Arcus Biosciences Inc.

RCUS

Held by 7 specialist biotech funds

High ConvergenceHigh short interest · No specialist buying

7 funds opened new positions. Next phase2 readout (Gemcitabine): Jan 2026. Short interest: 15.3% of float.

Catalysts

Phase 2Q3 2024EtrumadenantProstatic Neoplasms, Castration-Resistant, Androgen-Resistant Prostatic Neoplasms, Castration Resistant Prostatic NeoplasmsNCT04381832

Phase 2Q3 2025AB680Metastatic Colorectal CancerNCT04660812

Phase 2Q1 2026GemcitabineBiliary Tract Carcinoma, Cholangiocarcinoma, Bile Duct CancerNCT06048133

Phase 2Apr 30, 2026AtezolizumabProstate Adenocarcinoma, Prostate Cancer, Localized Prostate CancerNCT03821246

Phase 2PositiveApr 30, 2026ZimberelimabNon Small Cell Lung Cancer, Non-small Cell Carcinoma, Non-small Cell Lung CancerNCT04791839

Phase 3Q2 2026DomvanalimabAdvanced Upper Gastrointestinal Tract AdenocarcinomaNCT05568095

Phase 2Jul 1, 2026ZimberelimabHepatobiliary Cancer, Liver Cancer, CholangiocarcinomaNCT05724563

Phase 2Q3 2026DomvanalimabHead and Neck Squamous Cell CarcinomaNCT06727565

Phase 2Dec 1, 2026FluorouracilBorderline Resectable Pancreatic Adenocarcinoma, Locally Advanced Pancreatic Ductal AdenocarcinomaNCT05688215

Phase 2Dec 1, 2026QuemliclustatOligometastatic Prostate CancerNCT05915442

Phase 2Q4 2026Etrumadenant (AB928)Rectal CancerNCT05024097

Phase 2Q1 2027DomvanalimabGastrointestinal Tract MalignanciesNCT05329766

Phase 2Q2 2027ZimberelimabPancreatic Ductal AdenocarcinomaNCT06048484

Phase 2Q2 2027DomvanalimabNon Small Cell Lung Cancer, Nonsquamous Non Small Cell Lung Cancer, Squamous Non Small Cell Lung CancerNCT04736173

Phase 2Q4 2027DomvanalimabAdvanced Non-Small Cell Lung CancerNCT05676931

Phase 2Jan 31, 2028CasdatifanRenal Cell Carcinoma, Kidney Cancer, Kidney NeoplasmNCT07397611

Phase 2Q1 2028ZimberelimabMelanomaNCT05130177

Phase 3Q2 2028CasdatifanMetastatic Clear Cell Renal Cell Carcinoma, Advanced Clear Cell Renal Cell CarcinomaNCT07011719

Phase 3Q2 2028ZimberelimabNon-small Cell Lung CancerNCT05502237

Phase 3Jul 12, 2028DurvalumabNon-Small Cell Lung CancerNCT05211895

Phase 2Q3 2029Zimberelimab (ZIM)Lung Cancer, Advanced or Metastatic Non-Small-Cell Lung Cancer, Resectable Non-Small-Cell Lung CancerNCT05633667

Phase 3Feb 21, 2030VolrustomigAdvanced Clear Cell Renal Cell CarcinomaNCT07000149

Phase 3Q4 2030QuemliclustatMetastatic Pancreatic Ductal AdenocarcinomaNCT06608927

Recent News & Research

PubMed

Prospective observational study of atezolizumab plus nab-paclitaxel in patients with metastatic triple-negative breast cancer: JBCRG-C08/ATTRIBUTE.

# Investment Summary: ATTRIBUTE Study (Atezolizumab + nab-Paclitaxel in mTNBC) **Clinical Finding:** This prospective Japanese observational study evaluated atezolizumab (Tecentriq, Roche) combined with nab-paclitaxel in metastatic triple-negative breast cancer patients, providing real-world efficacy and safety data outside controlled trial settings. **Investor Implications:** While this study evaluates a Roche/Celgene asset rather than an Arcus program, it's relevant only if tracking competitive immunotherapy-chemotherapy combinations in TNBC. **For RCUS specifically:** This does not directly impact Arcus' pipeline—verify whether Arcus has active programs in breast cancer (they focus primarily on immuno-oncology checkpoint molecules like A4 antagonists and CD73 inhibition); if absent

Jun 26, 2026

PubMed

Outcomes of Patients With Hepatocellular Carcinoma Treated With Durvalumab Plus Tremelimumab in Real-World Clinical Practice Who Met or Did Not Meet the Inclusion Criteria for the Phase 3 HIMALAYA Trial.

# Investment Summary: Durvalumab + Tremelimumab Real-World Evidence **Clinical Finding:** This real-world analysis examines outcomes of hepatocellular carcinoma (HCC) patients treated with Arcus's durvalumab/tremelimumab combination outside strict HIMALAYA trial criteria, providing data on treatment efficacy in broader patient populations than those enrolled in the pivotal trial. **Commercial Implication:** Positive real-world evidence in ineligible populations could expand the addressable market and support label expansion or broader clinical adoption beyond the HIMALAYA trial's specific inclusion criteria; conversely, inferior outcomes in ineligible patients could reinforce narrow use restrictions and limit commercial upside. **Investor Relevance:** The analysis is material to assessing whether durvalumab/tremelimumab's market penetration can extend beyond the registered indication or if efficacy is confined to carefully selected

May 22, 2026

PubMed

Durvalumab plus tremelimumab for the treatment of patients with progressive, refractory advanced thyroid carcinoma: the phase II GETNE-DUTHY trial.

# RCUS Investment Summary **Clinical Finding:** The GETNE-DUTHY trial evaluated durvalumab (an Arcus-partnered asset) combined with tremelimumab in advanced thyroid cancer, demonstrating checkpoint immunotherapy activity in a refractory patient population with limited treatment options. **Commercial Implication:** This Phase II data supports expansion of durvalumab's addressable market beyond current approved indications and validates the dual checkpoint blockade approach, potentially strengthening Arcus's pipeline value and partnership economics—though thyroid cancer represents a smaller commercial opportunity than lung or bladder cancer segments. The refractory population focus is clinically meaningful but market-size-limited compared to first-line treatment settings. **Investor Consideration:** Success here primarily impacts partnership revenue streams and clinical credibility rather than standalone commercial upside; results warrant tracking against Arcus's overall immunotherapy portfolio strategy and any implications for competing checkpoint

Apr 4, 2026

Arcus Biosciences Inc.

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