Arcus Biosciences (RCUS) Investor Presentation - Slideshow

Pipeline and Clinical Trials - Arcus Biosciences is rapidly advancing five clinical-stage product candidates, including AB154 (Domvanalimab), AB308, AB122 (Zimberelimab), AB928 (Etrumadenant), and AB680 [7] - Six Arcus-sponsored randomized trials are expected to yield preliminary data in 2021 [7] - A Phase 3 trial, PACIFIC-8, in Stage III NSCLC, is being conducted in clinical collaboration with AstraZeneca, with registrational trial initiation expected in 2H21 [7] - Interim analysis for the ARC-7 trial (Dom + Zim in 1L NSCLC, PD-L1 ≥ 50%) is planned for 2Q21 [7] Financial Position and Partnerships - As of December 31, 2020, Arcus Biosciences had approximately $735 million in cash, with an additional $220 million from Gilead's equity investment in February 2021, providing funding through at least 2023 [7] - Gilead partnership provides significant financial and other resources to exploit the portfolio fully [7] - Gilead increased their equity stake to 195% in 1Q21, with a $220 million investment in Arcus [18] Key Programs and Molecules - Domvanalimab (anti-TIGIT mAb) is advancing into a registrational study, and AB308 (anti-TIGIT mAb) has received IND clearance, reinforcing Arcus as a leader in anti-TIGIT therapies [23] - AB680, a first-in-class small-molecule CD73 inhibitor, has shown a manageable safety profile and early clinical activity signs in combination with NP/Gem and zimberelimab in 1L metastatic pancreatic cancer, with a 41% objective response rate (7/17 patients) [96] - Zimberelimab (anti-PD-1) is being advanced into the ARC-10 registrational study in 1Q21, supporting potential approvals of both zim monotherapy and in combination with domvanalimab [110] Etrumadenant (A2aR / A2b R antagonist) - Initial randomized data from the Etruma + Zim + Carbo/Pem vs Zim + Carbo/Pem trial in TKI R/R EGFR+ NSCLC is expected in 2H21 [16] - Preliminary data from an initial cohort of the Etruma + Zim + SOC vs SOC trial in 2L/3L metastatic castrate-resistant prostate cancer (mCRPC) is expected in 2Q21, with initial randomized data in 2H21 [16] - Initial randomized data for 2L/3L cohorts and single-arm data for 3L+ of the Etruma + Zim + FOLFOX vs SOC trial in colorectal cancer is expected in 1H22 [16]