Arcus Biosciences, Inc. — Cyborg Score 7/10

Strong
Biopharmaceutical - Immuno-oncology & Cancer Therapeutics

Strategic Profile

Arcus focuses on the ATP-adenosine pathway, which is a key driver of immunosuppression in the tumor microenvironment, to create and optimize differentiated small-molecule immuno-oncology product candidates. The company's main offerings include development of potential cancer therapies, with particular emphasis on creating combination treatments. 2026 company priorities include rapid enrollment in the PEAK-1 Phase 3 study and initiating a first-line Phase 3 trial in kidney cancer.

Cyborg Score Rationale

The company has a robust pipeline with multiple clinical-stage candidates including Domvanalimab (Phase 2/3) and Quemliclustat (Phase 3) in advanced development. Strong financial position with a debt-to-equity ratio of 0.08 and current ratio of 5.24.

Top Insights

  • Market cap of approximately $2.52B with trailing 12-month revenue of $240M as of Q3 2025.
  • Strategic collaborations with AstraZeneca for Phase 3 trials (PACIFIC-8) evaluating domvanalimab in combination with durvalumab.
  • CEO Terry Rosen recognized among The 100 Most Influential CEOs in Oncology in 2025 for leadership in cancer therapies development.
  • Clinical-stage company approaching key inflection point with multiple Phase 3 programs and pharma partnerships validating approach.

Named Competitors

  • Immuno-oncology programs — Cell therapy and personalized neoantigen approaches
  • Therapeutic pipeline — Diversified biopharmaceutical development
  • Cell therapy approach — TIL cell therapy for solid tumors

Recent Developments

  • (Feb 2026) Q4 2025 earnings released with company priorities for 2026 highlighted
  • (Dec 2025) General Counsel insider activity with sale transaction at $22.16 per share
  • (2025) CEO recognition among most influential oncology industry leaders

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