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Arcus Biosciences, Inc.

NYSE•RCUS
CEO: Dr. Terry J. Rosen Ph.D.
Sector: Healthcare
Industry: Biotechnology
Listing Date: 2018-03-15
Arcus Biosciences, Inc., a clinical-stage biopharmaceutical company, develops and commercializes cancer therapies in the United States. The company's pipeline products include Domvanalimab, an anti-TIGIT antibody, which is in Phase 2 and Phase 3 clinical trial; and AB308, an investigational anti-TIGIT monoclonal antibody, which is in Phase 1b clinical trial to study people with advanced solid and hematologic malignancies. It also develops Etrumadenant, a dual A2a/A2b adenosine receptor antagonist, which is in Phase 2 clinical trial; Quemliclustat, a small-molecule CD73 inhibitor, which is Phase 1b and Phase 2 clinical trial; Zimberelimab, an anti-PD-1 antibody, which is in Phase 2 clinical trial for metastatic cell lung cancer and monotherapy; and AB521, an oral and small-molecule inhibitor of HIF-2a, which is in Phase 1 clinical trial for the treatment of Von Hippel-Lindau disease. In addition, the company's preclinical pipeline products include AB598, a CD39 antibody; and AB801, a small molecule Axl inhibitor. It has a clinical collaboration with AstraZeneca to evaluate domvanalimab in combination with durvalumab in a registrational phase 3 clinical trial in patients with unresectable Stage 3 NSCLC; and BVF Partners L.P. to support the discovery and development of compounds for the treatment of inflammatory diseases. Arcus Biosciences, Inc. was incorporated in 2015 and is headquartered in Hayward, California.
Contact Information
3928 Point Eden Way, Hayward, CA, 94545, United States
510-694-6200
www.arcusbio.com
Market Cap
$2.21B
P/E (TTM)
-6.7
1.3
Dividend Yield
--
52W High
$26.40
52W Low
$6.50
52W Range
78%
Rank45Top 56.8%
3.6
F-Score
Modified Piotroski Analysis
Based on 9-year fundamentals
Weak • 3.6 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2017-2025

Financial Dashboard

Q4 2025 Data

Revenue

$33.00M+0.00%
4-Quarter Trend

EPS

-$0.92+0.00%
4-Quarter Trend

FCF

-$121.00M+0.00%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Total Revenue Decreased Total revenues $247M, down 4% from $258M in 2024; driven by lower Taiho/Gilead progress timing.
R&D Spending Increased Research and development expenses reached $523M, marking a 17% increase over 2024 levels.
Strong Financing Activity Net cash provided by financing activities totaled $488M, primarily from common stock issuances.
Casdatifan Phase 3 Advances Phase 3 PEAK-1 enrolling; second TKI-free Phase 3 study targeted for initiation by end of 2026.

Risk Factors

Increased Operating Losses Net loss widened to $(353)M in 2025, reflecting 25% higher losses versus prior year.
Domvanalimab Trial Failure Phase 3 STAR-221 discontinued due to futility; STAR-121 futility analysis expected Q1 2026.
High Cash Burn Rate Cash used in operating activities was $(482)M, significantly higher than $(170)M used in 2024.
Regulatory Approval Uncertainty Business materially harmed if regulatory approval for investigational products is delayed or not obtained.

Outlook

Casdatifan Sales Potential Targeting two Phase 3 indications for casdatifan with combined peak sales potential exceeding $5 billion USD.
Inflammation Pipeline Advancement Expect to advance first small-molecule inflammation candidate into clinic during the 2026 calendar year.
Cash Runway Secured Current cash position supports planned operations until at least the second half of 2028.
New Combination Studies Evaluating casdatifan in new combination cohorts, including anti-PD-1 and anti-CTLA-4 regimens.

Peer Comparison

Revenue (TTM)

GLPG stock ticker logoGLPG
$1.26B
+303.5%
IMCR stock ticker logoIMCR
$372.97M
+20.2%
RCUS stock ticker logoRCUS
$247.00M
-4.3%

Gross Margin (Latest Quarter)

SNDX stock ticker logoSNDX
102.3%
-13.9pp
LQDA stock ticker logoLQDA
101.7%
+29.3pp
CLDX stock ticker logoCLDX
100.0%
+0.0pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
IBRX$8.63B-23.664.3%175.0%
COGT$5.52B-7.0-100.2%27.0%
DNLI$3.26B-7.0-50.1%3.7%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
5.6%
Steady Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
0%
Cash Flow Needs Attention

Deep Research

Next earnings:May 4, 2026
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EPS:-
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Reports
News
Income Statement
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LTM
No Data