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Arcus Biosciences, Inc.

NYSE•RCUS
CEO: Dr. Terry J. Rosen Ph.D.
セクター: Healthcare
業種: Biotechnology
上場日: 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.
連絡先情報
3928 Point Eden Way, Hayward, CA, 94545, United States
510-694-6200
www.arcusbio.com
時価総額
$2.21B
PER (TTM)
-6.7
1.3
配当利回り
--
52週高値
$26.40
52週安値
$6.50
52週レンジ
78%
順位45Top 56.8%
3.6
F-Score
改良版 Piotroski 分析
9年ファンダメンタル
弱い • 3.6 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2017-2025

財務ダッシュボード

Q4 2025 データ

売上高

$33.00M+0.00%
直近4四半期の推移

EPS

-$0.92+0.00%
直近4四半期の推移

フリーCF

-$121.00M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

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.

リスク要因

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.

見通し

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.

同業比較

売上高 (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%

粗利益率 (最新四半期)

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

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
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%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
5.6%
安定成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
0%
キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年5月4日
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EPS:-
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売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし