RCUS
Arcus Biosciences, Inc.22.20
+0.29+1.32%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
2.75BP/E (TTM)
-Basic EPS (TTM)
-3.42Dividend Yield
0%Recent Filings
8-K
8-K
Arcus Q3 results boost pipeline
Arcus Biosciences reported Q3 2025 financials, highlighting casdatifan's strong 12.2-month median PFS and 43% 18-month landmark PFS in late-line kidney cancer patients from ARC-20, outpacing the sole marketed HIF-2a rival. Domvanalimab plus zimberelimab and chemo delivered 26.7-month median OS in first-line upper GI cancers, fueling Phase 3 momentum. Cash at $841 million funds operations through key 2026 readouts. Taiho's Asia license for casdatifan adds milestone potential.
10-Q
Q3 FY2025 results
Arcus Biosciences posted Q3 revenue of $26M, down 46% y/y from $48M, mainly due to the prior year's Taiho license fee, while YTD revenue dipped 8% to $214M amid lower Gilead services yet buoyed by a $143M catch-up from etrumadenant program adjustments. Operating expenses climbed 10% y/y to $168M, driven by late-stage trial ramp-ups in PRISM-1 and PEAK-1, yielding a $142M operating loss—up 35% y/y—and $1.27 diluted EPS loss, confirmed against 106.5M shares with no anti-dilution flags. Net loss widened to $135M from $92M, with the gap to operating loss under 20% tied to $3M interest expense. Cash and equivalents stood at $841M quarter-end, supporting operations through key readouts, bolstered by $150M equity raise and $50M debt draw under the Hercules facility maturing 2029 at ~10.45% (derived). Taiho's October casdatifan option exercise for Asia adds $15M payable Q4, recognizing milestones up to $172M. Delays in clinical enrollment from competing trials pose a key risk.
8-K
OS results from EDGE-Gastric Arm A1
Arcus Biosciences announced first overall survival results from Arm A1 of the Phase 2 EDGE-Gastric study on October 12, 2025, evaluating domvanalimab plus zimberelimab in 41 patients with advanced gastric, gastroesophageal junction, or esophageal adenocarcinoma. At the March 3, 2025 cutoff, median follow-up reached 26.4 months, with efficacy observed across all PD-L1 subgroups after a median 49 weeks on treatment. Safety and efficacy held steady. Results span all subgroups.
8-K
ARC-20 efficacy updates
Arcus Biosciences unveiled updated ARC-20 Phase 1/1b data on October 6, 2025, showing casdatifan monotherapy in metastatic clear cell renal cell carcinoma patients with a pooled median PFS of 12.2 months, 31% confirmed ORR, and 81% disease control rate across doses, alongside an acceptable safety profile with no unexpected signals. The company also disclosed preclinical immunology and inflammation programs targeting atopic dermatitis, RA, psoriasis, and more, planning first clinical studies in 2026. Yet interim results may not replicate in future trials.
ACLX
Arcellx, Inc.
66.33-2.01
AGEN
Agenus Inc.
3.72+0.01
ARTL
Artelo Biosciences, Inc.
1.84+0.01
BCAB
BioAtla, Inc.
0.76-0.01
BOLT
Bolt Biotherapeutics, Inc.
5.45+0.06
CLRB
Cellectar Biosciences, Inc.
3.18-0.02
CRDF
Cardiff Oncology, Inc.
2.40-0.01
CRVS
Corvus Pharmaceuticals, Inc.
7.94-0.45
LSTA
Lisata Therapeutics, Inc.
2.05+0.01
VINC
Vincerx Pharma, Inc.
0.01+0.00