Arcus Biosciences Investor Event 2025 October 6, 2025 Agenda | TOPIC | | PRESENTER(S) | TIME (ET) | | --- | --- | --- | --- | | Overview of Arcus | | Dr. Terry Rosen | 10:00-10:10 | | Overview of Casdatifan | | Dr. Terry Rosen | 10:10-10:20 | | New Casdatifan Monotherapy Data | | Dr. Richard Markus | 10:20-10:35 | | Treatment Paradigm in ccRCC | | Dr. Rana McKay | 10:35-10:55 | | | Q&A | | 10:55-11:15 | | Role of HIF-2α in ccRCC and Casdatifan Biomarker Data | | Dr. Juan Jaen | 11:15-11:25 | | Panel Convers ...

Casdatifan (HIF-2α) Program - Casdatifan 100mg QD tablet showed a 33% confirmed ORR (Overall Response Rate) with short follow-up[15,19] - Casdatifan 100mg QD tablet showed a 15% primary progressive disease (PD) rate[15] - Casdatifan 50mg BID cohort showed a median Progression Free Survival (mPFS) of 9.7 months[15,25] - Casdatifan 50mg QD cohort showed mPFS not reached with 12 months follow-up[15,25] - The PEAK-1 Phase 3 study for Casdatifan is on track to initiate in Q2 2025[33] Domvanalimab (Anti-TIGIT mAb) Program - Domvanalimab plus Zimberelimab in 1L Gastric Cancer showed ~13 months mPFS vs 7-8 months for benchmark data[11] - In 1L PD-L1 High NSCLC, Domvanalimab + Zimberelimab vs Zimberelimab showed OS Hazard Ratio of 0.64[11,58] - EDGE-Gastric data showed 13.8 months median PFS in TAP ≥5% and 11.3 months median PFS in TAP < 5%[47] - STAR-221 is a Phase 3 study evaluating Domvanalimab + Zimberelimab + Chemo in 1L Gastric/GEJ/EAC, with data expected in 2026[51,52] CD73-Adenosine Axis Programs - Quemli ± Zim + G/nP in 1L Metastatic PDAC showed 15.7 months mOS vs 9.8 months for Synthetic Control Arm, representing a 37% reduction in risk of death[70]