InsidersTradesSigma
Follow the Erasca, Inc. stock price and the full insider trade history of the company, a publicly traded company based in United States. Shares are quoted on the US market, under the oversight of SEC (Form 4). Operating in the Healthcare & Pharma sector, Erasca, Inc. has recorded 44 reports. Market capitalisation: €6.4bn. The latest transaction was filed on 17 August 2026 (Notice of proposed sale (Form 144)). Among the most active insiders: Garner Ebun. Every trade is free.
44
Insider Decl.
n/a
Thresholds
€8m
19 ops.
Buy Volume
€4m
2 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Erasca, Inc. Buy (bullish), based on 10 analysts. Average price target: US$23.30.
61Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 17 August 2026
Declarations44 total
8,333 shares@ US$18.291CommonSEC144:0001628280-26-057296
8,333 shares@ US$18.91730.0024% mcap57.7% of flowCommonSEC144:0001628280-26-048993
8,333 shares@ US$14.09780.0020% mcap100.0% of flowCommonSEC144:0001628280-26-043327
80,000 shares@ US$1.708.9% of flowCommon StockSEC:0001193125-26-141395:0
80,000 shares@ US$16.4085.8% of flowCommon StockSEC:0001193125-26-141395:1
20,000 shares@ US$1.70100.0% of flowCommon StockSEC:0001193125-26-095181:0
17,793 shares@ US$1.194332.2% of flowCommon StockSEC:0001193125-26-030624:0
3,902 shares@ US$1.19430.3% of flowCommon StockSEC:0001193125-26-008076:0
6,200 shares0Common StockSEC:0000950170-25-080941:0
3,137 shares@ US$1.5648.4% of flowCommon StockSEC:0000950170-25-014197:0
5,715 shares@ US$1.56411.9% of flowCommon StockSEC:0000950170-25-014194:0
80,000 shares@ US$2.27447.1% of flowCommon StockSEC:0001209191-24-005689:0
Canonical exit: 19 Aug 2024 (T+90)
5,448 shares@ US$1.589511.2% of flowCommon StockSEC:0001209191-23-058910:0
7,478 shares@ US$1.589519.9% of flowCommon StockSEC:0001209191-23-058912:0
10,000 shares@ US$1.84814.9% of flowCommon StockSEC:0001209191-23-057833:0
Canonical exit: 5 Mar 2024 (T+90)
721,850 shares@ US$1.68728.3% of flowCommon StockSEC:0001209191-23-057681:0
Canonical exit: 4 Mar 2024 (T+90)
30,000 shares@ US$1.659512.9% of flowCommon StockSEC:0001209191-23-057297:0
Canonical exit: 3 Mar 2024 (T+90)
1,000,000 shares@ US$2.02648.4% of flowCommon StockSEC:0001209191-23-052403:0
Canonical exit: 3 Jan 2024 (T+90)
100,000 shares@ US$2.756.4% of flowCommon StockSEC:0001209191-23-035590:0
Canonical exit: 6 Sept 2023 (T+90)
20,000 shares@ US$2.761514.3% of flowCommon StockSEC:0001209191-23-023955:0
Canonical exit: 9 Jul 2023 (T+90)
100,000 shares@ US$2.846.6% of flowCommon StockSEC:0001209191-23-021458:0
Canonical exit: 26 Jun 2023 (T+90)
1,748 shares@ US$4.09712.2% of flowCommon StockSEC:0001209191-23-006481:0
2,388 shares@ US$4.09712.8% of flowCommon StockSEC:0001209191-23-006479:0
60,000 shares@ US$3.8575.4% of flowCommon StockSEC:0001209191-23-002802:0
Canonical exit: 10 Apr 2023 (T+90)
25 of 44 declarations
关于 Erasca, Inc.
Erasca, Inc. 是一家在美国纳斯达克市场（美国）上市的临床阶段生物制药公司，专注于精准肿瘤学。公司总部位于加利福尼亚州圣迭戈，于2018年7月共同创立，其使命是通过开发针对RAS/MAPK通路驱动的癌症疗法来“消除癌症”。对于法国、比利时和瑞士的投资者而言，Erasca 符合高研发强度生物科技公司的特征，其价值创造主要取决于临床结果、监管里程碑以及通过连续概念验证阶段为开发提供资金的能力。 Erasca 的商业模式围绕一个研发平台构建，该平台旨在针对RAS/MAPK通路内的多个信号节点，这是许多实体瘤中生物学上重要的驱动因素。公司将其管线描述为深厚而广泛，旨在几乎在每个环节阻断该通路。其关键项目包括泛RAS分子胶ERAS-0015和泛KRAS抑制剂ERAS-4001。这些资产是公司近期披露的核心，代表了其投资论点的核心。Erasca 尚未拥有商业产品，因此其股权故事仍然与早期临床数据、科学差异化以及这些项目能否推进到后期开发阶段的可能性相关联。 从竞争角度来看，Erasca 在一个拥挤的肿瘤创新领域运营，该领域有几家公司正在追求RAS通路生物学和靶向癌症疗法。其差异化在于其对RAS/MAPK特许经营权的集中战略重点以及其在多个信号节点上的广泛管线。这种专业化可能支持科学选择性，但它也使公司面临小型生物科技公司典型的执行风险，包括对有限数量的领先资产和早期临床数据集的依赖，这些数据集可能随着入组的继续而发生重大变化。 公司近期里程碑至关重要。2025年，Erasca 宣布其RAS靶向特许经营权（包括ERAS-4001）获得了IND批准并取得了早期进展。2026年，公司报告了ERAS-0015的积极初步1期剂量递增数据，并概述了2026-2027年的额外里程碑。Erasca 还在2026年初完成了超额公开发行股票，突显了与临床开发相关的资本需求。总的来说，Erasca 最好的理解是，它是一家在美国纳斯达克市场上市的投机性但可能具有差异化的精准肿瘤生物科技公司，其未来估值可能取决于其临床数据的质量、持久性和可转化性。
