Erasca, Inc.
NASDAQ•ERAS
CEO: Dr. Jonathan E. Lim M.D.
セクター: Healthcare
業種: Biotechnology
上場日: 2021-07-16
Erasca, Inc., a clinical-stage precision oncology company, focuses on discovering, developing, and commercializing therapies for patients with RAS/MAPK pathway-driven cancers. The company's lead product is naporafenib which is in phase 1b trial for patients with RAS Q16X solid tumors and plans to initiate a pivotal Phase 3 trial for patients with NRASm melanoma. It also develops ERAS-007, an oral inhibitor of ERK1/2 for the treatment of non-small cell lung and colorectal cancer, and advanced gastrointestinal malignancies; and ERAS-601, an oral SHP2 inhibitor for patients with advanced or metastatic solid tumors. In addition, it is developing ERAS-801, a central nervous system-penetrant EGFR inhibitor which is in phase 1 clinical trials for the treatment of patients with recurrent glioblastoma multiforme. The company entered into license agreement with Novartis to develop, manufacture, use, and commercialize naporafenib; Katmai Pharmaceuticals, Inc. to develop, manufacture, use, and commercialize ERAS-801 and certain other related compounds; and NiKang Therapeutics, Inc. to develop and commercialize ERAS-601 and certain other related compounds. Erasca, Inc. was incorporated in 2018 and is headquartered in San Diego, California.
連絡先情報
時価総額
$4.80B
PER (TTM)
-34.4
17.4
配当利回り
--
52週高値
$16.41
52週安値
$1.01
52週レンジ
順位63Top 94.0%
1.8
F-Score
改良版 Piotroski 分析
6年ファンダメンタル
弱い • 1.8 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2020-2025
財務ダッシュボード
Q3 2025 データ
売上高
$0.00+0.00%
直近4四半期の推移
EPS
-$0.11+0.00%
直近4四半期の推移
フリーCF
-$21.66M-3.39%
直近4四半期の推移
2025 Q3 決算ハイライト
主なハイライト
Net Loss Significantly Reduced Nine months net loss narrowed to $95.5M from $129.4M in 2024, reflecting a $33.9M improvement in operating results.
Operating Expenses Decreased Total operating expenses fell $35.6M to $108.3M for the nine months, driven by lower R&D spending and milestone payments.
R&D Spending Reallocation R&D expenses dropped $19.6M to $69.6M YTD, primarily due to $13.0M less in IPR&D upfront and milestone payments recognized.
Cash Position Stable Total cash, equivalents, and restricted cash stood at $70.6M at period end, supporting near-term operational needs.
リスク要因
Pipeline Streamlining Actions Strategic reprioritization involved an 18% workforce reduction and deprioritization of ERAS-007 and ERAS-801 programs.
License Agreement Terminations Company sent termination notices for Asana (ERAS-007) and NiKang (ERAS-601) agreements, effective in late 2025.
Future Capital Requirements Expect substantial expense increases; failure to secure additional financing could force termination of development programs.
Marketable Security Losses Gross unrealized losses on available-for-sale securities totaled $15.6M as of September 30, 2025, none attributed to credit risk.
見通し
Prioritizing RAS Franchise Focus resources to rapidly advance differentiated RAS-targeting franchise candidates ERAS-0015 and ERAS-4001 through development stages.
Extended Cash Runway Current cash, equivalents, and securities of $362.4M are projected to fund operations into the second half of 2028.
Anticipated Clinical Readouts Anticipate Phase 1 monotherapy data readouts for both ERAS-0015 and ERAS-4001 clinical trials during 2026.
Advancing EGFR Antibody Next program is ERAS-12, an investigational EGFR D2/D3 biparatopic antibody, designed for multi-modal inhibition.
同業比較
売上高 (TTM)
$263.50M
$262.60M
$198.55M
粗利益率 (最新四半期)
215.9%
100.0%
100.0%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| ERAS | $4.80B | -34.4 | -33.1% | 11.5% |
| TERN | $4.21B | -45.4 | -30.0% | 0.3% |
| DAWN | $2.20B | -20.5 | -23.4% | 0.5% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
N/M
売上高の変動が大きい
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
0%
キャッシュフローに注意が必要
深度リサーチ
次回決算:2026年3月19日
EPS:-$0.11
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし