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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
3115 Merryfield Row, Suite 300, San Diego, CA, 92121, United States
858-465-6511
www.erasca.com
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
94%
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)

IOVA stock ticker logoIOVA
$263.50M
+60.6%
ARVN stock ticker logoARVN
$262.60M
-0.3%
VALN stock ticker logoVALN
$198.55M
+13.5%

粗利益率 (最新四半期)

IOVA stock ticker logoIOVA
215.9%
+65.9pp
CTMX stock ticker logoCTMX
100.0%
+0.0pp
ATXS stock ticker logoATXS
100.0%
+0.0pp

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