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RCUS News
RCUS Events
Arcus Reports Q2 Revenue of $41M, Beating Consensus
Reports Q2 revenue $41M, consensus $21.98M. "Our recent publication in Nature demonstrated our commitment to being the scientific leader in HIF-2alpha biology and translational medicine. We are leveraging these insights and the differentiated profile of casdatifan compared to that of the competition to ensure that casdatifan becomes the backbone of treatment across every line of therapy in kidney cancer. In the front-line setting especially, we see a clear path to be first-to-market and to provide the best options for physicians and patients," said Terry Rosen, Ph.D., chief executive officer of Arcus. "The ARC-20 platform study and strategic clinical collaborations are enabling us to efficiently pursue an integrated approach across multiple lines of therapy, and we expect this year's upcoming ARC-20 data readouts in first-, second- and late-line settings to clarify casdatifan's potential to transform the treatment paradigm for kidney cancer."
Arcus Biosciences Signs Clinical Supply Agreement with AVEO
Arcus Biosciences announced a clinical supply agreement with AVEO Oncology, an LG Chem company. Under the agreement, the companies will evaluate casdatifan, Arcus's investigational small-molecule HIF-2alpha inhibitor, in combination with tivozanib, AVEO's vascular endothelial growth factor receptor tyrosine kinase inhibitor, in a new randomized cohort within ARC-20, Arcus's platform study of casdatifan in patients with advanced clear cell renal cell carcinoma. The new cohort in ARC-20 will evaluate casdatifan in combination with the recommended dose of tivozanib (1.34 mg) compared to tivozanib (1.34 mg) alone in patients with advanced ccRCC who received prior HIF-2alpha-inhibitor therapy. ARC-20 is a platform study evaluating casdatifan across multiple cohorts in metastatic ccRCC alone or in combination with other potential treatment options. Under the terms of the agreement, AVEO will supply tivozanib, and Arcus will conduct and sponsor the combination study. Each company will retain development and commercial rights to its respective compounds.
Arcus and Summit Collaborate on Clinical Trial for New Drug
Arcus Biosciences (RCUS) and Summit Therapeutics (SMMT) announced a clinical trial collaboration to evaluate the safety and efficacy of Arcus's casdatifan, an investigational hypoxia-inducible factor 2-alpha inhibitor, in combination with Summit's ivonescimab, an investigational PD-1 / VEGF bispecific antibody, in clear cell renal cell carcinoma, including first-line metastatic disease, the most common form of kidney cancer. "Combining casdatifan, a hard-hitting HIF-2 alpha inhibitor, with ivonescimab, the most advanced and well-studied anti-PD-1 / VEGF bispecific, presents a compelling opportunity to create a well-tolerated and TKI-sparing combination that has the potential to prolong survival," said Terry Rosen, Ph.D., Chief Executive Officer of Arcus. "Our development strategy is to establish casdatifan as a backbone therapy so that every patient has the opportunity to benefit from casdatifan across each line of therapy, and this collaboration enables the evaluation of a highly innovative regimen with strong scientific and clinical rationale to be an important first-line treatment for kidney cancer." The clinical trial collaboration will evaluate casdatifan in combination with ivonescimab in a new cohort to be added to ARC-20, Arcus's platform study, evaluating casdatifan alone or in combination with other potential treatment options across multiple cohorts in metastatic ccRCC. Under the terms of the agreement, Summit will supply ivonescimab and Arcus will conduct and sponsor the combination study. Both companies will contribute to the cost of the study, and each company will retain development and commercial rights to their respective molecules. Initial data from this clinical trial collaboration is expected to be generated by mid-2027.
Arcus Biosciences Publishes ARC-20 Study Results
Arcus Biosciences announced a publication in Nature describing new research from the ARC-20 study. The publication evaluated casdatifan, an investigational, small-molecule HIF-2a inhibitor, as a monotherapy in patients with metastatic clear cell renal cell carcinoma. It is the first study to comprehensively describe the relationship between HIF-2a inhibitor-associated changes in circulating serum EPO, tumor biology and corresponding clinical activity. The study showed that in ccRCC patients with HIF-2a-driven tumors, deeper suppression of HIF-2a-associated production of serum EPO correlated with clinical benefit, including higher response rates and longer PFS. The data showed that casdatifan monotherapy resulted in deep and sustained suppression of serum EPO, further validating EPO as a biomarker of HIF-2a inhibition. Deep suppression of serum EPO was correlated with higher response rates and longer PFS. High HIF-2a activity, as determined by expression of key genes in the HIF-2a pathway and baseline tumor EPO levels, correlated with improved clinical outcomes during casdatifan treatment. Taken together, these measures consistently supported the same conclusion and provide strong evidence linking the biology of HIF-2a-driven tumors to patient outcomes with casdatifan. Arcus's holistic development strategy is intended to provide physicians and patients with: a casdatifan-based TKI-sparing first-line treatment; a casdatifan-based TKI-inclusive first-line regimen; a second-line HIF-2a inhibitor treatment that builds on the second-line standard-of-care TKI, cabozantinib; and a late-line therapy that has been clinically validated to also provide benefit in patients previously treated with a HIF-2a inhibitor-based therapy. This research focused on various cohorts of the ARC-20 platform study that evaluated casdatifan monotherapy in patients with metastatic ccRCC. Four monotherapy cohorts were included, across doses of 50mg twice daily, 50mg once daily, 100mg QD and 150mg QD. Most of the patients had progressed on at least two prior lines of therapy, including both an anti-PD-1 and a VEGFR TKI. The patient population was heavily pretreated; in the pooled analysis, more than half of patients received at least three prior lines of therapy, and more than one quarter had received at least four prior lines of therapy. Most patients had an International Metastatic Renal Cell Carcinoma Database Consortium risk factor of intermediate or poor. At the time of the data cutoff, casdatifan produced durable antitumor activity. In the 100mg QD tablet cohort, the confirmed objective response rate was 35% and median PFS had not yet been reached, with 60% of patients remaining progression-free at 12 months. In the pooled analysis of all four monotherapy cohorts, cORR was 31% and mPFS was 12.2 months, with continued reductions in tumor size observed beyond 12 months of treatment. In a later analysis with a January 30, 2026 DCO, conducted after these results were submitted for publication, mPFS was 15.1 months in the 100mg QD cohort, the same dose and formulation being used in the ongoing PEAK-1 Phase 3 study. At the time of the August 2025 DCO, no unexpected safety signals were observed, and casdatifan had an acceptable and manageable safety profile across all doses. The most common class-effect events were anemia and hypoxia; across all four cohorts, no patients discontinued treatment due to anemia, and three patients discontinued due to hypoxia.
Arcus Biosciences Announces Clinical Trial Collaboration with Bristol Myers Squibb
Arcus Biosciences (RCUS) announced a clinical trial collaboration and supply agreement with Bristol Myers Squibb (BMY). Under the agreement, Arcus will supply casdatifan, the company's investigational small-molecule HIF-2a inhibitor, to be evaluated as part of the BMS-sponsored Phase 1/2 ROSETTA RCC-208 clinical trial. This trial evaluates pumitamig, an investigational PD-L1/VEGF-A bispecific antibody, being jointly developed by BioNTech and Bristol Myers Squibb, alone or in combination with other potential treatment options in advanced renal cell carcinoma. As part of this clinical trial collaboration, casdatifan combinations will be added as two new arms of ROSETTA RCC-208. Each company will retain development and commercial rights to their respective assets, and the agreement is mutually non-exclusive. This collaboration is part of Arcus's holistic development strategy that is intended to provide physicians and patients with: a casdatifan-based and only HIF-2a inhibitor-inclusive TKI-sparing first-line treatment; a casdatifan-based TKI-inclusive first-line regimen; a second-line HIF-2a inhibitor treatment that builds on the second-line standard-of-care TKI, cabozantinib; and a late-line therapy that has been clinically validated to also provide benefit in patients previously treated with a HIF-2a inhibitor-based therapy.
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