RCUS
Arcus BiosciencesBNYSE / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
At close
2026-06-02
Current thesis
The best post-print argument is that May 5 clarified the story rather than damaging it further: cash runway extends into at least H2 2028, near-term spend should ease as domvanalimab winds down, and management laid out a concentrated sequence of 2026-2027 RCC milestones around casdatifan plus a secondary quemliclustat option. [#8-K-2026-05-05]
Posture
Constructive
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite, 7D delta -7.5.
What can break
After STAR-121 was stopped for futility, Arcus disclosed that the domvanalimab-based combination did not improve overall survival versus pembrolizumab plus chemotherapy, raising the risk that the company has materially less late-stage diversification than it had earlier in 2026. [#8-K-2026-05-05]
Momentum
70
Value
41
Sentiment
58
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $28.00 · Bull $36.00 · Bear $17.00
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-08 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $33.80
Why
Momentum70 · Δ7d -7.5
Value41 · Δ7d +0.1
Sentiment58 · Δ7d -7.1
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
70
34% active weight
Current posture
7d trendSoftening
Δ7d
-7.5
Δ21d
-9.4
Value
41
32% active weight
Current posture
7d trendFlat
Δ7d
+0.1
Δ21d
+0.2
Sentiment
58
33% active weight
Current posture
7d trendSoftening
Δ7d
-7.1
Δ21d
+4.7
Why this grade
Composite grade B. Momentum 69.7 / Value 41.1 / Sentiment 58.1
Fundamentals (TTM)As of 2026-06-01
Fundamentals (TTM)
As of 2026-06-01
Market Cap
$3.23B
Beta
0.85
Shares Out
122.86M
P/E (TTM) · Derived
-8.0
P/S (TTM)
11.14
P/FCF (TTM) · Derived
-5.71
Rev YoY
-45.8%
EPS YoY
-25.9%
Gross Margin
-
Op Margin
-156.3%
Net Debt
-$930M
Current Ratio
3.65
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology