other material
confidence high
sentiment negative
materiality 0.75
Arcus discontinues Phase 3 STAR-121 NSCLC trial; Gilead lets option rights lapse
Arcus Biosciences, Inc.
- STAR-121 evaluating domvanalimab + zimberelimab + chemo vs pembro + chemo in 1L metastatic NSCLC stopped by IDMC for futility.
- Zimberelimab + chemo showed comparable overall survival vs pembro + chemo; trial discontinued despite that.
- Gilead declines option continuation payment; option period ends July 14, 2026; loses rights to CCR6, CD89, CD40L programs.
- Gilead retains time-limited options for AB801 (AXL inhibitor), AB598 (anti-CD39), AB102 (MRGPRX2 antagonist), and TNF small molecule.
- Arcus retains full rights to casdatifan program except Taiho territories (Japan and certain Asian countries).