ERAS Erasca, Inc. Common Stock Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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22:36
Aug 02
Aug 02
ERAS position fully closed for RVMD
Author fully closed ERAS position to free margin for RVMD rotation; no longer holds the name.
MED
16:52
Jul 27
Jul 27
Ongoing long in ERAS held alongside RVMD; author explicitly comfortable holding both.
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.
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.
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.
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.
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.
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.
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.
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.
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 (55%). 11 total trade ideas tracked. Latest voices: seedy19tron.