Arcus Biosciences: Casdatifan Takes Center Stage After STAR-221
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Myriam Alvarez3.07K FollowersFollow5ShareSavePlay(12min)CommentsSummaryRCUS is now resetting its strategy after its Phase 3 STAR-221 was discontinued. This removes domvanalimab for upper-GI cancers as a key catalyst. Instead, they’ll focus now on Casdatifan (AB521), which is a wholly owned oral HIF-2α inhibitor. In my view, this makes Casdatifan the core bull thesis, especially with the Phase 3 PEAK-1 results going forward. Yet there are also other interesting catalysts for 2026. RCUS has pipeline optionality with quemliclustat, for example. I feel RCUS’s valuation has some premium embedded at these levels. But, long-term investors should profit nicely if RCUS ultimately succeeds with Casdatifan. Solskin/DigitalVision via Getty Images Arcus Biosciences, Inc. (RCUS) is a biopharmaceutical company that develops drugs designed to be used in combination with other agents, rather than as standalone treatments. RCUS is undergoing a strategic reset after the discontinuation of itsThis article was written byMyriam Alvarez3.07K FollowersFollowMy name is Myriam Hernandez Alvarez. I received the Electronics and Telecommunication Engineering degree from the Escuela Politecnica Nacional, Quito, Ecuador, the M.Sc. degree in computer science from Ohio University, Athens, OH, USA, a graduate degree in Business Management from Universidad Andina Simon Bolivar, Quito, Ecuador, and the Ph.D. degree in computer applications from the University of Alicante, Spain.Disclosure: I collaborate professionally with Edgar Torres H, who is also an author on Seeking Alpha. Our analyses are conducted independently, and we adhere to Seeking Alpha's Shared Association Guidelines.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.