Arcus Biosciences, Inc. (RCUS) · Oct 20, 2026 · Other events

Arcus Biosciences clinical data bolster casdatifan Phase 3 push

ARC-20 data — 12-month PFS 69% in first-line combo; 14.5-month median PFS with cabozantinib

Arcus Biosciences’ new clinical data support casdatifan across kidney-cancer treatment lines, though small cohorts still leave Phase 3 proof ahead.

Arcus is concentrating its oncology strategy on casdatifan, aiming to make it a backbone treatment across multiple lines of clear cell kidney cancer; the company is already advancing PEAK-1 and has said a first-line PEAK-20 Phase 3 study is expected by year-end 2026.

The read-through is broadly supportive, not a definitive clinical win. The filing adds early-line evidence to a story that was previously strongest in late-line monotherapy: casdatifan plus zimberelimab produced 86% six-month and 69% 12-month PFS, with a 50% confirmed response rate after 11.5 months of follow-up. 〔0〕 The low 6.7% primary-progression rate also supports the idea that the combination is producing meaningful initial disease control rather than a handful of delayed responses. 〔1〕

ARC-20 cohort	Follow-up / patients	Key efficacy data	Safety read
Casdatifan + zimberelimab	11.5 months; n=30	6-month PFS 86%; 12-month PFS 69%; cORR 50%; primary progression 6.7%	No unexpected signals
Casdatifan + ipilimumab + zimberelimab	3 months; n=31 treated	1 of 24 evaluable patients had primary progression, or 4%	No unexpected signals; higher-grade immune events generally consistent with ipilimumab/nivolumab
Casdatifan + cabozantinib	21.3 months; n=43 efficacy population	Median PFS 14.5 months; 18-month OS 77%; cORR 44%; primary progression 5%	No unexpected signals
Casdatifan monotherapy	28 months; n=121	Median OS 35 months; median PFS 13 months; cORR 36%	Acceptable and manageable across doses

The second-line combination is the most commercially relevant piece. Casdatifan plus cabozantinib maintained similar efficacy regardless of prior TKI exposure, which addresses a stated weakness of current second-line treatment: patients previously exposed to TKIs often get less benefit from another TKI. 〔2〕 The 14.5-month median PFS and 77% 18-month survival rate are therefore useful support for a TKI-sparing or TKI-enhancing strategy, although this remains a non-randomized cohort rather than a head-to-head demonstration.

The main limitation is maturity and study design, not an obvious safety problem. The triplet data have only three months of median follow-up, and the first-line zimberelimab cohort contains just 30 patients; there is no randomized comparator or registrational endpoint here. The filing does, however, report no unexpected safety signals across the combinations, which removes a near-term obstacle to using these results to support the planned Phase 3 program. The direction was expected from Arcus’s prior development plan, so the surprise is the consistency of activity across treatment settings rather than a wholly new thesis.

Bottom line: This meaningfully strengthens the casdatifan development story across first-, second-, and late-line kidney cancer, but it advances the Phase 3 setup rather than proving the drug’s eventual standard-of-care status.

What to watch next

PEAK-20 Phase 3 initiation, expected by year-end 2026

Original filing on SEC EDGAR

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

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Arcus Biosciences clinical data bolster casdatifan Phase 3 push

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