Arcus Biosciences

Arcus Biosciences

RCUS
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RCUS · Stock Price

USD 24.78+16.50 (+199.28%)
Market Cap: $3.1B

Historical price data

Market Cap: $3.1BPipeline: 30 drugs (2 Phase 3)Patents: 20Founded: 2015HQ: Hayward, United States

Overview

Founded in 2015, Arcus Biosciences is a clinical-stage biopharma with a mission to develop best-in-class cancer therapies through its proprietary 'Combining to Cure®' philosophy. The company has built a fully integrated platform, advancing a deep pipeline targeting key immuno-oncology pathways like adenosine signaling and TIGIT. With strategic partnerships, including a major collaboration with Gilead Sciences, and multiple programs in late-stage development, Arcus is positioned as a significant player in the next wave of oncology combination treatments.

Oncology

Technology Platform

A fully integrated, biology-driven discovery engine designed to produce best-in-class small molecules and monoclonal antibodies (including Fc-silent technology) optimized for rational combination therapies in cancer.

Pipeline

30
30 drugs in pipeline2 in Phase 3
DrugIndicationStageWatch
Casdatifan + Cabozantinib + PlaceboMetastatic Clear Cell Renal Cell CarcinomaPhase 3
Quemliclustat + Placebo + Nab-paclitaxel + GemcitabineMetastatic Pancreatic Ductal AdenocarcinomaPhase 3
Zimberelimab + Domvanalimab + FLOT (Fluorouracil+Leucovorin+...Adenocarcinoma StomachPhase 2
Etrumadenant (AB928) + FOLFOX regimen + Zimberelimab (AB122)Rectal CancerPhase 2
Zimberelimab + DomvanalimabMelanomaPhase 2

Funding History

3
Total raised:$334M
IPO$120M
Series B$107M
Series A$107M

Opportunities

The company is poised for near-term value inflection with multiple Phase 3 readouts, particularly in renal cell carcinoma and lung cancer.
Its leadership in the adenosine pathway and fully integrated combination therapy platform provide a durable competitive moat and numerous opportunities for new regimen development.

Risk Factors

Lead clinical programs face significant development and regulatory risks, and the commercial oncology landscape is intensely competitive.
The company's valuation and near-term prospects are heavily dependent on the success of its partnership with Gilead Sciences and a concentrated set of late-stage assets.

Competitive Landscape

Arcus competes with large pharma and biotech in crowded fields like PD-1 and TIGIT inhibition, but differentiates through its Fc-silent antibody design and comprehensive adenosine pathway portfolio. Its integrated 'Combining to Cure' strategy and deep Gilead partnership provide unique advantages in the race to develop next-generation immuno-oncology combinations.

Company Timeline

2015Founded

Founded in Hayward, United States

2015Series A

Series A: $107.0M

2017Series B

Series B: $107.0M

2018IPO

IPO — $120.0M