Arcus Biosciences IncRCUS
Price$25.83Intrinsic value$20.8619% below price

Outlook & Key Dates

Estimates, guidance, catalysts, and upcoming events

Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
10.3%projected annual EPS growth
As of 27 Aug 2026
Analyst Coverage
12analysts covering
Consensus: PositiveAs of 18 Aug 2026
FY Revenue (est.)
$75.7Mnext fiscal year
As of 18 Aug 2026
FY EPS (est.)
-$3.65next fiscal year
As of 18 Aug 2026
Reporting Calendar
EventExpected Date
Presentation of mature ORR and initial PFS data for casdatifan plus cabozantinib cohort31 Dec 2026
Presentation of initial data from early-line ARC-20 cohorts (casdatifan plus zimberelimab in 1L ccRCC)31 Dec 2026
Monitoring Framework
Key Performance Indicators
Cash, Cash Equivalents and Marketable Securities Quarterly876MTarget: Cash runway until at least the second half of 2028
Casdatifan Confirmed Objective Response Rate (cORR) in 100mg QD late-line monotherapy45.0%
Casdatifan Median Progression-Free Survival (mPFS) in late-line ccRCC15.1Target: Outperform belzutifan benchmark of 5.6 months
Watch Items
  • Phase 3 PEAK-1 trial enrollment completionTrigger: Enrollment completion expected by year-end 2026
  • Initiation of Phase 3 first-line (1L) ccRCC trial for casdatifanTrigger: Initiation of 1L Phase 3 study expected by year-end 2026
  • Gilead collaboration option rights transitionTrigger: Expiration of broad option rights on July 14, 2026Action: Manage transition to time-limited options on specific assets (AB801, AB598, AB102, and TNF inhibitor).
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Research as of 19 Jun 2026

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.