Arcus Biosciences Inc (RCUS) Quarterly and Annual Segment Results by Country and Region - CSIMarket
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Arcus Biosciences Inc   (NYSE: RCUS)

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Description of Arcus Biosciences Inc's Business Segments


Arcus Biosciences Inc. is at the forefront of cancer immunotherapy, employing advanced research methodologies and innovative drug development strategies to forge new paths in oncological care. The company operates within the biotechnology and healthcare sectors, featuring an integrated approach that encompasses both research and development, as well as commercialization efforts aimed at bringing its therapeutic innovations to market.

Segments

Arcus Biosciences Inc. is structured around two core segments:

1. Research and Development (R&D):
- This segment represents the heart of Arcuss operations. The company heavily invests in the discovery and development of novel cancer therapies. Leveraging sophisticated technologies such as next-generation sequencing and artificial intelligence, Arcus Biosciences innovates in biomarker identification and therapeutic design. The R&D process is characterized by rigorous preclinical studies and various phases of clinical trials to ensure comprehensive evaluation of safety and efficacy.
- The R&D segment focuses on understanding the complexities of tumor microenvironments and the immuno-suppressive mechanisms employed by tumors. This information is critical in identifying new therapeutic targets and developing drugs that can effectively engage the immune system to combat cancer.

2. Commercialization:
- While currently focused on R&D, Arcus Biosciences Inc. is proactively preparing for the commercialization of its lead products. The company aims to form strategic partnerships with established pharmaceutical companies to facilitate the distribution and marketing of its therapies once they receive regulatory approval. This segment will be vital in ensuring the broad accessibility of its innovative treatments to patients who need them the most.

Products

Arcus Biosciences Inc. has developed several promising oncology drugs, each designed to address various mechanisms of immune evasion that tumors employ. Some of the key products in their pipeline include:

1. AB928:
- A dual adenosine receptor antagonist, AB928 plays a critical role in bolstering the immune response against tumors. By blocking the adenosine receptors A2A and A2B, it aims to block adenosine-induced immune suppression, thereby enhancing T-cell activation and proliferation. Currently, AB928 is undergoing Phase II clinical trials for the treatment of multiple solid tumors, with ongoing studies focusing on its combination with other therapies to optimize patient outcomes.

2. AB680:
- AB680 is a small molecule inhibitor specifically targeting CD73, an enzyme responsible for producing adenosine in the tumor microenvironment. By inhibiting CD73, AB680 seeks to decrease adenosine levels, effectively lifting the immunosuppressive barrier that hampers immune cell activity. Currently, it is in Phase I clinical trials, targeting advanced solid tumors, gauging its safety and performance as a monotherapy and in conjunction with other agents.

3. AB122:
- This monoclonal antibody targets the PD-1 pathway, a critical immune checkpoint that many tumors exploit to evade immune detection. By blocking PD-1, AB122 aims to reinvigorate T-cell responses against cancer cells. Like AB928 and AB680, AB122 is also in Phase I clinical trials and is designed to be considered for combination therapies to enhance its effectiveness against various malignancies.

Services

In addition to drug development, Arcus Biosciences Inc. extends several essential services that support its R&D initiatives:

1. Target Discovery and Validation:
- Using cutting-edge technologies, the company facilitates the identification of potential targets for cancer therapies. This includes genomic and proteomic analyses that help uncover novel therapeutic avenues.

2. Lead Optimization:
- This process encompasses a range of scientific disciplines aimed at enhancing the potency, selectivity, and safety profile of lead compounds. The company employs various screening techniques and bioinformatics tools to refine its candidates for further development.

3. Clinical Trial Management:
- Arcus Biosciences has a robust infrastructure for the design, execution, and oversight of clinical trials. Given the complexity of modern oncological trials, the company utilizes a protocol-driven approach while ensuring compliance with regulatory standards, patient safety, and data integrity.

4. Regulatory Affairs:
- Navigating the intricate regulatory landscape is crucial for the successful launch of any biopharmaceutical product. Arcus maintains a specialized team that works closely with regulatory agencies to ensure that all aspects of drug development and clinical testing meet the required guidelines.

Conclusion

Overall, Arcus Biosciences Inc. is committed to advancing the field of cancer immunotherapy. Through its rich pipeline of promising drug candidates and comprehensive R&D capabilities, the company aims to enhance the therapeutic landscape for oncology, ultimately providing patients with novel options that harness the power of their immune systems in the fight against cancer. Each segment of Arcus—R&D and commercialization—reflects a dedication to scientific rigor and a commitment to transforming patient outcomes in oncology.


Composition of Arcus Biosciences Inc Revenues by Segments

 
License and development services    70.59 % of total Revenue
License and development services Gilead Collaboration Over time    47.06 % of total Revenue
License and development services Taiho Collaboration Over time    11.76 % of total Revenue
R D services Gilead Collaboration Over time    11.76 % of total Revenue
Access rights Gilead Collaboration Over time    17.65 % of total Revenue
Other Gilead Collaboration Over time    11.76 % of total Revenue
Reportable segment    100 % of total Revenue

Q1 three months ended (Mar 31 2026)
Revenues by Business Segments Revenues
(in millions $)
%
(of total Revenues)
License and development services 12.00 70.59 %
License and development services Gilead Collaboration Over time 8.00 47.06 %
License and development services Taiho Collaboration Over time 2.00 11.76 %
R D services Gilead Collaboration Over time 2.00 11.76 %
Access rights Gilead Collaboration Over time 3.00 17.65 %
Other Gilead Collaboration Over time 2.00 11.76 %
Reportable segment 17.00 100 %
Total 17.00 100 %




Q1 three months ended (Mar 31 2026)
Revenue Growth rates by Segment Y/Y Revenue
%
Q/Q Revenue
%
License and development services -40 % -
License and development services Gilead Collaboration Over time -60 % -
License and development services Taiho Collaboration Over time - -
R D services Gilead Collaboration Over time - -
Access rights Gilead Collaboration Over time - -
Other Gilead Collaboration Over time - -
Reportable segment -39.29 % -
Total -39.29 % -93.12 %




Q1 three months ended (Mar 31 2026)
Income by Business Segments Income
(in millions $)
%
(Profit Margin)
Reportable segment -128.00 -
Total -128.00 -




Q1 three months ended (Mar 31 2026)
Income Growth rates by Segment Y/Y Income
%
Q/Q Income
%
Reportable segment - -
Total - -




Annual Report on Arcus Biosciences Inc Divisions, Sales by Country

 
License and development services   License and development services Segment contribution to total sales 77.73 % of total Revenue
Reportable segment   Reportable segment Segment contribution to total sales 100 % of total Revenue
License and development services Over time Gilead Collaboration   License and development services Over time Gilead Collaboration Segment contribution to total sales 86.64 % of total Revenue
R D services Over time Gilead Collaboration   R D services Over time Gilead Collaboration Segment contribution to total sales 4.05 % of total Revenue
Access rights Over time Gilead Collaboration   Access rights Over time Gilead Collaboration Segment contribution to total sales 6.48 % of total Revenue
License Point in time Taiho Collaboration   License Point in time Taiho Collaboration Segment contribution to total sales 2.83 % of total Revenue
Development services   Development services Segment contribution to total sales 6.88 % of total Revenue
Access rights and option continuation periods   Access rights and option continuation periods Segment contribution to total sales 12.15 % of total Revenue
Rights to certain studies   Rights to certain studies Segment contribution to total sales 6.88 % of total Revenue
Taiho Pharmaceutical Co Ltd   Taiho Pharmaceutical Co Ltd Segment contribution to total sales 6.07 % of total Revenue
Taiho Pharmaceutical Co Ltd License   Taiho Pharmaceutical Co Ltd License Segment contribution to total sales 2.83 % of total Revenue
Taiho Pharmaceutical Co Ltd R D services   Taiho Pharmaceutical Co Ltd R D services Segment contribution to total sales 3.24 % of total Revenue


Twelve months ended 2025
RCUS s Annual Revenue by Geography and Business Segments Sales
(in millions $)
%
(of total Sales)
License and development services 192.00 77.73 %
Reportable segment 247.00 100 %
Total 247.00 100 %
License and development services Over time Gilead Collaboration 214.00 86.64 %
R D services Over time Gilead Collaboration 10.00 4.05 %
Access rights Over time Gilead Collaboration 16.00 6.48 %
License Point in time Taiho Collaboration 7.00 2.83 %
Development services 17.00 6.88 %
Access rights and option continuation periods 30.00 12.15 %
Rights to certain studies 17.00 6.88 %
Taiho Pharmaceutical Co Ltd 15.00 6.07 %
Taiho Pharmaceutical Co Ltd License 7.00 2.83 %
Taiho Pharmaceutical Co Ltd R D services 8.00 3.24 %


Twelve months ended 2025
RCUS s Annual Income by Country and Business Segments Income
(in millions $)
%
(Profit Margin)
Reportable segment -353.00 -
Total -353.00 -

Twelve months ended 2025
Annual Revenue and Income Growth by Country and Business Segments % Y/Y Sales Growth % Y/Y Income Growth
License and development services -13.51 % -
Reportable segment -4.26 % -
Total -4.26 % -
License and development services Over time Gilead Collaboration 3.38 % -
R D services Over time Gilead Collaboration 25 % -
Access rights Over time Gilead Collaboration -42.86 % -
License Point in time Taiho Collaboration -53.33 % -
License and R D services Over time Gilead Collaboration - -
License revenue Point in time Taiho Collaboration - -



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