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Arcus Biosciences Citi Annual Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi Annual Global Healthcare Conference 2025 summary3 Dec, 2025
Portfolio overview and key assets
Casdatifan is the primary value driver, with full ownership and strong differentiation from Merck's Belzutifan, showing superior efficacy and durability in late-line renal cancer cohorts.
Three programs are in phase III, including anti-TIGIT and CD73 inhibitor studies, with rapid enrollment and upcoming readouts.
The company is well-capitalized, with over $1 billion in cash, supporting all planned readouts.
Casdatifan clinical data and strategy
Casdatifan demonstrates better response rates, lower progression, and longer PFS than Belzutifan, with robust biomarker correlation.
Early data in second-line RCC show a 46% response rate for CAS plus CABO, compared to 31% for Belzutifan plus CABO.
The phase III study design uses CABO in both arms for clarity, with rapid enrollment expected and PFS as the primary endpoint.
No interim analysis; enrollment completion targeted by end of next year, with primary completion date listed as April 2028.
Safety profile of CAS plus CABO is favorable, with high dose intensity maintained for both drugs.
Frontline RCC and combination strategies
Frontline studies explore CAS with anti-PD-1/CTLA-4 bispecifics and PD-1 combinations, aiming for TKI-free regimens to improve tolerability.
Enrollment in the Evolve study was paused to monitor immune-mediated AEs, with potential dosing modifications under consideration.
A "bake-off" approach will determine the optimal frontline combination, with phase III initiation planned for the second half of next year.
Durability data show 40% of late-line monotherapy patients remain on treatment after two years.
Casdatifan 2L RCC trial design advantages
Fc-silent TIGIT: mechanism and clinical impact
Frontline RCC: strategy for optimal combination
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Next Arcus Biosciences earnings date
43rd Annual J.P. Morgan Healthcare Conference14 Jan, 2026
Next Arcus Biosciences earnings date
43rd Annual J.P. Morgan Healthcare Conference14 Jan, 2026
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Frequently asked questions
Arcus Biosciences Inc (RCUS) is a clinical-stage biopharmaceutical company focused on the development of cancer immunotherapies. By leveraging underexploited biological opportunities, Arcus aims to create treatments that can significantly improve patient outcomes. The company's product pipeline features a range of candidates, including AB928, a dual antagonist for adenosine receptors A2aR and A2bR, in combination with an anti-PD-1 antibody (AB122) and chemotherapy for treating metastatic triple-negative breast cancer or ovarian cancer and advanced malignancies. The company is headquartered in Hayward, California, and its shares are listed on the NYSE.
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