The strong preliminary efficacy and safety signal for ERAS-0015 positions it as a potential best-in-class pan-RAS inhibitor, significantly de-risking the program. Traders should watch for next data milestones (BOREALIS-1 2H 2026, AURORAS-1 expansion 1H 2027) and any partnership/licensing interest. The stock likely re-rates higher on this data.
Price Chart
Executive Summary
Erasca announced positive preliminary Phase 1 data for its pan-RAS molecular glue ERAS-0015, showing robust monotherapy response rates in KRAS G12X NSCLC (62% uORR8wk at PADs) and PDAC (40% uORR14wk) that exceeded comparator RMC-6236 by 24 and 11 percentage points, respectively. The data also demonstrated favorable safety with no DLTs and durable responses, supporting advancement into expansion cohorts ahead of schedule.
Key Facts
- ERAS-0015 achieved 62% uORR8wk at PADs in 2L+ KRAS G12X NSCLC (N=37), exceeding comparator RMC-6236 by 24 percentage points.
- In PDAC, 40% uORR14wk at PADs (N=20) exceeded comparator by 11 percentage points.
- No DLTs observed; mostly low-grade AEs with no discontinuations due to TRAEs.
- Monotherapy RDEs set at 24 mg and 32 mg QD; combination dose escalation with panitumumab initiated.
- Upcoming catalysts: AURORAS-1 expansion/combination data 1H 2027; BOREALIS-1 Phase 1 data 2H 2026.
Financial Impact
No financial figures provided; the data supports pipeline value but does not change near-term financials.
Risk Factors
- Preliminary data may not replicate in larger Phase 2/3 trials.
- Cross-study comparisons with RMC-6236 are not head-to-head and may be confounded by trial design differences.
- Competition from other RAS inhibitors (Revolution Medicines, etc.) could limit commercial potential.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-182137 |
| Document: 0001193125-26-182137-index-headers.html | 0001193125-26-182137 |
| Document: 0001193125-26-182137-index.html | 0001193125-26-182137 |
| Document: 0001193125-26-182137.txt | 0001193125-26-182137 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 24, 2026 5w ago | 8-K | $17.60 $15.55 | ▼ −11.65% | ▼ −12.96% | $14.94 (−15.09%) |
Aug 17, 2026 6w ago | 144 | $18.28 $16.16 | ▼ −11.60% | ▼ −10.07% | $14.94 (−18.24%) |
Aug 13, 2026 7w ago | Institutional Cluster | $17.86 $15.88 | ▼ −11.09% | ▼ −9.34% | $14.94 (−16.32%) |
Aug 12, 2026 7w ago | 3 | $17.86 $15.88 | ▼ −11.09% | ▼ −9.34% | $14.94 (−16.32%) |
Aug 11, 2026 7w ago | Press Release | $18.58 $16.03 | ▼ −13.72% | ▼ −11.83% | $14.94 (−19.56%) |
Jul 22, 2026 10w ago | Press Release | $19.51 $18.07 | ▲ +7.38% | ▲ +10.28% | $14.94 (+23.40%) |
Jul 14, 2026 11w ago | 8-K | $21.26 $18.58 | ▼ −12.61% | ▼ −14.95% | $14.94 (−29.70%) |
Jul 14, 2026 11w ago | 424B5 | $21.26 $18.58 | ▼ −12.61% | ▼ −14.95% | $14.94 (−29.70%) |
Jul 14, 2026 11w ago | Press Release | $19.50 $18.31 | ▲ +6.10% | ▲ +8.59% | $14.94 (+23.36%) |
Jul 13, 2026 11w ago | Press Release | $19.50 $18.31 | ▼ −6.10% | ▼ −8.59% | $14.94 (−23.36%) |
US Market Status
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