Erasca, Inc. is a clinical stage oncology company developing drugs focused on RAS/MAPK pathway-driven cancers.  In January of this year, the company announced encouraging early clinical data for one of its candidates, ERAS-0015.  Then, in late April, the company received a letter from a potential competitor, Revolution Medicines, Inc. (“RevMed”).  The letter alleged that Erasca’s ERAS-0015 candidate infringes RevMed’s patent, that Erasca misappropriated trade secrets and that Erasca improperly compared pre-clinical data for its candidate with RevMed’s drug.  How concerned should Erasca’s investors be of RevMed’s allegations?