RCUS Arcus Biosciences, Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business model: Development and commercialization of investigational pharmaceutical products in immuno-oncology
• • No new products or segments introduced; increased emphasis on regulatory, pricing, and healthcare reform risks in U.S. markets
• • Strategic risk focus shifted toward navigating U.S. drug pricing reforms and increased government healthcare cost containment measures
• • Significant stock ownership concentration with Gilead owning 25.1% and management owning 39.5% collectively as of December 31, 2025
• • Implementation of exclusive Delaware Court of Chancery forum for stockholder disputes to limit litigation venue options

Risk Factors

• • Regulatory risk from Gilead collaboration amendment causing revenue catch-up of $143M in 2025, impacting timing and recognition of license income
• • Macroeconomic exposure to collaboration funding variability, e.g., Taiho option revenue dropped from $15M in 2024 to $7M in 2025
• • Operational risk of impairment on right-of-use office assets due to 2024 updated space plans, reflecting changing facility requirements
• • Market disruption risk from Gilead's voluntary return of etrumadenant license, affecting Arcus's revenue and pipeline strategy
• • Financial risk from non-cash interest expenses related to liabilities under BVF royalty sale, impacting net income volatility

Management Discussion & Analysis

• • No product sales revenue; all revenue from license, collaboration, and development services agreements
• • License and development services revenue recognized based on percentage completion of R&D obligations
• • R&D expenses include clinical, payroll, supplies, consulting, contract research; expect near-term R&D decrease due to winding down domvanalimab studies
• • Cash, cash equivalents, and marketable securities totaled $1.0 billion as of Dec 31, 2025, sufficient to fund operations until at least H2 2028
• • Management highlights risks and uncertainties; key focus on advancing casdatifan and inflammation programs with potential increased late-stage investment

What are the latest RCUS SEC filings in 2026?

Arcus Biosciences, Inc. (RCUS) has filed a 10-K annual report on February 25, 2026, a 10-Q quarterly report on May 5, 2026, an 8-K current report on August 5, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did RCUS file its most recent 10-K annual report?

Arcus Biosciences, Inc. (RCUS) filed its most recent 10-K annual report on February 25, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view RCUS 10-Q quarterly reports?

Arcus Biosciences, Inc. (RCUS)'s most recent 10-Q quarterly report was filed on May 5, 2026. SignalX displays every RCUS 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has RCUS filed recently?

Arcus Biosciences, Inc. (RCUS)'s most recent 8-K was filed on August 5, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find RCUS insider trading activity (Form 4)?

SignalX aggregates every RCUS Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does RCUS file with the SEC?

Arcus Biosciences, Inc. (RCUS) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new RCUS filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Arcus Biosciences, Inc. (RCUS).

What is RCUS's SEC CIK number?

Arcus Biosciences, Inc. (RCUS)'s SEC CIK (Central Index Key) number is 1724521. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1724521 to look up all RCUS filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find RCUS return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Arcus Biosciences, Inc. (RCUS) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.