Erasca Inc.

ERAS

Held by 2 specialist biotech funds

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Fund Holdings

RTW Investments Rock Springs Capital

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Catalysts

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Position Details

RTW InvestmentsNEWFeb 17, 2026

Shares: 146,651Value: $546K

**Signal Note: RTW Investments Initiates ERAS Position** RTW's entry into Erasca suggests confidence in the company's pipeline of allosteric MEK inhibitors for RAS-driven cancers, where differentiated pharmacology could address resistance mechanisms. The $546K position size is modest relative to RTW's typical allocations, warranting monitoring of whether this scales ahead of near-term catalysts (likely clinical data readouts in 2024-2025 for EOS-2101 across solid tumors and hematologic malignancies).

Rock Springs CapitalNEW

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Also Held by These Funds

NBIX2 funds OMDA2 funds NGNE2 funds PEN2 funds ACAD2 funds ALKS2 funds PTCT2 funds ZLAB

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: Rock Springs Capital Initiates ERAS Position Rock Springs' $3.5M entry into Erasca suggests conviction in the company's RAS pathway inhibitor portfolio, particularly ERS-209 in KRAS-mutant cancers where clinical readouts are expected through 2024-2025. The healthcare specialist's initiation timing may reflect positioning ahead of upcoming data catalysts, though the concentrated fund's thesis warrants monitoring given ERAS's clinical-stage risk profile and competitive KRAS inhibitor landscape.