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Arcus Biosciences, Inc.

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
$1.94B
PER (TTM)
-5.9
5.2
配当利回り
--
52週高値
$26.40
52週安値
$6.50
52週レンジ
64%
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

Q3 2025 データ

売上高

$26.00M-45.83%
直近4四半期の推移

EPS

-$1.27+25.74%
直近4四半期の推移

フリーCF

-$97.00M-488.00%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Gilead Collaboration Revenue Dominates License and development services revenue totaled 192M USD, representing 100% of nine-month total revenues for the period.
Major Contract Modification Revenue Recognized 143M USD cumulative catch-up revenue due to Gilead pausing etrumadenant development in Q2 2025.
Strong Liquidity Position Maintained Cash, cash equivalents, and marketable securities totaled 841M USD as of September 30, 2025, supporting operations.
Casdatifan Phase 3 Data Positive PEAK-1 cohort showed 60% 12-month landmark PFS and 35% confirmed overall response rate in kidney cancer.

リスク要因

Operating Cash Burn Increased Net cash used in operating activities was 362M USD for nine months, reflecting a significant increase in cash burn.
Continued Substantial Operating Losses Incurred 247M USD net loss for nine months; anticipate substantial increasing operating losses for foreseeable future.
Regulatory Approval Uncertainty High Obtaining regulatory approval is expensive, lengthy, and success is not guaranteed for any investigational product.
Reliance on Third Parties Critical Development programs face delays or increased costs if third-party CROs or manufacturing partners fail contractual duties.

見通し

R&D Expenses Expected Decline Expect R&D expenses to peak in 2025, then decline meaningfully as domvanalimab Phase 3 costs decrease.
Future Funding Requirements Likely Will need additional funding to support continuing operations and pursue long-term development strategy beyond current cash.
Casdatifan Next Steps Monitored Monitoring data from paused eVOLVE-RCC02 study to characterize safety and inform future development steps.
Gilead Option Rights Remain Gilead retains options for several key programs; future development success depends on their exercise decisions.

同業比較

売上高 (TTM)

Immunocore Holdings plcIMCR
$379.59M
+27.8%
Galapagos NVGLPG
$316.64M
-3298.7%
Arcus Biosciences, Inc.RCUS
$240.00M
-8.7%

粗利益率 (最新四半期)

Galapagos NVGLPG
475.5%
+375.5pp
Viridian Therapeutics, Inc.VRDN
100.0%
+0.0pp
AbCellera Biologics Inc.ABCL
100.0%
+588.5pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
IBRX$5.93B-16.362.8%0.0%
COGT$5.72B-7.7-100.2%25.5%
EWTX$3.18B-20.2-30.9%0.7%

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
0.0%
横ばい
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2月24日
|
EPS:-$0.97
|
売上高:-
財務レポート
財務データ
ニュース
全年度
  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年10月28日|
    売上高: $26.00M-45.8%
    |
    EPS: $-1.27+25.7%
    予想を上回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年8月6日|
    売上高: $160.00M+310.3%
    |
    EPS: $0.04-104.3%
    予想を上回る
  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月6日|
    売上高: $28.00M-80.7%
    |
    EPS: $-1.14+2356.9%
    予想を下回る
  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月25日|
    売上高: $258.00M+120.5%
    |
    EPS: $-3.14+24.3%
    予想を上回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年11月6日|
    売上高: $48.00M+50.0%
    |
    EPS: $-1.01+6.3%
    予想を上回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月8日|
    売上高: $39.00M+34.5%
    |
    EPS: $-1.02+0.0%
    予想を上回る
  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月8日|
    売上高: $145.00M+480.0%
    |
    EPS: $-0.05-95.8%
    予想を上回る
  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月21日|
    売上高: $117.00M+4.5%
    |
    EPS: $-4.15-11.9%
    予想を下回る