ARCUS BIOSCIENCES INC (RCUS)
Health Care · Clinical-stage oncology immunotherapy and small-molecule drug development · NYSE
A clinical-stage biotech developing first-in-class and best-in-class small molecules and antibodies for cancer immunotherapy, with lead HIF-2α inhibitor in late-stage trials.
What ARCUS BIOSCIENCES INC does
Arcus Biosciences is a late-stage clinical biopharmaceutical company developing small-molecule drugs focused on cancer, inflammatory, and autoimmune diseases. The company's lead program, casdatifan (a HIF-2α inhibitor), is in Phase 3 clinical trials for renal cell carcinoma, with additional programs including quemliclustat (a CD73 inhibitor) and the anti-PD-1 antibody zimberelimab. Arcus operates through collaborations with partners including Gilead Sciences and AstraZeneca for global development and commercialization of its investigational therapies.
Themes: ["cancer immunotherapy","checkpoint inhibitors / PD-1 antibodies","immuno-oncology combinations","renal cell carcinoma (RCC)","small-molecule oncology","HIF pathway inhibition"]
Fundamentals
- Price$29.96 as of 2026-07-09 close
- Market cap$3.8B as of 2026-07-10
- 1-year return+256.0% as of 2026-07-09 close
- Net margin-156.4% as of 2026-07-10
- ROE-69.0% as of 2026-07-10
- Debt / equity0.19 as of 2026-07-10
- Revenue growth (YoY)-15.1% as of 2026-07-10
- Revenue CAGR (3y)-4.6% SEC XBRL
- Beta0.81 as of 2026-07-10
Key risks (from latest filing)
["Company has never generated revenue from product sales and anticipates continued significant losses; dependent on raising additional capital to fund development programs and may face operational restrictions from debt covenants with Hercules Capital","Regulatory approval is not assured; clinical trials face enrollment challenges, and serious adverse events or safety signals (including recent immune-mediated AEs in eVOLVE-RCC02 trial) could halt development or limit commercial potential","Heavy reliance on third-party collaborators (Gilead, AstraZeneca, Taiho) for development and commercialization; breach of in-license agreements or partner failures could result in loss of product rights or delayed commercialization"]
Competitors & peers
- Merck & Co. (MRK) – belzutifan (competing HIF-2α inhibitor)
- Bristol Myers Squibb (BMY) – immuno-oncology and checkpoint inhibitor portfolio
- Jounce Therapeutics – CD73 inhibitors
- Surface Oncology – CD39/CD73 pathway programs
- AstraZeneca (AZN) – checkpoint inhibitors and combination oncology therapies
- Rgenix – checkpoint inhibitor development
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.