Arcus Biosciences

RCUSPhase 3

Hayward, United StatesFounded 2015arcusbio.com

Arcus Biosciences is a Hayward, California-based oncology company pioneering the development of combination cancer therapies. Founded in 2015 by industry veterans Terry Rosen and Juan Jaen, the company has built an integrated platform from discovery through commercialization, advancing molecules from IND to Phase 1 in as little as 18 months. With a focus on well-understood biological pathways, Arcus aims to accelerate the delivery of new treatment options through strategic partnerships with the cancer community and a pipeline featuring both oncology and inflammation programs.

Market Cap

$2.7B

Founded

2015

Focus

AntibodiesBiologicsSmall Molecules

RCUS · Stock Price

USD 21.6414.32 (-39.82%)

Historical price data

AI Company Overview

Technology Platform

A fully integrated discovery and development platform focused on creating differentiated small molecules and monoclonal antibodies optimized for rational, biology-driven combination therapies in cancer.

Pipeline Snapshot

30 drugs in pipeline, 2 in Phase 3

Drug	Indication	Stage
Casdatifan + Cabozantinib + Placebo	Metastatic Clear Cell Renal Cell Carcinoma	Phase 3
Quemliclustat + Placebo + Nab-paclitaxel + Gemcitabine	Metastatic Pancreatic Ductal Adenocarcinoma	Phase 3
Etrumadenant (AB928) + FOLFOX regimen + Zimberelimab (AB122)	Rectal Cancer	Phase 2
Atezolizumab + Tocilizumab + Etrumadenant	Prostate Adenocarcinoma	Phase 2
Zimberelimab + Domvanalimab	Hepatobiliary Cancer	Phase 2

Funding History

Total raised: $334M

IPO$120MUndisclosedMar 29, 2018

Series B$107MForesite CapitalMay 15, 2017

Series A$107MThe Column GroupNov 15, 2015

Opportunities

The primary growth opportunity is the successful development and commercialization of casdatifan in kidney cancer, a market with significant unmet need.

Further pipeline expansion into inflammation and other oncology indications, potentially through strategic partnerships, offers additional avenues for growth.

The company's 'Combining to Cure' platform could yield multiple combination regimens from its internal asset library.

Risk Factors

Key risks include clinical trial failures, intense competition in oncology, the scientific and regulatory complexity of proving combination therapy benefits, and future capital needs that may dilute shareholders.

The company's valuation and prospects are highly dependent on the success of its lead candidate.

Competitive Landscape

Arcus competes with large pharma and biotech companies in immuno-oncology. Its main differentiation is a discovery platform explicitly designed for combination therapy, an accelerated integrated development model, and a leadership team with deep experience in bringing oncology drugs to market. Success hinges on demonstrating clinical superiority for its combinations.

Publications

Patents

Pipeline