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Erasca, Inc. SEC Filings

ERAS NASDAQ

Erasca, Inc. filings document a clinical-stage oncology issuer focused on RAS/MAPK pathway-driven cancers and common stock listed on the Nasdaq Global Select Market. Recent Form 8-K reports disclose ERAS-0015 clinical data from AURORAS-1 and JYP0015M101, Regulation FD materials, financial results, cash and marketable-securities information, and common-stock offering activity under a shelf registration statement.

Proxy materials cover annual meeting procedures, director elections, executive compensation, and stockholder voting matters. Other event reports record intellectual-property correspondence involving ERAS-0015 and provide formal updates on the company's pipeline, capital structure, and public-company governance.

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Erasca Foundation reported sales of common stock in multiple transactions. The excerpt lists three sales of 8,333 shares each on 04/15/2026, 03/16/2026, and 02/17/2026 with cash values shown per transaction. The filings present past three‑month dispositions by the foundation; timing and counterparty details are as listed.

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Erasca, Inc. group files an amendment reporting beneficial ownership positions as of March 31, 2026. The Reporting Persons — a Venrock healthcare group and two named individuals — indicate beneficial ownership of 16,382,812 shares, representing 5.3% of Erasca's common stock based on 310,806,888 shares outstanding as of March 31, 2026. The filing breaks the position into 2,676,745 shares held by VHCP III, 267,632 shares held by VHCP Co-Investment III, and 13,438,435 shares held by VHCP EG. The report states shared voting and dispositive power for these holdings and incorporates related cover-page figures by reference.

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Paradigm BioCapital and related reporting persons disclosed beneficial ownership positions in Erasca, Inc. common stock. Paradigm BioCapital Advisors LP/GP and Senai Asefaw report 10,392,702 shares (representing 3.3% of the class) as of the close of business on March 31, 2026. The filing shows Paradigm BioCapital International Fund Ltd. directly owns 9,157,687 shares (2.9%).

The percentages use a share base of 310,806,888 shares outstanding as of March 31, 2026, cited from the issuer's Form 10-Q filed May 11, 2026. Reporting persons disclaim ownership except for the shares they directly beneficially own; the Adviser is identified as investment manager of the Fund and related accounts.

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T. Rowe Price Investment Management reports beneficial ownership in ERASCA INC. As of 03/31/2026 the filing shows 21,224,264 shares beneficially owned, representing 6.8% of the class. The filer discloses sole voting power over 20,502,610 shares and sole dispositive power over 21,224,264 shares.

The filing is an amendment to a Schedule 13G/A and includes a signed affirmation dated 05/15/2026.

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Erasca, Inc. Schedule 13G: RTW Investments, LP and Roderick Wong report shared beneficial ownership of 16,157,175 shares of Erasca common stock, representing 5.2% of the class based on 310,799,547 shares outstanding as of March 5, 2026. The filing shows shared voting and dispositive power over these shares held by the RTW Funds. The statement is signed by Dr. Wong on May 15, 2026.

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Erasca, Inc. Schedule 13G/A amendment discloses institutional beneficial ownership positions held by advisory clients of Suvretta Capital Management, LLC and related parties. Suvretta reports 3,434,967 shares (1.1%) held with shared voting and dispositive power; Averill Master Fund, Ltd. reports 2,945,497 shares (0.9%).

The filing states all reported securities are directly owned by Suvretta advisory clients and that none of those clients is separately deemed to beneficially own more than 5% of the class. Shared voting and shared dispositive power are asserted for the listed holders; sole voting and sole dispositive power are reported as zero.

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Erasca, Inc. reported first‑quarter 2026 results marked by a much larger net loss as it doubled down on its RAS/MAPK cancer franchise. Net loss widened to $183.4 million, or $0.60 per share, from $31.0 million a year earlier, mainly due to recording $150.0 million of in‑process research and development expense for expanding territorial rights under its Joyo pan‑RAS license.

Research and development spending excluding that item was $27.3 million, with $13.8 million for ERAS‑0015 and $6.7 million for ERAS‑4001, while general and administrative expense was $10.6 million. A January 2026 underwritten equity offering generated net proceeds of $242.7 million, helping lift total cash, cash equivalents, and marketable securities to $408.5 million and total assets to $461.2 million. The company now expects this liquidity to fund operations into the second half of 2028.

Erasca continues to advance ERAS‑0015 and ERAS‑4001 through early‑stage trials and has stopped development of naporafenib, terminating its Novartis license effective June 3, 2026. Management reiterates that product revenue is not expected for several years, and future funding will likely continue to rely on capital markets and partnering.

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Rhea-AI Summary

Erasca, Inc. reported first‑quarter 2026 results marked by a much larger net loss as it doubled down on its RAS/MAPK cancer franchise. Net loss widened to $183.4 million, or $0.60 per share, from $31.0 million a year earlier, mainly due to recording $150.0 million of in‑process research and development expense for expanding territorial rights under its Joyo pan‑RAS license.

Research and development spending excluding that item was $27.3 million, with $13.8 million for ERAS‑0015 and $6.7 million for ERAS‑4001, while general and administrative expense was $10.6 million. A January 2026 underwritten equity offering generated net proceeds of $242.7 million, helping lift total cash, cash equivalents, and marketable securities to $408.5 million and total assets to $461.2 million. The company now expects this liquidity to fund operations into the second half of 2028.

Erasca continues to advance ERAS‑0015 and ERAS‑4001 through early‑stage trials and has stopped development of naporafenib, terminating its Novartis license effective June 3, 2026. Management reiterates that product revenue is not expected for several years, and future funding will likely continue to rely on capital markets and partnering.

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Erasca reported first quarter 2026 results highlighting major investment in its RAS-targeting pipeline. The company ended March 31, 2026 with $408.5 million in cash, cash equivalents, and marketable securities and expects this to fund operations into the second half of 2028.

Total operating expenses rose to $187.9 million, driven by $150.0 million of in-process R&D expense to obtain worldwide rights to ERAS-0015, alongside $27.3 million in R&D and $10.6 million in G&A. Net loss widened to $183.4 million, or $(0.60) per share.

Strategically, Erasca advanced ERAS-0015 and ERAS-4001, signed clinical trial collaborations with Merck and Tango Therapeutics, secured a U.S. composition of matter patent for ERAS-4001 through June 2043, expanded ERAS-0015 licensing territory, and completed an upsized public offering raising approximately $258.8 million in gross proceeds.

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Rhea-AI Summary

Erasca reported first quarter 2026 results highlighting major investment in its RAS-targeting pipeline. The company ended March 31, 2026 with $408.5 million in cash, cash equivalents, and marketable securities and expects this to fund operations into the second half of 2028.

Total operating expenses rose to $187.9 million, driven by $150.0 million of in-process R&D expense to obtain worldwide rights to ERAS-0015, alongside $27.3 million in R&D and $10.6 million in G&A. Net loss widened to $183.4 million, or $(0.60) per share.

Strategically, Erasca advanced ERAS-0015 and ERAS-4001, signed clinical trial collaborations with Merck and Tango Therapeutics, secured a U.S. composition of matter patent for ERAS-4001 through June 2043, expanded ERAS-0015 licensing territory, and completed an upsized public offering raising approximately $258.8 million in gross proceeds.

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Erasca, Inc. is holding its 2026 Annual Meeting of Stockholders as a virtual-only webcast at 11:30 a.m. Pacific Time on June 26, 2026. Holders of 310,965,971 shares of common stock as of April 27, 2026 may vote.

Stockholders will elect three Class II directors (Alexander W. Casdin, Julie Hambleton, M.D., and Michael D. Varney, Ph.D.) and vote on ratifying KPMG LLP as independent registered public accounting firm for 2026. The proxy also details board governance practices and 2025 executive pay, including CEO Jonathan Lim’s total compensation of $4.3 million and sizable stock option grants.

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FAQ

How many Erasca (ERAS) SEC filings are available on StockTitan?

StockTitan tracks 57 SEC filings for Erasca (ERAS), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Erasca (ERAS)?

The most recent SEC filing for Erasca (ERAS) was filed on May 15, 2026.