Welcome to our dedicated page for Arcus Bioscience SEC filings (Ticker: RCUS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Arcus Biosciences, Inc. (NYSE: RCUS) SEC filings page on Stock Titan provides structured access to the company’s regulatory disclosures, including current reports on Form 8‑K and other key documents filed with the U.S. Securities and Exchange Commission. As a clinical-stage biopharmaceutical company focused on oncology and inflammatory and autoimmune diseases, Arcus uses SEC filings to report material clinical, financial and corporate events that can be important for investors analyzing RCUS stock.
Form 8‑K current reports frequently highlight significant developments in Arcus’s pipeline and capital structure. For example, 8‑K filings describe the discontinuation of the Phase 3 STAR‑221 trial and the Phase 2 EDGE‑Gastric study after an interim overall survival analysis showed no benefit for the domvanalimab plus zimberelimab and chemotherapy regimen compared with nivolumab plus chemotherapy. Other 8‑Ks detail updated data from the ARC‑20 Phase 1/1b study of casdatifan in metastatic clear cell renal cell carcinoma, including progression-free survival and response metrics, as well as safety findings.
Filings also cover financing and capital markets transactions. One Form 8‑K outlines an underwriting agreement for a public offering of common stock, including the number of shares sold, pricing and net proceeds. Another 8‑K describes a First Amendment to the company’s Loan and Security Agreement with Hercules Capital and other lenders, which restructures remaining term loan commitments into milestone-based tranches tied to Phase 3 data and potential FDA approval, extends the maturity date and adds performance covenants linked to market capitalization, qualified cash levels and potential net product revenue thresholds.
Investors can also use SEC filings to track collaboration and licensing arrangements, such as disclosures related to Arcus’s long-term collaboration with Gilead Sciences and its option and license agreement with Taiho Pharmaceutical. These documents may reference option exercises, milestone structures and rights to co-develop or commercialize investigational medicines like casdatifan, domvanalimab, zimberelimab and quemliclustat in specific territories.
Stock Titan’s interface surfaces these filings alongside AI-powered summaries that explain the practical implications of each document. Instead of parsing detailed legal language alone, readers can review concise explanations of how a loan amendment changes Arcus’s access to capital, what a trial discontinuation means for a particular program, or how a new data disclosure from a Phase 1/1b or Phase 3 study might influence the company’s development strategy. Real-time updates from EDGAR, combined with these AI insights, help users follow Arcus’s quarterly results, material clinical events, financing decisions and collaboration milestones directly from the underlying SEC record.
Arcus Biosciences, Inc. files a shelf registration and establishes an at-the-market equity program to sell up to
As context, Arcus reported 125,294,769 shares outstanding as of
Arcus Biosciences is a late clinical-stage biopharmaceutical company developing small‑molecule and antibody therapies for cancer and inflammatory and autoimmune diseases. It remains loss‑making and expects significant future losses as it funds extensive research and clinical trials.
The lead oncology asset, casdatifan (HIF‑2α inhibitor), has shown improved efficacy versus belzutifan in late‑line renal cell carcinoma and is in a Phase 3 trial (PEAK‑1) with more Phase 3 work planned. Quemliclustat is in a fully enrolled Phase 3 pancreatic cancer study with results expected in the first half of 2027. TIGIT antibody domvanalimab saw one major gastrointestinal Phase 3 study stopped for futility, but lung cancer trials continue. Arcus is also advancing an oral inflammation pipeline, including MRGPRX2 and TNF programs, with first clinical studies targeted around 2026.
The company relies heavily on strategic partnerships, notably a broad multi‑program collaboration with Gilead that includes options, co‑development, co‑promotion and royalties, and regional licensing with Taiho. It highlights substantial risks around funding needs, clinical and regulatory outcomes, dependence on collaborators and manufacturers, intellectual property protection, competition, cybersecurity and evolving healthcare regulation.
Arcus Biosciences reported fourth-quarter and full-year 2025 results alongside a broad pipeline update. Q4 2025 revenue was $33 million, down from $36 million a year earlier, and the company recorded a net loss of $106 million versus $94 million.
For full-year 2025, total revenue was $247 million and net loss was $353 million. Q4 research and development expenses rose to $121 million, reflecting higher late-stage trial activity, while general and administrative costs were $26 million. Cash, cash equivalents and marketable securities totaled $1.0 billion at December 31, 2025, and Arcus expects funding to last until at least the second half of 2028.
Arcus highlighted strong new data for casdatifan in late-line kidney cancer, with a median progression-free survival of 15.1 months and a confirmed overall response rate of about 45% in the 100mg once-daily cohort. The company is running the Phase 3 PEAK-1 study, planning another Phase 3 trial in first-line metastatic kidney cancer by the end of 2026, and expects at least two casdatifan data readouts in 2026.
Arcus Biosciences Chief Medical Officer Markus Richard received new equity awards. On January 23, 2026, he was granted 24,000 shares of common stock in the form of restricted stock units at a grant price of $0. These RSUs vest in four equal annual installments beginning on December 15, 2026, as long as he continues to serve the company.
He was also granted a stock option for 96,000 shares of common stock with an exercise price of $22.13 per share. This option becomes exercisable in 48 equal monthly installments after January 1, 2026, contingent on his continued service. After these grants, he beneficially owned 89,647 shares of common stock directly and 96,000 stock options.
Arcus Biosciences Chief Executive Officer Terry J. Rosen reported new equity awards. On January 23, 2026, he received 79,000 shares of common stock in the form of restricted stock units at a grant price of
On the same date, he was also granted stock options for 315,000 shares of Arcus common stock with an exercise price of
Arcus Biosciences, Inc. reported new equity awards for President Juan C. Jaen. On January 23, 2026, he received 31,000 shares of common stock as restricted stock units at a grant price of $0. These RSUs vest in four equal annual installments beginning December 15, 2026, contingent on his continued service, bringing his directly held common stock to 377,012 shares, including unvested RSUs. He also received a stock option for 126,000 shares of common stock with an exercise price of $22.13 per share. This option becomes exercisable in 48 equal monthly installments after January 1, 2026, and all 126,000 option shares are reported as directly owned. In addition, 922,240 shares of common stock are reported as indirectly owned through a trust.
Arcus Biosciences granted equity awards to its General Counsel, Carolyn C. Tang. She received 24,000 shares of common stock in the form of restricted stock units at a grant price of
She was also granted a stock option for 96,000 shares of common stock with an exercise price of
Arcus Biosciences granted Chief Financial Officer Robert C. Goeltz II new equity awards. On 01/23/2026, he received 24,000 shares of common stock in the form of restricted stock units at a grant price of $0. These RSUs vest in four equal annual installments beginning on December 15, 2026, as long as he continues serving the company.
He was also granted a stock option to buy 96,000 shares of common stock at an exercise price of $22.13 per share. This option becomes exercisable in 48 equal monthly installments after January 1, 2026, subject to his continued service. Following the RSU grant, he beneficially owned 91,924 shares of common stock directly, which includes unvested RSUs.
Arcus Biosciences Chief Accounting Officer Alexander Azoy received new equity awards in the form of restricted stock units and stock options. On January 23, 2026, he was granted 21,050 shares of Common Stock as restricted stock units at a price of $0. These RSUs vest in four equal annual installments beginning on December 15, 2026, as long as he continues serving the company.
On the same date, he also received a stock option to buy 14,050 shares of Common Stock at an exercise price of $22.13 per share, with no cost for the grant itself. This option becomes exercisable in 48 equal monthly installments after January 1, 2026, subject to his continued service. After these transactions, he beneficially owned 39,581 shares of Common Stock, including unvested RSUs, held directly.
Arcus Biosciences Chief Operating Officer receives new equity awards. On January 23, 2026, COO Jennifer Jarrett was granted 31,000 shares of common stock in the form of restricted stock units, which vest in four equal annual installments beginning on December 15, 2026, as long as she continues serving the company. She also received a stock option covering 126,000 shares of common stock at an exercise price of $22.13 per share. This option becomes exercisable in 48 equal monthly installments after January 1, 2026, subject to her continued service. Following these grants, she directly holds 224,024 shares of common stock, including unvested RSUs, and 126,000 stock options.