Arcus Biosciences, Inc. RCUS
Arcus Biosciences, Inc. (NYSE: RCUS) is an oncology drug developer. Its lead program, casdatifan (HIF-2a inhibitor), is in Phase 3 for clear cell renal cell carcinoma (ccRCC); PEAK-1 with cabozantinib post-immunotherapy. Its next catalyst on record is casdatifan: Initiation of second Phase 3 trial in first-line ccRCC (TKI-free regimen) (2026).
Upcoming catalysts
No catalyst is dated to the next 30 days or to an FDA action date.
Next further out: casdatifan — Initiation of second Phase 3 trial in first-line ccRCC (TKI-free regimen) (2026). 1 catalyst on record beyond the next 30 days; subscribers see each with its filing sentence.
Pipeline
| Program | Indication | Modality | Stage |
|---|---|---|---|
| casdatifan + cabozantinib (PEAK-1) | ccRCC previously treated with immunotherapy | small molecule | Phase 3 |
| quemliclustat (PRISM-1) | treatment-naive metastatic pancreatic cancer | small molecule | Phase 3 |
| casdatifan + volrustomig (eVOLVE-RCC02, AstraZeneca-run) | first-line ccRCC | small molecule | Phase 3 |
| etrumadenant | oncology (Gilead license returned) | small molecule | Phase 2 |
| casdatifan (ARC-20) | ccRCC multiple lines | small molecule | Phase 1 |
| AB801 | AXL inhibitor, oncology | small molecule | Phase 1 |
| AB598 | anti-CD39 antibody, oncology | antibody | Phase 1 |
Recent results and decisions
- Oct 23, 2026n/a Arcus Biosciences completed a public offering of 16,428,572 shares of common stock at $17.50 per share, receiving net proceeds of approximately $269.7 million.
The Company received net proceeds of approximately $269.7 million, after deducting underwriting discounts and commissions and estimated offering expenses payable by the Company.
Filing - Dec 12, 2025missed Phase 3 STAR-221 discontinued for futility: at pre-specified OS interim analysis, dom+zim+chemo did not improve OS vs nivolumab plus chemotherapy.
At the interim analysis, the domvanalimab-based combination did not improve OS relative to nivolumab plus chemotherapy.
Filing - Oct 28, 2025positive Pooled ARC-20 monotherapy cohorts (n=121): median PFS 12.2 months and 18-month landmark PFS 43%; 35% confirmed ORR in 100 mg QD cohort.
At the time of data cutoff (DCO, August 15, 2025), mPFS was 12.2 months, and 18-month landmark PFS was 43% in the pooled analysis of all four monotherapy cohorts.
Filing
2 more on record.
For subscribers
- Cash runway against each catalyst, with the company's own runway statement
- Track record: every Phase 3 readout, FDA decision and guidance slip since 2014
- Expected move for each dated catalyst, from comparable past events
- Phase 2 evidence behind each Phase 3 readout
- Companies on the same target or class
- Full catalyst list with filing sentences, deals, registered trials, Excel export
Other phase 3 oncology companies
- Merck & Co., Inc. MRK
- Astrazeneca PLC AZN
- Bristol Myers Squibb Co BMY
- BeOne Medicines Ltd. ONC
- Revolution Medicines, Inc. RVMD
- Genmab A/S GMAB
- BioNTech SE BNTX
- Exelixis, Inc. EXEL
The free Monday brief
Last week's readouts and FDA decisions and the dated catalysts in the week ahead, each with its filing sentence.