Arcus Biosciences (RCUS) Corporate presentation summary

Portfolio overview and financial position

• Robust pipeline includes late-stage oncology and expanding immunology programs, with a goal of advancing 1–2 new molecules to the clinic annually.

• Lead oncology assets are casdatifan (HIF-2a inhibitor) and quemliclustat (CD73 inhibitor), both in Phase 3 trials targeting large patient populations.

• Immunology pipeline features first-in-human MRGPRX2 antagonist (AB102) and an oral TNF inhibitor expected in clinic by early 2027.

• Cash position of ~$775M as of June 30, 2026, with funding expected to last until at least the second half of 2028.

Casdatifan clinical data and differentiation

• Casdatifan demonstrates superior efficacy over belzutifan, with a pooled ORR of 35% and median PFS of 12.2 months in late-line ccRCC.

• 100mg QD dose shows 45% ORR and 15.1 months mPFS, exceeding benchmarks for HIF-2a inhibitors and TKIs.

• Deep and sustained suppression of serum EPO correlates with higher response rates and longer PFS.

• Safety profile is comparable to belzutifan, with manageable rates of anemia and hypoxia.

• Casdatifan is being positioned as a backbone therapy across all lines of RCC treatment.

Clinical development and upcoming milestones

• Multiple Phase 3 studies ongoing or planned: PEAK-1 (casdatifan + cabozantinib in post-IO ccRCC) and PEAK-20 (casdatifan + nivo + ipi in 1L ccRCC).

• October 2026 data readout will provide key efficacy and safety updates for casdatifan combinations and monotherapy.

• Quemliclustat Phase 3 in 1L pancreatic cancer completed enrollment, with interim analysis expected in Q4 2026.

• AB102 first-in-human study initiated, with additional immunology candidates expected to be IND-ready by year-end 2027.