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Arcus Biosciences Inc. submitted a Form 144 notice for proposed sales of Common Stock through Merrill Lynch (address shown). The filing lists Restricted Stock Units dated 12/15/2024 (7,307 shares) and 12/15/2022 (456 shares) as securities referenced in the form. The filing shows a numeric header entry of 198965.69 and 125,773,162 alongside an exchange label NYSE dated 05/11/2026.
RCUS submitted a Rule 144 notice reporting a proposed sale of 77,793 shares of Common Stock on 05/06/2026 tied to a stock option exercise by the issuer. The filing also records recent disposals by Jennifer Jarrett: 53,826 shares on 04/23/2026 and 70,000 shares on 04/08/2026, with reported proceeds listed alongside each sale.
Arcus Biosciences reported a deeper quarterly loss as collaboration revenue declined while it continued funding late‑stage trials. For the three months ended March 31, 2026, total revenue was $17 million, down from $28 million a year earlier, mainly due to lower Gilead collaboration revenue.
Research and development expense held flat at $122 million, and general and administrative expense was $29 million. Net loss widened to $128 million, or $(1.02) per share, from $112 million. Cash, cash equivalents and marketable securities totaled $876 million, and the company believes this will fund operations until at least the second half of 2028.
Arcus highlighted pipeline and partnership changes, including discontinuation of the Phase 3 STAR‑121 lung cancer trial for futility and Gilead’s decision not to make the sixth‑anniversary option continuation payment, which will end Gilead’s broad option rights on July 14, 2026 while preserving certain time‑limited options.
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.
RCUS insider filing: A Form 144 notice reports a proposed sale of 53,826 shares of Common Stock tied to a stock option exercise dated 04/23/2026. The filing also records a prior sale of 70,000 shares on 04/08/2026 for $1,579,592.00.
Arcus Biosciences is holding its 2026 Annual Meeting as a fully virtual event on June 11, 2026, at 8:30 a.m. Pacific Time. Stockholders of record as of April 16, 2026, when 125,628,682 common shares were outstanding and entitled to vote, may participate online.
Investors will vote on three items: electing four Class II directors to serve until the 2029 meeting, ratifying Ernst & Young LLP as independent auditor for the 2026 fiscal year, and approving on an advisory basis the compensation of named executive officers. The board recommends voting in favor of all three proposals.
The filing outlines Arcus’s governance structure, including a majority-independent board, a lead independent director, specialized audit, compensation, nominating, and science committees, and policies such as a clawback policy, equity administration policy, and insider trading restrictions.
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 amended a Schedule 13G/A to report that The Vanguard Group holds 0 shares of Common Stock, representing 0% of the class. The filing explains an internal realignment on January 12, 2026, after which certain Vanguard subsidiaries report beneficial ownership separately.
The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.