
Erasca Inc (ERAS) Stock Forecast & Price Target
Erasca Inc (ERAS) Analyst Ratings
Bulls say
Erasca Inc's pipeline demonstrates promising advancements in precision oncology, particularly with ERAS-0015 showing potential for best-in-class positioning due to early clinical activity and favorable pharmacokinetics. The company's dual approach of degrading RAS and inhibiting KRAS may significantly enhance the likelihood of establishing a robust portfolio that addresses challenges in historically resistant cancer types, thus increasing the probability of success to 25%. Furthermore, the anticipation surrounding upcoming clinical data disclosures in 2025 contributes to a positive outlook for Erasca's stock, as the company continues to differentiate itself within a competitive landscape.
Bears say
Erasca Inc faces significant challenges that contribute to a negative outlook on its stock, primarily due to inherent risks associated with its research and development pipeline. The company's leading candidate, Naporafenib, could encounter dose-limiting toxicity, which limits both therapeutic exposure and treatment durability, while historical failures of pan-RAS inhibitors highlight the difficulties in achieving sustained efficacy. Additionally, a notable percentage of tumors in Erasca's target indications are fundamentally non-RAS-dependent, indicating that the company's therapies may have an upper limit on their effectiveness, further complicating their competitive positioning in the oncology market.
This aggregate rating is based on analysts' research of Erasca Inc and is not a guaranteed prediction by Public.com or investment advice.
Erasca Inc (ERAS) Analyst Forecast & Price Prediction
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