The data are early-stage and non-randomized, so no immediate stock-moving catalyst. Watch for future randomized data or regulatory engagement (e.g., FDA meetings) that could de-risk the asset. The 50% cORR in first-line TKI-free combo is notable but needs confirmation in larger trials.
Price Chart
Executive Summary
Arcus Biosciences presented new clinical data from its ARC-20 platform study of casdatifan in clear cell renal cell carcinoma (ccRCC) across multiple lines of therapy. The data showed encouraging efficacy signals, including a 50% confirmed objective response rate in first-line TKI-free combinations and a median overall survival of 35 months in late-line monotherapy, with no unexpected safety signals. This is a clinical data update with no financial terms or regulatory decisions disclosed.
Key Facts
- Casdatifan plus zimberelimab (first-line, n=30): 50% cORR, 86% 6-month and 69% 12-month landmark PFS, 11.5 months median follow-up
- Casdatifan plus ipilimumab and zimberelimab (first-line, n=31): 4% primary progression rate at first scan, 3 months median follow-up
- Casdatifan plus cabozantinib (second-line, n=43): 14.5 months median PFS, 44% cORR, 77% 18-month landmark OS, 21.3 months median follow-up
- Casdatifan monotherapy (late-line, n=121): 35 months median OS, 13 months median PFS, 36% cORR, 28 months median follow-up
- No unexpected safety signals were observed across any cohort
Financial Impact
No financial figures disclosed; clinical data update only
Risk Factors
- Early-stage, non-randomized data may not replicate in larger pivotal trials
- No regulatory submission or approval timeline provided
- Competitive landscape in ccRCC includes approved TKI/IO combinations
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001724521-26-000047 |
| Document: 0001724521-26-000047-index.html | 0001724521-26-000047 |
| Document: 0001724521-26-000047.txt | 0001724521-26-000047 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 2d ago | 8-K | $18.47 | awaiting T+1 | — | $18.54 (−0.38%) |
Oct 22, 2026 3d ago | 424B5 | $19.36 | awaiting T+1 | — | $18.54 (+4.24%) |
Oct 21, 2026 4d ago | 424B5 | $19.36 $18.54 | ▲ +4.24% | ▲ +3.71% | $18.54 (+4.24%) |
Oct 21, 2026 4d ago | 8-K | $19.36 $18.54 | ▼ −4.24% | ▼ −3.71% | $18.54 (−4.24%) |
Oct 20, 2026 5d ago | 8-K | $23.75 $19.10 | ▼ −19.58% | ▼ −20.10% | $18.54 (−21.94%) |
Jul 9, 2026 15w ago | 144 | $28.92 $28.07 | ▼ −2.94% | ▼ −2.17% | $18.54 (−35.89%) |
Apr 21, 2026 26w ago | DEFA14A | $26.62 $25.13 | ▼ −5.60% | ▼ −5.20% | $18.54 (−30.35%) |
Apr 20, 2026 27w ago | 8-K | $22.74 $24.52 | ▼ −7.83% | ▼ −8.48% | $18.54 (+18.47%) |
Apr 8, 2026 28w ago | 144 | $23.28 $22.34 | ▼ −4.04% | ▼ −3.98% | $18.54 (−20.36%) |
Feb 25, 2026 34w ago | 8-K | $19.54 $20.37 | ▲ +4.25% | ▲ +4.73% | $18.54 (−5.12%) |
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