Summary of the Conference Call Company and Industry - **Company**: Arcus Biosciences - **Industry**: Oncology, specifically focusing on clear cell renal cell carcinoma (CCRCC) Key Points and Arguments 1. **Clinical Trial Data Announcement**: Arcus announced data from the cascadafan plus cabozantinib combination cohort of the Phase 1b ARC20 clinical trial in CCRCC, presented at the ASCO conference on June 1, 2025 [2][4] 2. **Efficacy of Combination Therapy**: The initial data from the CAS plus CABO cohort showed a confirmed overall response rate (ORR) of 46%, which is significantly higher than the benchmarks for cabozantinib monotherapy (20-40%) and belzutafan plus cabozantinib (31%) [8][21] 3. **Durability of Responses**: All responders in the CAS plus CABO cohort remain on treatment, indicating durable responses even with a median follow-up of only five months [9][21] 4. **Safety Profile**: The adverse event (AE) profile for the combination therapy is consistent with expectations for each agent alone, with only 5% of patients discontinuing due to AEs, and no patients discontinuing both drugs [10][28] 5. **Strategic Positioning**: Arcus owns the rights to cascadafan, providing significant strategic flexibility and optionality in its development and commercialization [6] 6. **Phase III Study Initiation**: The company is preparing to initiate its first Phase III study (PEEK-one) for cascadafan, expecting rapid enrollment due to strong investigator enthusiasm [5][31] 7. **Market Opportunity**: The market for HIF2 alpha inhibitors in CCRCC is growing, with belzutafan sales reaching over $560 million in the last twelve months. Arcus believes cascadafan could capture a significant share of this market due to its superior profile [34][36] 8. **Combination with Other Therapies**: The potential for cascadafan to be combined with various standard-of-care agents in RCC is highlighted, particularly due to its lack of overlapping toxicities with other treatments [38][39] 9. **Future Development Plans**: Arcus plans to expand its development program for cascadafan, targeting both first-line and second-line settings in CCRCC, with the goal of establishing it as the preferred HIF2 alpha inhibitor [32][41] Other Important Content 1. **Patient Demographics**: The majority of patients in the trial had received prior immunotherapy (IO), with 83% having one prior line of therapy, indicating a contemporary treatment paradigm [20] 2. **Regulatory Filings**: The data presented will support the company's IND filing for the initiation of the PEEK-one study [19] 3. **Collaboration with AstraZeneca**: The EVOLVE RCC-two study, sponsored by AstraZeneca, is designed to assess the safety and efficacy of a TKI-free combination for RCC patients, enhancing resource efficiency [16][60] 4. **Long-term Follow-up**: The company expects to present more mature results from ongoing cohorts over the next 18 months, including ORR and progression-free survival (PFS) data [29][30] This summary encapsulates the critical insights from the conference call, focusing on the company's clinical advancements, market positioning, and future strategies in the oncology sector.

Forward-looking Statements/Safe Harbor Forward Looking Statements Safe Harbor: This presentation contains forward-looking statements about Arcus Biosciences, Inc. ("we," "Arcus" or the "Company") made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements regarding events or results to occur in the future contained in this presentation are forward-looking statements, including statements about: being funded through the initial pivotal readouts for dom, ...

Arcus Biosciences, Inc. (RCUS) came out with a quarterly loss of $1.14 per share versus the Zacks Consensus Estimate of a loss of $1.02. This compares to loss of $0.05 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -11.76%. A quarter ago, it was expected that this company would post a loss of $1.17 per share when it actually produced a loss of $1.03, delivering a surprise of 11.97%.Over the last four quarters, the company has ...

Arcus Biosciences (RCUS) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Company Participants Pia Eaves - VP of Investor Relations & StrategyTerry Rosen - CEO, Co-Founder & ChairmanRichard Markus - Chief Medical OfficerJennifer Jarrett - COO & DirectorBob Goeltz - Senior VP & CFOYigal Nochomovitz - DirectorUmer Raffat - Senior Managing DirectorKarina Rabayeva - VP - Biotech Equity ResearchEva Fortea-Verdejo - Vice President - Biotechnology Conference Call Participants Peter Lawson - AnalystDaina Graybosch - ...

Arcus Biosciences (RCUS) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Speaker0 Hello, everyone, and welcome to Arcus Biosciences First Quarter twenty twenty five Earnings and Financial Results Call. My name is Lydia, and I'll be your operator today. After the prepared remarks, there'll be an opportunity to ask questions. I'll now hand you over to Pia Eaves, Vice President of Investor Relations to begin. Please go ahead. Speaker1 Good afternoon and thank you for joining us on today's conference call to dis ...

COMBINING TO CURE ® Arcus is at the forefront of designing combination therapies, with best-in-class potential, in the relentless pursuit of cures for cancer. May 6, 2025 CORPORATE PRESENTATION Notice of Trademark: The Arcus name and logo are the property of Arcus. All other trademarks used herein are the property of their respective owners and are used for reference purposes only. Such use should not be construed as an endorsement of Arcus. Forward-Looking Statements/Safe Harbor Forward Looking Statements ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 _____________________________________ FORM 10-Q _____________________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________to _______________ Commission File Number: 001-38419 __________________ ...

Exhibit 99.1 Arcus Biosciences Reports First-Quarter 2025 Financial Results and Provides a Pipeline Update Casdatifan (HIF-2a inhibitor) Casdatifan Updates: • Data from the Phase 1/1b ARC-20 study cohort evaluating casdatifan plus cabozantinib in immunotherapy (IO)-experienced patients with clear cell renal cell carcinoma (ccRCC) will be presented in an oral session at the 2025 American Society of Clinical Oncology (ASCO) Annual Meeting • Additional data from the ARC-20 cohorts evaluating casdatifan monothe ...

Arcus Biosciences (NYSE: RCUS ) has undergone a period of mixed developments since last year, and the stock has continued to decline into April 2025. While the company still has sufficient cash and a broad pipeline, the immediate road ahead couldAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in RCUS over the ne ...

Core Insights - Arcus Biosciences, Inc. reported a quarterly loss of $1.03 per share, which was better than the Zacks Consensus Estimate of a loss of $1.17, representing an earnings surprise of 11.97% [1] - The company generated revenues of $36 million for the quarter ended December 2024, exceeding the Zacks Consensus Estimate by 9.67% and showing an increase from $31 million in the same quarter last year [2] - Arcus Biosciences shares have declined approximately 31.8% year-to-date, contrasting with the S&P 500's gain of 1.7% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$1.09 on revenues of $37.52 million, while for the current fiscal year, the estimate is -$4.73 on revenues of $111.81 million [7] - The estimate revisions trend for Arcus Biosciences is mixed, leading to a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Medical - Biomedical and Genetics industry, to which Arcus Biosciences belongs, is currently ranked in the top 27% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]