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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.
Arcus Biosciences director Nicole Lambert reported equity awards consisting of restricted stock units and stock options. On June 11, 2026, she received 5,700 shares of Common Stock as a grant, bringing her direct holdings to 43,000 shares.
She was also granted options to buy 16,900 shares at an exercise price of $23.30 per share, expiring on June 10, 2036. Both the 5,700 restricted stock units and the 16,900 options vest in full on the earlier of June 11, 2027 or the next annual meeting of stockholders, and each will become fully vested if the company undergoes a change in control.
Arcus Biosciences director Patrick Machado received new equity awards. On June 11, 2026 he was granted 5,700 shares of common stock in the form of restricted stock units, which vest in full on the earlier of June 11, 2027 or the next annual meeting of stockholders, and become fully vested if the Company undergoes a change in control.
He was also granted stock options for 16,900 shares at an exercise price of $23.30 per share, expiring on June 10, 2036, with the same vesting and change‑in‑control acceleration terms. Following these awards, Machado directly holds 44,300 shares of Arcus Biosciences common stock. These are compensation-related grants rather than open‑market purchases.
Arcus Biosciences, Inc. director Yasunori Kaneko reported new equity awards and updated indirect holdings of Common Stock. On June 11, 2026, he received 5,700 restricted stock units, which vest in full on the earlier of June 11, 2027 or the next annual meeting of stockholders, and accelerate upon a change in control. He also received a stock option for 16,900 shares at an exercise price of $23.30 per share, vesting on the same schedule and also accelerating upon a change in control. Following these awards, he holds 25,700 shares of Common Stock directly, and indirect holdings include 174,681 shares by trust, 505,050 shares by Kaneko Capital, LLC, and 252,524 shares by Kaneko Investments, LLC. A footnote notes 13,300 previously reported RSUs vested on June 11, 2026 and were transferred to his trust.