Here are the 8-K filings from Arcus Biosciences, Inc. (RCUS) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
An 8-K covers material events a company has to report between its quarterly reports, so if you follow RCUS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full RCUS filings page.
Arcus Biosciences, Inc. reported third-quarter 2026 results and clinical updates. Revenue was $9 million, versus $26 million a year earlier, and net loss was $128 million, versus $135 million. Research and development expense was $117 million, compared with $141 million; general and administrative expense was $23 million, versus $27 million.
Cash, cash equivalents and marketable securities were $694 million as of September 30, 2026; Arcus also reported $288 million gross proceeds from its October equity financing and believes these resources will fund its planned level of operations into 2029. Arcus expects full-year 2026 GAAP revenue of $70 million to $75 million. In ARC-20's first-line cohort (30 patients; 11.5 months median follow-up), casdatifan plus zimberelimab showed a 50% cORR and landmark PFS of 86% at 6 months and 69% at 12 months. Late-line casdatifan monotherapy showed median OS of 35 months. These molecules are investigational; approval has not been received, and safety and efficacy have not been established.
PEAK-1 enrollment is expected to be complete in the next two to three months, PEAK-20 is expected to initiate in the fourth quarter of 2026, and additional ARC-20 data are expected in 2027.
Arcus Biosciences, Inc. (RCUS) completed a public offering and issuance of 16,428,572 shares of common stock on October 23, 2026, including the full exercise of the underwriters’ option. The public offering price was $17.50 per share. The offering included 14,285,715 initial shares and an option for up to 2,142,857 additional shares, exercisable for 30 days from the October 21, 2026 underwriting agreement.
The underwriters agreed to purchase the shares from Arcus at $16.45 per share. Arcus received approximately $269.7 million in net proceeds after underwriting discounts and commissions and estimated offering expenses payable by the company. The offering was made under an effective Form S-3 registration statement and accompanying prospectus supplements.
Arcus Biosciences, Inc. (RCUS) estimated that it had approximately $694.0 million in cash, cash equivalents and marketable securities as of September 30, 2026. The preliminary, unaudited estimate is based on information available to management as of October 21, 2026, and remains subject to completion of financial closing procedures, including management reviews; it may differ from the actual September 30 balance. Ernst & Young LLP has not audited, reviewed, examined, compiled, or applied agreed-upon procedures to the preliminary data and expressed no opinion or other form of assurance on it.
Arcus Biosciences, Inc. (RCUS) presented ARC-20 platform study data on casdatifan in clear cell renal cell carcinoma (ccRCC), covering first-line combinations, a second-line combination and late-line monotherapy. Data cutoff was September 4, 2026.
With first-line casdatifan plus zimberelimab (n=30), median follow-up was 11.5 months; confirmed objective response rate (cORR) was 50%, and landmark progression-free survival (PFS) was 86% at six months and 69% at 12 months. With casdatifan, ipilimumab and zimberelimab, one of 24 patients reaching a first scan had primary progression after three months of median follow-up; no unexpected safety signals were observed among 31 patients who received at least one dose.
In the second-line casdatifan plus cabozantinib cohort (n=43), after 21.3 months of median follow-up, median PFS was 14.5 months, 18-month landmark overall survival was 77%, cORR was 44%, and primary progression was 5%. Across four pooled late-line monotherapy cohorts (n=121), after 28 months of median follow-up, median overall survival was 35 months, median PFS was 13 months, and cORR was 36%. Monotherapy adverse events were described as acceptable and manageable.
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, Inc. held its annual meeting of stockholders on June 11, 2026, where all management proposals were approved. Stockholders elected four Class II directors—Dietmar Berger, David Lacey, Nicole Lambert, and Johanna Mercier—to serve until the 2029 annual meeting and until their successors are duly elected and qualified.
Shareholders also ratified Ernst & Young LLP as the company’s independent registered public accounting firm for the fiscal year ending December 31, 2026. In addition, stockholders approved, on an advisory basis, the compensation of the company’s named executive officers as described in the proxy statement.
Arcus Biosciences reported first-quarter 2026 revenue of $17 million, down from $28 million a year earlier, and a net loss of $128 million versus $112 million. Loss per share improved to $1.02 from $1.14 due to a higher share count.
The company ended March 31, 2026 with $876 million in cash, cash equivalents and marketable securities and expects this to fund operations until at least the second half of 2028, targeting about $600 million in cash at year-end 2026. Management is prioritizing development of casdatifan in clear cell renal cell carcinoma, advancing multiple Phase 3 and Phase 1/1b studies, while expanding an emerging inflammation and immunology portfolio.
Arcus highlighted completion of enrollment in the Phase 3 PRISM-1 study of quemliclustat in first-line metastatic pancreatic cancer, but also disclosed discontinuation of the domvanalimab-based STAR-121 and EDGE-Lung lung cancer studies after a futility analysis showed no overall survival benefit over pembrolizumab plus chemotherapy.
Arcus Biosciences reported that the Phase 3 STAR-121 study in first-line metastatic non-small cell lung cancer, conducted with Gilead Sciences, has been discontinued for futility based on an Independent Data Monitoring Committee recommendation after a pre-planned futility analysis. Safety was not reassessed in that analysis, and no new safety issues have emerged in ongoing IDMC safety reviews. The related Phase 2 EDGE-Lung study will also be discontinued. The study’s exploratory arm showed zimberelimab plus chemotherapy delivering overall survival consistent with pembrolizumab plus chemotherapy.
Arcus also disclosed that Gilead will allow its broader option period to lapse on July 14, 2026 by not making an option continuation payment. Gilead will lose option rights to early-stage programs such as CCR6, CD89 and CD40L, but retains time-limited options to AB801, AB598, AB102 and an investigational TNF small molecule inhibitor. Arcus continues to hold full rights to casdatifan globally except for rights previously licensed to Taiho in Japan and certain other Asian territories, excluding China.
Arcus Biosciences, Inc. reported that Chief Operating Officer Jennifer Jarrett has decided to resign from her role effective March 30, 2026. The company states that her resignation is not due to any disagreement over operations, policies, or practices.
Jarrett has entered into a separation agreement under which she will provide periodic advisory services through June 30, 2026, helping support continuity during the transition. In return, Arcus agreed to extend the period during which she may exercise any vested stock options to twelve months after termination, and the agreement includes a standard release of claims. The final separation agreement will be filed with the company’s next quarterly Form 10-Q.
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, Inc. amended its loan agreement with Hercules Capital and other lenders to modify access to the remaining $150.0 million of term loan commitments and extend the debt maturity date to September 1, 2030. The amendment makes $25.0 million available at the company’s option through March 15, 2026 and another $25.0 million available through September 15, 2026. A further up to $50.0 million becomes available after a specified Phase 3 clinical data milestone that supports a U.S. FDA Biologics License Application or New Drug Application, and an additional up to $50.0 million becomes available after FDA approval of such an application, each within defined time windows.
If the aggregate outstanding principal of the term loans exceeds $200.0 million, starting with financials for the third quarter after FDA approval, Arcus must meet new performance covenants based on market capitalization, levels of “Qualified Cash,” or certain net product revenue thresholds.
Arcus Biosciences reported that it is discontinuing its Phase 3 STAR-221 study after an interim analysis showed that the domvanalimab-based regimen did not improve overall survival compared with nivolumab plus chemotherapy in first-line advanced gastric and esophageal cancers. A related Phase 2 EDGE-Gastric study will also be stopped. An Independent Data Monitoring Committee recommended ending the trial for futility, although the safety profile of the domvanalimab combination was similar to the control arm with no new safety issues identified.
The company and its partner Gilead are working with investigators on next steps for patients and will further analyze the data. Arcus stated that, based on its existing cash, cash equivalents and marketable securities, it expects to fund planned operations until at least the second half of 2028. R&D efforts will shift toward casdatifan, a potential best-in-class HIF-2a inhibitor, and early inflammation and autoimmune programs, including an MRGPRX2 inhibitor expected to enter clinical testing in 2026.
Arcus Biosciences (RCUS) completed an underwritten public offering of common stock. The company sold 15,755,000 shares, including the full exercise of the underwriters’ 2,055,000-share option, and received net proceeds of approximately $269.7 million after discounts and expenses.
The shares were offered at a public price of $18.25 per share, with underwriters purchasing at $17.155 per share. The transaction was conducted under an effective Form S-3 registration, with Leerink Partners LLC and Goldman Sachs & Co. LLC acting as representatives of the underwriters. The offering closed on November 3, 2025.
Arcus Biosciences, Inc. furnished a current report to share that it has issued a press release announcing its financial results for the nine months ended September 30, 2025. The company states that the full text of this results press release is provided as Exhibit 99.1 and is incorporated by reference. The information about these results is furnished under Item 2.02 of the report, meaning it is not treated as filed for liability purposes under the Exchange Act unless specifically incorporated into another filing.
Arcus Biosciences (RCUS) reported first overall survival results from Arm A1 of its Phase 2 EDGE-Gastric study in advanced gastric, GEJ, or esophageal adenocarcinoma. At data cutoff on March 3, 2025, all 41 treated patients were evaluated with a median follow-up of 26.4 months.
The regimen of domvanalimab plus zimberelimab and chemotherapy showed median overall survival of 26.7 months (90% CI: 18.4, NE) in the overall population and 26.7 months (90% CI: 19.5, NE) in PD‑L1 positive patients. In PD‑L1 high patients, median overall survival was not estimable (90% CI: 17.4, NE). The 24‑month overall survival rate was 50.2% (90% CI: 36.3, 62.6). Median progression‑free survival was 12.9 months (90% CI: 9.8, 14.6), and confirmed objective response rate was 59% (24/41; 90% CI: 45%, 72%).
No unexpected safety signals were observed. The safety profile was generally well tolerated and consistent with anti‑PD‑1 plus chemotherapy. Immune‑mediated TEAEs occurred in 9 patients (22%), and infusion‑related reactions in 3 patients (7%).
Arcus Biosciences reported updated Phase 1/1b ARC-20 monotherapy data for casdatifan in metastatic clear cell renal cell carcinoma and outlined new immunology and inflammation programs. Across four dosing cohorts (total n=121 in the pooled analysis), pooled median progression-free survival was 12.2 months, with a 12‑month PFS rate of 50% and a confirmed objective response rate of 31%. The pooled disease control rate was 81%, and median time to response was about three months.
In the safety-evaluable population (n=127), 31% of patients experienced serious treatment-emergent adverse events, while Grade ≥3 treatment-emergent events related to casdatifan occurred in 49% of patients, most commonly anemia and hypoxia. Arcus stated that no unexpected safety signals were observed and that casdatifan had an acceptable and manageable safety profile. The company also highlighted several advanced discovery and preclinical programs in immunology and inflammation, and expects to initiate one or more clinical studies from these programs in 2026.