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Erasca
Erasca (ERAS) investor relations material
Erasca Guggenheim Securities Emerging Outlook: Biotech Summit 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Guggenheim Securities Emerging Outlook: Biotech Summit 2026 summary12 Feb, 2026
Pipeline differentiation and scientific rationale
Focus on optimizing both potency and pharmacokinetics (PK) to achieve a 'Goldilocks zone' for efficacy and safety in pan-RAS and pan-KRAS inhibitors.
ERAS-0015 demonstrates 5-10x higher potency than RMC-6236 in preclinical models, with lower required doses for tumor regression.
Enhanced PK profile includes higher oral bioavailability, longer half-life, and lower clearance, potentially reducing on-target toxicity.
Preferential tumor biodistribution may offer a therapeutic window advantage, especially in tumors overexpressing CypA.
Pan-KRAS inhibitor ERAS-4001 targets the Switch II Pocket and shows activity against both GDP and GTP states, supporting combination strategies.
Clinical progress and early data
Phase 1 AURORAS-1 study of ERAS-0015 shows multiple partial responses at low doses, including a confirmed response in a heavily pretreated NSCLC patient.
Safety profile remains favorable with no dose-limiting toxicities and predominantly low-grade adverse events.
Dose escalation ongoing up to 40 mg, with data on dozens of patients expected in the first half of the year.
Patient enrollment includes a balanced distribution across major tumor types, with no single histology dominating.
Dose expansion cohorts planned for the second half, focusing on pancreatic and lung cancers, with combination studies under consideration.
Competitive landscape and development strategy
Differentiation from competitors may be established by achieving a 10% or greater absolute improvement in objective response rate (ORR) and potential durability advantages.
Both pan-RAS and pan-KRAS assets provide flexibility to adapt to evolving treatment landscapes and unmet needs.
Combination of pan-RAS and pan-KRAS inhibitors is scientifically rational and may offer synergistic benefits.
Data-driven approach will determine advancement of one or both assets, with monotherapy and combination strategies in development.
BOREALIS-1 phase 1 study for ERAS-4001 is advancing, with data expected in the second half and dose expansions planned for 2027.
How does ERAS-0015 mitigate on-target rash?
Pan-RAS vs Pan-KRAS: future development path
G12V NSCLC response: what are implications?
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Next Erasca earnings date
Oppenheimer 36th Annual Healthcare Life Sciences Conference26 Feb, 2026
Erasca
Next Erasca earnings date
Oppenheimer 36th Annual Healthcare Life Sciences Conference26 Feb, 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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