Insider Trading April 3, 2026

Erasca Legal Chief Exercises Options, Sells $1.3M in Stock; Company Reports Clinical and Strategic Progress

Chief Legal Officer Ebun Garner exercised stock options and sold shares under a Rule 10b5-1 plan as Erasca updates losses, licensing and clinical milestones

By Ajmal Hussain ERAS
Erasca Legal Chief Exercises Options, Sells $1.3M in Stock; Company Reports Clinical and Strategic Progress
ERAS

Erasca Chief Legal Officer Ebun Garner sold 80,000 shares of company common stock on April 1, 2026, for $1,312,000 and exercised options to acquire 80,000 shares at $1.70 per share. The transactions were carried out under a Rule 10b5-1 plan adopted June 30, 2024. Separately, Erasca reported a fourth-quarter 2025 net loss of $29.1 million and a full-year 2025 loss of $124.6 million, expanded rights to its RAS-targeting asset ERAS-0015, and received price-target increases from several analysts amid clinical progress and partnership activity.

Key Points

  • Erasca Chief Legal Officer Ebun Garner exercised 80,000 options at $1.70 per share and sold 80,000 shares on April 1, 2026, for $1,312,000 at prices ranging from $16.11 to $16.58.
  • Transactions were executed under a Rule 10b5-1 trading plan adopted June 30, 2024; Garner now directly owns 25,076 shares.
  • Erasca reported a Q4 2025 net loss of $29.1 million and a full-year 2025 net loss of $124.6 million, expanded ERAS-0015 licensing to include China, Hong Kong and Macau, and received price-target increases to $20 from multiple analysts amid clinical and partnership progress.

Erasca, Inc. (NASDAQ: ERAS) disclosed that Chief Legal Officer Ebun Garner completed an equity transaction on April 1, 2026, selling 80,000 shares of common stock for aggregate proceeds of $1,312,000. The reported sales occurred at prices between $16.11 and $16.58 per share, according to a Form 4 filed with the Securities and Exchange Commission.

In the same filing, Garner is reported to have exercised options to acquire 80,000 shares of Erasca common stock at an exercise price of $1.70 per share, representing a total exercise value of $136,000. After these combined moves, Garner is recorded as directly holding 25,076 shares of company stock.

The filing states that the sale transactions were conducted under a pre-arranged Rule 10b5-1 trading plan that was adopted on June 30, 2024. The Form 4 provides the transaction mechanics and resulting shareholdings but does not attribute motives for the exercise or subsequent sale.


Alongside the insider disclosure, Erasca provided financial and strategic updates. For the fourth quarter of 2025, the company reported a net loss of $29.1 million and a full-year net loss of $124.6 million for 2025. The company also announced it has secured worldwide rights to its RAS-targeting therapy candidate ERAS-0015 after expanding a license agreement with Joyo Pharmatech Co., Ltd. to encompass China, Hong Kong, and Macau.

Analyst coverage has shifted in response to these corporate developments. Stifel and H.C. Wainwright each raised their price targets for Erasca to $20. Stifel cited the company's expansion into China, while H.C. Wainwright pointed to clinical progress with ERAS-0015. Clear Street likewise raised its price target to $20 and highlighted Erasca's agreement with Tango Therapeutics to evaluate ERAS-0015 in combination with a PRMT5 inhibitor. Stifel and Clear Street continue to carry Buy ratings on the stock, per the disclosures.

On the clinical front, Erasca's trials have produced signals the company and its analysts have pointed to as progress: there have been two confirmed partial responses in patients with RAS mutations. The company reports these as noteworthy clinical outcomes as it advances ERAS-0015 through development and strategic collaborations.

These items together - insider option activity and sale, reported losses for 2025, expanded licensing in Asia, analyst target increases, a partnership to test a combination regimen, and confirmed partial responses in RAS-mutant patients - form the current publicly disclosed picture of Erasca's corporate and clinical status. The SEC Form 4 records the specific insider transactions and the other company disclosures outline financial and programmatic milestones.

Risks

  • The company reported significant net losses for Q4 2025 and full-year 2025, reflecting ongoing cash burn and funding needs that could affect operations and R&D - relevant to biotech and capital markets.
  • Clinical development remains uncertain despite reported partial responses; the presence of two confirmed partial responses does not guarantee broader trial success or regulatory outcomes - a risk for investors in clinical-stage biopharma.
  • Insider option exercise and share sale under a Rule 10b5-1 plan alters executive shareholdings but does not provide information about future insider activity or company prospects; this introduces uncertainty for market perception in the healthcare and equity markets.

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