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Arcus Biosciences
Arcus Biosciences (RCUS) investor relations material
Arcus Biosciences 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary14 Jan, 2026
Company Overview and Strategy
Focuses on late-stage oncology and emerging immunology programs, leveraging strong chemistry and discovery capabilities.
Maintains aggressive research and clinical trial activity, supported by strategic partnerships and a strong cash position extending into 2H 2028.
Portfolio includes homegrown, best-in-class small molecules, with casdatifan as the lead asset.
Expansion into immunology is a natural evolution, not a pivot, building on existing expertise.
Collaboration strategy now emphasizes value-adding clinical partnerships over capital-raising deals, with partners including AstraZeneca, Taiho Pharma, and Gilead.
Casdatifan Program and Market Opportunity
Casdatifan targets HIF-2α, a validated mechanism in kidney cancer, and is wholly owned, providing strategic flexibility.
Demonstrates superior efficacy and durability over Merck’s belzutifan, with median PFS of 12.2 months versus 5.6 months.
Two-pronged development: PEAK-1 (fast-to-market, combo with TKI) and front-line, TKI-sparing regimens, with a Phase 3 study planned by year-end 2026.
Large commercial potential estimated at $5 billion, driven by long treatment durations and broad applicability in clear cell RCC.
Plans to fully cover clear cell RCC before expanding to other indications like HCC.
Other Oncology and Immunology Programs
Quemliclustat in front-line pancreatic cancer shows median OS improvement of 5.9 months, with PRISM-1 trial fully enrolled and Phase 3 readout expected in 1H 2027.
Immunology pipeline includes MRGPRX2 antagonist for atopic skin diseases and selective TNFR1 inhibitor, both aiming for clinical entry by 2026–2027.
Immunology targets are validated by existing biologics but offer improved profiles via small molecules.
Additional programs in CCR6 and CD40L are in advanced discovery stages.
Early proof-of-concept data expected quickly for immunology assets, with large commercial opportunities.
How does low primary PD shape 1L Casdatifan strategy?
Explain TNF inhibitor's selective TNFR1 blocking.
What makes Quemliclustat transformative for 1L PDAC?
Elaborate on Casdatifan's underappreciated $5B market
Discuss the strategic rationale for immunology expansion
TIGIT outcome's impact on strategic optionality
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Next Arcus Biosciences earnings date
Q4 202520 Feb, 2026
Arcus Biosciences
Next Arcus Biosciences earnings date
Q4 202520 Feb, 2026
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Frequently asked questions
Arcus Biosciences Inc (RCUS) is a clinical-stage biopharmaceutical company focused on the development of cancer immunotherapies. By leveraging underexploited biological opportunities, Arcus aims to create treatments that can significantly improve patient outcomes. The company's product pipeline features a range of candidates, including AB928, a dual antagonist for adenosine receptors A2aR and A2bR, in combination with an anti-PD-1 antibody (AB122) and chemotherapy for treating metastatic triple-negative breast cancer or ovarian cancer and advanced malignancies. The company is headquartered in Hayward, California, and its shares are listed on the NYSE.
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