Competitive ChallengesErasca faces an increasingly competitive market for molecular glue assets, leading to a reduction in peak market share expectations for its key assets.
Growth PotentialErasca's melanoma drug naporafenib is unlikely to find a partner for development, impacting its growth potential.
Market PositioningA significant amount of spending and time is required to evaluate combination options and earlier lines of therapy, with Erasca several years behind competitors.