RC
RCUS
RCUS What Arcus Biosciences promised, and what happened
Guidance
What management said, and what became of it
10 of 10 judged targets kept · 12 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| FY26 GAAP revenue | $45 million to $55 million | Dec 2025 | now expect full year 2026 GAAP revenue of $65 to $75 million. | Revised Up |
| AB102 (MRGPRX2 antagonist) first-in-human clinic entry | later this year | Dec 2025 | We expect to initiate human dosing of AB102, an oral small molecule MRGPRX2 antagonist, this month. | On Track |
| PRISM-1 (quemli) Phase III full enrollment | fully enrolled by the end of 2025 | Mar 2025 | In PRISM-1, our Phase III study evaluating quemli plus gemcitabine and nab-paclitaxel, versus gemcitabine and nab-paclitaxel in the frontline pancreatic study, completed enrollment in September of 2025. | Achieved |
The full ledger
Open Arcus Biosciences’s full ledger
A free account opens 5 company ledgers a month. All 22 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 22 tracked commitments for Arcus Biosciences
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.