Arcus Posts Casdatifan Kidney Cancer Data: 14.5-Month PFS in Second-Line Combo
RCUS sits 41% above its 52-week low of $16.04 on elevated volume (2.5× avg).
Summary
New ARC-20 data show casdatifan plus cabozantinib delivered 14.5 months median PFS and 77% 18-month survival in second-line kidney cancer, alongside strong first-line and monotherapy results and no unexpected safety signals.
Key Events · Product Development and Regulatory · RCUS
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Broad Casdatifan Dataset Presented
ARC-20 platform study data across first-, second- and late-line clear cell renal cell carcinoma, with a September 4, 2026 data cutoff, presented October 20, 2026.
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Second-Line Combo Hits 14.5-Month PFS
At 21.3 months median follow-up, casdatifan plus cabozantinib (n=43) produced median PFS of 14.5 months, 18-month landmark OS of 77%, a cORR of 44% and primary progression of 5%, with similar efficacy in TKI-pretreated patients.
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First-Line TKI-Free Regimens Durable
Casdatifan plus zimberelimab (n=30) showed 86% six-month and 69% 12-month landmark PFS and a 50% cORR; in the triplet with ipilimumab, only 1 of 24 scanned patients (4%) had primary progression.
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Monotherapy OS Reaches 35 Months
At 28 months median follow-up, pooled late-line casdatifan monotherapy (n=121) delivered median OS of 35 months, median PFS of 13 months and a cORR of 36%, consistent across one to three prior TKI lines.
Analysis · RCUS · Life Sciences
This is the broadest dataset yet for casdatifan, the lead asset behind Arcus's kidney cancer strategy, spanning first-, second- and late-line clear cell renal cell carcinoma. The commercially relevant readout is the second-line combination with cabozantinib: 14.5 months median PFS, 77% 18-month overall survival and a 44% confirmed response rate, with similar efficacy in the roughly 60% of second-line patients who already had a TKI and typically do poorly on further TKI therapy. First-line TKI-free combinations showed 86% six-month and 69% 12-month landmark PFS with a 50% response rate, while late-line monotherapy reached 35 months median overall survival. No unexpected safety signals were reported in any cohort. These are single-arm platform-study results with no randomized control, so they support the program without proving superiority — but they underpin the two clinical collaborations announced in July 2026 and the path toward registrational studies.
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At the time of this filing, RCUS was trading at $22.58 on NYSE in the Life Sciences sector, with a market capitalization of approximately $2.8B. The 52-week trading range was $16.04 to $31.74. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.