Arcus Biosciences Inc. (RCUS)
NYSE NYSE Primary 
Arcus Biosciences, Inc. (RCUS) Shareholder/Analyst Call Transcript
Arcus Biosciences, Inc. (NYSE:RCUS ) Shareholder/Analyst Call October 6, 2025 10:00 AM EDT Company Participants Pia Eaves - Vice President of Investor Relations & Strategy Terry Rosen - Co-Founder, Chairman & CEO Richard Markus - Chief Medical Officer Jennifer Jarrett - Chief Operating Officer Juan Jaen - Co- Founder & President Conference Call Participants Rana McKay Yigal Nochomovitz - Citigroup Inc., Research Division Li Wang Watsek - Cantor Fitzgerald & Co., Research Division Peter Lawson - Barclays Bank PLC, Research Division Daina Graybosch - Leerink Partners LLC, Research Division Salim Syed - Mizuho Securities USA LLC, Research Division Karina Rabayeva - Truist Securities, Inc., Research Division William G. Kaelin Jr. Emily Bodnar - H.C.
Arcus Biosciences, Inc. (RCUS) Presents At Citi's Biopharma Back To School Conference Transcript
Arcus Biosciences, Inc. (NYSE:RCUS ) Citi's Biopharma Back to School Conference September 3, 2025 11:15 AM EDT Company Participants Terry Rosen - Co-Founder, Chairman & CEO Jennifer Jarrett - Chief Operating Officer Conference Call Participants Yigal Nochomovitz - Citigroup Inc., Research Division Presentation Yigal Nochomovitz Director and SMid Cap Biotech Analyst So welcome, everyone. I'm Yigal Nochomovitz, Biotech Analyst at Citi.
Arcus Biosciences: A Risky Buy Ahead Of Pivotal, Catalyst-Rich 12 Months
Arcus Biosciences is at a critical juncture, with multiple late-stage assets and a cash position nearly equal to its market cap. Casdatifan shows best-in-class potential in renal cell carcinoma, with pivotal Phase 3 data expected within 12 months to determine commercial viability. Ongoing Phase 3 studies for domvanalimab and quemliclustat offer significant catalysts, with key data readouts anticipated in 2026.
Arcus Biosciences, Inc. (RCUS) Reports Break-Even Earnings for Q2
Arcus Biosciences, Inc. (RCUS) reported break-even quarterly earnings per share versus the Zacks Consensus Estimate of a loss of $1.14. This compares to a loss of $1.02 per share a year ago.
Arcus Biosciences, Inc. (RCUS) Q1 2025 Earnings Call Transcript
Arcus Biosciences, Inc. (NYSE:RCUS ) Q1 2025 Earnings Conference Call May 6, 2025 4:30 PM ET Company Participants Pia Eaves - VP, IR Terry Rosen - CEO Richard Markus - CMO Jennifer Jarrett - COO Bob Goeltz - CFO Juan Jaen - President Conference Call Participants Peter Lawson - Barclays Daina Graybosch - Leerink Partners Yigal Nochomovitz - Citigroup Umer Raffat - Evercore Eva Fortea - Wells Fargo Emily Bodnar - HC Wainwright Operator Hello, everyone. And welcome to Arcus Biosciences First Quarter 2025 Earnings and Financial Results Call.
Arcus Biosciences, Inc. (RCUS) Reports Q1 Loss, Lags Revenue Estimates
Arcus Biosciences, Inc. (RCUS) came out with a quarterly loss of $1.14 per share versus the Zacks Consensus Estimate of a loss of $1.02. This compares to loss of $0.05 per share a year ago.
Arcus Biosciences: A High-Risk Speculation With Multiple Large, Near-Term Catalysts
Arcus Biosciences presents a high-risk speculation with significant upcoming catalysts, despite recent stock declines and Gilead's exit from the ARC-10 trial. Gilead's continued investment and board presence indicate confidence in Arcus, despite the challenges faced with domvanalimab. Arcus has a diverse pipeline targeting pancreatic and renal cell carcinoma, with promising Phase 3 trials that could significantly boost the stock.
Arcus Biosciences, Inc. (RCUS) Reports Q4 Loss, Tops Revenue Estimates
Arcus Biosciences, Inc. (RCUS) came out with a quarterly loss of $1.03 per share versus the Zacks Consensus Estimate of a loss of $1.17. This compares to loss of $1.08 per share a year ago.
Arcus Biosciences: Many Important Oncology Catalysts Coming Up In 2025
Arcus Biosciences has interesting combination therapies that target several diseases like NSCLC, RCC, GI, and pancreatic cancers. The company has a few ongoing Phase 3 trials, some of which will report important updates in 2025. One of Domvanalimab's combinations showed that it can help overall survival by a whopping 36% in NSCLC. It also had lower discontinuation rates than chemotherapy.
Arcus: Excellent Pipeline And Collaborations, Cash Runway
Arcus Biosciences presents a strong buying opportunity due to positive data, Gilead's increased stake, and a robust pipeline with significant market potential. Lead molecule domvanalimab shows promising phase 3 trial results in lung and gastrointestinal cancers, with substantial survival benefits and market potential of $10bn. Casdatifan, an HIF-2α inhibitor, has shown superior data in clear cell renal cell carcinoma, positioning it as a leading candidate in a $2bn market.
Arcus Biosciences, Inc. (RCUS) Reports Q3 Loss, Tops Revenue Estimates
Arcus Biosciences, Inc. (RCUS) came out with a quarterly loss of $1 per share versus the Zacks Consensus Estimate of a loss of $1.07. This compares to loss of $0.94 per share a year ago.
Arcus Biosciences Looks Compelling Ahead Of Key Clinical Oncology Milestones
Arcus Biosciences develops late-stage immunotherapies, with Domvanalimab and Casdastifan leading the way in targeting large oncology markets. Domvanalimab, a Phase 3 anti-TIGIT antibody for NSCLC and GI cancers, could significantly impact treatment upon approval. Casdastifan is advancing to Phase 3 for renal cell carcinoma and may outperform Merck's Belzutifan.
