Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ERAS
Strong SellSinkerErasca, Inc. · Healthcare · United States · $6.3B · Avg Vol: $55M/d
COMPANY DESCRIPTION
Erasca, Inc. is a clinical-stage oncology company dedicated to discovering and developing novel small molecule medicines to overcome resistance in difficult-to-treat cancers. The company leverages its proprietary drug discovery platform to target key oncogenic pathways and address mechanisms of resistance to existing therapies. It operates as a specialized biotechnology firm, positioning itself at the forefront of precision oncology with a focused pipeline aimed at improving outcomes for cancer patients.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 0 | 0 | 0 | 0 | — | — | — | 0.5M | — |
| EPS | -0.96 | -0.40 | -0.69 | -0.44 | — | -0.95 | -0.97 | -0.60 | — |
| Shares | 311.0M | 311.0M | 283.2M | 284.2M | -8.6% | 349.8M | — | — | — |
| Debt | 55.1M | 55.9M | 51.9M | 47.1M | -5.1% | 44.7M | — | — | — |
| Equity | 411.9M | 316.7M | 423.5M | 325.2M | -7.6% | — | — | — | — |
| Op CF | -103.3M | -101.2M | -109.4M | -95.5M | — | -98.0M | — | — | — |
| Inv CF | -71.1M | -91.2M | -156.6M | 100.4M | — | — | — | — | — |
| Fin CF | 98.1M | 1.3M | 240.7M | 1.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of ERAS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ERAS | Erasca, Inc.(you) | $6.3B | 14 | Strong Sell |
| COGT | Cogent Biosciences, Inc. | $6.0B | 12 | Strong Sell |
| CGON | CG Oncology, Inc. | $6.6B | 17 | Strong Sell |
| SRRK | Scholar Rock Holding Corporation | $7.0B | 19 | Strong Sell |
| DYN | Dyne Therapeutics, Inc. | $4.7B | 13 | Strong Sell |
| DNTH | Dianthus Therapeutics, Inc. | $5.9B | 23 | Sell |
| DFTX | Definium Therapeutics, Inc. | $5.5B | 22 | Sell |
| RCUS | Arcus Biosciences, Inc. | $3.7B | 14 | Strong Sell |
| CELC | Celcuity Inc. | $4.3B | 10 | Strong Sell |
| TNGX | Tango Therapeutics, Inc. | $3.9B | 17 | Strong Sell |
Peer medians: ROE -30.5% · P/E 27.0x · Gross margin 58.3%