Erasca | Investor Presentation Deck | 56 slides

Erasca · 2023-11
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Slide inventory

56
every slide · same image gating as the playbook
01
Slide 1
The slide uses a high-quality lifestyle photo to establish an emotional connection to the company's mission.front_matter
Open slide detailBeat · Introduction to Erasca and RAS/MAPK pathway
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other
Open slide detailBeat · Introduction to Erasca and RAS/MAPK pathway
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The slide uses a hub-and-spoke diagram to connect the company name to three core pillars: leadership, portfolio, and financials.inspire_vision
Open slide detailBeat · Introduction to Erasca and RAS/MAPK pathway
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SAB stands for Scientific Advisory Board.other
Open slide detailBeat · Introduction to Erasca and RAS/MAPK pathway
05
The table uses a heatmap-style color coding where red indicates existing targeted therapy markets and teal indicates blue ocean opportunities.size_opportunity
Open slide detailBeat · Introduction to Erasca and RAS/MAPK pathwayLoop · Logic Chain
06
The diagram illustrates a biological signaling pathway with specific nodes highlighted as targets for the company's therapeutic approach.present_solution
Open slide detailBeat · Challenges in current cancer treatment and unmet needsLoop · Logic Chain
07
The slide uses a Gantt-style visualization for clinical trial progress.plan_implementation
Open slide detailBeat · Challenges in current cancer treatment and unmet needsLoop · Logic Chain
08
The slide uses a biological process diagram to map drug assets to specific protein targets.present_solution
Open slide detailBeat · Challenges in current cancer treatment and unmet needsLoop · Logic Chain
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The slide uses a matrix structure to map indications to benchmarks, specific drug regimens, and trial names, with a footer detailing active clinical trial collacompare_peers
Open slide detailBeat · Challenges in current cancer treatment and unmet needsLoop · Logic Chain
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The chart uses a stacked bar approach to represent US and Europe patient counts per program, with a total sum at the bottom.size_opportunity
Open slide detailBeat · Challenges in current cancer treatment and unmet needsLoop · Logic Chain
11
The slide combines a biological pathway diagram (left) with a quantitative market sizing table (right).size_opportunity
Open slide detailBeat · Challenges in current cancer treatment and unmet needs
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The kinome tree is a standard visualization for kinase selectivity.present_solution
Open slide detailBeat · Challenges in current cancer treatment and unmet needs
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The slide combines a biological pathway diagram with a clinical trial summary table to demonstrate proof of concept.show_traction
Open slide detailBeat · Challenges in current cancer treatment and unmet needs
14
Includes two waterfall plots comparing patient responses; source cited as Novartis materials.show_traction
Open slide detailBeat · Challenges in current cancer treatment and unmet needs
15
The slide highlights the poor efficacy of current SOC and suggests binimetinib as a superior alternative.frame_problem
Open slide detailBeat · Challenges in current cancer treatment and unmet needsLoop · Cost Of Inaction
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Waterfall plot shows individual patient responses; table compares efficacy metrics against Dacarbazine and Binimetinib.show_traction
Open slide detailBeat · Erasca's pipeline and clinical dataLoop · Cost Of Inaction
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The slide uses a before-after-framing approach to demonstrate clinical efficacy.illustrate_case
Open slide detailBeat · Erasca's pipeline and clinical dataLoop · Cost Of Inaction
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The slide uses a swimmer plot to visualize individual patient treatment duration and response status.show_traction
Open slide detailBeat · Erasca's pipeline and clinical dataLoop · Cost Of Inaction
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The slide uses a summary calculation (13/39 = 33.3% ORR) to aggregate results across two different clinical phases.show_traction
Open slide detailBeat · Erasca's pipeline and clinical dataLoop · Cost Of Inaction
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Swimmer plot showing individual patient treatment duration and response status (NE, PD, PR, SD).show_traction
Open slide detailBeat · Erasca's pipeline and clinical dataLoop · Cost Of Inaction
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The diagram uses a flow-chart structure to categorize patient outcomes (off treatment vs on treatment) and further breaks down the 'on treatment' group into SDsshow_traction
Open slide detailBeat · Erasca's pipeline and clinical data
22
The chart displays adverse events occurring in >=10% of patients (n=15).analyze_data
Open slide detailBeat · Erasca's pipeline and clinical data
23
CoC = Cost of Care (or standard of care context); FIH = First-in-Human; PTS = Probability of Technical Success; CDP = Clinical Development Plan.plan_implementation
Open slide detailBeat · Erasca's pipeline and clinical data
24
The slide uses a biological signaling pathway map to justify combination therapy strategy.present_solution
Open slide detailBeat · Erasca's pipeline and clinical data
25
The diagram shows the RAS/MAPK signaling pathway. The table provides a breakdown of patient populations for specific indications.size_opportunity
Open slide detailBeat · Erasca's pipeline and clinical data
26
The slide uses two tables to demonstrate competitive advantage in potency and pharmacokinetics.present_solution
Open slide detailBeat · Erasca's pipeline and clinical data
27
The diagram shows the signaling pathway with specific drug targets highlighted.present_solution
Open slide detailBeat · Erasca's pipeline and clinical data
28
The slide compares tumor volume reduction across two different CDX models (WiDr and RKO) using various treatment regimens.show_traction
Open slide detailBeat · Erasca's pipeline and clinical data
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Includes waterfall plot and swimmer plot for clinical trial results.show_traction
Open slide detailBeat · Erasca's pipeline and clinical data
30
Data cut 23MAR2023. TRAE = Treatment-related Adverse Event. EC = Encorafenib + Cetuximab.analyze_data
Open slide detailBeat · Erasca's pipeline and clinical data
31
The slide uses a process-oriented flow to demonstrate clinical validation milestones.show_traction
Open slide detailBeat · Erasca's pipeline and clinical data
32
The slide highlights selectivity and potency, using arrows to indicate performance relative to the competitor.compare_peers
Open slide detailBeat · Erasca's pipeline and clinical data
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Data presented as tumor volume over time (days) with error bars representing SEM.show_traction
Open slide detailBeat · Erasca's pipeline and clinical data
34
Includes RECIST 1.1 criteria reference and specific patient history.illustrate_case
Open slide detailBeat · Erasca's pipeline and clinical data
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The table compares 'ALL' vs 'Gr >= 3' adverse events for different dosing regimens.analyze_data
Open slide detailBeat · Erasca's pipeline and clinical data
36
The diagram shows the EGFR signaling pathway and the inhibitory effect of ERAS-801.size_opportunity
Open slide detailBeat · Erasca's pipeline and clinical data
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The slide uses a stacked bar chart to show mutation incidence and a comparison table to contrast clinical outcomes across different indications.frame_problem
Open slide detailBeat · Erasca's pipeline and clinical data
38
The slide uses Western blot data to demonstrate potency and a table to demonstrate pharmacokinetic superiority.present_solution
Open slide detailBeat · Erasca's pipeline and clinical data
39
The chart is a Kaplan-Meier survival plot. The comparison shows ERAS-801 (blue line) outperforming standard EGFR inhibitors (Erlotinib, Lapatinib, Osimertinib) present_solution
Open slide detailBeat · Erasca's pipeline and clinical data
40
The slide displays four distinct survival plots (HK301, GS025, HK336, GS187) showing statistically significant survival improvements (***) with ERAS-801 treatmeshow_traction
Open slide detailBeat · Erasca's pipeline and clinical data
41
The slide uses a waterfall plot to show individual model responses and pie charts to summarize efficacy across the total cohort vs. the specific EGFR-mutant/ampshow_traction
Open slide detailBeat · Erasca's pipeline and clinical data
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The slide uses a table format to communicate a product roadmap for clinical development.plan_implementation
Open slide detailBeat · Erasca's pipeline and clinical data
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summarize
Open slide detailBeat · Potential impact and investment thesis
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Features the Erasca logo and a Lorenz attractor-style graphic.summarize
Open slide detailBeat · Potential impact and investment thesis
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The slide uses a matrix-like layout to compare drug candidates by development stage and company, with a callout box for competitive advantages.compare_peers
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The slide uses a bullseye/concentric circle framework to communicate strategic prioritization of clinical trials.prioritize
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The slide uses a contrast-based layout to frame the subject as a winner in a difficult therapeutic space.compare_peers
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The slide uses western blot data to demonstrate the superiority of ERAS-007 in a specific biological pathway context.present_solution
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Includes RECIST 1.1 criteria reference and patient progression note.illustrate_case
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The chart displays individual patient responses to treatment, with bars colored by dosage level.show_traction
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The chart displays individual patient treatment timelines, with markers for partial response, stable disease, and progressive disease.show_traction
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Data from HERKULES-1 study, cutoff 23 May 2022.analyze_data
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The slide uses a line chart to show concentration over time and a table to summarize key PK metrics (Cmax, Cmin, T>IC90, T<IC50) for five different dosing regimanalyze_data
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The slide uses a comparative layout contrasting a list of competitor assets with the specific benefits of the company's own asset (ERAS-601).compare_peers
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The slide uses a biological pathway diagram to illustrate the mechanism of action.present_solution
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The slide contrasts intermittent high-coverage dosing (ERAS-007) with sustained steady-state coverage (ERAS-601) to manage efficacy vs. toxicity.present_solution