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Form 8-K Arcus Biosciences, Inc. For: Oct 21

Fri, 23 Oct 2026 16:12:00 -0400

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Form 424B5 Arcus Biosciences, Inc.

Thu, 22 Oct 2026 16:06:00 -0400

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Arcus Biosciences prices $250M common stock offering

Wed, 21 Oct 2026 22:53:15 -0400

Arcus Biosciences (NYSE: RCUS) has priced an underwritten public offering of 14,285,715 shares of common stock at $17.50 per share, according to a company press release.

The biopharmaceutical company expects gross proceeds of $250 million before underwriting discounts, commissions, and offering expenses. All shares are being offered by Arcus Biosciences.

The company has also granted underwriters a 30-day option to purchase up to 2,142,857 additional shares at the public offering price, less underwriting discounts and commissions.

The offering is expected to close on October 23, 2026, subject to customary closing conditions.

Jefferies, Leerink Partners, TD Cowen, Evercore ISI, and Mizuho are acting as joint

Arcus Biosciences Announces Pricing of $250 Million Public Offering of Common Stock

Wed, 21 Oct 2026 22:53:00 -0400

HAYWARD, Calif.--(BUSINESS WIRE)-- Arcus Biosciences, Inc. (NYSE: RCUS), a late clinical-stage biopharmaceutical company focused on developing differentiated molecules and combinations for the treatment of cancer and immune diseases, today announced the pricing of an underwritten public offering of 14,285,715 shares of its common stock at a price to the public of $17.50 per share. Gross proceeds to Arcus Biosciences from the offering are expected to be $250.0 million, before deducting underwriting discounts and commissions and offering expenses. All of the shares of common stock are being offered by Arcus Biosciences. In addition, Arcus Biosciences has granted the

Arcus Biosciences Announces Pricing of $250 Million Public Offering of Common Stock

Wed, 21 Oct 2026 22:53:00 -0400

Citi reiterates buy rating on Arcus Biosciences after stock drops 20%

Wed, 21 Oct 2026 16:54:38 -0400

Citi analyst Yigal Nochomovitz reiterated a Buy rating and $50.00 price target on Arcus Biosciences (NYSE: RCUS) following a 20% drop in the company's share price.

According to the analyst, the stock's decline was driven in part by a follow-on offering and market expectations that the company's second-line median progression-free survival (2L mPFS) would reach at least 15 months. The reported figure came in at 14.5 months, which the analyst noted was in line with a comparable result of 14.6 months seen in the LS-011 trial.

Nochomovitz noted that the 14.5-month result did not benefit from LS-011's exclusion of prior-lenva patients, who

Form 424B5 Arcus Biosciences, Inc.

Wed, 21 Oct 2026 16:30:00 -0400

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Arcus Biosciences launches public offering of common stock

Wed, 21 Oct 2026 16:22:23 -0400

Arcus Biosciences, Inc. (NYSE: RCUS) has commenced an underwritten public offering of its common stock, with all shares being offered by the company, according to a press release statement.

The biopharmaceutical company also intends to grant underwriters a 30-day option to purchase up to an additional 15% of the shares offered. The offering is subject to market and other conditions, and no assurance has been given regarding whether or when it may be completed, or its final size or terms.

Jefferies, Leerink Partners, and TD Cowen are serving as joint book-running managers for the offering.

A shelf registration statement for the securities was

Arcus Biosciences Announces Commencement of Public Offering of Common Stock

Wed, 21 Oct 2026 16:22:00 -0400

HAYWARD, Calif.--(BUSINESS WIRE)-- Arcus Biosciences, Inc. (NYSE: RCUS), a late clinical-stage biopharmaceutical company focused on developing differentiated molecules and combination therapies for the treatment of cancer and immune diseases, today announced that it has commenced an underwritten public offering of its common stock. All of the shares of common stock are being offered by Arcus Biosciences. In addition, Arcus Biosciences intends to grant the underwriters a 30-day option to purchase up to an additional 15% of the shares of its common stock offered in the public offering. The offering is subject to market and other conditions, and

Arcus Biosciences Announces Commencement of Public Offering of Common Stock

Wed, 21 Oct 2026 16:22:00 -0400

HAYWARD, Calif.--(BUSINESS WIRE)-- Arcus Biosciences, Inc. (NYSE: RCUS), a late clinical-stage biopharmaceutical company focused on developing differentiated molecules and combination therapies for the treatment of cancer and immune diseases, today announced that it has commenced an underwritten public offering of its common stock. All of the shares of common stock are being offered by Arcus Biosciences. In addition, Arcus Biosciences intends to grant the underwriters a 30-day option to purchase up to an additional 15% of the shares of its common stock offered in the public offering. The offering is subject to market and other conditions, and

Form 8-K Arcus Biosciences, Inc. For: Oct 21

Wed, 21 Oct 2026 16:10:00 -0400

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Arcus Biosciences (RCUS) PT Raised to $41 at Truist Securities

Wed, 21 Oct 2026 09:22:40 -0400

(Updated - October 21, 2026 9:22 AM EDT)

Truist Securities analyst Supawat Thongthip raised the price target on Arcus Biosciences (NYSE: RCUS) to $41.00 (from $40.00) while maintaining a Buy rating.

The analyst commented: "More Than Meets the Eye, with PEAKs Ahead; RCUS disclosed updated casdatifan ("cas") data across renal cell carcinoma (RCC) settings at the NYC investor event today. We come away constructive on the broader opportunity despite mixed results and lingering questions. While 2L cas + cabo fell short of our PFS bar, we believe much of the disappointment was already priced in ahead, with encouraging OS data supporting the

Arcus Biosciences (RCUS) PT Raised to $41 at Truist Securities

Wed, 21 Oct 2026 09:22:40 -0400

(Updated - October 21, 2026 9:22 AM EDT)

Truist Securities analyst Supawat Thongthip raised the price target on Arcus Biosciences (NYSE: RCUS) to $41.00 (from $40.00) while maintaining a Buy rating.

Citi raises Arcus Biosciences price target to $50

Wed, 21 Oct 2026 03:56:32 -0400

Citi analyst Yigal Nochomovitz raised his price target on Arcus Biosciences (NYSE: RCUS) to $50 from $45, while maintaining a Buy rating on the stock.

The revision follows Arcus Biosciences' investor event, where updated data on casdatifan, the company's drug candidate for clear cell renal cell carcinoma (ccRCC), was presented. The analyst cited updated results from the cas+zim combination, noting a 6.7% primary progressive disease rate and 69% 12-month landmark progression-free survival, which he compared to benchmarks of approximately 38% for pembrolizumab and approximately 50% for anti-PD-1 combined with anti-CTLA-4.

Nochomovitz also referenced second-line data from the ARC-20 trial, where the cas+cabo

Arcus Biosciences (RCUS) PT Raised to $49 at Wedbush

Tue, 20 Oct 2026 13:32:00 -0400

Wedbush analyst Robert Driscoll raised the price target on Arcus Biosciences (NYSE: RCUS) to $49.00 (from $43.00) while maintaining a Outperform rating.

Arcus stock tumbles 6% after unveiling casdatifan trial data

Tue, 20 Oct 2026 09:12:23 -0400

Investing.com -- Arcus Biosciences (NYSE:RCUS) shares fell 6% today after the company presented new clinical data for casdatifan, its investigational HIF-2α inhibitor, at an investor event in New York City. The market decline suggests the data did not meet elevated expectations that had been priced into the stock ahead of the event.

The company presented results from its ARC-20 platform study evaluating casdatifan across first-line combinations, second-line treatment, and late-line monotherapy in clear cell renal cell carcinoma. The presentation included progression-free survival figures that exceeded benchmarks for the approved ipilimumab/nivolumab combination and a 50% confirmed objective response

Arcus stock tumbles 6% after unveiling casdatifan trial data

Tue, 20 Oct 2026 09:12:23 -0400

Form 8-K Arcus Biosciences, Inc. For: Oct 20

Tue, 20 Oct 2026 08:33:00 -0400

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Arcus shares kidney cancer trial data for casdatifan drug

Tue, 20 Oct 2026 08:31:05 -0400

Arcus Biosciences (NYSE: RCUS) presented new clinical data from its ARC-20 platform study evaluating casdatifan, an investigational HIF-2α inhibitor, as a treatment for clear cell renal cell carcinoma (ccRCC) across multiple lines of therapy.

In the first-line setting, casdatifan combined with the anti-PD-1 therapy zimberelimab showed progression-free survival (PFS) landmark values of 86% at six months and 69% at 12 months in a cohort of 30 patients, along with a 50% confirmed objective response rate. These figures were compared against third-party benchmarks for approved therapies, though Arcus noted the comparisons are not head-to-head and differences in study design exist.

In the second-line

Arcus Presents New Data from ARC-20 that Demonstrate the Opportunity for Casdatifan to Become a Foundational Treatment Across All Lines of Therapy in Kidney Cancer

Tue, 20 Oct 2026 08:30:00 -0400

Progression-free survival (PFS) for casdatifan plus anti-PD-1 in the first-line (1L) setting exceeded third-party benchmarks* for the approved anti-PD-1 plus anti-CTLA-4 regimen (ipilimumab plus nivolumab) and is similar to benchmarks for approved anti-PD-1 plus TKI regimens; the Phase 3 PEAK-20 study evaluating casdatifan plus ipilimumab and nivolumab is on track to start by year-end.
PFS and overall survival (OS) in the second-line (2L) cohort evaluating casdatifan plus cabozantinib substantially exceeded benchmarks for cabozantinib monotherapy, including in patients who had previously progressed on TKIs; the ongoing Phase 3 PEAK-1 study is evaluating the same combination in the same patient population.
An unprecedented

Arcus Presents New Data from ARC-20 that Demonstrate the Opportunity for Casdatifan to Become a Foundational Treatment Across All Lines of Therapy in Kidney Cancer

Tue, 20 Oct 2026 08:30:00 -0400

Progression-free survival (PFS) for casdatifan plus anti-PD-1 in the first-line (1L) setting exceeded third-party benchmarks* for the approved anti-PD-1 plus anti-CTLA-4 regimen (ipilimumab plus nivolumab) and is similar to benchmarks for approved anti-PD-1 plus TKI regimens; the Phase 3 PEAK-20 study evaluating casdatifan plus ipilimumab and nivolumab is on track to start by year-end.
PFS and overall survival (OS) in the second-line (2L) cohort evaluating casdatifan plus cabozantinib substantially exceeded benchmarks for cabozantinib monotherapy, including in patients who had previously progressed on TKIs; the ongoing Phase 3 PEAK-1 study is evaluating the same combination in the same patient population.
An unprecedented

William Blair Starts Arcus Biosciences (RCUS) at Outperform

Fri, 16 Oct 2026 03:14:40 -0400

William Blair analyst Alethia Young initiates coverage on Arcus Biosciences (NYSE: RCUS) with a Outperform rating.

The analyst comments: “We are initiating coverage of Arcus Biosciences with an Outperform rating and a DCF valuation of $50 per share. Arcus (RCUS) is a clinical-stage small-molecule company whose lead asset, casdatifan, is a next-generation HIF-2α inhibitor for clear cell RCC (ccRCC). HIF-2α is a validated target, as Welireg (belzutifan) was approved in 2023 for ccRCC. About 80% of ccRCC tumors (~31K patients across all lines) are sensitive to HIF-2α inhibition.

We think casdatifan has best-in-class potential in RCC. Arcus's development plans span all lines

William Blair Starts Arcus Biosciences (RCUS) at Outperform

Fri, 16 Oct 2026 03:14:40 -0400

William Blair analyst Alethia Young initiates coverage on Arcus Biosciences (NYSE: RCUS) with a Outperform rating.

We think casdatifan has best-in-class potential in RCC. Arcus's development plans span all lines

JPMorgan Starts Arcus Biosciences (RCUS) at Overweight

Wed, 14 Oct 2026 02:51:26 -0400

JPMorgan analyst Priyanka Grover initiates coverage on Arcus Biosciences (NYSE: RCUS) with a Overweight rating and a price target of $41.00.

The analyst comments: “Our Overweight thesis centers on casdatifan, Arcus’s once-daily oral HIF-2α inhibitor for clear cell renal cell carcinoma (ccRCC), transitioning from a late-line monotherapy signal into a credible multi line backbone strategy. Our model assumes worldwide unadjusted peak sales of ~$4B by 2035, including ~$3.6B in the U.S. across treatment settings. The clinical profile appears differentiated within HIF-2α-directed renal cancer, with ARC-20 100 mg once-daily tablet cohort showing median PFS of 15.1 months and confirmed ORR of 45%

JPMorgan Starts Arcus Biosciences (RCUS) at Overweight

Wed, 14 Oct 2026 02:51:26 -0400

JPMorgan analyst Priyanka Grover initiates coverage on Arcus Biosciences (NYSE: RCUS) with a Overweight rating and a price target of $41.00.