Arcus Biosciences, Inc. (RCUS) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello everyone, and thank you for joining the Arcus Biosciences full year and fourth quarter 2025 earnings and financial results call. My name is Claire and I'll be coordinating your call today. During the presentation, you can register a question by pressing star followed by one on your telephone keypad. If you change your mind, please press star followed by two on your telephone keypad. I will now hand over to Holly Colkey from Arcus Biosciences to begin. Please go ahead. Good afternoon, and thank you for joining us on today's conference call to discuss ARCIS' fourth quarter and full year 2025 financial results and pipeline updates. I will be filling in for Pia Eads, our head of IR, who is out on maternity leave. I would like to remind you that on this call, management will make forward-looking statements, including statements about our cash runway, our projected 2026 revenue, and our expected clinical development milestones and timelines. All statements, other than historical facts, reflect the current beliefs and expectations of management and involve risks and uncertainties that may cause our actual results to differ from those expressed. Those risks and uncertainties are described in our most recent annual report in Form 10-K that has been filed with the SEC. For today's call, please refer to our latest corporate presentation posted in the investor section of our website. This afternoon, you'll hear from several members of our management team. So now, I'll turn the call over to our CEO, Terry Rosen, to begin. Thanks very much, Holly, and thank you, everyone, for joining us this afternoon. 2026 is going to be a transformative year for Arcus. As you know, we are, we've been focused on establishing Castatafan as the unequivocal best-in-class HIF-2-alpha inhibitor ...