)
Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Erasca
Erasca (ERAS) investor relations material
Erasca Oppenheimer 36th Annual Healthcare Life Sciences Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Oppenheimer 36th Annual Healthcare Life Sciences Conference summary26 Feb, 2026
Strategic pipeline overview
Focus on targeting RAS-driven cancers with two lead programs: ERAS-0015 (pan-RAS molecular glue) and ERAS-4001 (pan-KRAS switch II pocket inhibitor).
ERAS-0015 leverages high cyclophilin A binding affinity, aiming for best-in-class potency and improved pharmacokinetics.
ERAS-4001 is designed for high KRAS selectivity, potentially widening the therapeutic window and enabling combination therapies.
Both orthogonal mechanisms may allow future combination strategies.
The company holds US composition of matter IP for ERAS-0015 through 2043.
Clinical development and data updates
AURORAS-1 (ERAS-0015) is enrolling rapidly, with a first-half update expected to include safety, PK, and efficacy data across multiple tumor types.
BOREALIS-1 (ERAS-4001) is ongoing, with a second-half update planned; both trials are all-comer studies for RAS mutations.
Early clinical data for ERAS-0015 show activity at doses tenfold lower than competitors, with favorable safety and linear PK.
No dose-limiting toxicities observed for ERAS-0015 as of early January data cutoff.
Dose expansion and combination studies are planned for 2027.
Differentiation and future directions
ERAS-0015 demonstrates higher cell-based potency and improved tumor biodistribution, potentially widening the therapeutic window.
Lower drug load and better PK may reduce GI and skin toxicities compared to competitors.
ERAS-4001 is built on a different scaffold than other pan-KRAS inhibitors, which may avoid some class liabilities.
Both assets are positioned to address major solid tumors (PDAC, CRC, NSCLC) and long-tail opportunities, with flexibility to adapt as the field evolves.
A bispecific EGFR antibody (ERAS-12) is in preclinical development, targeting enhanced activity through dual domain binding.
ERAS-0015: How does its PK/potency improve combos?
ERAS-4001: What's its key differentiation?
Erasca's strategy for evolving RAS market?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Erasca earnings date
Q4 202520 Mar, 2026
Erasca
Next Erasca earnings date
Q4 202520 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage