Erasca, Inc. · Brief

Next report

11 days

Nov 11 · after closeest.Q3 FY26

Expected move

No implied move.

8 reportsHistory

0 of 8≥ implied

Mar 20 '25±85.0%▲+3.38%×0.04

May 13 '25±16.4%▼−4.51%×0.27

Aug 12 '25±85.0%▲+3.85%×0.05

Q3 FY25±18.7%▼−4.15%×0.22

Jan 20 '26±19.7%▲+2.45%×0.12

Q1 FY26±11.1%▼−7.03%×0.63

May 11 '26±8.4%▼−0.57%×0.07

Q2 FY26±13.2%▲+1.47%×0.11

quarterimplied−85%0+85%realized×

Q2 FY26±13.2%▲+1.47%×0.11

May '26±8.4%▼−0.57%×0.07

Q1 FY26±11.1%▼−7.03%×0.63

Jan '26±19.7%▲+2.45%×0.12

Q3 FY25±18.7%▼−4.15%×0.22

Aug '25±85.0%▲+3.85%×0.05

2 older reports

May '25±16.4%▼−4.51%×0.27

Mar '25±85.0%▲+3.38%×0.04

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 11 report · est.

Bull2 of 3

5disclosed supplier and customer ties in SEC filingsSEC filings

257managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2

8 of 8recent reports where the move came in under the options implied rangeEarnings history

6 of 23of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Sep 28 '26once per report · top 2 per case

ERAS report session

No linked exposure.

Oct 28impliedImplied move: ±19.5% into Nov 11 earnings (Oct 28 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.