Arcus Biosciences (RCUS) Investor Presentation - Slideshow

Company Overview - Arcus Biosciences is creating innovative cancer therapies by leveraging underexploited biological opportunities, with an initial focus on targets in promising pathways like the ATP-adenosine pathway[1,7] - The company has a clinical-stage pipeline with four clinical compounds, with the lead program advancing into multiple Phase 1b expansion cohorts[7] - Arcus Biosciences reported $224.4 million in cash and investments as of June 30, 2019, sufficient to fund operations into 2021[7] Pipeline and Programs - AB928, a dual adenosine receptor antagonist, is being evaluated in multiple Phase 1b expansion trials, including combinations with AB122 (anti-PD-1) in CRPC, RCC, NSCLC, CRC, and TNBC[8,37] - AB680, a small molecule CD73 inhibitor, is initiating a Phase 1 safety dose-escalation study in combination with AB122, gemcitabine, and nab-paclitaxel in first-line metastatic pancreatic cancer[8,13] - AB122, an anti-PD-1 antibody, has IND clearance to initiate a tumor-type agnostic biomarker-selected trial in advanced solid tumors in collaboration with Strata Oncology[8,13] - AB154, an anti-TIGIT antibody, is in Phase 1 safety dose-escalation, currently in combination with AB122, and is initiating an expansion study in combination with AB122 in NSCLC[8,13] AB928 Clinical Data - Phase 1 dose-escalation studies of AB928 have demonstrated an excellent safety, PK, and PK/PD profile in three combination settings[29] - Preliminary Phase 1 data shows that AB928-related Grade 3 or higher adverse events were limited, with no Grade 4 or 5 events reported across studies[34] - Based on healthy volunteer data, target inhibition of A2aR is achieved at doses between 75-150 mg QD[25] Taiho Partnership - Taiho Pharmaceutical has an option to Arcus's programs in Japan and certain other Asian territories (excluding China) over a 5-year term[9,74] - The Taiho partnership generates $35 million in guaranteed payments over 3 years, with additional opt-in payments, milestones, and tiered royalties[9,74]