JPMorgan Recommends Buying Erasca (ERAS) Stock at Current Levels
Erasca, Inc. (NASDAQ:ERAS) is one of the best performing healthcare stocks so far in 2026. The Fly reported on May 4 that JPMorgan is maintaining an Overweight rating on Erasca, Inc.
Erasca Inc. (ERAS)
Market is closed
Sector: Healthcare
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Vivo Capital Albert Cha And Frank Kung | 12,151,480 | $196,610,946 | +32% | 16.34% |
| 2. | Siren L.L.C. Raymond Debbane | 11,244,246 | $181,931,900 | +29% | 5.04% |
| 3. | Logos Capital Arsani William | 11,150,000 | $180,407,000 | -15% | 9.01% |
| 4. | Paradigm Biocapital Advisors Senai Asefaw | 10,392,702 | $168,153,918 | -27% | 3.44% |
| 5. | Cormorant Asset Management Bihua Chen | 5,800,000 | $93,844,000 | 4.71% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $2.27 | 80,000 | $181,920.00 | 573,974 | 2024-05-21 | Filing | |
| $1.85 | 10,000 | $18,480.00 | 20,000 | 2023-12-06 | Filing | |
| $1.72 | 278,150 | $478,418.00 | 12,899,360 | 2023-12-06 | Filing | |
| $1.69 | 721,850 | $1,217,760.95 | 12,899,360 | 2023-12-05 | Filing | |
| $1.66 | 30,000 | $49,785.00 | 493,974 | 2023-12-04 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $16.40 | 80,000 | $1,312,000.00 | 25,076 | 2026-04-01 | Filing | |
| $15.04 | 20,000 | $300,760.00 | 0 | 2026-03-04 | Filing | |
| $5.59 | 120,000 | $670,812.00 | 25,076 | 2026-01-07 | Filing | |
| $18.77 | 200,000 | $3,753,000.00 | 10,305,553 | 2021-07-26 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 24,675,188 | $399,244,542 | 10.27% | |
| 2. | 20,151,406 | $326,049,749 | 0.01% | |
| 3. | 16,382,812 | $265,073,898 | 9.89% | |
| 4. | 16,157,175 | $261,423,092 | 2.6% | |
| 5. | 11,249,738 | $182,020,761 | 0% |
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Erasca, Inc. (ERAS): A Bull Case Theory
We came across a bullish thesis on Erasca, Inc. on Danny’s Substack by Danny Green. In this article, we will summarize the bulls’ thesis on ERAS.
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