FINWIRES · TerminalLIVE
FINWIRES

Erasca Shares Fall After Preliminary Phase 1 Dose Escalation Data

By

-- Erasca (ERAS) shares fell 48% Tuesday after the company reported preliminary phase 1 dose-escalation data for its experimental ERAS-0015 in patients with RAS-mutant solid tumors, including colorectal cancer, non-small-cell lung cancer and pancreatic adenocarcinoma.

The preliminary data, from ongoing trials in the US and China, suggest ERAS-0015 may be combined with standard-of-care doses of panitumumab, positioning it as a potential backbone therapy for future combination regimens, the company said.

The therapy was generally "well tolerated," with no dose-limiting toxicities or treatment discontinuations due to adverse events, according to a statement.

Erasca said it selected 24 mg and 32 mg once daily as recommended doses for further study and said the drug showed "promising clinical potential" for combination use with panitumumab.

In a regulatory filing, the company said a patient, who was a 66 year-old male with heavily pretreated metastatic pancreatic adenocarcinoma, had died. The company said grade 3 treatment-related adverse events of pneumonitis progressed to grade 5 following withdrawal of supportive care per patient decision.

Price: $9.96, Change: $-9.20, Percent Change: -48.02%

Related Articles

Research

Research Alert: Nxpi Guides Well Above Expectations; Recovery To Gain Traction In 2h

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:NXPI posted Q1 revenue of $3.18B (+12% Y/Y), slightly ahead of $3.16B consensus, with non-GAAP EPS of $3.05 (+16% Y/Y) vs. $2.98 expected. The company showed broad-based recovery with Industrial & IoT surging 24% Y/Y and Automotive growing 6% Y/Y, while gross margin expanded 100 bps to 57.1% and operating margin improved 120 bps to 33.1%. NXPI's strategic focus on software-defined vehicles and edge AI gains traction via portfolio optimization including the $878M MEMS divestiture and $500M debt repayment. Management provided encouraging Q2 guidance of $3.35B-$3.55B revenue (midpoint +8% Q/Q, +18% Y/Y) and $3.29-$3.72 EPS, well ahead of consensus at $3.3B and $3.21, respectively. We expect momentum to accelerate through 2026, driven by company-specific growth drivers in automotive processing and industrial applications, while recent product launches and strategic partnerships with GE HealthCare Technologies (GEHC 69 ***) and NVIDIA (NVDA 213 *****) position NXPI to capitalize on emerging edge AI opportunities.

$NXPI
Insider Trading

Constellation Brands Insider Sold Shares Worth $307,830, According to a Recent SEC Filing

Ernesto M Hernandez, Director, on April 27, 2026, sold 2,000 shares in Constellation Brands (STZ) for $307,830. Following the Form 4 filing with the SEC, Hernandez has control over a total of 2,582 Class A common shares of the company, with 2,582 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/16918/000161435726000002/xslF345X05/wk-form4_1777409663.xml

$STZ
Research

Research Alert: Welltower Inc: Revenue & Ffo Beat, Completed $3b In Acquisitions In Q1

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:WELL reported Q1 revenue of $3.35B (+38.4% Y/Y, $155M above consensus) vs. $2.42B a year ago. Same-store NOI (SSNOI) grew 16.4% to $722M, primarily due to Senior Housing Operating segment's SSNOI growth of 22.1%, while Senior Housing Triple-Net grew 3.9%, Outpatient Medical 2.4%, and Long-Term/Post-Acute Care 2.6%. SHO portfolio same-store revenue increased 9.5%, with revenue per occupied room growth of 5.0% (up 30 bps Q/Q) demonstrating strong operational momentum across the portfolio. WELL increased SSNOI guidance for full-year 2026 to 12.25%-16.0%, up 100 bps on the bottom end of the range. We see the bulk of this growth from SHO, with growth expected in the 16%-23% range, while other segments are expecting 2%-4% growth this year. We believe the strong SHO performance continues to validate WELL's strategic focus on senior housing operations, with consistent revenue and margin expansion driving sustained outperformance relative to other real estate segments.

$WELL