Erasca | Investor Presentation Deck | 41 slides — playbook

Erasca | Investor Presentation Deck | 41 slides

Erasca · 2024-01

arc beats above · slides in the middle · loops below · scroll → 3 LOOPS

Deck intelligence map

5

coverage by narrative range · generated from this deck JSON

Narrative range 38 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Setup 5 slides 100% 5/5 slides 100% 5/5 slides · 25 hits

— 0/5 slides

20% 1/5 slides 40% 2/5 slides 100% 5/5 slides 60% 3/5 slides Complication 5 slides 100% 5/5 slides 100% 5/5 slides · 22 hits

— 0/5 slides

20% 1/5 slides

— 0/5 slides

100% 5/5 slides

— 0/5 slides

Evidence 10 slides 100% 10/10 slides 100% 10/10 slides · 54 hits

— 0/10 slides

50% 5/10 slides 30% 3/10 slides 100% 10/10 slides 100% 10/10 slides · 13 hits Solution 10 slides 100% 10/10 slides 100% 10/10 slides · 49 hits

— 0/10 slides

70% 7/10 slides 20% 2/10 slides 100% 10/10 slides

— 0/10 slides

Market Sizing 8 slides 100% 8/8 slides 100% 8/8 slides · 32 hits

— 0/8 slides

62.5% 5/8 slides 50% 4/8 slides 100% 8/8 slides

— 0/8 slides

Slide inventory

41

every slide · same image gating as the playbook

01

front_matter

Open slide detailBeat · Setup

02

other

Open slide detailBeat · Setup

03

The slide uses a hub-and-spoke diagram to connect the company brand to three core pillars: team, portfolio, and financials.summarize

Open slide detailBeat · SetupLoop · Cost Of Inaction

04

SAB stands for Scientific Advisory Board.other

Open slide detailBeat · SetupLoop · Cost Of Inaction

05

The slide uses a Gantt-style chart to represent clinical trial progress.plan_implementation

Open slide detailBeat · SetupLoop · Cost Of Inaction

06

The diagram illustrates a biological signaling pathway with specific nodes highlighted as targets for therapeutic intervention.present_solution

Open slide detailBeat · Complication

07

The slide uses a matrix structure to map clinical assets to specific indications and trial names.plan_implementation

Open slide detailBeat · Complication

08

The diagram shows the MAPK pathway inhibition. The patient population data is presented as a simple table.size_opportunity

Open slide detailBeat · Complication

09

The slide uses a KINOMEscan visualization to show selectivity.present_solution

Open slide detailBeat · Complication

10

The chart is a classic waterfall plot used in oncology to show best response per patient/model.present_solution

Open slide detailBeat · Complication

11

The slide combines a biological pathway diagram with a clinical trial summary table to demonstrate clinical validation.show_traction

Open slide detailBeat · EvidenceLoop · Quick Win Big Bet

12

The slide uses a side-by-side comparison of two market segments, each with a big number metric and supporting clinical/regulatory context.size_opportunity

Open slide detailBeat · EvidenceLoop · Quick Win Big Bet

13

Includes a biological diagram illustrating the RAS protein state transition and mutation impact.size_opportunity

Open slide detailBeat · EvidenceLoop · Quick Win Big Bet

14

The chart shows lower IC50 values for the Q61X mutation group, suggesting higher sensitivity to the drug.analyze_data

Open slide detailBeat · EvidenceLoop · Quick Win Big Bet

15

Waterfall plots showing best percentage change from baseline for two distinct patient cohorts.show_traction

Open slide detailBeat · EvidenceLoop · Quick Win Big Bet

16

Includes a Kaplan-Meier survival curve comparing existing standard-of-care options.frame_problem

Open slide detailBeat · EvidenceLoop · Quick Win Big Bet

17

The slide uses a 'before-after' visual comparison to demonstrate clinical efficacy.illustrate_case

Open slide detailBeat · EvidenceLoop · Quick Win Big Bet

18

The slide highlights US FDA Fast Track designation and superior PFS performance.compare_peers

Open slide detailBeat · EvidenceLoop · Quick Win Big Bet

19

The chart is a mirrored bar chart (diverging bar chart) showing AE frequency by grade.show_traction

Open slide detailBeat · EvidenceLoop · Quick Win Big Bet

20

The slide uses a 2D grid to map dose combinations against regulatory requirements (Project Optimus).present_solution

Open slide detailBeat · EvidenceLoop · Quick Win Big Bet

21

The slide outlines two distinct clinical trial programs (SEACRAFT-1 and SEACRAFT-2) with specific stages, patient cohorts, and regulatory endpoints.plan_implementation

Open slide detailBeat · Solution

22

The diagram shows the RAS/MAPK signaling pathway with ERAS-007 targeting ERK.size_opportunity

Open slide detailBeat · Solution

23

present_solution

Open slide detailBeat · Solution

24

The chart is a Kaplan-Meier survival curve comparing a control arm to an experimental arm (EC).frame_problem

Open slide detailBeat · Solution

25

Shows efficacy data for ERAS-007 in combination with Encorafenib and Cetuximab.show_traction

Open slide detailBeat · Solution

26

Includes waterfall plot and swimmer plot for clinical trial results.show_traction

Open slide detailBeat · Solution

27

Data cutoff 23MAR2023. TRAE = Treatment-related Adverse Event. EC = Encorafenib + Cetuximab.analyze_data

Open slide detailBeat · Solution

28

The diagram shows the RAS/MAPK/PI3K signaling pathway. ERAS-801 is shown as an EGFR inhibitor.size_opportunity

Open slide detailBeat · Solution

29

The slide uses a stacked bar chart to show mutation incidence and a comparison table to highlight clinical trial failures in GBM compared to other indications.frame_problem

Open slide detailBeat · Solution

30

The slide uses a biological diagram to illustrate EGFR mutations in GBM.frame_problem

Open slide detailBeat · Solution

31

The slide uses western blot data to demonstrate potency and a table to demonstrate pharmacokinetic superiority in mouse models.present_solution

Open slide detailBeat · Market Sizing

32

The chart is a Kaplan-Meier survival plot comparing three treatment groups.show_traction

Open slide detailBeat · Market Sizing

33

The diagram illustrates a standard 3+3 or similar dose escalation design leading to an MTD and subsequent safety expansion.plan_implementation

Open slide detailBeat · Market Sizing

34

plan_implementation

Open slide detailBeat · Market Sizing

35

summarize

Open slide detailBeat · Market Sizing

36

Features the Lorenz attractor graphic, which is a signature visual for Erasca.state_next_steps

Open slide detailBeat · Market Sizing

37

The table uses a heatmap-style color coding where red indicates red ocean opportunities and teal/green indicates blue ocean opportunities.size_opportunity

Open slide detailBeat · Market Sizing

38

The slide uses a two-column layout (Preclinical vs Clinical) to position the company's lead asset against competitors.compare_peers

Open slide detailBeat · Market Sizing

39

The slide uses a comparative framework to contrast the 'Terminated' vs 'Clinical' status of competitors, with a callout box detailing the specific advantages ofcompare_peers

Open slide detail

40

The slide uses western blot imagery to show protein expression levels (P-RSK, P-ERK, GAPDH) over time (0-72h) to prove the efficacy of ERAS-007.present_solution

Open slide detail

41

The slide uses a log-scale line chart for PK profiles and a summary table for key metrics (Cmax, Cmin, T>IC90, T<IC50).analyze_data

Open slide detail