Arcus Biosciences Inc
NYSE:RCUS

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Arcus Biosciences Inc
NYSE:RCUS
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Price: 25.78 USD -0.08%
Market Cap: 3.5B USD

Arcus Biosciences Inc
Investor Relations

Arcus Biosciences Inc., founded in 2015 and based in California, emerges not just as a company, but as a dynamic player in the biopharmaceutical arena with a fervent focus on innovative cancer therapies. The company's narrative is centered around harnessing the power of immunotherapy to combat cancer, a testament to its commitment to push the frontiers of medicine. At the core of Arcus's strategy is its proprietary pipeline of novel molecules designed to promote antitumor immune responses, particularly small-molecule drugs and antibodies. By marrying cutting-edge science with practical clinical applications, Arcus aims to provide treatments that enhance the body's immune response against cancer, offering hope to patients and healthcare providers alike.

As Arcus Biosciences spins its operational wheel, its financial engine is fueled primarily through strategic partnerships and licensing agreements. The company collaborates with major pharmaceutical players to co-develop and commercialize its promising candidates, allowing it to share the risks and rewards inherent in drug development. These partnerships not only provide upfront payments and milestone-based financial inflows but also broaden the scope of clinical trials and expedite the pathway to market availability. By aligning their interests with larger entities invested in cutting-edge oncology solutions, Arcus is positioned to capitalize on the symbiotic relationship between innovative early-stage science and the expansive reach of established pharmaceutical channels, striving to bring transformative therapies to the global market.

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Last Earnings Call
Fiscal Period
Q1 2025
Call Date
May 6, 2025
AI Summary
Q1 2025

Portfolio Focus: Arcus’s top priority is advancing casdatifan (CAS), which continues to show encouraging clinical data and strong investigator enthusiasm, especially in clear cell renal cell carcinoma (RCC).

Financial Position: The company ended Q1 with $1 billion in cash, strengthened by a $150 million equity raise, and expects this to be sufficient to reach multiple pivotal trial readouts.

Revenue & Guidance: Q1 revenue was $28 million, mainly from the Gilead collaboration, with full-year 2025 revenue projected at $75–90 million.

Clinical Milestones: Key late-stage trials for domvanalimab (anti-TIGIT) and quemli (CD73 inhibitor) remain on track, with PRISM-1 enrollment expected to complete by end of 2025 and STAR-221 readout guided for 2026.

Pipeline Reprioritization: Management is pausing further investment in the A2 receptor antagonist etruma, focusing resources on late-stage programs and select early-stage immunology and inflammation assets.

Upcoming Data: Arcus will present new CAS+cabo data at ASCO, aiming to demonstrate combination safety and early efficacy in RCC; additional monotherapy data and TKI-free regimen updates are expected over the next 18–24 months.

Cost Management: 2025 is expected to be peak for development expenses, with R&D spend declining meaningfully in 2026 and 2027.

Key Financials
Cash and Investments
$1 billion
Revenue
$28 million
R&D Expenses
$122 million
G&A Expenses
$28 million
Non-cash Stock-Based Compensation
$16 million
Earnings Call Recording
Other Earnings Calls

Management

Dr. Terry J. Rosen Ph.D.
Co-Founder, Chairman & CEO
No Bio Available
Dr. Juan Carlos Jaen Ph.D.
Co- Founder & President
No Bio Available
Mr. Robert C. Goeltz II
Principal Financial Officer & CFO
No Bio Available
Ms. Jennifer A. Jarrett M.B.A.
Chief Operating Officer
No Bio Available
Dr. Dimitry S.A. Nuyten M.D., Ph.D.
Chief Medical Officer
No Bio Available
Dr. K. Christopher Garcia Ph.D.
Co-Founder & Member of Scientific Advisory Board
No Bio Available
Mr. Alexander Azoy CPA
VP of Finance & Principal Accounting Officer
No Bio Available
Dr. Jonathan Yingling Ph.D.
Chief Scientific Officer
No Bio Available

Contacts

Address
CALIFORNIA
Hayward
3928 Point Eden Way
Contacts
+15106946200.0
arcusbio.com