{"schema_version":"secwatch.filing_event.v1","accession":"0001724521-24-000034","form_type":"8-K","ticker":"RCUS","cik":"0001724521","company_name":"Arcus Biosciences, Inc.","filed_at":"2024-01-30T23:59:59+00:00","discovered_at":"2026-05-14T18:03:25.260351+00:00","generated_at":"2026-06-06T15:05:35.119483+00:00","sec_items":["1.01","3.02","5.02","8.01","9.01"],"event_type":"other_material","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Gilead invests $320M in Arcus at $21/share; collaboration amended to accelerate anti-TIGIT program","bullets":["Gilead purchases 15.2M shares for $320M at $21/share, increasing ownership to 33%.","Collaboration reprioritized: focus on Phase 3 STAR-121 (lung) and STAR-221 (GI); ARC-10 discontinued.","New Phase 3 STAR-131 registrational study for domvanalimab + zimberelimab in lung cancer planned.","Johanna Mercier (Gilead CCO) appointed to Arcus board; two prior Gilead designees resign.","Quemliclustat pancreatic cancer study becomes Arcus-independent; cash runway extended into 2027."],"urls":{"canonical":"https://secwatch.observer/filing/0001724521-24-000034","json":"https://secwatch.observer/filing/0001724521-24-000034.json","markdown":"https://secwatch.observer/filing/0001724521-24-000034.md","text":"https://secwatch.observer/filing/0001724521-24-000034.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1724521/000172452124000034/0001724521-24-000034-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1724521/000172452124000034/rcus-20240129.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T15:05:35.119483+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"4cf4461c8c","claim":"Johanna Mercier was appointed as Class II Director at Arcus Biosciences, Inc..","evidence_excerpt":"the Board appointed Johanna Mercier to the Board as a Class II director","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1724521/000172452124000034/0001724521-24-000034-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Class II Director"}],"fact_type":"executive_change"},{"claim_id":"90d7a28a54","claim":"Ms. Jarrett resigned as Director at Arcus Biosciences, Inc..","evidence_excerpt":"Dr. Jaen and Ms. Jarrett resigned from the Board","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1724521/000172452124000034/0001724521-24-000034-index.htm","confidence":0.85,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"Director"}],"fact_type":"executive_change"},{"claim_id":"c0c73a9456","claim":"Dr. Jaen resigned as Director at Arcus Biosciences, Inc..","evidence_excerpt":"Dr. Jaen and Ms. Jarrett resigned from the Board","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1724521/000172452124000034/0001724521-24-000034-index.htm","confidence":0.85,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"Director"}],"fact_type":"executive_change"},{"claim_id":"4d5bce3a603d9bf76a825eed4ac02ed0e78cfd67","claim":"Arcus Biosciences, Inc. entered into Third Amended and Restated Common Stock Purchase Agreement with Gilead Sciences, Inc. (effective 2024-01-29).","evidence_excerpt":"On January 29, 2024, Arcus Biosciences, Inc. (the “Company”) and Gilead Sciences, Inc. (“Gilead”) entered into a Third Amended and Restated Common Stock Purchase Agreement (the “A&R Purchase Agreement”), which amends and restates in its entirety the Second Amended & Restated Common Stock Purchase Agreement dated June 27, 2023 (the “Existing Purchase Agreement”).","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1724521/000172452124000034/0001724521-24-000034-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"equity purchase"},{"label":"Counterparty","value":"Gilead Sciences, Inc."},{"label":"Effective","value":"2024-01-29"}],"fact_type":"material_agreement"},{"claim_id":"5b178a77a7448e374e25b834f8da8b9d5d4aae27","claim":"Arcus Biosciences, Inc. amended Amendment No. 3 with Gilead Sciences, Inc. (effective 2024-01-29).","evidence_excerpt":"On January 29, 2024, the Company and Gilead also entered into Amendment No. 3 (“Amendment No. 3”) to the Option, License and Collaboration Agreement, dated May 27, 2020, as amended on November 17, 2021 and May 12, 2023 (as previously amended, the “OLCA”).","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1724521/000172452124000034/0001724521-24-000034-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"amendment"},{"label":"Agreement","value":"license"},{"label":"Counterparty","value":"Gilead Sciences, Inc."},{"label":"Effective","value":"2024-01-29"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}