Ticker brief
ERAS ERASCA INC
Consumer, Non-cyclical · Biotechnology
last close
$18.03
1 day
-7.5%
14 days
-1.9%
mkt cap
$5.7B
signals 14d
19
authors 14d
9
crowd 14d
+2.0σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 100% | IV/HV 1.47× |
| Skew — 25Δ RR 30d | +0.020 | 25Δ call IV − put IV |
| Net dealer OI (NDOI) | +2.45 elevated | 5-session Δ +0.50 (as of 2026-07-09) |
| OI alarm | quiet | last alarm 2026-06-30 (z=7.2) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-17 → 2026-08-27 · now +0.75 (−1 bearish … +1 bullish)
Who spoke9
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @bioinvestor24 | A | -0.45 | 9 | +0.48 |
| @Pharmdca | C | +0.82 | 2 | +0.67 |
| @SandmanMarkets | C | -2.91 | 2 | +0.53 |
| @PersimmonTI | A | -0.57 | 1 | +0.20 |
| @BioStocks | C | -3.02 | 1 | +0.50 |
| @OzmosiHealth | C | · | 1 | +0.50 |
| @PrismMarketView | C | · | 1 | +0.50 |
| @BiopharmIQ | B | · | 1 | +0.30 |
| @semodough | C | -3.01 | 1 | +0.00 |
Recent signals19of 19 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-27 | @bioinvestor24 | +0.75 | 认为ERAS分子和一期数据显著优于RVMD阵营预期。 | -7.5% | tweet ↗ |
| 2026-08-26 | @bioinvestor24 | +0.70 | Prefers ERAS over RVMD and warns replicated trial results could hurt RVMD shareholders. | -5.8% | tweet ↗ |
| 2026-08-26 | @SandmanMarkets | +0.80 | Enter ERAS at the open, add at $16.92, and stop below $15.03. — Explicit opening entry, additional entry and stop based on a breakout setup. | -5.8% | tweet ↗ |
| 2026-08-26 | @SandmanMarkets | +0.25 | Lists four screener-derived technical setups to watch tomorrow without entry mechanics. | -5.8% | tweet ↗ |
| 2026-08-26 | @bioinvestor24 | +0.75 | Says TNGX and ERAS have several-fold upside versus RVMD and discourages chasing RVMD. | -5.8% | tweet ↗ |
| 2026-08-26 | @bioinvestor24 | +0.20 | Questions insurance access for RVMD at a $500K price and discusses future comparative trials by TNGX and ERAS. | -5.8% | tweet ↗ |
| 2026-08-26 | @bioinvestor24 | +0.55 | Names TNGX and ERAS as preferable cancer-company opportunities. | -5.8% | tweet ↗ |
| 2026-08-26 | @bioinvestor24 | +0.65 | Argues TNGX-ERAS combinations could reduce long-run use of RVMD's drug due to potency and liver-enzyme issues. | -5.8% | tweet ↗ |
| 2026-08-26 | @semodough | +0.00 | BofA maintains Neutral on Erasca while discussing RVMD approval validation and unresolved clinical questions. | -5.8% | tweet ↗ |
| 2026-08-26 | @Pharmdca | +0.65 | Presents and owns a three-company pancreatic-cancer treatment basket. | -5.8% | tweet ↗ |
| 2026-08-26 | @Pharmdca | +0.70 | Explicitly discloses long positions in all three stocks. | -5.8% | tweet ↗ |
| 2026-08-25 | @bioinvestor24 | +0.45 | Argues AMGN should consolidate oncology assets and identifies TNGX and ERAS as best fits. | +1.5% | tweet ↗ |
| 2026-08-24 | @BiopharmIQ | +0.30 | Dense biotech news list covering approvals, FDA actions, dosing and a reverse split. | +2.4% | tweet ↗ |
| 2026-08-24 | @PrismMarketView | +0.50 | Reports FDA Fast Track designation for ERAS-0015 after a 57% response rate. | +2.4% | tweet ↗ |
| 2026-08-24 | @OzmosiHealth | +0.50 | FDA granted Fast Track designation to ERAS-0015 for metastatic pancreatic cancer. | +2.4% | tweet ↗ |
| 2026-08-24 | @BioStocks | +0.50 | FDA granted Fast Track designation to ERAS-0015 for metastatic pancreatic cancer. | +2.4% | tweet ↗ |
| 2026-08-17 | @bioinvestor24 | +0.35 | Reviews resistance-mechanism research and suggests ERAS and TNGX approaches may improve durability, pending clinical data. | -1.4% | tweet ↗ |
| 2026-08-17 | @PersimmonTI | +0.20 | Calls XBI, RVMD and ERAS timely and interesting but gives no explicit thesis. | -1.4% | tweet ↗ |
| 2026-08-17 | @bioinvestor24 | -0.10 | Questions RVMD concentration risk and says ERAS's pan-K-RAS inhibitor is not unique versus competing approaches. | -1.4% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.