NYSE$RCUS

Arcus Biosciences Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Arcus Biosciences reported financial results for the third quarter ended September 30, 2024, and provided a pipeline update.

Arcus Biosciences reported Q3 2024 financial results with revenues of $48 million and a net loss of $92 million. The company's cash, cash equivalents, and marketable securities totaled $1.1 billion, expected to fund operations into mid-2027. Key pipeline updates were provided, including progress in casdatifan and domvanalimab development.

  • Presented data from the Phase 1/1b ARC-20 study of casdatifan at the 2024 EORTC-NCI-AACR Symposium, showcasing a low rate of primary progression and promising objective response rate in heavily pretreated patients with clear-cell renal cell carcinoma.
  • Announced a clinical trial collaboration agreement with AstraZeneca to evaluate casdatifan in combination with volrustomig in patients with immuno-oncology (IO)-naive ccRCC.
  • Data from the randomized ARC-10 study will be presented at the Annual Meeting of the Society of Immunotherapy of Cancer (SITC), with domvanalimab plus zimberelimab reducing the risk of death in first-line metastatic non-small cell lung cancer (NSCLC) by 36% compared to zimberelimab.
  • Arcus is well positioned to advance its full pipeline with $1.1 billion in cash, cash equivalents and marketable securities and runway into mid-2027.

Headline financials

Total Revenue

$48M

Previous: $32M+50.0%
EPS

-$1.00

Previous: -$0.94-6.4%
Capital Expenditures

-$5M

Previous: -$18M+72.2%
Free Cash Flow

-$97M

Previous: -$89M-9.0%
Net Income

-$92M

Previous: -$71M-29.6%
Operating Income

-$105M

Previous: -$80M-31.3%
Gross Profit

$0.00

Previous: $0.00
Cash & Equivalents

$201M

Previous: $950M-78.8%
Total Assets

$1.25B

Previous: $1.19B+5.1%
R&D Expense

$123M

Previous: $82M+50.0%
Stock-Based Comp

$19M

Previous: $18M+5.6%

Revenue & EPS history

Arcus Biosciences · Revenue · Quarterly

$48M

Q3 2024+50%vs Q3 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Arcus Biosciences · $10M total across 1 segment · Q3 2023

  • Other collaboration
    $10M+1.6%

Forward guidance

Arcus expects cash, cash equivalents and marketable securities to be between $950 million and $985 million at the end of 2024.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+2.4%

Avg return

Earnings day

+3.6%

Avg return

5 days after

+6.7%

Avg return

30 days after

59%

19 / 32 earnings

Positive

+19.2%

Q4 2021

Best reaction

-7.9%

Q1 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.0%-2.6%-5.6%
Q4 2025-4.0%+10.7%+0.0%
Q3 2025-1.1%+2.7%+28.9%
Q1 2025-1.2%+8.4%+22.8%
Q4 2024-1.0%-7.3%-18.4%
Q3 2024+7.7%+16.1%+13.1%
Q2 2024+11.5%+11.7%+12.3%
Q1 2024+3.8%+10.6%-0.4%
Q4 2023+18.5%+18.4%-1.0%
Q3 2023+2.8%-13.0%+0.4%
Q2 2023-3.0%-4.3%+18.3%
Q1 2023-5.2%-6.9%+9.0%
Q4 2022-4.0%+0.6%-3.7%
Q3 2022-2.2%-7.9%+43.2%
Q2 2022+6.0%+7.9%-2.1%
Q1 2022+11.9%-9.7%+10.1%
Q4 2021+19.2%+24.6%+20.4%
Q3 2021+11.4%+9.1%+26.5%
Q2 2021-7.3%-2.5%+13.7%
Q1 2021-7.9%-11.7%-23.4%
Q4 2020+2.9%+10.3%-1.7%
Q3 2020-7.1%+3.8%+33.1%
Q2 2020+2.3%+8.1%-1.1%
Q1 2020-0.7%+11.4%+11.3%
Q4 2019+7.1%-2.6%-19.8%
Q3 2019+1.6%-6.3%-3.2%
Q2 2019+1.8%+10.3%+18.2%
Q1 2019+4.9%+9.1%-15.5%
Q4 2018-6.8%+11.6%-3.7%
Q3 2018+8.9%-1.1%+8.0%
Q2 2018+2.2%+7.5%+19.0%
Q1 2018+2.9%-1.1%+6.9%
Q4 2017
Q3 2017
Q2 2017
Q1 2017

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro