---
schema_version: "secwatch.filing_event.v1"
accession: "0001724521-26-000042"
form_type: "8-K"
ticker: "RCUS"
cik: "0001724521"
company_name: "Arcus Biosciences, Inc."
filed_at: "2026-08-05T20:07:48+00:00"
generated_at: "2026-08-05T20:10:50.722964+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Arcus Q2 net loss $91M, revenue $41M; casdatifan pipeline advances with new collaborations

## Summary
- Net loss of $91M in Q2 2026 vs. $0 in Q2 2025; revenue fell to $41M from $160M.
- Cash $775M at June 30; expects ~$600M year-end; runway to at least H2 2028.
- Casdatifan: multiple data readouts H2 2026; new collaborations with BMS, Summit, AVEO.
- Gilead relinquishes three board seats; PACIFIC-8 Phase 3 study discontinued.
- Quemliclustat gets EU orphan drug designation; PRISM-1 Phase 3 results due H1 2027.

## SEC filing metadata
- accession: 0001724521-26-000042
- form_type: 8-K
- ticker: RCUS
- cik: 0001724521
- company_name: Arcus Biosciences, Inc.
- filed_at: 2026-08-05T20:07:48+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1724521/000172452126000042/0001724521-26-000042-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1724521/000172452126000042/rcus-20260805.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001724521-26-000042
- JSON: https://secwatch.observer/filing/0001724521-26-000042.json
- Plain text: https://secwatch.observer/filing/0001724521-26-000042.txt

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