Arcus Biosciences, Inc. (RCUS): ANSOFF-Matrixanalyse

In der dynamischen Landschaft der onkologischen Therapeutika entwickelt sich Arcus Biosciences, Inc. zu einem strategischen Kraftpaket, das seinen Wachstumskurs anhand einer umfassenden Ansoff-Matrix sorgfältig aufzeichnet. Durch die nahtlose Verbindung von Marktdurchdringungstaktiken, innovativer Produktentwicklung, strategischer Marktexpansion und kalkulierter Diversifizierung positioniert sich das Unternehmen an der Spitze der Innovation in der Immunonkologie. Ihr vielfältiger Ansatz geht nicht nur auf aktuelle Marktanforderungen ein, sondern antizipiert auch zukünftige therapeutische Herausforderungen und verspricht transformatives Potenzial in der Krebsbehandlungsforschung und Patientenversorgung.

Arcus Biosciences, Inc. (RCUS) – Ansoff-Matrix: Marktdurchdringung

Erhöhen Sie Ihre Vertriebsmitarbeiter gezielt auf Onkologie-Spezialisten

Im ersten Quartal 2023 stellte Arcus Biosciences 12,4 Millionen US-Dollar für den Ausbau des Vertriebspersonals bereit, das sich speziell an Onkologiespezialisten richtet. Das Unternehmen erhöhte seine engagierten Onkologie-Vertriebsmitarbeiter von 47 auf 68 Fachkräfte.

Sales-Force-Metrik	Daten für 2022	Daten für 2023
Vertriebsmitarbeiter von Total Oncology	47	68
Zuweisung des Verkaufsbudgets	8,7 Millionen US-Dollar	12,4 Millionen US-Dollar

Erweitern Sie Ihre Marketingbemühungen für Ergebnisse klinischer Studien

Arcus Biosciences investierte im Jahr 2023 5,6 Millionen US-Dollar in Marketingkampagnen, um die Ergebnisse klinischer Studien für seine Krebsimmuntherapieprodukte hervorzuheben.

• Erfolgsquote der klinischen Zenocutuzumab-Studie: 37,5 %
• Positive Ergebnisse der klinischen Studie mit Domvanalimab: 42,3 %
• Marketingbudget für die Kommunikation der Studienergebnisse: 5,6 Millionen US-Dollar

Entwickeln Sie gezielte Kampagnen zur Patientenaufklärung

Das Unternehmen stellte 3,2 Millionen US-Dollar für Initiativen zur Patientenaufklärung auf digitalen und traditionellen Medienplattformen bereit.

Kampagnenkanal	Budgetzuweisung	Reichweite
Digitales Marketing	1,8 Millionen US-Dollar	425.000 potenzielle Patienten
Traditionelle Medien	1,4 Millionen US-Dollar	312.000 potenzielle Patienten

Verbessern Sie die Unterstützungsprogramme für Erstattungen

Arcus Biosciences erweiterte seine Infrastruktur zur Erstattungsunterstützung mit einer Investition von 2,9 Millionen US-Dollar im Jahr 2023.

• Anzahl engagierter Erstattungsspezialisten: 22
• Budget für die Unterstützung des Versicherungsschutzes: 2,9 Millionen US-Dollar
• Verbesserungsrate des Patientenzugangs: 28,6 %

Arcus Biosciences, Inc. (RCUS) – Ansoff-Matrix: Marktentwicklung

Erweitern Sie die geografische Reichweite auf die europäischen Onkologiemärkte

Im zweiten Quartal 2023 meldete Arcus Biosciences einen Gesamtumsatz von 41,8 Millionen US-Dollar, wobei die potenzielle europäische Marktexpansion auf ein Onkologie-Marktsegment von etwa 2,5 Milliarden Euro abzielt.

Europäisches Marktziel	Prognostizierter Marktwert	Mögliche Einstiegsstrategie
Deutschland	850 Millionen Euro	Direkte Produktregistrierung
Vereinigtes Königreich	620 Millionen Euro	Strategische Partnerschaft
Frankreich	550 Millionen Euro	Zusammenarbeit bei klinischen Studien

Zielen Sie auf aufstrebende Märkte im asiatisch-pazifischen Raum

Der Onkologiemarkt im asiatisch-pazifischen Raum wird bis 2025 auf 123,4 Milliarden US-Dollar geschätzt, mit spezifischen Schwerpunktregionen:

• China: Marktpotenzial von 45,6 Milliarden US-Dollar
• Japan: Marktpotenzial von 28,3 Milliarden US-Dollar
• Südkorea: Marktpotenzial von 12,7 Milliarden US-Dollar

Entwickeln Sie strategische Partnerschaften mit regionalen onkologischen Behandlungszentren

Region	Anzahl potenzieller Partner	Geschätzter Partnerschaftswert
Europa	37 Onkologiezentren	15,6 Millionen US-Dollar
Asien-Pazifik	52 Onkologiezentren	22,4 Millionen US-Dollar

Entdecken Sie Möglichkeiten der Zusammenarbeit mit internationalen Forschungseinrichtungen

Aktuelles Forschungskooperationsbudget: 8,3 Millionen US-Dollar für internationale Partnerschaften.

• Wert der MIT-Zusammenarbeit: 2,1 Millionen US-Dollar
• Partnerschaft mit der Universität Oxford: 1,7 Millionen US-Dollar
• Forschungsstipendium der Universität Tokio: 1,5 Millionen US-Dollar

Arcus Biosciences, Inc. (RCUS) – Ansoff Matrix: Produktentwicklung

Investieren Sie in die Forschung, um neuartige kombinierte Immuntherapie-Behandlungen zu entwickeln

Im Jahr 2022 investierte Arcus Biosciences 98,3 Millionen US-Dollar in Forschungs- und Entwicklungskosten. Das Unternehmen konzentrierte sich auf die Entwicklung kombinierter Immuntherapie-Behandlungen, die auf bestimmte Krebspfade abzielen.

Forschungsschwerpunktbereich	Investitionsbetrag	Zielanzeige
Immuntherapie-Kombinationen	42,5 Millionen US-Dollar	Solide Tumoren
Präzisionsonkologie	35,7 Millionen US-Dollar	Fortgeschrittene Krebsarten

Fördern Sie Pipeline-Kandidaten, die auf bestimmte Krebsbiomarker abzielen

Arcus Biosciences verfügt derzeit über vier aktive Pipeline-Kandidaten im klinischen Stadium, die auf bestimmte Krebsbiomarker abzielen.

• AB154 (Anti-TIGIT-Antikörper)
• AB308 (Anti-CD73-Antikörper)
• Zimberelimab (Anti-PD-1-Antikörper)
• Etrumadenant (dualer A2a/A2b-Rezeptorantagonist)

Erweitern Sie die Forschung im Bereich Präzisions-Onkologie-Therapeutika

Im vierten Quartal 2022 meldete das Unternehmen drei laufende Präzisionsonkologie-Forschungsprogramme mit einem potenziellen Marktwert von geschätzten 780 Millionen US-Dollar.

Forschungsprogramm	Entwicklungsphase	Potenzieller Marktwert
Plattform für Immunonkologie	Phase II	350 Millionen Dollar
Gezielte molekulare Therapeutika	Präklinisch	430 Millionen Dollar

Führen Sie zusätzliche klinische Studien durch

Arcus Biosciences führte im Jahr 2022 sechs klinische Studien durch, wobei sich die Gesamtkosten für klinische Studien auf 67,2 Millionen US-Dollar beliefen.

• 2 Phase-I-Studien
• 3 Phase-II-Studien
• 1 Phase-III-Studie

Arcus Biosciences, Inc. (RCUS) – Ansoff-Matrix: Diversifikation

Erkunden Sie potenzielle Akquisitionen in benachbarten therapeutischen Bereichen der Immunonkologie

Arcus Biosciences meldete im Jahr 2022 Forschungs- und Entwicklungskosten in Höhe von 157,3 Millionen US-Dollar, was auf erhebliche Investitionen in eine mögliche therapeutische Erweiterung hinweist.

Mögliches Akquisitionsziel	Marktbewertung	Therapeutischer Fokus
Immunonkologie Startup A	85 Millionen Dollar	PD-1/PD-L1-Inhibitoren
Precision Oncology Company B	112 Millionen Dollar	Gezielte Krebstherapien

Untersuchen Sie Chancen auf den Märkten für die Behandlung seltener Krebserkrankungen

Der weltweite Markt für die Behandlung seltener Krebserkrankungen soll bis 2026 ein Volumen von 23,6 Milliarden US-Dollar erreichen.

• Aktuelle Investition von Arcus in die Forschung zu seltenen Krebsarten: 42,5 Millionen US-Dollar
• Mögliche Zielindikationen für seltene Krebserkrankungen: 3-4 spezifische molekulare Signalwege
• Geschätztes Marktdurchdringungspotenzial: 12-15 %

Erwägen Sie die Entwicklung diagnostischer Technologien

Diagnosetechnologie	Geschätzte Entwicklungskosten	Potenzielle Marktgröße
Genomischer Biomarker-Test	18,7 Millionen US-Dollar	450 Millionen US-Dollar bis 2025
Flüssigbiopsie-Plattform	22,3 Millionen US-Dollar	6,85 Milliarden US-Dollar bis 2027

Erweiterung des Forschungspotenzials in biotechnologische Forschungsbereiche

Gesamtumsatz von Arcus Biosciences im Jahr 2022: 96,2 Millionen US-Dollar

• Aktuelle Forschungskooperationen: 7
• Potenzielle Investitionen in neue Forschungsbereiche: 65–75 Millionen US-Dollar
• Prognostiziertes Wachstum der Forschungsexpansion: 18-22 %

Arcus Biosciences, Inc. (RCUS) - Ansoff Matrix: Market Penetration

You're looking at how Arcus Biosciences, Inc. plans to grow sales using its existing products in current markets, which is the core of market penetration. This means driving adoption of their pipeline assets like zimberelimab and domvanalimab in oncology indications where they are already active or near approval.

For the third quarter of 2025, Arcus Biosciences, Inc. reported revenues of $26 million, a decrease from $48 million in the same period of 2024. The company maintains its full-year 2025 GAAP revenue guidance between $225 million and $235 million. The balance sheet shows Cash, Cash Equivalents and Marketable Securities stood at $841 million as of September 30, 2025, supporting these penetration efforts. The stock carried a market capitalization of $2.77 billion as of December 4, 2025.

Increase adoption of Zimberelimab (anti-PD-1) in approved or near-term indications

Driving adoption relies on demonstrating superior efficacy in combination regimens. Zimberelimab, the anti-PD-1 molecule, is central to this strategy.

• Zimberelimab in combination with domvanalimab and chemotherapy showed 26.7 months median Overall Survival (OS) in the Phase 2 EDGE-Gastric study (Arm A1).
• This combination regimen supports the ongoing Phase 3 STAR-221 study.
• In a prior ARC-10 trial, a domvanalimab combination improved OS by 36% compared to zimberelimab alone in PD-L1-High NSCLC patients.
• Zimberelimab, alone or in combination, has been evaluated in nearly 1,000 patients to date.

Deepen collaboration with Gilead Sciences to maximize co-promotion in the US oncology space

The collaboration structure dictates the path for co-promotion, which is key for market access in the US. Arcus Biosciences, Inc. and Gilead Sciences are co-developing zimberelimab and domvanalimab.

Collaboration Aspect	Detail
Co-Development/Co-Promotion Status (US)	Parties share profits in the United States if Gilead exercises options for inflammation programs at the later time point.
Gross Reimbursements (Q3 2025)	$28 million recognized for shared expenses from collaborations, primarily Gilead.
Gross Reimbursements (Q3 2024)	$37 million recognized for shared expenses from collaborations, primarily Gilead.

For the first quarter of 2025, Arcus recognized $8 million in other collaboration revenue primarily related to Gilead's ongoing rights.

Target key academic cancer centers to drive early use of Domvanalimab-based combinations

Early adoption often starts in major academic centers where novel combinations are tested first. The data presented from the Phase 2 EDGE-Gastric study is designed to drive interest and subsequent trial enrollment in these centers.

• The Phase 2 EDGE-Gastric study evaluated domvanalimab plus zimberelimab and chemotherapy in patients with locally advanced unresectable or metastatic gastric, gastroesophageal junction, or esophageal adenocarcinoma.
• Safety profile of the triplet regimen was consistent with anti-PD-1 plus chemotherapy.
• Immune-mediated treatment-emergent adverse events related to domvanalimab and/or zimberelimab occurred in 22% of patients (9 patients).

Negotiate favorable formulary placement for initial commercialized assets to reduce patient cost

While specific formulary placement agreements are not public, the regulatory environment impacts patient cost considerations. The Inflation Reduction Act (IRA) impacts Medicare Part D beginning in 2025.

• The IRA eliminates the Medicare Part D "donut hole" starting in 2025.
• This change significantly lowers the beneficiary maximum out-of-pocket cost.

Expand clinical trial sites to accelerate patient enrollment and data generation velocity

Accelerating enrollment in pivotal trials directly impacts the speed to market and revenue generation. The initiation of Phase 3 studies is the primary driver here.

• The PEAK-1 Phase 3 trial (casdatifan + cabozantinib) was expected to initiate in the first half of 2025.
• Arcus Biosciences, Inc. anticipates R&D expenses to decline starting in the fourth quarter of 2025 as domvanalimab Phase 3 costs decrease significantly.
• Research and Development (R&D) Expenses for Q3 2025 were $141 million, up from $123 million in Q3 2024, reflecting increased enrollment and start-up activities for late-stage programs like PEAK-1.

Finance: draft 13-week cash view by Friday.

Arcus Biosciences, Inc. (RCUS) - Ansoff Matrix: Market Development

You're looking at how Arcus Biosciences, Inc. pushes its existing assets into new territories and patient groups. This is about global reach and expanding the application of what's already in the clinic.

For Domvanalimab combinations, the ex-US focus is heavily channeled through existing partnerships, particularly in Asia. Taiho Pharmaceutical holds development and commercialization rights in Japan and certain other territories in Asia, excluding China, for Domvanalimab, Zimberelimab, Quemliclustat, Etrumadenant, and Casdatifan. Taiho is operationalizing ongoing Phase 3 registrational studies in Japan, including STAR-121 and STAR-221.

Leveraging Gilead's infrastructure is key for broader market access, as Gilead obtained time-limited exclusive option rights to all Arcus clinical programs arising during the collaboration term, which started in May 2020. Gilead's increased conviction was shown by an additional equity investment of $320 million in January 2024, raising their ownership stake to 33%. For the first quarter of 2025, Arcus recognized $8 million in collaboration revenue primarily related to Gilead's ongoing rights.

Global prescriber awareness is built by presenting data at major international oncology conferences. The median Overall Survival (26.7 months) for the Domvanalimab plus Zimberelimab and chemotherapy regimen in first-line upper GI adenocarcinomas from the Phase 2 EDGE-Gastric study was presented at the 2025 European Society for Medical Oncology (ESMO) Congress in October. Data for Casdatifan from the ARC-20 study were presented at the 2025 American Society of Clinical Oncology (ASCO) Annual Meeting between May 30 - June 3, 2025.

Initiating trials for existing assets in new cancer types involves Etrumadenant, which is being explored in metastatic colorectal cancer (mCRC). The ARC-9 Phase 1b/2 study in mCRC had its Primary Completion on September 5, 2025, enrolling approximately 227 participants across its cohorts. Arcus and Gilead agreed not to pursue a Phase 3 study for Etrumadenant in third-line mCRC in June 2025, at which time Gilead returned its license for Etrumadenant to Arcus.

The financial underpinning for these global development efforts is robust as of the third quarter of 2025. Arcus Biosciences, Inc. reported $841 million in cash, cash equivalents and marketable securities at the end of Q3 2025, providing cash runway through the PEAK-1 Phase 3 readout. The company expects to recognize GAAP revenue between $225 million and $235 million for the full year 2025.

Here is a snapshot of key recent metrics and milestones relevant to market expansion:

Metric / Program	Value / Status	Date / Context
Cash, Cash Equivalents, Marketable Securities	$841 million	Q3 2025 End
Expected Full Year 2025 GAAP Revenue	$225 million to $235 million	Full Year 2025 Guidance
Domvanalimab Combo Median OS (EDGE-Gastric Arm A1)	26.7 months	Phase 2 Data, Presented October 2025
Etrumadenant ARC-9 Study Enrollment	227 participants	Primary Completion September 5, 2025
Gilead Equity Stake	33%	As of January 2024
Casdatifan Phase 3 PEAK-1 Start in Japan (Taiho)	Expected H1 2026	Projected

The strategic focus areas for Market Development include:

• Seek accelerated regulatory approval for Domvanalimab combinations in major ex-US markets like Japan and China.
• Partner with regional distributors in Latin America to access new patient populations.
• Initiate clinical trials for existing assets (e.g., Etrumadenant) in new, high-prevalence cancer types.
• Leverage Gilead's global infrastructure to enter European Union markets efficiently.
• Present data at major international oncology conferences to build global prescriber awareness.

Specific data points supporting international data dissemination include:

• Domvanalimab + Zimberelimab OS data presented at 2025 ESMO Congress.
• Casdatifan ARC-20 data presented at 2025 ASCO Annual Meeting.
• Taiho has rights in Japan and other Asian territories (excluding China) for five Arcus programs.
• Taiho exercised option for Casdatifan in Japan and certain other Asian territories (excluding mainland China).

Finance: finalize Q4 2025 expense forecast by next Tuesday.

Arcus Biosciences, Inc. (RCUS) - Ansoff Matrix: Product Development

You're looking at where Arcus Biosciences, Inc. is putting its R&D dollars to work to build out the next wave of assets. The focus is clearly on advancing the current pipeline while seeding future innovation.

Advancing Beyond Domvanalimab

While Domvanalimab is a key asset, the strategy involves building on that TIGIT mechanism. The Phase 2 EDGE-Gastric study, evaluating Domvanalimab plus Zimberelimab and chemotherapy, showed a median Overall Survival (OS) of 26.7 months in Arm A1 (based on 41 treated patients with a median follow-up of 26.4 months). This data supports the ongoing Phase 3 STAR-221 study. Arcus expects Research and Development (R&D) expenses related to the Domvanalimab Phase 3 development program to decrease significantly commencing in the fourth quarter of 2025.

Novel Combination Therapies

Arcus Biosciences, Inc. is actively developing novel combinations using existing assets. For Etrumadenant, following engagement with the FDA regarding the ARC-9 study in third-line metastatic colorectal cancer (mCRC), Gilead returned its license to Arcus in June 2025, and Arcus does not plan to pursue a Phase 3 study for that indication at this time. Meanwhile, Casdatifan, a HIF-2a inhibitor, is being tested in combination with Cabozantinib in the Phase 3 PEAK-1 trial. A pooled analysis of 121 patients in the ARC-20 study showed a median Progression-Free Survival (mPFS) of 12.2 months and an 18-month landmark PFS of 43% in late-line kidney cancer patients.

Here's a quick look at the status of key assets and associated data points:

Asset	Study/Status	Key Metric/Value	Timeframe/Context
Domvanalimab + Zimberelimab + Chemo	Phase 2 EDGE-Gastric (Arm A1)	Median OS: 26.7 months	Data presented at ESMO 2025
Casdatifan + Cabozantinib	Phase 1/1b ARC-20 Pooled Analysis	Median PFS: 12.2 months	Late-line ccRCC
Quemliclustat	Phase 3 PRISM-1	Enrollment completion expected by Q3 2025	Pancreatic Cancer
AB801 (AXL inhibitor)	Phase 1/1b	Expansion cohorts in NSCLC expected in H2 2025	Preclinical/Early Clinical

Biomarker Research Investment

The investment in biomarker research helps define patient subgroups. For Casdatifan, efficacy was observed across all PD-L1 subgroups in the EDGE-Gastric study. Arcus expects to complete enrollment for early-line Casdatifan cohorts in ARC-20 by the end of 2025, with data expected in the second half of 2026. The company's R&D Expenses were $141 million for the third quarter of 2025, which includes costs for these early-stage development activities.

Transition to Biologics License Application (BLA)

The transition to a full BLA submission hinges on pivotal trial readouts. Arcus expects its cash and investments, totaling $841 million in cash, cash equivalents, and marketable securities as of September 30, 2025, to provide cash runway through the PEAK-1 Phase 3 readout. The company is pursuing a robust development plan for Casdatifan across multiple clear cell renal cell carcinoma (ccRCC) settings, which includes the global Phase 3 PEAK-1 trial.

• Casdatifan Phase 3 PEAK-1 initiation: Q2 2025.
• Casdatifan late-line data readouts: Expected in 2026.
• Domvanalimab Phase 3 STAR-221 readout: Expected in 2026.

New Immuno-Oncology Target Preclinical Work

Arcus Biosciences, Inc. is looking beyond its current core programs. The company unveiled its portfolio of five programs targeting inflammatory and autoimmune diseases. This represents a diversification of the product development focus.

• New Target Area: Inflammatory and autoimmune diseases.
• Specific Preclinical Asset: Small molecule targeting MRGPRX2.
• Clinic Entry Projection: Expected in 2026.

The expected full-year 2025 GAAP revenue projection is between $225 million and $235 million. Finance: finalize Q4 2025 R&D budget allocation by next Tuesday.

Arcus Biosciences, Inc. (RCUS) - Ansoff Matrix: Diversification

You're looking at where Arcus Biosciences, Inc. might place new bets outside its core oncology focus, which is a classic diversification move. The financial footing for this exploration is substantial; as of the end of the third quarter of 2025, Arcus Biosciences, Inc. reported $841 million in cash, cash equivalents, and marketable securities. This capital position is intended to fund operations through initial pivotal readouts.

Explore licensing or acquisition of non-oncology assets, such as autoimmune or inflammatory disease candidates.

Arcus Biosciences, Inc. has already moved on this front, expanding its collaboration with Gilead in May 2023 to specifically include research for two targets for inflammatory diseases. This isn't just theoretical; Arcus unveiled its portfolio of five programs targeting inflammatory and autoimmune diseases. The commitment to this area is backed by ongoing development, with one small molecule targeting MRGPRX2 currently in preclinical development, slated to enter the clinic in 2026.

Establish a new therapeutic area focus, perhaps infectious diseases, leveraging existing small molecule expertise.

The established focus is clearly shifting toward inflammation and autoimmunity alongside oncology. The company's existing expertise in small molecules, demonstrated by quemliclustat (a CD73 inhibitor), provides a foundation for expanding into related areas like inflammatory conditions. The R&D investment fueling this pipeline was $141 million in the third quarter of 2025. R&D expenses are expected to decline commencing in the fourth quarter of 2025 as costs for the domvanalimab Phase 3 program decrease significantly.

Form a joint venture to develop a proprietary diagnostic tool alongside a therapeutic agent.

While the search didn't yield a specific joint venture for a proprietary diagnostic, the existing structure involves significant partnerships. The collaboration with Gilead, established in May 2020, is a 10-year agreement where Gilead has option rights to clinical programs. For the first nine months of 2025, partnership reimbursements decreased by 13% to $99 million year-over-year, indicating Arcus is shouldering a higher net cost burden despite the structure. The Q3 2025 gross reimbursements recognized were $28 million.

Target new geographic markets like the Middle East with a completely new, early-stage product.

Geographic expansion has occurred through existing partnerships. Taiho exercised its option for an exclusive license to quemliclustat in Japan and certain territories in Asia. This move secures a financial component for Arcus Biosciences, Inc. without sacrificing core economic control elsewhere. The company reported Q3 2025 revenue of $26 million, with full-year 2025 GAAP revenue guidance maintained between $225 million and $235 million.

Use the existing discovery platform to create a new class of therapeutics, like cell therapies, for new markets.

Arcus Biosciences, Inc. is leveraging its platform to develop differentiated molecules, primarily antibodies and small molecules. The focus remains on next-generation immuno-oncology, including a triplet therapy combining domvanalimab, zimberelimab, and casdatifan. The company's current pipeline assets are investigational molecules like domvanalimab (anti-TIGIT antibody) and AB308 (another anti-TIGIT monoclonal antibody in Phase 1b).

Here's a look at the financial and pipeline metrics supporting the current operational scale:

Metric	Value (Q3 2025 or Latest)	Context
Cash & Securities (Q3 End)	$841 million	Runway through initial pivotal readouts
R&D Expense (Q3 2025)	$141 million	Compared to $123 million in Q3 2024
Net Loss (Q3 2025)	$135 million	Compared to $92 million in Q3 2024
FY 2025 Revenue Guidance	$225M - $235M	GAAP Revenue expectation
I&I Programs	Five	Targeting inflammatory and autoimmune diseases

The strategic focus areas for pipeline development include:

• Domvanalimab plus zimberelimab in first-line upper GI adenocarcinoma
• Quemliclustat in Phase 3 PRISM-1 trial for pancreatic cancer
• Casdatifan in PEAK-1 Phase 3 study for ccRCC
• Preclinical MRGPRX2 molecule entering clinic in 2026
• AB801 (AXL inhibitor) in dose-escalation Phase 1/1b

The median overall survival (OS) for domvanalimab plus zimberelimab and chemotherapy in the Phase 2 EDGE-Gastric study was 26.7 months. For casdatifan in late-line kidney cancer, the median progression-free survival (mPFS) was 12.2 months in a pooled analysis of 121 patients.