Arcus Biosciences, Inc. · NYSE:RCUS

Arcus Biosciences — 43rd Annual J.P. Morgan Healthcare Conference 2025

19 slides from Arcus Biosciences's conference presentation, Jan 14, 2025

  1. Slide 1: Combining to Cure

    COMBINING TO CURE ® Arcus is at the forefront of designing combination therapies, with best-in-class potential, in the relentless pursuit of cures for cancer. CORPORATE PRESENTATION January 14, 2025

  2. Slide 2: Forward-Looking Statements/Safe Harbor

    Forward-Looking Statements/Safe Harbor Forward Looking Statements Safe Harbor: This presentation contains forward-looking statements about Arcus Biosciences, Inc. (“we,” “Arcus” or the “Company”) made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All

  3. Slide 3: Broad Portfolio of Late-Stage Programs, Fueled by a Highly Productive R&D Engine

    Arcus Has Created a Broad Portfolio of Late-Stage Programs, Fueled by a Highly Productive R&D Engine CASDATIFAN: POTENTIAL BEST-IN-CLASS WORLD-CLASS HIF-2α INHIBITOR DRUG DISCOVERY Small molecules focused on Validated mechanism and Phase 3 initiation expected oncology and I&I compelling market oppor

  4. Slide 4: Our Partnerships Enable Cost-Efficiency and Greatly Expand Our Opportunities

    Our Partnerships Enable Cost-Efficiency and Greatly Expand Our Opportunities COST-SHARING R&D Phase 1/1b: cas + volru • Arcus retains co-promotion • Taiho has development / • Both parties retain rights and profit share in commercial rights in Japan economics on their the U.S. and rest of Asia (ex-Ch

  5. Slide 5: 2024: Validating Data Readouts Across the Program Portfolio

    2024: Validating Data Readouts Across the Program Portfolio CONFERENCE STUDY PRODUCT DATA READOUT Improvement across all efficacy measures cas evaluated relative to belzutifan data in (HIF-2α) LITESPARK-005 dom (+zim) 0.64 OS hazard ratio for dom/zim vs. zim in 1L (TIGIT+PD-1) PD-L1 high NSCLC dom (

  6. Slide 6: Three Late-Stage Programs Targeting Substantial Market Opportunities and Unmet Medical Need

    Three Late-Stage Programs Targeting Substantial Market Opportunities and Unmet Medical Need Designed to improve upon the current standard of care MARKET PHASE 3 PATIENTS POTENTIAL TRIAL NAME INDICATION (MAJOR MARKETS1,2) (MAJOR MARKETS2) CAS Post-IO ccRCC 19K ~$2B HIF-2α small molecule inhibitor col

  7. Slide 7: Casdatifan Profile Improves Upon that of Belzutifan

    Casdatifan Profile Improves Upon that of Belzutifan Updated data (median PFS) and initial data from the 100mg QD (tablet) cohort to be presented in early 2025 Robust monotherapy activity Initial Data Presented at ENA Meeting (50mg BID Cohort) (October 2024) 100 MORE SHORTER ADVANCED FOLLOW- 80 PATIE

  8. Slide 8: Casdatifan Affords Greater and Longer-Term Suppression of Erythropoietin

    Casdatifan Treatment Affords Greater and Longer-Term Suppression of Key Biomarker (Erythropoietin Production) Belzutifan (Merck Data) Casdatifan 50mg BID (ARC-20) Mean percentage change in erythropoietin ccRCC patients in dose escalation + dose from baseline over time expansion erythropoietin (mIU/m

  9. Slide 9: Casdatifan Has Potential in ALL ccRCC Settings

    Casdatifan Has Potential in ALL ccRCC Settings; Our Initial Focus Is on the IO-naive and Post-IO Settings POTENTIAL FUTURE MARKET SIZE CURRENT SOC TREATMENT (MAJOR MARKETS1,2) CAS FUTURE DEVELOPMENT 21k patients IO-naive PD-1 + CTLA4 metastatic cas + volru ~$3B New cohorts being OPPORTUNITY added to

  10. Slide 10: Three Late-Stage Programs Targeting Substantial Market Opportunities and Unmet Medical Need

    Three Late-Stage Programs Targeting Substantial Market Opportunities and Unmet Medical Need Designed to improve upon the current standard of care MARKET PHASE 3 PATIENTS POTENTIAL TRIAL NAME INDICATION (MAJOR MARKETS)1,2 (MAJOR MARKETS2) CAS Post-IO ccRCC 19K ~$2B HIF-2α small molecule inhibitor col

  11. Slide 11: Domvanalimab Is a First-in-Class Fc-Silent Anti-TIGIT Antibody

    Domvanalimab Is a First-in-Class Fc-Silent Anti-TIGIT Antibody; 2024 Represented a Data-driven Transformation for the Field! Avoids depletion of TIGIT-bearing cells: • Minimizes treatment interruptions by avoiding Treg FC-SILENT depletion-related immune AEs • Maximizes efficacy by avoiding potential

  12. Slide 12: Dom/Zim/Chemo: Unprecedented mPFS in 1L Gastric Cancer

    Dom/Zim/Chemo: Unprecedented mPFS in 1L Gastric Cancer EDGE-Gastric: TAP ≥ 5% (n=16); EDGE-Gastric Data Exceeded TAP < 5% (n=24) Benchmark Data EDGE- RATIONALE 13.8 months CM-6491 KN-8592 GASTRIC -3053 100 KM Estimate of Progression Free median PFS TAP ≥5% ITT 12.9m 7.7m 6.9m 6.9m 75 mPFS PD-L1 7.7m

  13. Slide 13: Phase 3 Study was Fully Enrolled in June 2024

    Phase 3 Study was Fully Enrolled in June 2024 Dom + zim is positioned to be the first anti-TIGIT combination approved STAR-221 is evaluating the same regimen in the same setting as EDGE-Gastric 1L locally N=1,046 DUAL PRIMARY advanced ENDPOINTS: domvanalimab + zimberelimab + • OS ITT unresectable or

  14. Slide 14: ARC-7 and ARC-10 Demonstrated Consistent Improvement for Dom + Zim in 1L PD-L1 High NSCLC

    ARC-7 and ARC-10 Demonstrated Consistent Improvement for Dom + Zim in 1L PD-L1 High NSCLC 1L PD-L1 High NSCLC 1L PD-L1 High NSCLC dom + zim vs. zim vs. etruma + dom + zim (n=150) dom + zim vs. zim or chemo (n=95) Dom + Zim Zim Dom + Zim Zim Median PFS 9.3 months 5.4 months Median OS NR 24.4 months [

  15. Slide 15: Data Throughout the Year Expected to Enhance Clarity on Multi-Billion $ Opportunities

    Data Throughout the Year Expected to Enhance Clarity on Multi-Billion $ Opportunities for Casdatifan and Domvanalimab TIMING STUDY PRODUCT EVENT • Updated data from 50mg BID, 50mg QD (ORR, PFS) Early 2025 Casdatifan • Initial data from 100mg QD tablet (ORR) mono cohort • Safety and initial efficacy

  16. Slide 16: Broad Portfolio of Late-Stage Programs, Fueled by a Highly Productive R&D Engine

    Arcus Has Created a Broad Portfolio of Late-Stage Programs, Fueled by a Highly Productive R&D Engine CASDATIFAN: POTENTIAL BEST-IN-CLASS WORLD-CLASS HIF-2α INHIBITOR DRUG DISCOVERY Small molecules focused on Validated mechanism and Phase 3 initiation expected oncology and I&I compelling market oppor

  17. Slide 17: Combining to Cure

    RCUS BIOSCIENCES COMBINING TO CURE”

  18. Slide 18: First Phase 3 for Cas Has a Simple Design that Utilizes the Preferred SOC

    First Phase 3 for Cas Has a Simple Design that Utilizes the Preferred SOC in Post-IO RCC and Targets a Broad Population PATIENT POPULATION: • Unresectable, locally advanced or metastatic N~700 PRIMARY ccRCC 100MG CASDATIFAN + ENDPOINT: • Measurable disease per CABOZANTINIB • PFS RECIST 1.1 KEY SECON

  19. Slide 19: Three Phase 3 Programs Targeting Substantial Market Opportunities and Unmet Medical Need

    Three Phase 3 Programs Targeting Substantial Market Opportunities and Unmet Medical Need Designed to improve upon the current standard of care MARKET PHASE 3 PATIENTS POTENTIAL TRIAL NAME INDICATION (US / MAJOR MKTS)1,2 (MAJOR MARKETS2) CAS Post-IO ccRCC 10K / 19K ~$2B HIF-2a small molecule inhibito

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