Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$3.1B
127M shares
52-week range
$11.58 – $31.74
63% from low
Sector
PHARMACEUTICAL PREPARATIONS
Exchange
NYSE
CS
P/S (TTM)
26.2
Arcus Biosciences Inc is a late clinical-stage biopharmaceutical company focused on developing differentiated molecules for patients with cancer and inflammatory and autoimmune diseases. Its product pipeline includes Domvanalimab, Quemliclustat, Casdatifan, Zimberelimab, among others. The company operates in one reportable and operating segment, which is the business of developing and commercializing differentiated therapies.
www.arcusbio.comNo one on the platform currently holds RCUS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 424,700 | $9.2M |
No one on the platform has traded RCUS yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | -4.3% | 25.9% | ||||
| Profit Margin % | -142.9% | -147.9% | ||||
| Free Cash Flow Margin % | -196.0% | -46.8% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $79M | -68.1% | $-3.60 | $-4.35–$-2.79 | — | 8 |
| 2027 | $47M | -39.8% | $-3.48 | $-4.74–$-2.25 | — | 8 |
| 2028 | $182M | +284.7% | $-2.37 | $-3.35–$-1.69 | — | 8 |
| 2029 | $447M | +145.6% | $-0.91 | $-1.44–$-0.49 | — | 5 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $-0.89 | $-0.72 | +19.2% |
| 2026-05-05 | $-0.92 | $-1.02 | -10.9% |
| 2026-02-25 | $-1.11 | $-0.89 | +19.8% |
| 2025-10-28 | $-1.33 | $-1.27 | +4.5% |
| 2025-08-06 | $-1.14 | $-0.08 | +93.4% |
| 2025-05-06 | $-1.02 | $-1.14 | -11.8% |
| 2025-02-25 | $-1.17 | $-1.03 | +12.0% |
| 2024-11-06 | $-1.07 |
| $-1.00 |
| +6.5% |
| $3.4B |
| — |
| ETNB89bio, Inc. | $14.84 | +0.00% | $2.2B | — |
| GLPGGalapagos N.V. | $27.98 | +1.71% | $1.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
My Day Trading Watch List Video for September 14th in About 2 Minutes (con't): $SUNE $ATEC $TTAN $SST $RCUS .
View on StockTwits ↗
$RCUS 38.60 price target, but of course depends on a lot of factors. Could be some adding shares here with the trendline support. https://finviz.com/stock?t=RCUS&ty=c&p=d&b=1
View on StockTwits ↗
🐑 are too worried about AI stonks that 🐑 term stink while $XBI is about to cause a $RCUS out of the tightness as da 😇 protects YO
View on StockTwits ↗
$RCUS Phase 3 trial w/est Aug completion date NCT05568095: https://www.clinicaltrials.gov/study/NCT05568095 Trial Tracker: https://www.fdatracker.com/trial-tracker/
View on StockTwits ↗$RCUS Arcus notes from CC 1) Remains on track to complete enrollment in the phase 3 PEAK-1 trial of casdatifan plus cabozantinib in second-line clear-cell renal cell carcinoma by year-end and plans to initiate the frontline PEAK-20 registrational study by the end of 2026. 2) Casdatifan data in October, including first-line, second-line and late-line efficacy and safety readouts from more than 200 patients. Management believes the data could support casdatifan’s potential as a backbone therapy across the RCC treatment paradigm. 3) Expanded clinical collaborations with BMS, Summit Therapeutics and AVEO Oncology to test casdatifan in additional combinations and settings while retaining its rights, supporting a broader and more capital-efficient development strategy. 4) Plans to initiate human dosing of its oral MRGPRX2 antagonist AB102 this month, with initial pharmacokinetic data expected in the fourth quarter, while its selective TNF receptor 1 inhibitor is expected
View on StockTwits ↗
https://www.marketbeat.com/earnings/reports/2026-8-5-arcus-biosciences-inc-stock/ $RCUS Arcus Biosciences Earnings Transcript
View on StockTwits ↗
$RCUS Q2 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.72 • Reported revenue of $41M down -74.38% YoY
View on StockTwits ↗$RCUS Phase 2 trial w/est Aug completion date NCT06727565: https://www.clinicaltrials.gov/study/NCT06727565 Trial Tracker: https://www.fdatracker.com/trial-tracker/
View on StockTwits ↗
$RCUS BofA Global Research ups price objective to $29.00 from $25.00
View on StockTwits ↗
While Summit reported a slightly wider-than-expected quarterly loss, investors remain focused on the progress of its lead oncology candidate. Key developments: • Q2 loss came in at $0.28/share, wider than the consensus estimate of $0.26 • No revenue was reported as Summit still has no marketed products • Updated ivonescimab survival data was submitted to the FDA during the ongoing BLA review • Cash increased to $690.7M, supporting continued late-stage development • The company expanded ivonescimab's pipeline with a new $RCUS collaboration in kidney cancer Deep dive here 👇 https://www.zacks.com/stock/news/2960045/smmts-q2-loss-wider-than-expected-ivonescimab-development-in-focus?cid=sm-stocktwits-0-2960045-teaser-38952&ADID=SYND_STOCKTWITS_TWEET_0_2960045_TEASER_38952
View on StockTwits ↗📈 Could new survival data strengthen the bull case for $SMMT's lead cancer drug? Summit reported updated overall survival (OS) results from the phase III HARMONi study, showing a more mature and consistent survival benefit for ivonescimab in EGFR-mutated NSCLC. Key developments: • Updated HARMONi analysis showed a 24% reduction in the risk of death among Western patients versus chemotherapy • The OS benefit strengthened with longer follow-up and is now consistent across Western and Asian patient populations • Summit submitted the updated data to the FDA as part of its ongoing BLA review • The company also partnered with $RCUS to evaluate ivonescimab in first-line kidney cancer, further expanding its development program Deep dive here 👇 https://www.zacks.com/stock/news/2959401/smmt-shares-updated-ivonescimab-survival-data-from-nsclc-study?cid=sm-stocktwits-0-2959401-teaser-38929&ADID=SYND_STOCKTWITS_TWEET_0_2959401_TEASER_38929
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.