Welcome to our dedicated page for Arcus Bioscience 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.
The Arcus Biosciences, Inc. (NYSE: RCUS) SEC filings page on Stock Titan provides structured access to the company’s regulatory disclosures, including current reports on Form 8‑K and other key documents filed with the U.S. Securities and Exchange Commission. As a clinical-stage biopharmaceutical company focused on oncology and inflammatory and autoimmune diseases, Arcus uses SEC filings to report material clinical, financial and corporate events that can be important for investors analyzing RCUS stock.
Form 8‑K current reports frequently highlight significant developments in Arcus’s pipeline and capital structure. For example, 8‑K filings describe the discontinuation of the Phase 3 STAR‑221 trial and the Phase 2 EDGE‑Gastric study after an interim overall survival analysis showed no benefit for the domvanalimab plus zimberelimab and chemotherapy regimen compared with nivolumab plus chemotherapy. Other 8‑Ks detail updated data from the ARC‑20 Phase 1/1b study of casdatifan in metastatic clear cell renal cell carcinoma, including progression-free survival and response metrics, as well as safety findings.
Filings also cover financing and capital markets transactions. One Form 8‑K outlines an underwriting agreement for a public offering of common stock, including the number of shares sold, pricing and net proceeds. Another 8‑K describes a First Amendment to the company’s Loan and Security Agreement with Hercules Capital and other lenders, which restructures remaining term loan commitments into milestone-based tranches tied to Phase 3 data and potential FDA approval, extends the maturity date and adds performance covenants linked to market capitalization, qualified cash levels and potential net product revenue thresholds.
Investors can also use SEC filings to track collaboration and licensing arrangements, such as disclosures related to Arcus’s long-term collaboration with Gilead Sciences and its option and license agreement with Taiho Pharmaceutical. These documents may reference option exercises, milestone structures and rights to co-develop or commercialize investigational medicines like casdatifan, domvanalimab, zimberelimab and quemliclustat in specific territories.
Stock Titan’s interface surfaces these filings alongside AI-powered summaries that explain the practical implications of each document. Instead of parsing detailed legal language alone, readers can review concise explanations of how a loan amendment changes Arcus’s access to capital, what a trial discontinuation means for a particular program, or how a new data disclosure from a Phase 1/1b or Phase 3 study might influence the company’s development strategy. Real-time updates from EDGAR, combined with these AI insights, help users follow Arcus’s quarterly results, material clinical events, financing decisions and collaboration milestones directly from the underlying SEC record.
Arcus Biosciences (RCUS) reported Q3 2025 results. Total revenues were $26 million, down from $48 million a year ago, driven by collaboration revenue timing. The company posted a net loss of $135 million versus a $92 million loss last year as research and development expense rose to $141 million and general and administrative expense was $27 million.
For the nine months, revenues were $214 million versus $232 million. A June modification to the Gilead collaboration following termination of etrumadenant rights led to a $143 million cumulative catch-up to revenue, which reduced basic and diluted net loss per share by $1.38 in the period.
Liquidity remained strong with $841 million in cash, cash equivalents and marketable securities as of September 30, 2025; management believes this funds operations for at least twelve months. Operating cash flow used was $362 million year-to-date. Deferred revenue declined to $105 million from $319 million at year-end, reflecting revenue recognition progress. Long-term debt was $98 million under the Hercules facility. Equity financing included a $150 million underwritten offering at $11.00 per share and $8 million via an at-the-market program. In October 2025, Taiho exercised its option for casdatifan for a $15 million payment.
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%).
Insider transactions by Arcus Biosciences (RCUS): The company's Chief Operating Officer exercised stock options and sold a total of 50,292 shares across two dates,
Arcus Biosciences, Inc. filed a Form 144 reporting a proposed sale of 100,583 shares of common stock through J.P. Morgan Securities LLC on 10/06/2025. The filing shows the shares were acquired and paid for on 10/06/2025 via a stock option exercise with payment in cash. The aggregate market value listed for the shares to be sold is 1,342,783 and the total shares outstanding are 106,430,976, which implies the block represents roughly 0.095% of outstanding shares. No other sales in the past three months were reported and no seller name is disclosed in the public sections of the form.
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.
Arcus Biosciences (RCUS) insider sale by Chief Accounting Officer. The reporting person sold 2,831 shares of Arcus common stock on 09/29/2025 at $13.00 per share, leaving beneficial ownership of 27,363 shares after the transaction. The Form 4 states the sales were effected under a Rule 10b5-1 trading plan adopted on June 6, 2025. The filing was executed by an attorney-in-fact on 09/30/2025. This report discloses a planned, executed disposition by a senior financial officer that reduced their holdings by approximately 9.4% of their pre-sale position.
Arcus Biosciences (RCUS) Form 144 summary: The notice reports a proposed sale of 2,831 common shares through Morgan Stanley Smith Barney on 09/29/2025 with an aggregate market value of $36,350.04. The shares were acquired as restricted stock units on 12/15/2024 and the filing shows the acquisition and payment date as 12/15/2024. The form also discloses a prior sale during the past three months: a 10b5-1 sale by Alexander Azoy of 1,579 shares on 09/05/2025 for gross proceeds of $18,758.05. The filer certifies they are not aware of undisclosed material adverse information and notes Rule 10b5-1 plan considerations where applicable.
Arcus Biosciences insider sale by Chief Accounting Officer. Alexander Azoy, listed as Chief Accounting Officer, reported a sale of 1,579 shares of Arcus Biosciences (RCUS) on 09/05/2025. The filing shows these shares were originally purchased on 05/30/2025 through the company Employee Stock Purchase Plan and were sold under a Rule 10b5-1 trading plan adopted 06/06/2025. The weighted-average sale price reported is $11.8797, with individual sale prices ranging from $11.55 to $12.22. After the reported sale, the reporting person beneficially owned 30,194 shares directly. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person.
Arcus Biosciences, Inc. (RCUS) notice reports a proposed sale of 1,579 common shares acquired under an Employee Stock Purchase Plan on 05/31/2025. The shares have an aggregate market value of $18,253.24 and the issuer has 106,430,976 shares outstanding. The sale is to be executed through Morgan Stanley Smith Barney LLC on the NYSE with an approximate sale date of 09/05/2025. Payment for the acquisition was cash. The filer states there were no securities sold by the person in the past three months and includes the standard representation that the seller is not aware of undisclosed material adverse information.