---
schema_version: "secwatch.filing_event.v1"
accession: "0001724521-25-000114"
form_type: "8-K"
ticker: "RCUS"
cik: "0001724521"
company_name: "Arcus Biosciences, Inc."
filed_at: "2025-10-28T23:59:59+00:00"
generated_at: "2026-05-17T01:57:48.824640+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Arcus Biosciences reports Q3 2025 net loss $135M; casdatifan shows 12.2 mo mPFS in late-line kidney cancer

## Summary
- Net loss of $135M for Q3 2025 vs $92M in Q3 2024; revenue $26M vs $48M.
- Casdatifan pooled analysis (n=121) showed 12.2 months median PFS and 35% ORR at 100mg dose in late-line ccRCC.
- Taiho exercised option for casdatifan in Japan/Asia for option payment, milestones, and royalties.
- Cash and equivalents $841M; funded through PEAK-1 Phase 3 readout.
- Domvanalimab + zimberelimab + chemo showed 26.7 months median OS in EDGE-Gastric study.

## SEC filing metadata
- accession: 0001724521-25-000114
- form_type: 8-K
- ticker: RCUS
- cik: 0001724521
- company_name: Arcus Biosciences, Inc.
- filed_at: 2025-10-28T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1724521/000172452125000114/0001724521-25-000114-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1724521/000172452125000114/rcus-20251028.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001724521-25-000114
- JSON: https://secwatch.observer/filing/0001724521-25-000114.json
- Plain text: https://secwatch.observer/filing/0001724521-25-000114.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.