ERAS Erasca, Inc. Common Stock Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
16:52
Jul 27
Jul 27
Ongoing long in ERAS held alongside RVMD; author explicitly comfortable holding both simultaneously.
MED
05:59
Jul 27
Jul 27
Author highlights Affinity's golden run in biotech and their top 5 FBRX holding post-APGE acquisition, celebrating broad sector gains without explicit forward calls on most names.
LOW
18:41
Jul 20
Jul 20
Hold long as capital raise strengthens balance sheet and M&A thesis remains intact.
MED
14:07
Jul 15
Jul 15
Author discloses existing long position in ERAS, expressing desire for larger exposure within the broader XBI bullish thesis of macro tailwinds and record sector M&A.
MED
20:04
Jul 10
Jul 10
Long ERAS on M&A optionality; author believes large biopharma has already conducted due diligence on the asset, with differentiated durability and safety profile making acquisition a likely outcome.
MED
01:49
Jul 08
Jul 08
Buy ERAS (~$7B FD MC, ~$400M cash) as a superior-tolerated pan-RAS asset trading at a steep discount to RVMD, with M&A optionality from Merck (live clinical relationship) and AbbVie (active BD bandwidth), a $30 PT, and near-term catalysts in ERAS-4001 Ph1 data (H2 2026) and combo dose escalation data (H1 2027).
HIGH
13:13
Jun 21
Jun 21
Buy ERAS and TNGX as explicit M&A candidates in the RAS/oncology space; author identifies them as "in play" given the current wave of radiopharmaceutical and oncology deal activity, with ERAS at ~5.2 months post positive data squarely in the historical acquisition window.
MED
00:55
Jun 21
Jun 21
The tweet maps biotech M&A timing and independent name catalysts since the XBI bottom, but it is a factual research summary without explicit author positions or forward calls.
LOW
01:44
Jun 13
Jun 13
The author maps out M&A scenarios in oncology but presents them as possibilities and research, not current positions or explicit trade calls.
LOW
23:23
Jun 12
Jun 12
Buy ERAS as the lower-cost RAS-side M&A alternative for large-cap acquirers (MRK, AZN, BMY) who miss out on RVMD; positioned as the "value option" in the same oncology combination-therapy consolidation wave.
MED
About ERAS Analyst Coverage
Buzzberg tracks ERAS (Erasca, Inc. Common Stock) across 1 sources. 6 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (60%). 10 total trade ideas tracked. Past 7 days: 1 bullish, 1 watch. Latest voices: seedy19tron.