- Trial Phase
- Phase 3 (discontinued)
- Time to Market
- Unknown — program largely discontinued; no path to market
- Why 3/10
- No hard dated binary catalyst in the next ~12 months. The Phase 3 programs (STAR-121, STAR-221) have been discontinued due to futility. No PDUFA date, no upcoming pivotal readout, and no regulatory submission. The drug is effectively a failed program. ImpactScore is 3 — an already-failed program at a company that has pivoted to other pipeline assets (casdatifan).
Domvanalimab is effectively a failed program after two Phase 3 discontinuations for futility. Arcus has pivoted to its HIF2 inhibitor casdatifan (casdatifan) as the lead pipeline asset. Investors should watch for the Q3 2026 earnings (Oct 26 or Nov 11) for cash runway updates and casdatifan Phase 3 PEAK-1 enrollment data — those are now the real value drivers for RCUS, not domvanalimab.
Price Chart
Executive Summary
Domvanalimab (AB154) is an Fc-silent anti-TIGIT antibody developed by Arcus Biosciences (NYSE: RCUS) in partnership with Gilead Sciences. The drug failed two Phase 3 trials — STAR-221 (gastric/esophageal cancer, discontinued Dec 2025) and STAR-121 (non-small cell lung cancer, discontinued Apr 2026) — both discontinued due to futility. Gilead has loosened its collaboration ties with Arcus after the TIGIT failures. The company has pivoted to its HIF2 inhibitor casdatifan as the lead asset. Analyst consensus on RCUS remains strong (16 Buy/Strong Buy, mean PT $41, ~135% upside), but that thesis rests on casdatifan, not domvanalimab. The stock trades near its 52-week low of $16.87.
How It Works
Domvanalimab is an antibody drug that blocks a protein called TIGIT on immune cells. Tumors use TIGIT to turn off the body's immune attack. Domvanalimab is designed to be 'Fc-silent' — a special engineering tweak that prevents it from accidentally killing helpful immune cells while blocking the TIGIT 'off switch'. It was tested alongside PD-1 blockers (another class of immunotherapy) and chemotherapy to treat multiple cancer types.
Trial Status
Two Phase 3 trials (STAR-221 in gastric/esophageal cancer and STAR-121 in NSCLC) were discontinued due to futility. Several Phase 2 trials completed. One Phase 2 GI trial (NCT05329766) remains active but not recruiting. One Gilead-sponsored Phase 2 head/neck cancer trial (NCT06727565) is active but not recruiting. No new trials enrolling.
The Two-Sided Case
Upcoming Catalysts
- No domvanalimab-specific catalysts — the program is effectively discontinued. RCUS Q3 2026 earnings (Oct 26 or Nov 11, 2026) for cash runway and casdatifan pipeline update.
Source Filing
The SecBot filing or press-release report that triggered this drug report:
Arcus Biosciences, Inc. 8-K RCUS ·Originating report