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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, Inc. files a shelf registration and establishes an at-the-market equity program to sell up to $200,000,000 of common stock. Sales may occur from time to time after the effective date under an equity distribution agreement with Leerink Partners LLC as sales agent and may be conducted on the New York Stock Exchange or other markets as at-the-market offerings.
As context, Arcus reported 125,294,769 shares outstanding as of December 31, 2025, and its last reported NYSE sale price was $18.85 per share on February 23, 2026.
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 $0. These RSUs vest in four equal annual installments beginning on December 15, 2026, as long as he continues to serve the company.
On the same date, he was also granted stock options for 315,000 shares of Arcus common stock with an exercise price of $22.13 per share. The options become exercisable in 48 equal monthly installments after January 1, 2026, contingent on his continued service. After these transactions, Rosen beneficially owned 2,236,409 shares of common stock directly, including unvested RSUs.
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 $0. These RSUs vest in four equal annual installments beginning on December 15, 2026, conditioned on her continued service with the company.
She 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, also subject to continued service. Following these transactions, Tang directly beneficially owns 148,734 shares of common stock, which includes unvested RSUs, and holds 96,000 stock options.
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.