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Erasca
Erasca (ERAS) investor relations material
Erasca 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026
Strategic focus and pipeline overview
Focused on RAS-MAPK pathway with two lead programs: ERAS-15 (pan-RAS) and ERAS-4001 (pan-KRAS), both targeting solid tumors.
ERAS-15 and ERAS-4001 exhibit strong preclinical activity, high oral bioavailability, and robust intellectual property protection through 2043.
ERAS-15 demonstrates high potency, requiring one-tenth the dose of a key competitor to achieve similar tumor regression in preclinical models.
ERAS-4001 shows potent inhibition across KRAS mutations and wild-type, with promising PK and a potential wide therapeutic window.
Both programs are supported by a strong scientific advisory board and significant cash runway into the second half of 2028.
Clinical development and early data
AURORAS-1 (ERAS-15) first-in-human trial is enrolling briskly, targeting patients with advanced RAS mutations and no prior RAS inhibitor treatment.
Early clinical data for ERAS-15 show confirmed and unconfirmed partial responses at low doses, with all responding patients remaining on treatment at data cutoff.
Safety and tolerability profile for ERAS-15 is favorable, with no dose-limiting toxicities and predominantly low-grade adverse events.
Top-line safety, PK, and efficacy data for dozens of patients are expected in the first half of the year, with expansion and combination cohorts planned for the second half.
ERAS-4001 is enrolling in the BOREALIS-1 trial, with phase 1 monotherapy data expected in the second half of the year.
Differentiation, competitive landscape, and future plans
ERAS-15’s high binding affinity to CyPA leads to superior tumor distribution, longer residence time, and enhanced potency compared to competitors.
Early clinical responses at much lower doses than competitors suggest potential best-in-class status for ERAS-15.
No numerical ORR threshold is set; focus is on the totality of safety, tolerability, PK, and efficacy data.
Commercial strategy considers both best-in-class and second-in-class scenarios, with significant unmet need supporting multiple entrants.
Combination strategies for both molecules will be data-driven, with potential for use alongside standard of care and investigational agents.
ERAS-15 linear PK: What does it mean for safety?
ERAS-15 commercial differentiation strategy?
ERAS-15 vs ERAS-4001: How do they complement?
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Next Erasca earnings date
Q4 202520 Mar, 2026
Erasca
Next Erasca earnings date
Q4 202520 Mar, 2026
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Frequently asked questions
Erasca Inc. is a clinical-stage precision oncology company with a focused mission to develop therapies aimed at eradicating cancer. The company specializes in targeting the RAS/MAPK pathway, one of the most frequently mutated signaling pathways in cancer, which affects millions of lives globally each year. Erasca's research involves a comprehensive strategy to shut down this pathway using a modality-agnostic approach, which includes small molecules, large molecules, and protein degraders. These are developed alone or in combination to treat various types of cancers driven by RAS/MAPK pathway alterations. The company is headquartered in San Diego, California, and its shares are listed on NASDAQ.
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