ERAS Erasca, Inc. - Common Stock
$18.05
价格 · 八月 19, 2026
截至...的财报数据 八月 11, 2026
52周区间
$1–$24
73% of range
分析师评级
BUY
17 analysts
目标价
$23
+29% upside
P/E (TTM)
-41.0
ROE
-35.7%
净利润率
—
ERAS 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
价格
$18.05
市值
$5.13B
P/E (TTM)
-41.0
每股收益 (TTM)
$-0.44
营收 (TTM)
—
股息收益率
—
ROE
-35.7%
负债/权益
—
52周区间
$1 – $24
ERAS 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图
Configure
10年表现 收入、净利润、利润率和每股收益趋势
营收与净利润
—
EPS
$-0.44
2021-12-31
→
2025-12-31
自由现金流
$-96M
2021-12-31
→
2025-12-31
利润率
—
估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜？
指标
5年趋势
ERAS
同行中位数
P/E (TTM)
-41.0
16.0
P/B (市净率)
15.8
8.5
Price / FCF (股价/自由现金流)
-53.7
—
盈利能力 毛利率、营业利润率和净利率；股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)
指标
5年趋势
ERAS
同行中位数
ROA
-27.7%
-45.0%
ROE
-35.7%
-86.5%
ROIC
-43.3%
—
财务健康 债务、流动性、偿付能力 — 资产负债表强度
指标
5年趋势
ERAS
同行中位数
Current Ratio (流动比率)
10.0
7.0
Quick Ratio (速动比率)
9.7
—
成长 营收、每股收益 (EPS) 和净利润增长：同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)
指标
5年趋势
ERAS
同行中位数
资本效率 资产周转率、库存周转率、应收账款周转率
指标
5年趋势
ERAS
同行中位数
ERAS 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间
买入
17 位分析师
- 强烈买入 5 29.4%
- 买入 9 52.9%
- 持有 3 17.6%
- 卖出 0 0.0%
- 强烈卖出 0 0.0%
12个月价格目标
10 位分析师 · 2026-08-16
中位数
$22.50
平均值
$23.30
← 低于所有目标
$18.05
最低
$20.00
最高
$30.00
中位数目标
$22.50
+24.7%
平均目标
$23.30
+29.1%
收益历史 每股收益实际值 vs 预估值，惊喜%，达标率，下次财报日期
平均惊喜
-0.07%
| 期间 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|
| 2026年3月31日 | $-0.60 | $-0.21 | -0.39% |
| 2025年12月31日 | $-0.10 | $-0.11 | 0.01% |
| 2025年9月30日 | $-0.11 | $-0.11 | -0.00% |
| 2025年6月30日 | $-0.12 | $-0.11 | -0.01% |
| 2025年3月31日 | $-0.11 | $-0.13 | 0.02% |
同行比较（GICS 子行业） 关键指标与行业同行对比
| 股票代码 | 市值 | P/E | 营收同比增长 | 净利润率 | ROE | 毛利率 |
|---|---|---|---|---|---|---|
| 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% | — |
完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表
损益表 12
| 指标 | 趋势 | 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 | · |
资产负债表 20
| 指标 | 趋势 | 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 |
现金流 11
| 指标 | 趋势 | 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 | · |
盈利能力 3
| 指标 | 趋势 | 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% | · | · | · | · | · |
流动性与偿付能力 2
| 指标 | 趋势 | 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 | · |
估值 (TTM) 8
| 指标 | 趋势 | 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% | · |
损益表 10
| 指标 | 趋势 | 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 |
资产负债表 20
| 指标 | 趋势 | 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 |
现金流 11
| 指标 | 趋势 | 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 | · | · |
盈利能力 2
| 指标 | 趋势 | 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% |
流动性与偿付能力 2
| 指标 | 趋势 | 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 |
估值 (TTM) 8
| 指标 | 趋势 | 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% |
财务报表 损益表、资产负债表、现金流量表 — 年度，近5年
损益表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 净收入 | $-125M | $-162M | $-125M | $-243M | $-123M |
| 稀释后每股收益 (EPS) | $-0.44 | $-0.69 | $-0.83 | $-1.99 | $-1.85 |
资产负债表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 流动比率 | 10.0 | 9.8 | 12.3 | 9.1 | 15.9 |
| 速动比率 | 9.7 | 9.5 | 11.9 | 8.9 | 15.7 |
现金流
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 自由现金流 | $-96M | $-109M | $-103M | $-118M | $-91M |
最新新闻 提及该公司的近期头条新闻
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- 是什么推动了 Erasca (ERAS) 迄今为止近 355% 的回报
- Erasca (ERAS) 增加 13%；今年迄今上涨 310%。
我的指标 您的个人关注列表 — 来自完整基本面的选定行
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选择对您重要的指标 — 点击上方完整基本面中任意行的 ➕。
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机构持有人 (13F) 277 家申报者 · $4.2B 总计 · 截至 2026年6月30日
在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。
机构活动 — Q2 2026 与上一季度对比
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 74 (-16 与上一季度对比) | 25 (+4 与上一季度对比) | 100 (+23 与上一季度对比) | 71 (+32 与上一季度对比) | +30.8M |
与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。
| 机构 | 价值 | 股份 | % 已追踪的13F | 类型 |
|---|---|---|---|---|
| Frazier Life Sciences Management, L.P. | $457545444 | 24975188 | 11.02% | 股份 |
| RTW INVESTMENTS, LP | $328784533 | 17946754 | 7.92% | 股份 |
| Venrock Adviser, LLC | $327777996 | 17891812 | 7.89% | 股份 |
| STATE STREET CORP | $223221048 | 12184555 | 5.37% | 股份 |
| Logos Global Management LP | $222588000 | 12150000 | 5.36% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $208888286 | 11402199 | 5.03% | 股份 |
| Siren, L.L.C. | $208807348 | 11397781 | 5.03% | 股份 |
| Paradigm Biocapital Advisors LP | $174956000 | 9550000 | 4.21% | 股份 |
| ARCH Venture Management, LLC | $129917324 | 7091557 | 3.13% | 股份 |
| Cormorant Asset Management, LP | $109920000 | 6000000 | 2.65% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $103973538 | 5674177 | 2.50% | 股份 |
| Affinity Asset Advisors, LLC | $96180000 | 5250000 | 2.32% | 股份 |
| Vivo Capital, LLC | $75614188 | 4127412 | 1.82% | 股份 |
| Caption Management, LLC | $68535120 | 3741000 | 1.65% | 买入期权 |
| ALLIANCEBERNSTEIN L.P. | $66639175 | 4118614 | 1.60% | 股份 |
| GOLDMAN SACHS GROUP INC | $61635625 | 3364390 | 1.48% | 股份 |
| FMR LLC | $52713528 | 2877376 | 1.27% | 股份 |
| a16z Capital Management, L.L.C. | $52441000 | 2862500 | 1.26% | 股份 |
| Woodline Partners LP | $51879803 | 2831867 | 1.25% | 股份 |
| JENNISON ASSOCIATES LLC | $51083708 | 2788412 | 1.23% | 股份 |
| Soleus Capital Management, L.P. | $49464000 | 2700000 | 1.19% | 股份 |
| BANK OF AMERICA CORP /DE/ | $47608477 | 2598716 | 1.15% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $43782308 | 2389864 | 1.05% | 股份 |
| BNP PARIBAS FINANCIAL MARKETS | $37410063 | 2042034 | 0.90% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $35628553 | 1944790 | 0.86% | 股份 |
| VICTORY CAPITAL MANAGEMENT INC | $35475984 | 1936462 | 0.85% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $31107195 | 1697991 | 0.75% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $29616277 | 1616609 | 0.71% | 股份 |
| UBS Group AG | $29005287 | 1583258 | 0.70% | 股份 |
| STEMPOINT CAPITAL LP | $28687526 | 1565913 | 0.69% | 股份 |
| Rock Springs Capital Management LP | $25687388 | 1402150 | 0.62% | 股份 |
| Evergreen Quality Fund GP, Ltd. | $25195496 | 1375300 | 0.61% | 股份 |
| RENAISSANCE TECHNOLOGIES LLC | $25078578 | 1368918 | 0.60% | 股份 |
| FRED ALGER MANAGEMENT, LLC | $23970896 | 1308455 | 0.58% | 股份 |
| SILVERARC CAPITAL MANAGEMENT, LLC | $23138636 | 1263026 | 0.56% | 股份 |
| Point72 Asset Management, L.P. | $22848759 | 1247203 | 0.55% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22780920 | 1243500 | 0.55% | 买入期权 |
| First Turn Management, LLC | $22381929 | 1221721 | 0.54% | 股份 |
| Caption Management, LLC | $19075242 | 1041225 | 0.46% | 股份 |
| Integral Health Asset Management, LLC | $18320000 | 1000000 | 0.44% | 股份 |
| D. E. Shaw & Co., Inc. | $17152833 | 936290 | 0.41% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $16667792 | 909814 | 0.40% | 股份 |
| SAMLYN CAPITAL, LLC | $15782405 | 861485 | 0.38% | 股份 |
| Assenagon Asset Management S.A. | $14891888 | 812876 | 0.36% | 股份 |
| MARSHALL WACE, LLP | $13534999 | 738810 | 0.33% | 股份 |
| Caption Management, LLC | $13245360 | 723000 | 0.32% | 卖出期权 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $13142353 | 718554 | 0.32% | 股份 |
| Capital World Investors | $12908309 | 704602 | 0.31% | 股份 |
| CITIGROUP INC | $12860310 | 701982 | 0.31% | 股份 |
| JANE STREET GROUP, LLC | $12752552 | 696100 | 0.31% | 买入期权 |
| TD Asset Management Inc | $12112305 | 661152 | 0.29% | 股份 |
| Balyasny Asset Management L.P. | $12057766 | 658175 | 0.29% | 股份 |
| Balyasny Asset Management L.P. | $10992000 | 600000 | 0.26% | 买入期权 |
| AMERIPRISE FINANCIAL INC | $10038170 | 547935 | 0.24% | 股份 |
| JANE STREET GROUP, LLC | $9855116 | 537943 | 0.24% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9649144 | 526700 | 0.23% | 卖出期权 |
| ORBIMED ADVISORS LLC | $9084888 | 495900 | 0.22% | 股份 |
| Polymer Capital Management (HK) LTD | $8757326 | 478020 | 0.21% | 股份 |
| BlackRock, Inc. | $8538732 | 466088 | 0.21% | 股份 |
| KVP Capital Advisors, LP | $8335600 | 455000 | 0.20% | 股份 |
| Spruce Street Capital LP | $7740988 | 422543 | 0.19% | 股份 |
| Pictet Asset Management Holding SA | $7194043 | 393288 | 0.17% | 股份 |
| Cinctive Capital Management LP | $7174881 | 391642 | 0.17% | 股份 |
| CITADEL ADVISORS LLC | $6961600 | 380000 | 0.17% | 买入期权 |
| Rhenman & Partners Asset Management AB | $6393680 | 349000 | 0.15% | 股份 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $6369058 | 347656 | 0.15% | 股份 |
| WELLINGTON MANAGEMENT GROUP LLP | $6225136 | 339800 | 0.15% | 股份 |
| EcoR1 Capital, LLC | $6045600 | 330000 | 0.15% | 股份 |
| Swiss National Bank | $5714008 | 311900 | 0.14% | 股份 |
| Longaeva Partners L.P. | $5245419 | 286322 | 0.13% | 股份 |
| SIMPLEX TRADING, LLC | $5074420 | 276988 | 0.12% | 股份 |
| VANGUARD GROUP INC | $4976928 | 1337884 | 0.12% | 股份 |
| E Fund Management Co., Ltd. | $4861780 | 265381 | 0.12% | 股份 |
| ACUTA CAPITAL PARTNERS, LLC | $4858446 | 265199 | 0.12% | 股份 |
| Parkman Healthcare Partners LLC | $4739091 | 258684 | 0.11% | 股份 |
| RHUMBLINE ADVISERS | $4696633 | 256367 | 0.11% | 股份 |
| ROYAL BANK OF CANADA | $4580000 | 250000 | 0.11% | 股份 |
| CITADEL ADVISORS LLC | $4354664 | 237700 | 0.10% | 卖出期权 |
| ArrowMark Colorado Holdings LLC | $3864183 | 210927 | 0.09% | 股份 |
| Seven Fleet Capital Management LP | $3853539 | 210346 | 0.09% | 股份 |
| Rafferty Asset Management, LLC | $3782402 | 206463 | 0.09% | 股份 |
| Man Group plc | $3710771 | 202553 | 0.09% | 股份 |
| WELLS FARGO & COMPANY/MN | $3345232 | 182600 | 0.08% | 股份 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3307985 | 204449 | 0.08% | 股份 |
| Moody Aldrich Partners LLC | $3259842 | 177939 | 0.08% | 股份 |
| STATE OF WISCONSIN INVESTMENT BOARD | $3151150 | 172006 | 0.08% | 股份 |
| JANE STREET GROUP, LLC | $2964176 | 161800 | 0.07% | 卖出期权 |
| HighVista Strategies LLC | $2937208 | 160328 | 0.07% | 股份 |
| Atom Investors LP | $2927738 | 159811 | 0.07% | 股份 |
| Quantinno Capital Management LP | $2735121 | 149297 | 0.07% | 股份 |
| NOMURA HOLDINGS INC | $2610600 | 142500 | 0.06% | 股份 |
| Squarepoint Ops LLC | $2477469 | 135233 | 0.06% | 股份 |
| PFM Health Sciences, LP | $2456492 | 134088 | 0.06% | 股份 |
| Holocene Advisors, LP | $2318396 | 126550 | 0.06% | 股份 |
| WELLS FARGO & COMPANY/MN | $2315648 | 126400 | 0.06% | 买入期权 |
| EDBI Pte Ltd | $2231109 | 888888 | 0.05% | 股份 |
| Vanguard Global Advisers, LLC | $2161815 | 118003 | 0.05% | 股份 |
| Corient Private Wealth LP | $2150348 | 117377 | 0.05% | 股份 |
| MetLife Investment Management, LLC | $2143293 | 116992 | 0.05% | 股份 |
| VANGUARD ASSET MANAGEMENT, Ltd | $2135654 | 116575 | 0.05% | 股份 |
公司内部人士 13 位内幕人士 · 5 位高管 · 8 位董事
| 内部人士 | 角色 | 上次活动 | 持股数量 | 买入 12个月 | 卖出 12个月 | 净额 12个月 |
|---|---|---|---|---|---|---|
| Jonathan E Lim | Chairman & CEO | 2026年1月29日 A | 12899360 | 0 | 0 | $0 |
| David M. Chacko | CFO and CBO | 2026年1月29日 A | 279980 | 0 | 0 | $0 |
| Ebun Garner | Chief Legal Officer | 2026年4月1日 M | 25076 | 0 | 2 | $-1982800 |
| Shannon Morris | Chief Medical Officer | 2025年3月4日 M | 0 | 0 | 1 | $-300800 |
| Lin Wei | Chief Medical Officer | 2023年2月1日 A | 315812 | 0 | 0 | $0 |
| James Arthur Bristol | 董事 | 2026年6月26日 A | 20000 | 0 | 0 | $0 |
| Valerie Denise Harding Start | 董事 | 2026年6月26日 A | 20000 | 0 | 0 | $0 |
| Pratik S Multani | 董事 | 2026年6月26日 A | 6200 | 0 | 0 | $0 |
| Julie Hambleton | 董事 | 2026年6月26日 A | 6000 | 0 | 0 | $0 |
| Alexander W. Casdin | 董事 | 2026年6月26日 A | 573974 | 0 | 0 | $0 |
| Jean I Liu | 董事 | 2026年6月26日 A | — | 0 | 0 | $0 |
| Michael David Varney | 董事 | 2026年1月29日 A | — | 0 | 0 | $0 |
| Charles S. Fuchs | — | 2026年8月10日 A | — | 0 | 0 | $0 |
来自SEC表格3/4/5申报的内部人士；净额=仅公开市场买卖
激进投资者及 5%+ 股东 1 持仓
提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权，意图影响发行人（激进股东持股、董事会活动、并购）。每一行显示该申报人持仓的最新已知状态。
| 申报人 | 已申报 | 持股 | 状态 | 目的 | 申报 |
|---|---|---|---|---|---|
| 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 申报 | 2024年1月30日 | — | 初始申报 | — | 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.
ETF持仓 由 47 只交易所交易基金持有
权重仅反映直接股权持仓（N-PORT）；杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。
| 基金 | 权重 | 单位 | 截至 | 来源 |
|---|---|---|---|---|
| PTH · Invesco Exchange-Traded Fund Trust | 2.87% | 384783 SH | 2026年8月8日 | 每日 |
| BBC · ETFis Series Trust I | 2.19% | 76668 NS | 2026年4月30日 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trus... | 1.64% | 400259 SH | 2026年8月8日 | 每日 |
| CANC · Tema ETF Trust | 1.08% | 147828 NS | 2026年5月31日 | N-PORT |
| LABU · Direxion Shares ETF Trust | 0.56% | 271194 NS | 2026年4月30日 | N-PORT |
| IBBQ · Invesco Exchange-Traded Fund Trus... | 0.39% | 16922 SH | 2026年8月8日 | 每日 |
| IBB · iShares Trust | 0.29% | 1530081 SH | 2026年8月8日 | 每日 |
| FSCC · Federated Hermes ETF Trust | 0.29% | 62243 NS | 2026年5月31日 | N-PORT |
| IWO · iShares Trust | 0.25% | 1997856 SH | 2026年8月8日 | 每日 |
| VFMO · VANGUARD WELLINGTON FUND | 0.22% | 244429 SH | 2026年8月8日 | 每日 |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.22% | 214594 SH | 2026年8月8日 | 每日 |
| BIB · ProShares Trust | 0.20% | 11444 NS | 2026年5月31日 | N-PORT |
| ESSC · Strategy Shares | 0.18% | 4365 NS | 2026年4月30日 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Inde... | 0.14% | 21222 SH | 2026年8月8日 | 每日 |
| IWM · iShares Trust | 0.13% | 5592531 SH | 2026年8月8日 | 每日 |
| ISCV · iShares Trust | 0.13% | 48366 SH | 2026年8月8日 | 每日 |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.11% | 1151944 SH | 2026年8月8日 | 每日 |
| SMLF · iShares Trust | 0.10% | 237029 SH | 2026年8月8日 | 每日 |
| SMMV · iShares Trust | 0.08% | 13271 SH | 2026年8月8日 | 每日 |
| ESML · iShares Trust | 0.08% | 129228 SH | 2026年8月8日 | 每日 |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.08% | 123380 SH | 2026年8月8日 | 每日 |
| SCHA · SCHWAB STRATEGIC TRUST | 0.06% | 1147686 NS | 2026年5月31日 | N-PORT |
| RSSL · Global X Funds | 0.06% | 82173 NS | 2026年4月30日 | N-PORT |
| ITWO · ProShares Trust | 0.06% | 8927 NS | 2026年5月31日 | N-PORT |
| ISCB · iShares Trust | 0.06% | 9608 SH | 2026年8月8日 | 每日 |
| VXF · VANGUARD INDEX FUNDS | 0.05% | 2745733 SH | 2026年8月8日 | 每日 |
| AVIE · AMERICAN CENTURY ETF TRUST | 0.05% | 394 NS | 2026年5月31日 | N-PORT |
| VHT · VANGUARD WORLD FUND | 0.04% | 467663 SH | 2026年8月8日 | 每日 |
| GSSC · Goldman Sachs ETF Trust | 0.04% | 27794 NS | 2026年5月31日 | N-PORT |
| UWM · ProShares Trust | 0.04% | 6982 NS | 2026年5月31日 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0.03% | 78076 NS | 2026年4月30日 | N-PORT |
| WSML · iShares Trust | 0.03% | 10376 SH | 2026年8月8日 | 每日 |
| URTY · ProShares Trust | 0.03% | 7067 NS | 2026年5月31日 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.02% | 43576 NS | 2026年5月31日 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.02% | 263455 NS | 2026年4月30日 | N-PORT |
| HDG · ProShares Trust | 0.01% | 177 NS | 2026年5月31日 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.01% | 6020 NS | 2026年5月31日 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 8386105 SH | 2026年8月8日 | 每日 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 16688 SH | 2026年8月8日 | 每日 |
| DFAC · Dimensional ETF Trust | 0.01% | 402637 NS | 2026年4月30日 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0.01% | 76593 NS | 2026年5月31日 | N-PORT |
| ITOT · iShares Trust | 0.01% | 334895 SH | 2026年8月8日 | 每日 |
| IWV · iShares Trust | 0.01% | 58513 SH | 2026年8月8日 | 每日 |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 136333 NS | 2026年5月31日 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 18981 NS | 2026年4月30日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 33981 NS | 2026年4月30日 | N-PORT |
| AVLC · AMERICAN CENTURY ETF TRUST | 0.00% | 196 NS | 2026年5月31日 | N-PORT |