Arcus Biosciences (RCUS) — Late-Stage Immuno-Oncology MomentumCompany Overview
Arcus NYSE:RCUS is a clinical-stage biotech advancing next-gen cancer & immunology therapies, led by TIGIT inhibitor domvanalimab and HIF-2α inhibitor casdatifan—with growing validation from big-pharma partnerships.
Key Catalysts
Domvanalimab (TIGIT) — NSCLC Breakthrough: Phase 3 data showed a 37% reduction in progression risk vs. Keytruda, positioning Arcus at the front of a $50B+ immuno-oncology market.
Casdatifan (HIF-2α) — Rapid Path in RCC: Advanced to Phase 3 in renal cell carcinoma after ~80% response rates in early trials, reinforcing best-in-class potential.
De-Risking Partnerships: Collaborations with AstraZeneca and Gilead provide funding, development scale, and commercial reach across high-value solid tumor indications.
Why It Matters
✅ Multiple late-stage shots on goal in large indications
✅ Combination-ready checkpoint assets with clear differentiation
✅ Strategic partners reduce capital & execution risk
Investment Outlook
Bullish above: $17–$17.50
Target: $32–$33 — supported by Phase 3 TIGIT win, HIF-2α expansion, and partner-enabled commercialization.
