NASDAQ$ERAS

Erasca Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported financial results for the fiscal quarter.

Erasca reported its Q2 2022 financial results, highlighting the advancement of its development-stage programs and the establishment of clinical foundations for future expansion. The company also entered into two new clinical partnerships and anticipates clinical updates on ERAS-007 and ERAS-601 along with an IND filing for ERAS-3490 in the second half of the year. With a strong balance sheet, Erasca expects its current resources to fund operations into the second half of 2024.

  • Initial Phase 1b monotherapy data for ERAS-007 in HERKULES-1 and first-in-human Phase 1 monotherapy data for ERAS-601 in FLAGSHP-1 expected in H2 2022
  • IND filing for CNS-penetrant KRAS G12C inhibitor ERAS-3490 in KRAS G12C mutant NSCLC in H2 2022
  • Bolstered clinical, operational, and commercial leadership
  • Strong balance sheet with cash, cash equivalents, and marketable securities of $391 million

Headline financials

EPS (adj)

-$0.30

Previous: -$1.20+75.0%
Capital Expenditures

$4.56M

Previous: $579K+687.4%
Free Cash Flow

-$31.7M

Previous: -$18.8M-68.5%
Net Income

-$35.6M

Previous: -$28.2M-26.2%
Operating Income

-$35.9M

Previous: -$28.2M-27.4%
Cash & Equivalents

$391M

Previous: $199M+96.7%
Total Assets

$445M

Previous: $210M+111.4%
Stock-Based Comp

$5.06M

Previous: $1.64M+209.0%

Revenue & EPS history

Erasca · Revenue · Quarterly

$0

Q3 2025-100%vs Q3 2024

Forward guidance

Erasca expects to provide clinical updates on ERAS-007 and ERAS-601 and expects to file an IND for its central nervous system (CNS)-penetrant KRAS G12C inhibitor ERAS-3490 in KRAS G12C mutant NSCLC in the second half of the year. The company expects its current cash, cash equivalents, and marketable securities balance to fund operations into the second half of 2024.

Tailwinds

  • Initial Phase 1b monotherapy data for ERAS-007 expected in H2 2022
  • First-in-human Phase 1 monotherapy data for ERAS-601 expected in H2 2022
  • IND filing for ERAS-3490 expected in H2 2022
  • Expects to report preliminary monotherapy safety and pharmacokinetics data for ERAS-007 and ERAS-601
  • Expects to report preliminary monotherapy efficacy data for ERAS-007 and ERAS-601

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 Q2 2022

Historical avgQ2 2022

+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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