NASDAQ$ERAS

Erasca Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Reported financial results for the first quarter of 2023 and provided business updates.

Erasca reported a net loss of $33.2 million for the quarter ended March 31, 2023. The company's cash, cash equivalents, and marketable securities were $389.7 million as of March 31, 2023, which is expected to fund operations into H2 2025.

  • Phase 1b data in Journal of Clinical Oncology supports plans for pivotal Phase 3 SEACRAFT-2 trial for naporafenib in patients with NRASm melanoma expected to initiate in H1 2024.
  • Dosing of the first patient in Phase 1b SEACRAFT-1 trial in patients with RAS Q61X tissue agnostic solid tumors planned for H2 2023
  • ERAS-601 plus cetuximab combination was well tolerated with predominantly low-grade adverse events, supporting ‘three weeks on, one week off’ dosing regimen for ERAS-601
  • Clinical data readouts for HERKULES-2 (ERAS-007), HERKULES-3 (ERAS-007), and THUNDERBBOLT-1 (ERAS-801) trials planned in 2023

Headline financials

EPS (adj)

-$0.22

Previous: -$0.31+29.0%
R&D Expenses

$27.6M

No prior period
G&A Expenses

$9.44M

No prior period
Capital Expenditures

$1.21M

Previous: $7.34M-83.6%
Free Cash Flow

-$27.6M

Previous: -$33.1M+16.8%
Net Income

-$33.2M

Previous: -$36.5M+9.0%
Operating Income

-$37M

Previous: -$36.5M-1.4%
Cash & Equivalents

$390M

Previous: $422M-7.6%
Total Assets

$468M

Previous: $475M-1.7%
Stock-Based Comp

$6.85M

Previous: $4.44M+54.1%

Revenue & EPS history

Erasca · Revenue · Quarterly

$0

Q3 2025-100%vs Q3 2024

Forward guidance

Erasca expects its current cash, cash equivalents, and marketable securities balance to fund operations into the second half of 2025.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+1.1%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+1.3%

Avg return

30 days after

58%

11 / 19 earnings

Positive

+11.0%

Q3 2022

Best reaction

-10.1%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.3%+1.0%+32.1%
Q4 2025-4.3%-7.8%+16.1%
Q3 2025-4.2%+7.9%+35.8%
Q1 2025-4.0%-5.8%+9.3%
Q4 2024+6.0%-8.2%+25.0%
Q3 2024-8.4%-14.1%-15.4%
Q2 2024+8.3%+16.7%+27.9%
Q1 2024-10.1%-12.8%+8.9%
Q4 2023+4.0%+9.1%-4.5%
Q3 2023-8.6%-1.8%-15.0%
Q2 2023+10.6%-3.2%-0.8%
Q1 2023-1.0%-3.8%-5.6%
Q4 2022-2.7%-5.8%-3.8%
Q3 2022+11.0%+20.7%-19.1%
Q2 2022+2.5%+4.4%-10.8%
Q1 2022+2.8%+9.4%-4.6%
Q4 2021+9.1%+8.1%-9.7%
Q3 2021+2.2%-3.1%-28.9%
Q2 2021+4.8%+8.9%-12.3%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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