ERAS Erasca, Inc. - Common Stock
ERAS Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
ERAS Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
ERAS Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 5 29,4%
- Compra 9 52,9%
- Mantener 3 17,6%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
10 analistas · 2026-08-16Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 31 de marzo de 2026 | $-0.60 | $-0.21 | -0.39% |
| 31 de diciembre de 2025 | $-0.10 | $-0.11 | 0.01% |
| 30 de septiembre de 2025 | $-0.11 | $-0.11 | -0.00% |
| 30 de junio de 2025 | $-0.12 | $-0.11 | -0.01% |
| 31 de marzo de 2025 | $-0.11 | $-0.13 | 0.02% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| ERAS | $1.06B | -8.5 | — | — | -35.7% | — |
| CGON | $3.35B | -20.0 | 254.7% | -3985.0% | -22.6% | — |
| COGT | $5.72B | -16.4 | — | — | -83.1% | — |
| MIRM | $4.10B | -168.1 | 54.7% | -4.5% | -8.2% | — |
| SRRK | $4.78B | -13.4 | — | — | -157.9% | — |
| DNTH | $1.78B | -9.8 | -67.3% | -7973.3% | -40.8% | — |
| CAI | $7.62B | -8.4 | 97.0% | -8.4% | -13.2% | — |
| PTCT | $6.19B | 9.8 | 114.5% | 39.4% | -331.5% | — |
| TVTX | $3.47B | -131.8 | 110.5% | -5.2% | -34.6% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| SG&A Expense | $39M | $42M | $38M | $33M | $23M | $8M | |
| Operating Expenses | $141M | $180M | $142M | $247M | $125M | $109M | |
| Operating Income | $-141M | $-180M | $-142M | $-247M | $-125M | $-109M | |
| Other Non-op | $16M | $18M | $16M | $5M | $314.0K | $-102.0K | |
| Pretax Income | $-125M | $-162M | · | · | · | · | |
| Income Tax | $0 | $0 | · | · | · | · | |
| Net Income | $-125M | $-162M | $-125M | $-243M | $-123M | $-102M | |
| EPS (Basic) | $-0.44 | $-0.69 | $-0.83 | $-1.99 | $-1.85 | · | |
| EPS (Diluted) | $-0.44 | $-0.69 | $-0.83 | $-1.99 | $-1.85 | · | |
| Shares (Basic) | 283,533,696 | 233,817,916 | 150,184,994 | 122,024,848 | 66,290,592 | · | |
| Shares (Diluted) | 283,533,696 | 233,817,916 | 150,184,994 | 122,024,848 | 66,290,592 | · | |
| EBITDA | $-138M | $-176M | $-138M | $-245M | $-124M | · |
Balance general 20
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $74M | $68M | $93M | $284M | $360M | $65M | |
| Short-term Investments | $202M | $231M | $219M | $151M | $54M | $53M | |
| Prepaid Expense | $10M | $10M | $8M | $9M | $6M | $1M | |
| Current Assets | $286M | $309M | $321M | $444M | $420M | $120M | |
| PP&E (Net) | $13M | $16M | $22M | $25M | $16M | $2M | |
| PP&E (Gross) | $26M | $26M | $30M | $28M | $18M | $3M | |
| Accum. Depreciation | $13M | $10M | $7M | $4M | $2M | $902.0K | |
| Other Non-current Assets | $1M | $3M | $4M | $5M | $3M | $451.0K | |
| Total Assets | $396M | $503M | $395M | $515M | $501M | $125M | |
| Accounts Payable | $981.0K | $468.0K | $2M | $23M | $5M | $878.0K | |
| Current Liabilities | $29M | $31M | $26M | $49M | $26M | $14M | |
| Capital Leases | $42M | $47M | $52M | $54M | $19M | $2M | |
| Other Non-current Liabilities | $399.0K | $362.0K | $566.0K | $573.0K | $158.0K | · | |
| Total Liabilities | $71M | $79M | $79M | $103M | $45M | $17M | |
| Common Stock | $28.0K | $28.0K | $15.0K | $15.0K | $12.0K | $3.0K | |
| Retained Earnings | $-892M | $-768M | $-606M | $-481M | $-238M | $-115M | |
| AOCI | $628.0K | $405.0K | $77.0K | $-1M | $-162.0K | $2.0K | |
| Stockholders' Equity | $325M | $423M | $317M | $412M | $457M | $-114M | |
| Liabilities + Equity | $396M | $503M | $395M | $515M | $501M | $125M | |
| Shares Outstanding | 284,159,076 | 283,218,344 | 151,090,227 | 149,333,258 | 119,102,505 | 21,923,173 |
Flujo de Efectivo 11
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| D&A | $3M | $4M | $4M | $3M | $829.0K | $540.0K | |
| Stock-based Comp | $25M | $27M | $26M | $20M | $8M | $797.0K | |
| Other Non-cash | $1M | $21M | $-6M | $117M | $34M | · | |
| Operating Cash Flow | $-95M | $-109M | $-101M | $-103M | $-80M | $-33M | |
| CapEx | $128.0K | $60.0K | $2M | $15M | $11M | $947.0K | |
| Investing Cash Flow | $100M | $-157M | $-91M | $-71M | $-65M | $-71M | |
| Stock Issued | · | · | · | $95M | · | · | |
| Net Stock Activity | · | · | · | $95M | · | · | |
| Financing Cash Flow | $1M | $241M | $1M | $98M | $439M | $140M | |
| Net Change in Cash | $6M | $-25M | $-191M | $-76M | $295M | $36M | |
| Free Cash Flow | $-96M | $-109M | $-103M | $-118M | $-91M | · |
Rentabilidad 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| ROA | -27.7% | -36.0% | -27.5% | -47.8% | -39.2% | · | |
| ROE | -35.7% | -37.0% | -38.1% | -62.5% | -26.1% | · | |
| ROIC | -43.3% | · | · | · | · | · |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Current Ratio | 10.0 | 9.8 | 12.3 | 9.1 | 15.9 | · | |
| Quick Ratio | 9.7 | 9.5 | 11.9 | 8.9 | 15.7 | · |
Valoración (TTM) 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Net Income TTM | $-125M | $-162M | $-125M | $-243M | $-123M | · | |
| Market Cap | $1.06B | $711M | $322M | $644M | $1.86B | · | |
| P/E | -8.5 | -3.6 | -2.6 | -2.2 | -8.4 | · | |
| P/B | 3.3 | 1.7 | 1.0 | 1.6 | 4.1 | · | |
| P / Tangible Book | 3.3 | 1.7 | 1.0 | 1.6 | 4.1 | · | |
| P / Cash Flow | -11.1 | -6.5 | -3.2 | -6.2 | -23.3 | · | |
| P / FCF | -11.1 | -6.5 | -3.1 | -5.5 | -20.4 | · | |
| Earnings Yield | -11.8% | -27.5% | -39.0% | -46.2% | -11.9% | · |
Estado de resultados 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | $12M | $11M | $9M | $10M | $9M | $10M | $10M | $10M | $12M | $10M | $9M | $9M | $10M | $9M | $9M | $9M | |
| Operating Expenses | $48M | $188M | $33M | $35M | $38M | $36M | $36M | $37M | $68M | $39M | $34M | $35M | $36M | $37M | $138M | $37M | |
| Operating Income | $-48M | $-188M | $-33M | $-35M | $-38M | $-36M | $-36M | $-37M | $-68M | $-39M | $-34M | $-35M | $-36M | $-37M | $-138M | $-37M | |
| Other Non-op | $4M | $22.0K | $7M | $-37.0K | $4M | $-76.0K | $9M | $173.0K | $5M | $4M | $9M | $-49.0K | $4M | $4M | $3M | $1M | |
| Net Income | $-44M | $-183M | $-29M | $-31M | $-34M | $-31M | $-32M | $-31M | $-63M | $-35M | $-30M | $-30M | $-32M | $-33M | $-135M | $-35M | |
| EPS (Basic) | $-0.14 | $-0.60 | $-0.10 | $-0.11 | $-0.12 | $-0.11 | $-0.06 | $-0.11 | $-0.29 | $-0.23 | $-0.20 | $-0.20 | $-0.21 | $-0.22 | $-1.09 | $-0.29 | |
| EPS (Diluted) | $-0.14 | $-0.60 | $-0.10 | $-0.11 | $-0.12 | $-0.11 | $-0.06 | $-0.11 | $-0.29 | $-0.23 | $-0.20 | $-0.20 | $-0.21 | $-0.22 | $-1.09 | $-0.29 | |
| Shares (Basic) | 311,336,806 | 304,317,460 | -566,763,893 | 283,681,570 | 283,355,730 | 283,260,289 | -417,535,356 | 282,384,964 | 217,806,567 | 151,161,741 | -299,806,452 | 150,450,201 | 150,037,029 | 149,504,216 | -238,458,880 | 120,798,322 | |
| Shares (Diluted) | 311,336,806 | 304,317,460 | -566,763,893 | 283,681,570 | 283,355,730 | 283,260,289 | -417,535,356 | 282,384,964 | 217,806,567 | 151,161,741 | -299,806,452 | 150,450,201 | 150,037,029 | 149,504,216 | -238,458,880 | 120,798,322 | |
| EBITDA | $-47M | $-187M | · | $-34M | $-37M | $-35M | · | $-36M | $-67M | $-38M | · | $-34M | $-35M | $-36M | · | $-36M |
Balance general 20
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $43M | $47M | $74M | $70M | $66M | $70M | $68M | $69M | $173M | $77M | $93M | $113M | $139M | $273M | $284M | $219M | |
| Short-term Investments | $226M | $197M | $202M | $218M | $235M | $234M | $231M | $250M | $236M | $221M | $219M | $184M | $178M | $117M | $151M | $137M | |
| Prepaid Expense | $10M | $10M | $10M | $12M | $10M | $10M | $10M | $11M | $10M | $9M | $8M | $9M | $7M | $8M | $9M | $10M | |
| Current Assets | $278M | $254M | $286M | $300M | $311M | $315M | $309M | $330M | $418M | $307M | $321M | $306M | $324M | $398M | $444M | $366M | |
| PP&E (Net) | $12M | $13M | $13M | $14M | $15M | $16M | $16M | $17M | $18M | $21M | $22M | $23M | $24M | $25M | $25M | $25M | |
| PP&E (Gross) | $26M | $26M | $26M | $26M | $26M | $26M | $26M | $26M | $26M | $30M | $30M | $30M | $29M | $29M | $28M | $27M | |
| Accum. Depreciation | $14M | $13M | $13M | $12M | $11M | $11M | $10M | $9M | $8M | $8M | $7M | $6M | $5M | $4M | $4M | $3M | |
| Other Non-current Assets | $1M | $1M | $1M | $2M | $3M | $3M | $3M | $4M | $4M | $4M | $4M | $4M | $5M | $5M | $5M | $5M | |
| Total Assets | $435M | $461M | $396M | $420M | $445M | $471M | $503M | $529M | $526M | $370M | $395M | $419M | $441M | $468M | $515M | $446M | |
| Accounts Payable | $2M | $2M | $981.0K | $3M | $2M | $2M | $468.0K | $2M | $2M | $3M | $2M | $4M | $3M | $3M | $23M | $4M | |
| Current Liabilities | $34M | $27M | $29M | $29M | $28M | $25M | $31M | $30M | $25M | $30M | $26M | $27M | $23M | $26M | $49M | $28M | |
| Capital Leases | $39M | $41M | $42M | $43M | $45M | $46M | $47M | $48M | $50M | $51M | $52M | $53M | $54M | $55M | $54M | $53M | |
| Other Non-current Liabilities | $341.0K | $340.0K | $399.0K | $395.0K | $263.0K | $251.0K | $362.0K | $340.0K | $82.0K | $559.0K | $566.0K | $761.0K | $697.0K | $630.0K | $573.0K | · | |
| Total Liabilities | $73M | $68M | $71M | $73M | $73M | $72M | $79M | $79M | $75M | $82M | $79M | $80M | $78M | $81M | $103M | $81M | |
| Common Stock | $31.0K | $31.0K | $28.0K | $28.0K | $28.0K | $28.0K | $28.0K | $28.0K | $27.0K | $15.0K | $15.0K | $15.0K | $15.0K | $15.0K | $15.0K | $12.0K | |
| Retained Earnings | $-1.12B | $-1.08B | $-892M | $-863M | $-833M | $-799M | $-768M | $-735M | $-704M | $-641M | $-606M | $-576M | $-546M | $-514M | $-481M | $-346M | |
| AOCI | $-1M | $-699.0K | $628.0K | $649.0K | $415.0K | $628.0K | $405.0K | $2M | $-196.0K | $-210.0K | $77.0K | $-575.0K | $-793.0K | $-514.0K | $-1M | $-1M | |
| Stockholders' Equity | $362M | $394M | $325M | $348M | $372M | $400M | $423M | $450M | $451M | $288M | $317M | $339M | $363M | $386M | $412M | $365M | |
| Liabilities + Equity | $435M | $461M | $396M | $420M | $445M | $471M | $503M | $529M | $526M | $370M | $395M | $419M | $441M | $468M | $515M | $446M | |
| Shares Outstanding | 312,556,206 | 310,806,888 | 284,159,076 | 283,711,805 | 283,650,139 | 283,265,716 | 283,218,344 | 282,690,975 | 273,039,997 | 151,249,219 | 151,090,227 | 150,537,752 | 150,383,261 | 149,699,528 | 149,333,258 | 121,024,938 |
Flujo de Efectivo 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $716.0K | $723.0K | $743.0K | $755.0K | $787.0K | $822.0K | $865.0K | $842.0K | $1M | $998.0K | $942.0K | $941.0K | $955.0K | $894.0K | $933.0K | $771.0K | |
| Stock-based Comp | $10M | $8M | $6M | $6M | $6M | $7M | $6M | $7M | $7M | $7M | $6M | $6M | $7M | $7M | $5M | $5M | |
| Other Non-cash | · | $147M | · | · | · | $-8M | · | · | · | $-6M | · | · | · | $-898.0K | · | · | |
| Operating Cash Flow | $-27M | $-27M | $-22M | $-22M | $-21M | $-32M | $-25M | $-22M | $-29M | $-33M | $-25M | $-24M | $-26M | $-26M | $-26M | $-24M | |
| CapEx | $8.0K | $36.0K | $9.0K | $6.0K | $30.0K | $83.0K | $0 | $5.0K | $13.0K | $42.0K | $82.0K | $240.0K | $247.0K | $1M | $864.0K | $2M | |
| Investing Cash Flow | $19M | $-244M | $25M | $26M | $16M | $34M | $23M | $-103M | $-87M | $10M | $5M | $-2M | $-109M | $15M | $-5M | $-55M | |
| Stock Issued | $0 | $259M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $259M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $3M | $245M | $575.0K | $41.0K | $447.0K | $33.0K | $801.0K | $21M | $212M | $7M | $456.0K | $7.0K | $649.0K | $183.0K | $96M | $427.0K | |
| Net Change in Cash | $-5M | $-27M | $4M | $4M | $-4M | $3M | $-1M | $-104M | $96M | $-16M | $-20M | $-26M | $-134M | $-11M | $65M | $-79M | |
| Free Cash Flow | · | $-27M | · | · | · | $-32M | · | · | · | $-33M | · | · | · | $-28M | · | · |
Rentabilidad 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | -10.0% | -39.3% | · | -6.5% | -7.0% | -7.4% | · | -6.6% | -13.1% | -8.4% | · | -7.0% | -7.2% | -7.0% | · | -7.3% | |
| ROE | -12.0% | -46.3% | · | -7.7% | -8.2% | -9.0% | · | -7.9% | -15.5% | -10.4% | · | -8.6% | -8.4% | -8.2% | · | -8.4% |
Liquidez y Solvencia 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 8.3 | 9.5 | · | 10.4 | 11.0 | 12.4 | · | 11.0 | 16.8 | 10.1 | · | 11.4 | 13.9 | 15.6 | · | 13.2 | |
| Quick Ratio | 8.0 | 9.1 | · | 10.0 | 10.7 | 12.0 | · | 10.6 | 16.4 | 9.8 | · | 11.1 | 13.6 | 15.3 | · | 12.9 |
Valoración (TTM) 8
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $-292M | $-279M | · | $-127M | $-159M | $-160M | · | $-160M | $-160M | $-130M | · | $-131M | $-136M | $-141M | · | $-154M | |
| Market Cap | $5.73B | $5.03B | · | $618M | $360M | $388M | · | $772M | $644M | $312M | · | $297M | $415M | $451M | · | $944M | |
| P/E | -18.9 | -17.2 | · | -4.8 | -2.0 | -1.9 | · | -3.3 | -2.5 | -2.4 | · | -2.1 | -2.7 | -2.7 | · | -5.7 | |
| P/B | 15.8 | 12.8 | · | 1.8 | 1.0 | 1.0 | · | 1.7 | 1.4 | 1.1 | · | 0.9 | 1.1 | 1.2 | · | 2.6 | |
| P / Tangible Book | 15.8 | 12.8 | · | 1.8 | 1.0 | 1.0 | · | 1.7 | 1.4 | 1.1 | · | 0.9 | 1.1 | 1.2 | · | 2.6 | |
| P / Cash Flow | · | -183.6 | · | · | · | -12.3 | · | · | · | -9.4 | · | · | · | -17.1 | · | · | |
| P / FCF | · | -183.4 | · | · | · | -12.3 | · | · | · | -9.4 | · | · | · | -16.3 | · | · | |
| Earnings Yield | -5.3% | -5.8% | · | -20.6% | -49.6% | -54.0% | · | -30.4% | -39.4% | -41.8% | · | -46.7% | -37.0% | -37.2% | · | -17.4% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Beneficio neto | $-125M | $-162M | $-125M | $-243M | $-123M |
| EPS Diluido | $-0.44 | $-0.69 | $-0.83 | $-1.99 | $-1.85 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ratio corriente | 10.0 | 9.8 | 12.3 | 9.1 | 15.9 |
| Ratio Rápido | 9.7 | 9.5 | 11.9 | 8.9 | 15.7 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $-96M | $-109M | $-103M | $-118M | $-91M |
Últimas noticias Noticias recientes que mencionan a esta empresa
- Here is Why Erasca (ERAS) is One of the Best Growth Stocks Under $20
- Por qué este fondo hizo una apuesta de $189 millones en Erasca mientras las acciones se disparan un 800%
- Acuta Capital apuesta por Erasca (ERAS) y tratamientos oncológicos dirigidos con una compra de 354.575 acciones
- JPMorgan Recomienda Comprar Acciones de Erasca (ERAS) a Niveles Actuales
- Erasca (ERAS) Sube un 390% en lo que va del año gracias al potencial 'best-in-class' de su tratamiento contra el cáncer
- Qué Impulsa el Retorno YTD de Casi 355% de Erasca (ERAS)
- Erasca (ERAS) Suma 13%; Se Dispara 310% Año hasta la Fecha
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Propietarios institucionales (13F) 277 declarantes · $4.2B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 74 (-16 vs trimestre anterior) | 25 (+4 vs trimestre anterior) | 100 (+23 vs trimestre anterior) | 71 (+32 vs trimestre anterior) | +30.8M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| Frazier Life Sciences Management, L.P. | $457 545 444 | 24 975 188 | 11,02% | Acciones |
| RTW INVESTMENTS, LP | $328 784 533 | 17 946 754 | 7,92% | Acciones |
| Venrock Adviser, LLC | $327 777 996 | 17 891 812 | 7,89% | Acciones |
| STATE STREET CORP | $223 221 048 | 12 184 555 | 5,37% | Acciones |
| Logos Global Management LP | $222 588 000 | 12 150 000 | 5,36% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $208 888 286 | 11 402 199 | 5,03% | Acciones |
| Siren, L.L.C. | $208 807 348 | 11 397 781 | 5,03% | Acciones |
| Paradigm Biocapital Advisors LP | $174 956 000 | 9 550 000 | 4,21% | Acciones |
| ARCH Venture Management, LLC | $129 917 324 | 7 091 557 | 3,13% | Acciones |
| Cormorant Asset Management, LP | $109 920 000 | 6 000 000 | 2,65% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $103 973 538 | 5 674 177 | 2,50% | Acciones |
| Affinity Asset Advisors, LLC | $96 180 000 | 5 250 000 | 2,32% | Acciones |
| Vivo Capital, LLC | $75 614 188 | 4 127 412 | 1,82% | Acciones |
| Caption Management, LLC | $68 535 120 | 3 741 000 | 1,65% | Opción de compra |
| ALLIANCEBERNSTEIN L.P. | $66 639 175 | 4 118 614 | 1,60% | Acciones |
| GOLDMAN SACHS GROUP INC | $61 635 625 | 3 364 390 | 1,48% | Acciones |
| FMR LLC | $52 713 528 | 2 877 376 | 1,27% | Acciones |
| a16z Capital Management, L.L.C. | $52 441 000 | 2 862 500 | 1,26% | Acciones |
| Woodline Partners LP | $51 879 803 | 2 831 867 | 1,25% | Acciones |
| JENNISON ASSOCIATES LLC | $51 083 708 | 2 788 412 | 1,23% | Acciones |
| Soleus Capital Management, L.P. | $49 464 000 | 2 700 000 | 1,19% | Acciones |
| BANK OF AMERICA CORP /DE/ | $47 608 477 | 2 598 716 | 1,15% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $43 782 308 | 2 389 864 | 1,05% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $37 410 063 | 2 042 034 | 0,90% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $35 628 553 | 1 944 790 | 0,86% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $35 475 984 | 1 936 462 | 0,85% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $31 107 195 | 1 697 991 | 0,75% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $29 616 277 | 1 616 609 | 0,71% | Acciones |
| UBS Group AG | $29 005 287 | 1 583 258 | 0,70% | Acciones |
| STEMPOINT CAPITAL LP | $28 687 526 | 1 565 913 | 0,69% | Acciones |
| Rock Springs Capital Management LP | $25 687 388 | 1 402 150 | 0,62% | Acciones |
| Evergreen Quality Fund GP, Ltd. | $25 195 496 | 1 375 300 | 0,61% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $25 078 578 | 1 368 918 | 0,60% | Acciones |
| FRED ALGER MANAGEMENT, LLC | $23 970 896 | 1 308 455 | 0,58% | Acciones |
| SILVERARC CAPITAL MANAGEMENT, LLC | $23 138 636 | 1 263 026 | 0,56% | Acciones |
| Point72 Asset Management, L.P. | $22 848 759 | 1 247 203 | 0,55% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22 780 920 | 1 243 500 | 0,55% | Opción de compra |
| First Turn Management, LLC | $22 381 929 | 1 221 721 | 0,54% | Acciones |
| Caption Management, LLC | $19 075 242 | 1 041 225 | 0,46% | Acciones |
| Integral Health Asset Management, LLC | $18 320 000 | 1 000 000 | 0,44% | Acciones |
| D. E. Shaw & Co., Inc. | $17 152 833 | 936 290 | 0,41% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $16 667 792 | 909 814 | 0,40% | Acciones |
| SAMLYN CAPITAL, LLC | $15 782 405 | 861 485 | 0,38% | Acciones |
| Assenagon Asset Management S.A. | $14 891 888 | 812 876 | 0,36% | Acciones |
| MARSHALL WACE, LLP | $13 534 999 | 738 810 | 0,33% | Acciones |
| Caption Management, LLC | $13 245 360 | 723 000 | 0,32% | Opción de venta |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $13 142 353 | 718 554 | 0,32% | Acciones |
| Capital World Investors | $12 908 309 | 704 602 | 0,31% | Acciones |
| CITIGROUP INC | $12 860 310 | 701 982 | 0,31% | Acciones |
| JANE STREET GROUP, LLC | $12 752 552 | 696 100 | 0,31% | Opción de compra |
| TD Asset Management Inc | $12 112 305 | 661 152 | 0,29% | Acciones |
| Balyasny Asset Management L.P. | $12 057 766 | 658 175 | 0,29% | Acciones |
| Balyasny Asset Management L.P. | $10 992 000 | 600 000 | 0,26% | Opción de compra |
| AMERIPRISE FINANCIAL INC | $10 038 170 | 547 935 | 0,24% | Acciones |
| JANE STREET GROUP, LLC | $9 855 116 | 537 943 | 0,24% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9 649 144 | 526 700 | 0,23% | Opción de venta |
| ORBIMED ADVISORS LLC | $9 084 888 | 495 900 | 0,22% | Acciones |
| Polymer Capital Management (HK) LTD | $8 757 326 | 478 020 | 0,21% | Acciones |
| BlackRock, Inc. | $8 538 732 | 466 088 | 0,21% | Acciones |
| KVP Capital Advisors, LP | $8 335 600 | 455 000 | 0,20% | Acciones |
| Spruce Street Capital LP | $7 740 988 | 422 543 | 0,19% | Acciones |
| Pictet Asset Management Holding SA | $7 194 043 | 393 288 | 0,17% | Acciones |
| Cinctive Capital Management LP | $7 174 881 | 391 642 | 0,17% | Acciones |
| CITADEL ADVISORS LLC | $6 961 600 | 380 000 | 0,17% | Opción de compra |
| Rhenman & Partners Asset Management AB | $6 393 680 | 349 000 | 0,15% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $6 369 058 | 347 656 | 0,15% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $6 225 136 | 339 800 | 0,15% | Acciones |
| EcoR1 Capital, LLC | $6 045 600 | 330 000 | 0,15% | Acciones |
| Swiss National Bank | $5 714 008 | 311 900 | 0,14% | Acciones |
| Longaeva Partners L.P. | $5 245 419 | 286 322 | 0,13% | Acciones |
| SIMPLEX TRADING, LLC | $5 074 420 | 276 988 | 0,12% | Acciones |
| VANGUARD GROUP INC | $4 976 928 | 1 337 884 | 0,12% | Acciones |
| E Fund Management Co., Ltd. | $4 861 780 | 265 381 | 0,12% | Acciones |
| ACUTA CAPITAL PARTNERS, LLC | $4 858 446 | 265 199 | 0,12% | Acciones |
| Parkman Healthcare Partners LLC | $4 739 091 | 258 684 | 0,11% | Acciones |
| RHUMBLINE ADVISERS | $4 696 633 | 256 367 | 0,11% | Acciones |
| ROYAL BANK OF CANADA | $4 580 000 | 250 000 | 0,11% | Acciones |
| CITADEL ADVISORS LLC | $4 354 664 | 237 700 | 0,10% | Opción de venta |
| ArrowMark Colorado Holdings LLC | $3 864 183 | 210 927 | 0,09% | Acciones |
| Seven Fleet Capital Management LP | $3 853 539 | 210 346 | 0,09% | Acciones |
| Rafferty Asset Management, LLC | $3 782 402 | 206 463 | 0,09% | Acciones |
| Man Group plc | $3 710 771 | 202 553 | 0,09% | Acciones |
| WELLS FARGO & COMPANY/MN | $3 345 232 | 182 600 | 0,08% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3 307 985 | 204 449 | 0,08% | Acciones |
| Moody Aldrich Partners LLC | $3 259 842 | 177 939 | 0,08% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $3 151 150 | 172 006 | 0,08% | Acciones |
| JANE STREET GROUP, LLC | $2 964 176 | 161 800 | 0,07% | Opción de venta |
| HighVista Strategies LLC | $2 937 208 | 160 328 | 0,07% | Acciones |
| Atom Investors LP | $2 927 738 | 159 811 | 0,07% | Acciones |
| Quantinno Capital Management LP | $2 735 121 | 149 297 | 0,07% | Acciones |
| NOMURA HOLDINGS INC | $2 610 600 | 142 500 | 0,06% | Acciones |
| Squarepoint Ops LLC | $2 477 469 | 135 233 | 0,06% | Acciones |
| PFM Health Sciences, LP | $2 456 492 | 134 088 | 0,06% | Acciones |
| Holocene Advisors, LP | $2 318 396 | 126 550 | 0,06% | Acciones |
| WELLS FARGO & COMPANY/MN | $2 315 648 | 126 400 | 0,06% | Opción de compra |
| EDBI Pte Ltd | $2 231 109 | 888 888 | 0,05% | Acciones |
| Vanguard Global Advisers, LLC | $2 161 815 | 118 003 | 0,05% | Acciones |
| Corient Private Wealth LP | $2 150 348 | 117 377 | 0,05% | Acciones |
| MetLife Investment Management, LLC | $2 143 293 | 116 992 | 0,05% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $2 135 654 | 116 575 | 0,05% | Acciones |
Informantes de la empresa 13 insiders · 5 directivos · 8 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Jonathan E Lim | Chairman & CEO | 29 de enero de 2026 A | 12 899 360 | 0 | 0 | $0 |
| David M. Chacko | CFO and CBO | 29 de enero de 2026 A | 279 980 | 0 | 0 | $0 |
| Ebun Garner | Chief Legal Officer | 1 de abril de 2026 M | 25 076 | 0 | 2 | $-1 982 800 |
| Shannon Morris | Chief Medical Officer | 4 de marzo de 2025 M | 0 | 0 | 1 | $-300 800 |
| Lin Wei | Chief Medical Officer | 1 de febrero de 2023 A | 315 812 | 0 | 0 | $0 |
| James Arthur Bristol | Consejero | 26 de junio de 2026 A | 20 000 | 0 | 0 | $0 |
| Valerie Denise Harding Start | Consejero | 26 de junio de 2026 A | 20 000 | 0 | 0 | $0 |
| Pratik S Multani | Consejero | 26 de junio de 2026 A | 6 200 | 0 | 0 | $0 |
| Julie Hambleton | Consejero | 26 de junio de 2026 A | 6 000 | 0 | 0 | $0 |
| Alexander W. Casdin | Consejero | 26 de junio de 2026 A | 573 974 | 0 | 0 | $0 |
| Jean I Liu | Consejero | 26 de junio de 2026 A | — | 0 | 0 | $0 |
| Michael David Varney | Consejero | 29 de enero de 2026 A | — | 0 | 0 | $0 |
| Charles S. Fuchs | — | 10 de agosto de 2026 A | — | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Cormorant Global Healthcare Master Fund, LP, Cormorant Global Healthcare GP, LLC, Cormorant Private Healthcare Fund II, LP, Cormorant Private Healthcare GP II, LLC, Cormorant Asset Management, LP, Bihua Chen ×4 presentaciones | 30 de enero de 2024 | — | Presentación inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 47 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| PTH · Invesco Exchange-Traded Fund Trust | 2,87% | 384 783 SH | 8 de agosto de 2026 | Diario |
| BBC · ETFis Series Trust I | 2,19% | 76 668 NS | 30 de abril de 2026 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 1,64% | 400 259 SH | 8 de agosto de 2026 | Diario |
| CANC · Tema ETF Trust | 1,08% | 147 828 NS | 31 de mayo de 2026 | N-PORT |
| LABU · Direxion Shares ETF Trust | 0,56% | 271 194 NS | 30 de abril de 2026 | N-PORT |
| IBBQ · Invesco Exchange-Traded Fund Trust … | 0,39% | 16 922 SH | 8 de agosto de 2026 | Diario |
| IBB · iShares Trust | 0,29% | 1 530 081 SH | 8 de agosto de 2026 | Diario |
| FSCC · Federated Hermes ETF Trust | 0,29% | 62 243 NS | 31 de mayo de 2026 | N-PORT |
| IWO · iShares Trust | 0,25% | 1 997 856 SH | 8 de agosto de 2026 | Diario |
| VFMO · VANGUARD WELLINGTON FUND | 0,22% | 244 429 SH | 8 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,22% | 214 594 SH | 8 de agosto de 2026 | Diario |
| BIB · ProShares Trust | 0,20% | 11 444 NS | 31 de mayo de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,18% | 4 365 NS | 30 de abril de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,14% | 21 222 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,13% | 5 592 531 SH | 8 de agosto de 2026 | Diario |
| ISCV · iShares Trust | 0,13% | 48 366 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,11% | 1 151 944 SH | 8 de agosto de 2026 | Diario |
| SMLF · iShares Trust | 0,10% | 237 029 SH | 8 de agosto de 2026 | Diario |
| SMMV · iShares Trust | 0,08% | 13 271 SH | 8 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,08% | 129 228 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,08% | 123 380 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,06% | 1 147 686 NS | 31 de mayo de 2026 | N-PORT |
| RSSL · Global X Funds | 0,06% | 82 173 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,06% | 8 927 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,06% | 9 608 SH | 8 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,05% | 2 745 733 SH | 8 de agosto de 2026 | Diario |
| AVIE · AMERICAN CENTURY ETF TRUST | 0,05% | 394 NS | 31 de mayo de 2026 | N-PORT |
| VHT · VANGUARD WORLD FUND | 0,04% | 467 663 SH | 8 de agosto de 2026 | Diario |
| GSSC · Goldman Sachs ETF Trust | 0,04% | 27 794 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,04% | 6 982 NS | 31 de mayo de 2026 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0,03% | 78 076 NS | 30 de abril de 2026 | N-PORT |
| WSML · iShares Trust | 0,03% | 10 376 SH | 8 de agosto de 2026 | Diario |
| URTY · ProShares Trust | 0,03% | 7 067 NS | 31 de mayo de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,02% | 43 576 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,02% | 263 455 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 177 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 6 020 NS | 31 de mayo de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 8 386 105 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 16 688 SH | 8 de agosto de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,01% | 402 637 NS | 30 de abril de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 76 593 NS | 31 de mayo de 2026 | N-PORT |
| ITOT · iShares Trust | 0,01% | 334 895 SH | 8 de agosto de 2026 | Diario |
| IWV · iShares Trust | 0,01% | 58 513 SH | 8 de agosto de 2026 | Diario |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 136 333 NS | 31 de mayo de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 18 981 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 33 981 NS | 30 de abril de 2026 | N-PORT |
| AVLC · AMERICAN CENTURY ETF TRUST | 0,00% | 196 NS | 31 de mayo de 2026 | N-PORT |