Welcome to our dedicated page for Arcus Biosciences 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.
Arcus Biosciences, Inc. filings document the regulatory record of a clinical-stage biopharmaceutical company whose common stock trades on the New York Stock Exchange under RCUS. Form 8-K reports include quarterly and annual results furnished with pipeline updates, clinical program disclosures, collaboration updates, executive changes and material agreements tied to the company’s financing and development activities.
Arcus filings also cover capital structure and governance matters, including a completed common stock offering, amendments to a loan and security agreement, annual proxy materials, board and executive compensation disclosures, equity incentive matters and stockholder meeting proposals. The filing record reflects risk and operating disclosures connected to drug development, clinical studies, regulatory pathways, collaborations and funding needs.
Arcus Biosciences, Inc. (RCUS) reported that Chief Accounting Officer Alexander Azoy exercised a stock option for 2,827 shares of common stock at an exercise price of $15.44 per share and on the same date sold 2,827 shares at $30.00 per share. After the option exercise, Azoy holds 3,073 stock options directly, with the option expiring on January 22, 2034. The option exercises and related sale were effected under a Rule 10b5-1 trading plan.
Arcus Biosciences, Inc. (RCUS) is the issuer for a Rule 144 notice filed for the planned sale of its common stock by officer Alexander Azoy. The filing lists 2,827 shares of common stock, with an aggregate market value of $83,453.04, to be sold through Morgan Stanley Smith Barney LLC, with the shares to be issued upon the exercise of stock options for cash. The notice also references prior 10b5-1 plan sales of 2,562 shares for $66,023.76 on June 1, 2026.
Gilead Sciences, Inc. reports its beneficial ownership in Arcus Biosciences, Inc. common stock in Amendment No. 7 to its Schedule 13D. Gilead holds 31,424,760 shares of common stock, representing 24.7% of the 127,333,376 shares outstanding reported in Arcus’s most recent quarterly report.
This position reflects multiple equity purchases: 2,200,000 shares in a 2020 public offering, several tranches under successive stock purchase agreements, a 15,238,095‑share purchase at $21.00 per share in 2024, and 1,363,636 shares in a 2025 public offering, all funded with cash. The stake is tied to an Option, License and Collaboration Agreement that gives Gilead an exclusive option to licenses on Arcus programs over a 10‑year term plus up to three additional years for certain programs, and to updated equity and investor rights agreements that include lock-up provisions and registration rights. A prior option allowing Gilead to increase its stake to as much as 35% expired on July 13, 2025. Gilead states it currently has no specific plans for major corporate actions but may review its investment and engage with Arcus over time. Director Jeffrey A. Bluestone beneficially owns options on 13,563 shares, or 0.01% of Arcus.
Arcus Biosciences reported Q2 2026 total revenues of $41 million, down from $160 million a year earlier, mainly because Q2 2025 included a $143 million cumulative catch-up from Gilead’s termination of etrumadenant rights. Q2 2026 revenues remained heavily concentrated, with Gilead contributing 80% of total revenue.
Research and development expense fell 19% to $113 million and general and administrative expense declined 17% to $24 million, reflecting streamlining and wind-down of domvanalimab studies. Net loss for the quarter was $91 million, or $0.72 per share. Cash, cash equivalents and marketable securities totaled $775 million as of June 30, 2026, which the company believes will fund planned operations until at least the second half of 2028; long-term debt was $101 million.
Strategically, broad Gilead option rights over Arcus’s early-stage pipeline ended on July 14, 2026, though Gilead retains time-limited options to selected programs and continues to hold about 24.7% of Arcus’s common stock. Arcus advanced its HIF-2α inhibitor casdatifan through new collaborations with Bristol Myers Squibb, Summit Therapeutics and AVEO, while discontinuing the Phase 3 STAR-121 and PACIFIC-8 TIGIT trials.
Arcus Biosciences reported Q2 2026 revenue of $41 million, down from $160 million a year earlier, and a net loss of $91 million. R&D expense declined to $113 million and G&A to $24 million. Cash, cash equivalents and marketable securities were $775 million as of June 30, 2026, and the company believes this will fund operations until at least the second half of 2028; 2026 GAAP revenue is expected between $65 million and $75 million.
Arcus highlighted progress on casdatifan, its HIF‑2α inhibitor for clear cell renal cell carcinoma, including a Nature publication, a $15 million milestone expected from Taiho and multiple new first‑ and late‑line RCC collaborations, with several ARC‑20 data readouts anticipated in 2026 and Phase 3 PEAK‑1 enrollment accelerating. Quemliclustat for pancreatic cancer received EMA orphan drug designation, and several oral immunology candidates are advancing toward the clinic. In contrast, Arcus and partners are discontinuing additional Phase 3 domvanalimab studies, and Gilead has relinquished three seats on Arcus’s board.
Arcus Biosciences president Juan C. Jaen reported open-market sales of 68,569 shares of common stock on July 9–10, 2026, executed indirectly through a trust. The trades, made under a Rule 10b5-1 trading plan, were at weighted-average prices around $28.61–$30.05 per share. He continues to hold substantial positions, including 378,291 shares held directly and more than 800,000 shares held indirectly via a trust.
RCUS insiders reported proposed sales of Class A Common Stock pursuant to Form 144. The excerpt lists multiple sale notices by The Juan Carlos Jaen and Anita Galeana 2000 Trust, including sales on 06/22/2026 (9,236 shares), 06/23/2026 (15,764 shares), 06/24/2026 (6,431 shares), and two entries on 07/09/2026 (24,539 and 19,030 shares). The filing also shows shares acquired as Restricted Stock Units on 11/03/2017 (23,118 shares) and 08/15/2017 (1,882 shares).
R1 Concepts, Inc. submitted Rule 144 notices reporting two resale transactions of Class A Common Stock by a related trust. The filings list a sale of $249,661.09 for 9,236 shares on 06/22/2026 and a sale of $437,099.46 for 15,764 shares on 06/23/2026.
The filing also lists multiple historical restricted stock unit grants and an equity baseline of 125,773,162 shares outstanding as of 06/24/2026 (presented in the excerpt as a context figure).
Arcus Biosciences, Inc. president Juan C. Jaen, through a trust, sold a total of 31,431 shares of common stock of Arcus Biosciences in open-market transactions over June 22–24. The reported weighted average sale prices ranged from about $27.03 to $29.66 per share.
These transactions were executed under a pre-arranged Rule 10b5-1 trading plan adopted on February 27, 2026. After the most recent sale, the trust associated with Jaen held 890,809 shares indirectly, while a separate entry shows 378,291 shares held directly as of June 22. Footnotes note that the indirect holdings include unvested RSUs and 1,279 shares acquired through the company’s Employee Stock Purchase Plan.
RCUS filed a Form 144 reporting a proposed sale of 25,000 shares of Class A Common Stock for sale on the NYSE with an execution date shown as 06/22/2026. The filing lists multiple restricted stock units previously acquired as compensation with grant dates and per-grant share counts included in the schedule.