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Erasca (ERAS) 2025 Conference Transcript
2025-06-05 06:32
Erasca (ERAS) 2025 Conference June 04, 2025 05:30 PM ET Speaker0 You guys are good? All right. Hello, everyone. My name is Amin Makaram, an associate on Mori Raycroft's team here at Jefferies. I'm happy to introduce Jonathan Lim, Chairman and CEO and David Chacko, CFO and CB of Eraska. Thanks for being with us here. Maybe to start, for those who are new to the story, could you please provide one minute overview of Eraska and your key programs? Speaker1 Yeah. Thanks, Amin. Really great to be here. So Eraska ...
Erasca Announces IND Clearance for Potential First-in-Class and Best-in-Class Pan-KRAS Inhibitor ERAS-4001
GlobeNewswire· 2025-06-02 20:00
Both ERAS-4001 and potential best-in-class pan-RAS molecular glue ERAS-0015 received IND clearance in May ahead of company guidance Initial Phase 1 monotherapy data for both RAS-targeting programs expected in 2026 SAN DIEGO, June 02, 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 clearance of an investigational new ...
Erasca to Present at Upcoming Investor Conferences in June
GlobeNewswire· 2025-05-29 20:00
SAN DIEGO, May 29, 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 that management will participate in the following investor conferences in June 2025 and will also participate in one-on-one investor meetings at each of these conferences. Jefferies Global Healthcare Conference (June 3-5, 2025)Location: New York, NYFo ...
Erasca (ERAS) 2025 Conference Transcript
2025-05-15 06:35
纪要涉及的公司 - Erasca (ERAS) [1] 纪要提到的核心观点和论据 公司进展 - RAS 靶向业务取得进展,ERAS15(泛 RAS 分子胶)获 IND 批准,ERAS4001(泛 KRAS 小分子抑制剂)IND 申请提交,均提前完成 [4] - 为 Naporafenib 寻求战略合作伙伴,以推进其与 trametinib 用于 NRAS 突变黑色素瘤的治疗,同时释放资源推动 RAS 业务发展 [4] - 现金储备可支撑至 2028 年下半年,较之前的 2027 年下半年有所延长 [5] 核心产品优势 - **ERAS15**:可能成为同类最佳的泛 RAS 分子胶,与 Revolution Medicine 6236 作用机制相同,但对 CYP A 的结合亲和力高 8 - 21 倍,能更有效地抑制 RAS,在多种细胞系和动物模型中展现出更强的抗肿瘤活性,所需剂量更低,如在 PK 59 模型中,RMC 6236 需要 3 MPK 才能达到 105% 的肿瘤消退,而 ERAS15 仅需 0.3 毫克 [7][10][11] - **ERAS4001**:是一种 KRAS 选择性抑制剂,可避免对 H 和 NRAS 的影响,具有更宽的治疗窗口,在多种细胞系中展现出良好的单数字至亚纳摩尔 IC50 效力,在体内也有较好的抗肿瘤活性,如在 G12D 粉色模型中,低至 30 MPK BID 的剂量即可起效 [8][16][17] 临床开发计划 - 临床开发计划旨在提高单药治疗和与标准治疗联合治疗在多种肿瘤类型中的效率和成功率,包括结直肠癌、非小细胞肺癌和胰腺癌等主要肿瘤类型以及其他长尾肿瘤类型 [20] 关键里程碑和临床数据 - ERAS15 已获得 IND 批准,预计 2026 年公布一期单药治疗数据 - ERAS4001 已在 2025 年第二季度中期提交 IND 申请,预计明年公布数据 [21] 其他重要但是可能被忽略的内容 - ERAS15 与抗 PD - one 联合使用在非小细胞肺癌等适应症中显示出完全根除肿瘤的效果,且在肿瘤细胞再挑战时,抗肿瘤免疫系统已被激活,肿瘤不再生长 [14] - ERAS15 由于对 CYP8 结合亲和力高,在肿瘤组织中的分布更有优势,停留时间更长,在 PK 59 和 PSN1 模型中均有体现 [15] - ERAS4001 的口服生物利用度在 16% - 27% 之间,符合或超过目标产品要求,且通过 GLP 心血管研究排除了 HERG 信号,未观察到 QTc 延长 [19] - 公司资产负债表上有超过 4 亿美元现金,将用于推进 RAS 项目 [22]
Erasca(ERAS) - 2025 Q1 - Quarterly Report
2025-05-14 04:24
WASHINGTON, DC 20549 UNITED STATES SECURITIES AND EXCHANGE COMMISSION FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to ______________ Commission File Number: 001-40602 ERASCA, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 83-1217027 (State ...
Erasca(ERAS) - 2025 Q1 - Quarterly Results
2025-05-14 04:10
Erasca Reports First Quarter 2025 Business Updates and Financial Results Early entry of RAS-targeting franchise into clinic enabled by strong execution Initial Phase 1 monotherapy data for pan-RAS molecular glue ERAS-0015 and pan-KRAS inhibitor ERAS-4001 expected in 2026 Robust balance sheet with cash, cash equivalents, and marketable securities of $411 million as of March 31, 2025 with cash runway guidance extended to H2 2028 SAN DIEGO, May 13, 2025 (GLOBE NEWSWIRE) -- Erasca, Inc. (Nasdaq: ERAS), a clinic ...
Erasca Reports First Quarter 2025 Business Updates and Financial Results
GlobeNewswire· 2025-05-14 04:05
Early entry of RAS-targeting franchise into clinic enabled by strong execution Initial Phase 1 monotherapy data for pan-RAS molecular glue ERAS-0015 and pan-KRAS inhibitor ERAS-4001 expected in 2026 Robust balance sheet with cash, cash equivalents, and marketable securities of $411 million as of March 31, 2025 with cash runway guidance extended to H2 2028 SAN DIEGO, May 13, 2025 (GLOBE NEWSWIRE) -- Erasca, Inc. (Nasdaq: ERAS), a clinical-stage precision oncology company singularly focused on discovering, de ...
Erasca to Present at the Bank of America Securities Health Care Conference
GlobeNewswire News Room· 2025-05-07 20:00
SAN DIEGO, May 07, 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 Bank of America Securities 2025 Health Care Conference being held at the Encore Hotel in Las Vegas, Nevada. Management will present on Wednesday, May 14, 2025, at 2:35 pm Pacific Time and will also participate in one-on-one in ...
Erasca Presents New Preclinical Data Reinforcing Best-in-Class Potential of RAS-Targeting Franchise at the 2025 AACR Annual Meeting
GlobeNewswire· 2025-04-30 04:05
ERAS-0015 and ERAS-4001 showed robust anti-tumor activity as monotherapy and combination therapy First-in-class examples of direct SHOC2 binders and modulators of SMP complex assembly identified with potential to block oncogenic RAS/MAPK pathway signaling SAN DIEGO, April 29, 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 pre ...
Erasca, Inc.: Carving A Different Niche In RAS Signaling
Seeking Alpha· 2025-04-25 23:33
Erasca, Inc. ( ERAS ) is a developmental biotech operating almost entirely in the space of developing novel targeted therapies against the RAS/MAP kinase pathway in solid tumor oncology. Having fallen over 50% sinceI have my PhD in biochemistry and have worked for years analyzing clinical trials and biotech companies. It is my passion to educate everyone possible on the science behind the businesses that we invest in, and it's my mission to help you do your due diligence and not get burned by the pitfalls o ...