Erasca. Every tracked FinTwit mention of $ERAS, newest first. 16 mentions since the first on Nov 19, 2025. See the price chart.
July 2026 · 3 mentions
Jul 15
Adam Feuerstein ✡️ — @pemulisking Momentum. Me-too KRAS hopium. $ERAS can selectively disclose tiny drips of “positive” data, no risk of blow up and come-to-Jesus moments are far off.↗
Jul 13
Adam Feuerstein ✡️ — The purpose of this $ERAS "data update" was what, exactly? An attempt to prevent the stock price from tanking on the $500M raise?↗
Jul 8
Adam Feuerstein ✡️ — Interesting $ERAS thesis but @seedy19tron might be too casually dismissing the "does it work and is it safer?" questions, particularly given the issues we've seen with duplicating…↗
June 2026 · 2 mentions
Jun 12
Adam Feuerstein ✡️ — ‘Synthetic lethality’ could trigger another round of biotech M&A $RVMD $TNGX $BMY $ERAS https://t.co/UQ7BPhLh6x↗
Jun 1
Jacob Plieth — $ERAS is again the way to trade positive $RVMD news? #Asco26 https://t.co/RCyQGOobHF↗
April 2026 · 5 mentions
Apr 29
Jacob Plieth — Looks like $ERAS was taking lessons from $AZN $DSNKY https://t.co/ukxzGGCdas↗
Apr 27
Adam Feuerstein ✡️ — $ERAS pan-Ras data update this afternoon after market close.
also, $RVMD sent Erasca a letter claiming ERAS-0015 violates certain RevMed patents.
https://t.co/QTmyUhT89n↗
Apr 23
Adam Feuerstein ✡️ — @Banana_Oncology As I mentioned, companies usually set their own benchmark for a reason. What will you use from $RVMD as a comparator to the upcoming $ERAS data?↗
Apr 23
Adam Feuerstein ✡️ — This week's Biotech Scorecard:
Erasca $ERAS is the poor man's $RVMD (even tho $7B is far from impoverished) Can it be biotech's next big thing? Pan-Ras data next month, right in f…
December 2025 · 3 mentions
Dec 22
Jacob Plieth — $AZN follows $LLY $PFE $AMGN $ONC & $ALPMF into pan-KRAS, but should it be looking more to pan-RAS approaches like $RVMD & $ERAS? Via @ApexOnco -> https://t.co/MioOWziu…↗
Dec 22
Jacob Plieth — @NotGenentech @bioinvestor24 Here's a list of just the clinical pan-RAS & pan-KRAS assets from Oncologypipeline $RVMD $LLY $ONC $RHHBY $PFE $ERAS $AZN $AMGN $ALPMF https://t.co…↗
Dec 22
Jacob Plieth — @NotGenentech @bioinvestor24 $ERAS got that from Joyo for... $12.5m!↗
November 2025 · 3 mentions
Nov 19
Jacob Plieth — @s86CoffeeDev @houndcl @financebully @avidresearch @Banana_Oncology $ERAS says ERAS-0015 uses different scaffold vs daraxonrasib. Not sure if that circumvents $RVMD patent.↗
Nov 19
Jacob Plieth — Each will comprise "dozens of patients". Goal for ERAS-0015 is "comparable" safety to $RVMD and comparable efficacy at say half daraxonrasib dose $ERAS #Jefferies25↗
Nov 19
Jacob Plieth — $ERAS David Chacko reiterating timelines for ERAS-0015 & ERAS-4001: first ph1 monorx dose-escalation data for both expected in calendar 2026 #Jefferies25↗
Jacob Plieth — @Sanctuary_Bio That said, over the past 6 months $ERAS has been a far better trade than $RVMD. With an asset bought for $12.5m. Unreal!↗