PRESS-RELEASE ·Filed Mar 5, 2026

ERAS

Erasca, Inc.
MIXED
Impact 5/10
Horizonmonths Processed7mo ago WireGlobeNewswire
Press release: contract
Actionable Insight ◆ Mixed

Monitor early combination trial data for signs of enhanced efficacy over monotherapy; assess whether responses in MTAPdel RASm tumors validate the dual-inhibition hypothesis. This collaboration de-risks Erasca’s development spend while expanding ERAS-0015’s clinical footprint.

DirectionMixed
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
ERAS ▼ -11.07% at T+60d
NEUTRAL call ✗ call lost -11.07% · α vs SPY -22.37% · entry $15.54 → $13.82
Entry anchored
Mar 4, 03:59 PM ET
via exchange tick
T+1d
-0.45%
call -0.45% · α +0.86%
$15.47
settled 7mo ago
T+5d
-5.73%
call -5.73% · α -3.49%
$14.65
settled 7mo ago
T+20d
+14.61%
call +14.61% · α +18.40%
$17.81
settled 6mo ago
T+60d
-11.07%
call -11.07% · α -22.37%
$13.82
settled 4mo ago

Price Chart

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Executive Summary

Erasca has entered into a clinical trial collaboration with Tango Therapeutics to evaluate its pan-RAS molecular glue ERAS-0015 in combination with Tango's PRMT5 inhibitor vopimetostat for treating MTAP-deleted RAS-mutant cancers. Erasca will supply ERAS-0015 at no cost, while Tango will sponsor the Phase 1/2 trial. The partnership targets a high unmet need in pancreatic and NSCLC cancers with a dual-pathway inhibition strategy.

Key Facts

  • Erasca and Tango Therapeutics announced a clinical trial collaboration to evaluate ERAS-0015 (Erasca) + vopimetostat (Tango) in MTAP-deleted RAS-mutant pancreatic and NSCLC cancers.
  • Tango will sponsor the Phase 1/2 trial; Erasca will supply ERAS-0015 at no cost.
  • Each company retains full commercial rights; the agreement is non-exclusive.
  • Preclinical data suggest ERAS-0015 has 5x greater RAS inhibition potency and up to 21x higher CypA binding affinity vs. RMC-6236.
  • ERAS-0015 showed early clinical responses at 8 mg QD in multiple tumor types with different RAS mutations.

Financial Impact

No direct financial outlay from Erasca; potential long-term value creation if combination shows efficacy

R&D efficiencypipeline valuestrategic partnerships

Risk Factors

  • Combination may not show synergistic efficacy despite strong preclinical rationale
  • Safety concerns could emerge with dual pathway inhibition
  • Unconfirmed partial responses in monotherapy may not mature into confirmed responses

Market Snapshot

Exchange
Nasdaq

Investment Themes

Biotech & Drug Discovery

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3250024
21 reports for ERAS
Performance horizon
89% Hit rate 8 of 9 directional calls best @ T+60▲ +95.35%Apr 27, 2026
Filters
Rows
Reports for ERAS — sortable, filterable
TypeNow
Aug 24, 2026
5w ago
8-K
BULLISH ★ 5/10
$17.60 $15.55▼ −11.65%▼ −12.96%$14.94 (−15.09%)
Aug 17, 2026
6w ago
144
NEUTRAL ★ 3/10
$18.28 $16.16▼ −11.60%▼ −10.07%$14.94 (−18.24%)
Aug 13, 2026
7w ago
Institutional Cluster
BULLISH ★ 6/10
$17.86 $15.88▼ −11.09%▼ −9.34%$14.94 (−16.32%)
Aug 12, 2026
7w ago
3
NEUTRAL ★ 2/10
$17.86 $15.88▼ −11.09%▼ −9.34%$14.94 (−16.32%)
Aug 11, 2026
7w ago
Press Release
NEUTRAL ★ 5/10
$18.58 $16.03▼ −13.72%▼ −11.83%$14.94 (−19.56%)
Jul 22, 2026
10w ago
Press Release
BEARISH ★ 6/10
$19.51 $18.07▲ +7.38%▲ +10.28%$14.94 (+23.40%)
Jul 14, 2026
11w ago
8-K
MIXED ★ 6/10
$21.26 $18.58▼ −12.61%▼ −14.95%$14.94 (−29.70%)
Jul 14, 2026
11w ago
424B5
MIXED ★ 6/10
$21.26 $18.58▼ −12.61%▼ −14.95%$14.94 (−29.70%)
Jul 14, 2026
11w ago
Press Release
BEARISH ★ 7/10
$19.50 $18.31▲ +6.10%▲ +8.59%$14.94 (+23.36%)
Jul 13, 2026
11w ago
Press Release
BULLISH ★ 7/10
$19.50 $18.31▼ −6.10%▼ −8.59%$14.94 (−23.36%)
Showing 10 of 21

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Report published Mar 5, 2026