US · Healthcare · Biotechnology
EPS came in at -0.72 against a street estimate of -0.98 — a beat of 26.5%.
Analysts rate Arcus Biosciences Inc a buy (11 buy, 2 hold, 0 sell out of 13) with an average price target of $38.75.
CONFIDENT Arcus advanced casdatifan (HIF-2α inhibitor) across RCC development with $5–10B peak sales potential. Q2 cash $775M supports runway into H2 2028. Major data readouts expected October across all treatment lines. Q2 2026 Arcus owns casdatifan outside Japan; Taiho holds Asian rights (ex-Japan). Analysts pressed on October data expectations, LITESPARK-012 read-through, and prior TKI/lenva exposure impact. Management emphasized biomarker durability differentiation, subgroup analyses, and curve maturity rather than raw ORR—steering focus to PFS/OS as primary value drivers. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 11.96% |
| Wellington Management Company LLP | 4.63% |
| State Street Corp | 4.25% |
| Suvretta Capital Management, LLC | 3.95% |
| Vanguard Portfolio Management, LLC | 3.35% |
| Vanguard Capital Management, LLC | 3.03% |
| Woodline Partners LP | 2.97% |
| Marshall Wace Asset Management Ltd | 2.95% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 ARCUS BIOSCIENCES, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Cash Position: $150 million in cash and $625 million in marketable securities (tot | 2026-08-05 |
| Results announced · Q3 2026 ARCUS BIOSCIENCES Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Cash, cash equivalents and marketable securities: $775 million as of June 30, 2026 (d | 2026-08-05 |
| Shareholder vote results · Q2 2026 ARCUS BIOSCIENCES, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held June 11, 2026 • Company trades on NYSE under ticker sy | 2026-06-12 |
| Quarterly report · Q1 2026 ARCUS BIOSCIENCES, INC. — Q1 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Net loss Q1 2026: $128 million (vs. $112 million in Q1 2025) • Net loss per s | 2026-05-05 |
| Results announced · Q2 2026 ARCUS BIOSCIENCES Q1 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Cash, cash equivalents and marketable securities: $876 million as of March 31, 2026 ( | 2026-05-05 |
| Proxy statement · Q2 2026 ARCUS BIOSCIENCES, INC. — 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect four Class II directors to serve until th | 2026-04-21 |
| Company announcement · Q2 2026 ARCUS BIOSCIENCES, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • No financial figures provided in this filing • Document reports corporate/pipeline dev | 2026-04-20 |
| Annual report FY2025 ARCUS BIOSCIENCES, INC. - FORM 10-K SUMMARY HEADLINE NUMBERS • Company: Arcus Biosciences, Inc. (Ticker: RCUS), Delaware incorporation, filed annual | 2026-02-25 |
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Google PlayApp StoreData updated 2026-09-18.