ERAS Erasca, Inc. - Common Stock
$18,05
Prix · Aoû 19, 2026
Données fondamentales au Aoû 11, 2026
Fourchette 52 semaines
$1–$24
73% of range
Note des analystes
BUY
17 analysts
Objectif de cours
$23
+29% upside
P/E (TTM)
-41.0
ROE
-35.7%
Marge nette
—
ERAS Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines
Prix
$18.05
Capitalisation Boursière
$5.13B
P/E (TTM)
-41.0
BPA (TTM)
$-0.44
Revenus (TTM)
—
Rendement div.
—
ROE
-35.7%
Dette/Capitaux propres
—
Fourchette 52 semaines
$1 – $24
ERAS Graphique du cours de l'action OHLCV quotidien avec indicateurs techniques — panoramique, zoom et personnalisez votre vue
Configure
Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA
Revenus et bénéfice net
—
BPA
$-0.44
2021-12-31
→
2025-12-31
Flux de trésorerie libre
$-96M
2021-12-31
→
2025-12-31
Marges
—
Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?
Métrique
Tendance sur 5 ans
ERAS
Médiane des pairs
P/E (TTM)
-41.0
16.0
P/B
15.8
8.5
Price / FCF (Cours / FCF)
-53.7
—
Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC
Métrique
Tendance sur 5 ans
ERAS
Médiane des pairs
ROA
-27.7%
-45.0%
ROE
-35.7%
-86.5%
ROIC
-43.3%
—
Santé financière Dette, liquidité, solvabilité — solidité du bilan
Métrique
Tendance sur 5 ans
ERAS
Médiane des pairs
Current Ratio (Ratio de liquidité)
10.0
7.0
Quick Ratio (Ratio de liquidité réduite)
9.7
—
Croissance Croissance du chiffre d'affaires, du BPA et du bénéfice net : Année/Année, TCAC 3 ans, TCAC 5 ans
Métrique
Tendance sur 5 ans
ERAS
Médiane des pairs
Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances
Métrique
Tendance sur 5 ans
ERAS
Médiane des pairs
ERAS Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse
ACHAT
17 analystes
- Achat fort 5 29,4%
- Achat 9 52,9%
- Conserver 3 17,6%
- Vente 0 0,0%
- Vente forte 0 0,0%
Objectif de cours à 12 mois
10 analystes · 2026-08-16
Médiane
$22.50
Moyenne
$23.30
← En dessous de tous les objectifs
$18.05
Bas
$20.00
Haut
$30.00
Objectif médian
$22.50
+24,7%
Objectif moyen
$23.30
+29,1%
Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats
Surprise Moyenne
-0.07%
| Période | EPS Actual | BPA est. | Surprise |
|---|---|---|---|
| 31 mars 2026 | $-0.60 | $-0.21 | -0.39% |
| 31 décembre 2025 | $-0.10 | $-0.11 | 0.01% |
| 30 septembre 2025 | $-0.11 | $-0.11 | -0.00% |
| 30 juin 2025 | $-0.12 | $-0.11 | -0.01% |
| 31 mars 2025 | $-0.11 | $-0.13 | 0.02% |
Comparaison des pairs (sous-secteur GICS) Indicateurs clés par rapport aux pairs du secteur
| Ticker | Capitalisation Boursière | P/E | Revenus Année/Année | Marge Nette | ROE | Marge Brute |
|---|---|---|---|---|---|---|
| ERAS | $1.06B | -8.5 | — | — | -35.7% | — |
| SRRK | $4.78B | -13.4 | — | — | -157.9% | — |
| MIRM | $4.10B | -168.1 | 54.7% | -4.5% | -8.2% | — |
| COGT | $5.72B | -16.4 | — | — | -83.1% | — |
| 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% | — |
| ACAD | $4.55B | 11.6 | 11.9% | 36.5% | 38.1% | — |
| DYN | $3.23B | -5.6 | — | — | -57.8% | — |
Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie
Compte de résultat 12
| Métrique | Tendance | 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 | · |
Bilan 20
| Métrique | Tendance | 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 |
Flux de trésorerie 11
| Métrique | Tendance | 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 | · |
Rentabilité 3
| Métrique | Tendance | 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% | · | · | · | · | · |
Liquidité et Solvabilité 2
| Métrique | Tendance | 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 | · |
Valorisation (TTM) 8
| Métrique | Tendance | 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% | · |
Compte de résultat 10
| Métrique | Tendance | 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 |
Bilan 20
| Métrique | Tendance | 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 |
Flux de trésorerie 11
| Métrique | Tendance | 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 | · | · |
Rentabilité 2
| Métrique | Tendance | 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% |
Liquidité et Solvabilité 2
| Métrique | Tendance | 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 |
Valorisation (TTM) 8
| Métrique | Tendance | 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% |
États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années
Compte de résultat
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Résultat net | $-125M | $-162M | $-125M | $-243M | $-123M |
| BPA dilué | $-0.44 | $-0.69 | $-0.83 | $-1.99 | $-1.85 |
Bilan
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ratio de liquidité | 10.0 | 9.8 | 12.3 | 9.1 | 15.9 |
| Ratio de liquidité réduite | 9.7 | 9.5 | 11.9 | 8.9 | 15.7 |
Flux de trésorerie
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flux de trésorerie libre | $-96M | $-109M | $-103M | $-118M | $-91M |
Dernières actualités Actualités récentes mentionnant cette entreprise
- Here is Why Erasca (ERAS) is One of the Best Growth Stocks Under $20
- Pourquoi ce fonds a fait un pari de 189 millions de dollars sur Erasca alors que ses actions ont grimpé de 800%
- Acuta Capital parie sur Erasca (ERAS) et les traitements ciblés contre le cancer avec un achat de 354 575 actions
- JPMorgan Recommande l'achat d'actions Erasca (ERAS) aux niveaux actuels
- Erasca (ERAS) Grimp 390 % YTD grâce au potentiel « de premier plan » de son traitement contre le cancer
- Ce qui stimule le rendement YTD de près de 355 % d'Erasca (ERAS)
- Erasca (ERAS) Ajoute 13 % ; S'envole de 310 % depuis le début de l'année
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Détenteurs institutionnels (13F) 277 déclarants · $4.2B total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
Activité institutionnelle — Q2 2026 vs trimestre précédent
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 74 (-23 vs T. préc.) | 25 (+4 vs T. préc.) | 100 (+23 vs T. préc.) | 71 (+32 vs T. préc.) | +15.4M |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| Frazier Life Sciences Management, L.P. | $457 545 444 | 24 975 188 | 11,02% | Actions |
| RTW INVESTMENTS, LP | $328 784 533 | 17 946 754 | 7,92% | Actions |
| Venrock Adviser, LLC | $327 777 996 | 17 891 812 | 7,89% | Actions |
| STATE STREET CORP | $223 221 048 | 12 184 555 | 5,37% | Actions |
| Logos Global Management LP | $222 588 000 | 12 150 000 | 5,36% | Actions |
| VANGUARD CAPITAL MANAGEMENT LLC | $208 888 286 | 11 402 199 | 5,03% | Actions |
| Siren, L.L.C. | $208 807 348 | 11 397 781 | 5,03% | Actions |
| Paradigm Biocapital Advisors LP | $174 956 000 | 9 550 000 | 4,21% | Actions |
| ARCH Venture Management, LLC | $129 917 324 | 7 091 557 | 3,13% | Actions |
| Cormorant Asset Management, LP | $109 920 000 | 6 000 000 | 2,65% | Actions |
| GEODE CAPITAL MANAGEMENT, LLC | $103 973 538 | 5 674 177 | 2,50% | Actions |
| Affinity Asset Advisors, LLC | $96 180 000 | 5 250 000 | 2,32% | Actions |
| Vivo Capital, LLC | $75 614 188 | 4 127 412 | 1,82% | Actions |
| Caption Management, LLC | $68 535 120 | 3 741 000 | 1,65% | Option d'achat |
| ALLIANCEBERNSTEIN L.P. | $66 639 175 | 4 118 614 | 1,60% | Actions |
| GOLDMAN SACHS GROUP INC | $61 635 625 | 3 364 390 | 1,48% | Actions |
| FMR LLC | $52 713 528 | 2 877 376 | 1,27% | Actions |
| a16z Capital Management, L.L.C. | $52 441 000 | 2 862 500 | 1,26% | Actions |
| Woodline Partners LP | $51 879 803 | 2 831 867 | 1,25% | Actions |
| JENNISON ASSOCIATES LLC | $51 083 708 | 2 788 412 | 1,23% | Actions |
| Soleus Capital Management, L.P. | $49 464 000 | 2 700 000 | 1,19% | Actions |
| BANK OF AMERICA CORP /DE/ | $47 608 477 | 2 598 716 | 1,15% | Actions |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $43 782 308 | 2 389 864 | 1,05% | Actions |
| BNP PARIBAS FINANCIAL MARKETS | $37 410 063 | 2 042 034 | 0,90% | Actions |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $35 628 553 | 1 944 790 | 0,86% | Actions |
| VICTORY CAPITAL MANAGEMENT INC | $35 475 984 | 1 936 462 | 0,85% | Actions |
| VANGUARD FIDUCIARY TRUST CO | $31 107 195 | 1 697 991 | 0,75% | Actions |
| DIMENSIONAL FUND ADVISORS LP | $29 616 277 | 1 616 609 | 0,71% | Actions |
| UBS Group AG | $29 005 287 | 1 583 258 | 0,70% | Actions |
| STEMPOINT CAPITAL LP | $28 687 526 | 1 565 913 | 0,69% | Actions |
| Rock Springs Capital Management LP | $25 687 388 | 1 402 150 | 0,62% | Actions |
| Evergreen Quality Fund GP, Ltd. | $25 195 496 | 1 375 300 | 0,61% | Actions |
| RENAISSANCE TECHNOLOGIES LLC | $25 078 578 | 1 368 918 | 0,60% | Actions |
| FRED ALGER MANAGEMENT, LLC | $23 970 896 | 1 308 455 | 0,58% | Actions |
| SILVERARC CAPITAL MANAGEMENT, LLC | $23 138 636 | 1 263 026 | 0,56% | Actions |
| Point72 Asset Management, L.P. | $22 848 759 | 1 247 203 | 0,55% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22 780 920 | 1 243 500 | 0,55% | Option d'achat |
| First Turn Management, LLC | $22 381 929 | 1 221 721 | 0,54% | Actions |
| Caption Management, LLC | $19 075 242 | 1 041 225 | 0,46% | Actions |
| Integral Health Asset Management, LLC | $18 320 000 | 1 000 000 | 0,44% | Actions |
| D. E. Shaw & Co., Inc. | $17 152 833 | 936 290 | 0,41% | Actions |
| MILLENNIUM MANAGEMENT LLC | $16 667 792 | 909 814 | 0,40% | Actions |
| SAMLYN CAPITAL, LLC | $15 782 405 | 861 485 | 0,38% | Actions |
| Assenagon Asset Management S.A. | $14 891 888 | 812 876 | 0,36% | Actions |
| MARSHALL WACE, LLP | $13 534 999 | 738 810 | 0,33% | Actions |
| Caption Management, LLC | $13 245 360 | 723 000 | 0,32% | Option de vente |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $13 142 353 | 718 554 | 0,32% | Actions |
| Capital World Investors | $12 908 309 | 704 602 | 0,31% | Actions |
| CITIGROUP INC | $12 860 310 | 701 982 | 0,31% | Actions |
| JANE STREET GROUP, LLC | $12 752 552 | 696 100 | 0,31% | Option d'achat |
| TD Asset Management Inc | $12 112 305 | 661 152 | 0,29% | Actions |
| Balyasny Asset Management L.P. | $12 057 766 | 658 175 | 0,29% | Actions |
| Balyasny Asset Management L.P. | $10 992 000 | 600 000 | 0,26% | Option d'achat |
| AMERIPRISE FINANCIAL INC | $10 038 170 | 547 935 | 0,24% | Actions |
| JANE STREET GROUP, LLC | $9 855 116 | 537 943 | 0,24% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9 649 144 | 526 700 | 0,23% | Option de vente |
| ORBIMED ADVISORS LLC | $9 084 888 | 495 900 | 0,22% | Actions |
| Polymer Capital Management (HK) LTD | $8 757 326 | 478 020 | 0,21% | Actions |
| BlackRock, Inc. | $8 538 732 | 466 088 | 0,21% | Actions |
| KVP Capital Advisors, LP | $8 335 600 | 455 000 | 0,20% | Actions |
| Spruce Street Capital LP | $7 740 988 | 422 543 | 0,19% | Actions |
| Pictet Asset Management Holding SA | $7 194 043 | 393 288 | 0,17% | Actions |
| Cinctive Capital Management LP | $7 174 881 | 391 642 | 0,17% | Actions |
| CITADEL ADVISORS LLC | $6 961 600 | 380 000 | 0,17% | Option d'achat |
| Rhenman & Partners Asset Management AB | $6 393 680 | 349 000 | 0,15% | Actions |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $6 369 058 | 347 656 | 0,15% | Actions |
| WELLINGTON MANAGEMENT GROUP LLP | $6 225 136 | 339 800 | 0,15% | Actions |
| EcoR1 Capital, LLC | $6 045 600 | 330 000 | 0,15% | Actions |
| Swiss National Bank | $5 714 008 | 311 900 | 0,14% | Actions |
| Longaeva Partners L.P. | $5 245 419 | 286 322 | 0,13% | Actions |
| SIMPLEX TRADING, LLC | $5 074 420 | 276 988 | 0,12% | Actions |
| VANGUARD GROUP INC | $4 976 928 | 1 337 884 | 0,12% | Actions |
| E Fund Management Co., Ltd. | $4 861 780 | 265 381 | 0,12% | Actions |
| ACUTA CAPITAL PARTNERS, LLC | $4 858 446 | 265 199 | 0,12% | Actions |
| Parkman Healthcare Partners LLC | $4 739 091 | 258 684 | 0,11% | Actions |
| RHUMBLINE ADVISERS | $4 696 633 | 256 367 | 0,11% | Actions |
| ROYAL BANK OF CANADA | $4 580 000 | 250 000 | 0,11% | Actions |
| CITADEL ADVISORS LLC | $4 354 664 | 237 700 | 0,10% | Option de vente |
| ArrowMark Colorado Holdings LLC | $3 864 183 | 210 927 | 0,09% | Actions |
| Seven Fleet Capital Management LP | $3 853 539 | 210 346 | 0,09% | Actions |
| Rafferty Asset Management, LLC | $3 782 402 | 206 463 | 0,09% | Actions |
| Man Group plc | $3 710 771 | 202 553 | 0,09% | Actions |
| WELLS FARGO & COMPANY/MN | $3 345 232 | 182 600 | 0,08% | Actions |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3 307 985 | 204 449 | 0,08% | Actions |
| Moody Aldrich Partners LLC | $3 259 842 | 177 939 | 0,08% | Actions |
| STATE OF WISCONSIN INVESTMENT BOARD | $3 151 150 | 172 006 | 0,08% | Actions |
| JANE STREET GROUP, LLC | $2 964 176 | 161 800 | 0,07% | Option de vente |
| HighVista Strategies LLC | $2 937 208 | 160 328 | 0,07% | Actions |
| Atom Investors LP | $2 927 738 | 159 811 | 0,07% | Actions |
| Quantinno Capital Management LP | $2 735 121 | 149 297 | 0,07% | Actions |
| NOMURA HOLDINGS INC | $2 610 600 | 142 500 | 0,06% | Actions |
| Squarepoint Ops LLC | $2 477 469 | 135 233 | 0,06% | Actions |
| PFM Health Sciences, LP | $2 456 492 | 134 088 | 0,06% | Actions |
| Holocene Advisors, LP | $2 318 396 | 126 550 | 0,06% | Actions |
| WELLS FARGO & COMPANY/MN | $2 315 648 | 126 400 | 0,06% | Option d'achat |
| EDBI Pte Ltd | $2 231 109 | 888 888 | 0,05% | Actions |
| Vanguard Global Advisers, LLC | $2 161 815 | 118 003 | 0,05% | Actions |
| Corient Private Wealth LP | $2 150 348 | 117 377 | 0,05% | Actions |
| MetLife Investment Management, LLC | $2 143 293 | 116 992 | 0,05% | Actions |
| VANGUARD ASSET MANAGEMENT, Ltd | $2 135 654 | 116 575 | 0,05% | Actions |
Initiés de la société 13 initiés · 5 dirigeants · 8 administrateurs
| Dirigeant | Rôle | Dernière activité | Actions détenues | Achats 12m | Ventes 12m | Net 12m |
|---|---|---|---|---|---|---|
| Jonathan E Lim | Chairman & CEO | 29 janvier 2026 A | 12 899 360 | 0 | 0 | $0 |
| David M. Chacko | CFO and CBO | 29 janvier 2026 A | 279 980 | 0 | 0 | $0 |
| Ebun Garner | Chief Legal Officer | 1 avril 2026 M | 25 076 | 0 | 2 | $-1 982 800 |
| Shannon Morris | Chief Medical Officer | 4 mars 2025 M | 0 | 0 | 1 | $-300 800 |
| Lin Wei | Chief Medical Officer | 1 février 2023 A | 315 812 | 0 | 0 | $0 |
| James Arthur Bristol | Administrateur | 26 juin 2026 A | 20 000 | 0 | 0 | $0 |
| Valerie Denise Harding Start | Administrateur | 26 juin 2026 A | 20 000 | 0 | 0 | $0 |
| Pratik S Multani | Administrateur | 26 juin 2026 A | 6 200 | 0 | 0 | $0 |
| Julie Hambleton | Administrateur | 26 juin 2026 A | 6 000 | 0 | 0 | $0 |
| Alexander W. Casdin | Administrateur | 26 juin 2026 A | 573 974 | 0 | 0 | $0 |
| Jean I Liu | Administrateur | 26 juin 2026 A | — | 0 | 0 | $0 |
| Michael David Varney | Administrateur | 29 janvier 2026 A | — | 0 | 0 | $0 |
| Charles S. Fuchs | — | 10 août 2026 A | — | 0 | 0 | $0 |
Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché
Activistes et détenteurs de 5%+ 1 participation
Investisseurs ayant déposé un Schedule 13D auprès de la SEC — détention effective supérieure à 5% avec l'intention d'influencer l'émetteur (participations activistes, campagnes pour le conseil d'administration, fusions-acquisitions). Chaque ligne montre le dernier état connu de la position du déposant.
| Déclarant | Déposé | Participation | Statut | Objectif | Dépôt |
|---|---|---|---|---|---|
| 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 dépôts | 30 janvier 2024 | — | Dépôt initial | — | 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.
Détention d'ETF Détenu par 47 ETFs
Le poids reflète uniquement les participations directes en actions (N-PORT) ; les fonds à effet de levier ou basés sur des dérivés peuvent détenir une exposition supplémentaire aux swaps non indiquée.
| Fonds | Poids | Unités | Au | Source |
|---|---|---|---|---|
| BBC · ETFis Series Trust I | 2,19% | 76 668 NS | 30 avril 2026 | N-PORT |
| CANC · Tema ETF Trust | 1,08% | 147 828 NS | 31 mai 2026 | N-PORT |
| LABU · Direxion Shares ETF Trust | 0,56% | 271 194 NS | 30 avril 2026 | N-PORT |
| FSCC · Federated Hermes ETF Trust | 0,29% | 62 243 NS | 31 mai 2026 | N-PORT |
| BIB · ProShares Trust | 0,20% | 11 444 NS | 31 mai 2026 | N-PORT |
| ESSC · Strategy Shares | 0,18% | 4 365 NS | 30 avril 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,06% | 1 147 686 NS | 31 mai 2026 | N-PORT |
| RSSL · Global X Funds | 0,06% | 82 173 NS | 30 avril 2026 | N-PORT |
| ITWO · ProShares Trust | 0,06% | 8 927 NS | 31 mai 2026 | N-PORT |
| AVIE · AMERICAN CENTURY ETF TRUST | 0,05% | 394 NS | 31 mai 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,04% | 27 794 NS | 31 mai 2026 | N-PORT |
| UWM · ProShares Trust | 0,04% | 6 982 NS | 31 mai 2026 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0,03% | 78 076 NS | 30 avril 2026 | N-PORT |
| URTY · ProShares Trust | 0,03% | 7 067 NS | 31 mai 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,02% | 43 576 NS | 31 mai 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,02% | 263 455 NS | 30 avril 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 177 NS | 31 mai 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 6 020 NS | 31 mai 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 402 637 NS | 30 avril 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 76 593 NS | 31 mai 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 136 333 NS | 31 mai 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 18 981 NS | 30 avril 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 33 981 NS | 30 avril 2026 | N-PORT |
| AVLC · AMERICAN CENTURY ETF TRUST | 0,00% | 196 NS | 31 mai 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 juillet 2026 | Quotidien |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 juillet 2026 | Quotidien |
| VFMO · VANGUARD WELLINGTON FUND | — | — | 30 juillet 2026 | Quotidien |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 juillet 2026 | Quotidien |
| VTWG · VANGUARD SCOTTSDALE FUNDS | — | — | 15 juillet 2026 | Quotidien |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 juillet 2026 | Quotidien |
| ITOT · iShares Trust | — | — | 5 août 2026 | Quotidien |
| IWV · iShares Trust | — | — | 18 août 2026 | Quotidien |
| IWO · iShares Trust | — | — | 18 août 2026 | Quotidien |
| IWM · iShares Trust | — | — | 18 août 2026 | Quotidien |
| IBB · iShares Trust | — | — | 18 août 2026 | Quotidien |
| PTH · Invesco Exchange-Traded Fund Trust | — | — | 13 juillet 2026 | Quotidien |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | 23 juillet 2026 | Quotidien |
| OMFS · Invesco Exchange-Traded Self-Indexe… | — | — | 13 juillet 2026 | Quotidien |
| VHT · VANGUARD WORLD FUND | — | — | 20 juillet 2026 | Quotidien |
| ISCB · iShares Trust | — | — | 18 août 2026 | Quotidien |
| ISCV · iShares Trust | — | — | 5 août 2026 | Quotidien |
| SMLF · iShares Trust | — | — | 10 août 2026 | Quotidien |
| SMMV · iShares Trust | — | — | 18 août 2026 | Quotidien |
| ESML · iShares Trust | — | — | 14 août 2026 | Quotidien |
| WSML · iShares Trust | — | — | 5 août 2026 | Quotidien |
| DWAS · Invesco Exchange-Traded Fund Trust … | — | — | 20 juillet 2026 | Quotidien |
| IBBQ · Invesco Exchange-Traded Fund Trust … | — | — | 20 juillet 2026 | Quotidien |