO, Jan. 31, 2025 (GLOBE NEWSWIRE) -- Erasca, Inc. (Nasdaq: ERAS), a clinical-stage precision oncology company singularly focused on discovering, developing, and commercializing therapies for patients with RAS/MAPK pathway-driven cancers, today announced its participation in the Guggenheim Securities SMID Cap Biotech Conference being held at the Lotte New York Palace in New York, New York. Management will participate in a fireside chat on Thursday, February 6, 2025, at 9:30 am Eastern Time and will also participate in one-on-one investor meetings. globenewswire.com - 1 month ago
Erasca's Naporafenib Is Shaping Up Nicely For NRASm Melanoma Naporafenib is Erasca's main candidate, and it has Fast Track status for NRASm melanoma. I see the company has a robust balance sheet, with roughly $463.3 million in cash and equivalents as of Q3, 2024. They estimate a runway into 2H2027. SEACRAFT-1 already showed that Naporafenib has potentially better efficacy compared to the SoC and competitors. seekingalpha.com - 1 month ago
Down -25.4% in 4 Weeks, Here's Why You Should You Buy the Dip in Erasca (ERAS) Erasca (ERAS) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock. zacks.com - 1 month ago
Down -27.17% in 4 Weeks, Here's Why Erasca (ERAS) Looks Ripe for a Turnaround Erasca (ERAS) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term. zacks.com - 1 month ago
Down -24.08% in 4 Weeks, Here's Why You Should You Buy the Dip in Erasca (ERAS) Erasca (ERAS) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock. zacks.com - 1 month ago
Down -22.89% in 4 Weeks, Here's Why You Should You Buy the Dip in Erasca (ERAS) Erasca (ERAS) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term. zacks.com - 1 month ago
Erasca (ERAS) May Find a Bottom Soon, Here's Why You Should Buy the Stock Now After losing some value lately, a hammer chart pattern has been formed for Erasca (ERAS), indicating that the stock has found support. This, combined with an upward trend in earnings estimate revisions, could lead to a trend reversal for the stock in the near term. zacks.com - 3 months ago
Erasca Reports Third Quarter 2024 Business Updates and Financial Results Positive preliminary Phase 1b data in SEACRAFT-1 NRASm melanoma cohort bolsters conviction in ongoing SEACRAFT-2 registrational trial; Stage 1 randomized data expected in 2025 globenewswire.com - 3 months ago
Erasca to Present at Upcoming Investor Conferences SAN DIEGO, Nov. 05, 2024 (GLOBE NEWSWIRE) -- Erasca, Inc. (Nasdaq: ERAS), a clinical-stage precision oncology company singularly focused on discovering, developing, and commercializing therapies for patients with RAS/MAPK pathway-driven cancers, today announced that management will participate in the following investor conferences and will also participate in one-on-one investor meetings. globenewswire.com - 3 months ago
Erasca Reports Second Quarter 2024 Business Updates and Financial Results In-licensed potential best-in-class pan-RAS molecular glue ERAS-0015 and potential first-in-class pan-KRAS inhibitor ERAS-4001 with a goal of expanding treatment options across RAS-driven tumors globenewswire.com - 6 months ago
Should You Buy Erasca, Inc. (ERAS) After Golden Cross? After reaching an important support level, Erasca, Inc. (ERAS) could be a good stock pick from a technical perspective. ERAS recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average. zacks.com - 8 months ago
Erasca to Present at Upcoming Investor Conferences in June SAN DIEGO, May 29, 2024 (GLOBE NEWSWIRE) -- Erasca, Inc. (Nasdaq: ERAS), a clinical-stage precision oncology company singularly focused on discovering, developing, and commercializing therapies for patients with RAS/MAPK pathway-driven cancers, today announced that Jonathan E. Lim, M.D., chairman, CEO, and co-founder, and David M. Chacko, M.D., chief financial officer and chief business officer, will participate in the following investor conferences in June 2024, and will also participate in one-on-one investor meetings. globenewswire.com - 9 months ago
8. Profile Summary

Erasca, Inc. ERAS

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COUNTRY US
INDUSTRY Biotechnology
MARKET CAP $ 387 M
Dividend Yield 0.00%
Description Erasca, Inc., a clinical-stage biopharmaceutical company, focuses on discovering, developing, and commercializing therapies for patients with RAS/MAPK pathway-driven cancers. The company's lead candidates include ERAS-007, an oral inhibitor of ERK1/2 for the treatment of non-small cell lung cancer, colorectal cancer, and acute myeloid leukemia; and ERAS-601, an oral SHP2 inhibitor for patients with advanced or metastatic solid tumors. It is also developing ERAS-801, a central nervous system-penetrant EGFR inhibitor for the treatment of patients with recurrent glioblastoma multiforme. The company was incorporated in 2018 and is headquartered in San Diego, California.
Contact 10835 Road to the Cure, San Diego, CA, 92121 https://www.erasca.com
IPO Date July 16, 2021
Employees 126
Officers Mr. Brian L. Baker CPA, M.S. Senior Vice President of Finance Mr. Ebun S. Garner Esq., J.D. General Counsel & Corporate Secretary Dr. David M. Chacko M.D. Chief Financial Officer & Chief Business Officer Dr. Nik Chetwyn Ph.D. Chief Operating Officer Dr. Michael D. Varney Ph.D. Chairman of Research & Development, Scientific Advisory Board Member and Director Dr. Jonathan E. Lim M.D. Co-Founder, Chairman & Chief Executive Officer Dr. Lisa Tesvich-Bonora Ph.D. Chief People Officer Ms. Chandra D. Lovejoy M.S. Chief Regulatory Affairs Officer Dr. Robert Shoemaker Ph.D. Senior Vice President of Research Dr. Shannon R. Morris M.D., Ph.D. Chief Medical Officer