Arcus Biosciences, Inc. (RCUS) Discusses New Data on Casdatifan for Kidney Cancer Across Multiple Lines of Therapy Transcript
Arcus Biosciences, Inc. (RCUS) Discusses New Data on Casdatifan for Kidney Cancer Across Multiple Lines of Therapy October 20, 2026 8:30 AM EDT
Company Participants
Terry Rosen – Co-Founder, Chairman & CEO
Juan Jaen – Co- Founder & President
Richard Markus – Chief Medical Officer
Robert Goeltz – Principal Financial Officer & CFO
Conference Call Participants
Rana McKay
Daina Graybosch – Leerink Partners LLC, Research Division
Li Wang Watsek – Cantor Fitzgerald & Co., Research Division
Jonathan Miller – Evercore ISI Institutional Equities, Research Division
Tara Bancroft – TD Cowen, Research Division
Yue-Wen Zhu – LifeSci Capital, LLC, Research Division
Salim Syed – Mizuho Securities USA LLC, Research Division
Qiu Wu – Goldman Sachs Group, Inc., Research Division
Supawat Thongthip – Truist Securities, Inc., Research Division
Yigal Nochomovitz – Citigroup Inc., Research Division
Terence Flynn – Morgan Stanley, Research Division
Alethia Young – William Blair & Company L.L.C., Research Division
Priyanka Grover – JPMorgan Chase & Co, Research Division
Conversation
Operator
Good morning. Welcome, everybody, to our casdatifan Investor Day. We will be sharing some exciting new data across first, second and late-line kidney cancer. Before we begin, I’d like to remind you, we’ll be making forward-looking statements, and please review our SEC filings where the risk factors are laid out in detail.
Today, you’ll be hearing from a number of members of our management team as well as our guest speaker, Dr. Rana McKay, who will be joining us virtually. After Dr. McKay’s section, we’ll stop for a short Q&A with her, and then we’ll take more questions at the end after the full presentation.
So I’ll turn it over to Terry to begin.
Terry Rosen
Co-Founder, Chairman & CEO
Thanks again for all of you who are joining us, including those of you who are online. We have a lot to share today. It’s a pretty exciting day for us. Before we — we’re obviously here to
