Arcus Biosciences, Inc.
Arcus Biosciences, Inc. Q4 FY2025 earnings call
February 25, 2026 · fiscal period ended 2025-12
EPS · actual vs est
Revenue · actual vs est
Summary
Generated 2026-02-25
Management highlights
Terry Rosen discussed 2026 as transformative year for Arcus, Castatafan's Phase III plans, frontline strategy. Richard reviewed Castatafan ARC-20 data. Jen talked about RCC market opportunity. Juan discussed immunology portfolio progress
Segment performance
Castatafan shown as best-in-class HIF-2-alpha inhibitor with strong late-line RCC data; immunology portfolio with programs expected in clinic
Guidance
Expect gap revenue $45 - $55 million in 2026; cash runway to fund operations until at least second half of 2028
Risks
Risks and uncertainties where actual results may differ from forward-looking statements as described in SEC filings
Q&A highlights
Questions and answers include about frontline strategy benchmarks, Volvo plus cast study status, biomarker analyses, LightSpark 011 expectations, frontline combo plans, PRX2 safety, and CAVO data expectations with corresponding responses
Key numbers
Reported versus consensus
Earnings calendar feed
| Metric | Reported | Consensus | Delta | Prior year |
|---|---|---|---|---|
| EPS | $-0.89 | $-1.11 | +19.8% | — |
| Revenue | $33.0M | $24.9M | +32.3% | — |
Transcript
February 25, 2026Full transcript unavailable for redistribution
The structured summary above covers the available call sections. Full transcript text is not included on this page.
Continue exploring
Prior quarters
This page presents the stored structured earnings-call summary and deterministic earnings calendar values. How this is generated. For informational purposes only; not investment advice.