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Erasca (ERAS) investor relations material
Erasca Evercore ISI 8th Annual HealthCONx Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Evercore ISI 8th Annual HealthCONx Conference summary3 Dec, 2025
Strategic positioning and pipeline overview
Focused on RAS-MAPK pathway with two main assets: ERAS-0015 (pan-RAS molecular glue) and ERAS-4001 (pan-KRAS inhibitor), both acquired from China in May last year.
ERAS-0015 shows 8-20x better binding to cyclophilin A, 4-5x greater in vitro potency, and improved PK properties compared to RevMed’s 6236.
ERAS-4001 demonstrates strong in vitro activity against KRAS G12X, G13, and wild type, with a unique scaffold potentially offering advantages over competitors.
Both programs target a large unmet need, with 2.7 million annual RAS mutant tumor diagnoses and limited competition in the pan-RAS space.
The company is well-capitalized with $362 million in cash and runway into the second half of 2028, enabling aggressive development.
Clinical differentiation and development plans
Key differentiators for ERAS-0015 include dose-proportional PK, improved AE profile (especially GI and skin), and achieving efficacy at lower doses than RevMed.
Early clinical data for both programs expected in calendar year 2026, with focus on safety, PK, and initial activity in dozens of patients.
Lower biological dose may reduce GI toxicity, and prophylactic strategies are in place for managing AEs.
Both molecules are being developed with flexibility in data disclosure timing, potentially at medical meetings or R&D days.
Multiple dose expansions and potential phase 3 initiations are planned, with guidance covering these milestones.
Resistance, patient populations, and partnerships
ERAS-0015 has strong in vitro potency against key mutations and KRAS wild type amplification, aiming to address resistance mechanisms.
ERAS-4001 targets both RAS on and off states, with potential for combination strategies to overcome resistance.
Patient populations for trials will mirror epidemiology of KRAS mutations, with ability to enrich for specific groups as needed.
ERAS-0015 is partnered with Joyo in China, with close collaboration and an option for a China buyout; ERAS-4001 is held with worldwide rights.
Parallel studies are ongoing in China for ERAS-0015, with strong visibility and alignment between partners.
0015: Disambiguate tolerability sources
CRC strategy: Pan-RAS vs. pan-KRAS approach
0015: Joyo data disclosure timeline visibility
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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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