Arcus Biosciences マネジメント
マネジメント 基準チェック /24
Arcus Biosciencesの CEO はTerry Rosenで、 May2015年に任命され、 の在任期間は 11.08年です。 の年間総報酬は$ 9.66Mで、 8%給与と92%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の2.06%を直接所有しており、その価値は$ 70.53M 。経営陣と取締役会の平均在任期間はそれぞれ5.6年と6.3年です。
主要情報
Terry Rosen
最高経営責任者
US$9.7m
報酬総額
| CEO給与比率 | 8.03% |
| CEO在任期間 | 11.1yrs |
| CEOの所有権 | 2.1% |
| 経営陣の平均在職期間 | 5.6yrs |
| 取締役会の平均在任期間 | 6.3yrs |
経営陣の近況
Recent updates
ナラティブの更新 • Jun 09
RCUS: Kidney Cancer Collaboration And Pipeline Optionality Will Drive Future Upside
Analysts have nudged their price target for Arcus Biosciences higher to $35.75 from $34.82, citing a mix of new Buy and Outperform initiations, higher Street targets clustered around casdatifan's potential in renal cell carcinoma, and a modest tweak to discount rate and profit margin assumptions. Analyst Commentary Recent Street research around Arcus Biosciences has centered on how much value to ascribe to casdatifan in renal cell carcinoma, how to interpret competitive study outcomes, and what risk premium to apply as the pipeline advances.ナラティブの更新 • May 26
RCUS: Kidney Cancer Data And Pipeline Optionality Will Drive Future Upside
The updated analyst price target for Arcus Biosciences has edged up to about $34.82 from $34, with analysts highlighting a more constructive view on long term revenue growth, higher projected profit margins, and a lower future P/E. This comes as recent research points to casdatifan's potential and mixed read throughs from external trial news.分析記事 • May 16
Arcus Biosciences, Inc. (NYSE:RCUS) Analysts Just Trimmed Their Revenue Forecasts By 21%
The latest analyst coverage could presage a bad day for Arcus Biosciences, Inc. ( NYSE:RCUS ), with the analysts making...分析記事 • May 08
Arcus Biosciences, Inc. (NYSE:RCUS) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates
As you might know, Arcus Biosciences, Inc. ( NYSE:RCUS ) last week released its latest quarterly, and things did not...ナラティブの更新 • May 04
RCUS: Future Upside Will Be Driven By Kidney Cancer Trial Momentum
Arcus Biosciences' updated analyst price target has been trimmed slightly to around $34.00, as analysts factor in mixed readthroughs from recent Merck-related trial updates, a modest adjustment in long term revenue and margin assumptions, and a higher projected future P/E multiple. Analyst Commentary Recent Street research around Arcus Biosciences reflects a mix of optimism and caution, with analysts reassessing price targets and ratings in light of recent clinical updates tied to Merck trials and Arcus specific developments.Seeking Alpha • Apr 27
Arcus Biosciences: TIGIT In The Rearview Mirror, But Market Pricing A Bit Too Aggressively For Now
Summary Arcus Biosciences remains resilient, rising over 50% since my last 'Buy' rating despite setbacks in its anti-TIGIT immunotherapy program. I now focus on RCUS's strategic pivot away from immunotherapy, reassessing the pipeline's potential and the investment thesis. Recent pipeline updates and financials suggest RCUS is adapting, with strengths and risks recalibrated post-immunotherapy disappointment. I continue to monitor RCUS's evolving strategy and execution, weighing near-term risks against long-term pipeline opportunities. Read the full article on Seeking Alphaナラティブの更新 • Apr 19
RCUS: Future Upside Will Be Driven By Kidney Cancer Trial Progress
Analysts have lifted their price targets on Arcus Biosciences into the low to mid $40s, citing updated expectations around profitability, refreshed discount rate assumptions, and relative P/E comparisons. These factors feed into a new fair value estimate of $34.20 per share.ナラティブの更新 • Apr 05
RCUS: Future Upside Will Be Anchored By Renal Cancer Trial Progress
Analysts have raised the fair value estimate for Arcus Biosciences to $34.20 from $32.30, reflecting recent price target increases into the $28 to $45 range and renewed focus on casdatifan and the broader oncology pipeline. Analyst Commentary Recent Street research on Arcus Biosciences shows a mix of optimism around casdatifan and the oncology pipeline, along with caution about execution timing and risk and reward at current share levels.
ナラティブの更新 • Mar 22
RCUS: Late Stage Kidney Cancer Trial Results Will Drive Bullish Repricing Outlook
Narrative Update on Arcus Biosciences Analysts have nudged their average price target on Arcus Biosciences higher, with recent moves such as Citi lifting its target to $45 and Goldman Sachs raising its target to $28 from $16. These revisions reflect updated views on casdatifan trial data and the potential contribution of additional oncology programs.ナラティブの更新 • Mar 07
RCUS: Late Stage Kidney Cancer Data Will Shape Repricing Outlook
Narrative Update The updated analyst price target for Arcus Biosciences moves to $49.00 from $47.00, as analysts factor in higher modeled revenue growth, adjust discount rates, and reflect a slightly higher future P/E multiple informed by recent target changes and mixed rating actions across the Street. Analyst Commentary Recent Street research on Arcus Biosciences presents a mixed but constructive backdrop, with several bullish analysts highlighting upside potential alongside more cautious views that focus on risk and timing.ナラティブの更新 • Feb 21
RCUS: Future Upside Will Be Driven By Renal Cancer Data Milestones
Narrative Update: Arcus Biosciences The analyst price target for Arcus Biosciences has been adjusted slightly lower to $32.30 from $33.00, as analysts weigh recent upgrades and downgrades that highlight both the potential of casdatifan in renal cell carcinoma and a more balanced risk and reward profile at current levels. Analyst Commentary Recent Street research on Arcus Biosciences reflects a mix of optimism around casdatifan and caution around timing, risk and current valuation, which together help explain the modest trim in the overall price target.
ナラティブの更新 • Feb 07
RCUS: Kidney Cancer Focus And Limited 2026 Updates Will Shape Share Performance
Narrative update: Arcus Biosciences The analyst price target for Arcus Biosciences has increased from US$16 to US$20. Analysts cite updated views on casdatifan's potential in renal cell carcinoma (a US$1.7b risk-adjusted opportunity), as well as differing opinions on near-term news flow and the overall risk-reward profile.ナラティブの更新 • Jan 24
RCUS: Future Upside Will Be Driven By 12 Month Efficacy Advantage
Analysts have modestly trimmed their fair value estimate for Arcus Biosciences to US$33.00 per share. This reflects updated assumptions on slower revenue growth, a slightly higher discount rate, and stronger projected margins and P/E multiples supported by recent casdatifan data and mixed, but generally constructive, Street research.ナラティブの更新 • Jan 09
RCUS: Future Dependence On Single Late Line Kidney Cancer Program Will Pressure Shares
Analysts have trimmed their consolidated price target on Arcus Biosciences by a few dollars to around the low US$20s. This reflects a more balanced risk and reward profile as expectations for casdatifan moderate and valuation assumptions, including future P/E, are reset closer to recent Street research.ナラティブの更新 • Dec 21
RCUS: Future Reliance On Single Oncology Asset Will Increase Downside Risk
Analysts have raised their fair value estimate for Arcus Biosciences from $12.00 to $16.00 per share, citing stronger than expected casdatifan efficacy data. They believe this supports higher long term profitability and justifies a richer future earnings multiple, even with more conservative revenue growth assumptions.ナラティブの更新 • Dec 07
RCUS: Future Upside Will Be Driven By 12 Month Progression-Free Advantage
Analysts have nudged their price target on Arcus Biosciences higher by approximately $1 per share, citing stronger than expected casdatifan efficacy data, including progression free survival and response rates that appear to outpace competing therapies. Analyst Commentary Bullish analysts highlight that the latest casdatifan data meaningfully improves the risk reward profile for Arcus, supporting higher valuation multiples as investors gain confidence in the durability and competitiveness of the asset.ナラティブの更新 • Nov 22
RCUS: Future Gains Will Be Driven by 12 Month Survival Advantage
Arcus Biosciences' analyst price target has increased from $30.20 to $32.22, as analysts highlight encouraging data for casdatifan that underline its competitive potential and support the upward revision. Analyst Commentary Following the latest clinical updates for casdatifan, analysts have offered a mix of optimism and caution regarding Arcus Biosciences' outlook.ナラティブの更新 • Nov 05
RCUS: Future Gains Will Be Driven by Superior Efficacy in Renal Cancer
Analysts have modestly lowered their fair value estimate for Arcus Biosciences from $31.27 to $30.20 per share. They cite encouraging clinical data on casdatifan while also factoring in updated financial assumptions and recent analyst projections for the company's future performance.分析記事 • Nov 01
Arcus Biosciences, Inc. (NYSE:RCUS) Just Reported, And Analysts Assigned A US$29.60 Price Target
As you might know, Arcus Biosciences, Inc. ( NYSE:RCUS ) just kicked off its latest third-quarter results with some...分析記事 • Oct 28
Arcus Biosciences, Inc. (NYSE:RCUS) Shares Fly 45% But Investors Aren't Buying For Growth
Arcus Biosciences, Inc. ( NYSE:RCUS ) shares have continued their recent momentum with a 45% gain in the last month...ナラティブの更新 • Oct 22
Analyst Sentiment Improves on Arcus Biosciences as Price Targets Rise with Strong Trial Data
Analysts have raised their price target for Arcus Biosciences from $29.91 to $31.27. They cite encouraging new trial data and improved revenue growth forecasts as key drivers supporting the higher valuation.ナラティブの更新 • Oct 08
Phase 3 Trials Will Shape Casdatifan Prospects Despite Regulatory Hurdles
Arcus Biosciences’ analyst price target has been raised from $28.36 to $29.91 per share, as analysts cite promising updated trial results for Casdatifan. These results are supporting an increased company valuation.分析記事 • Sep 06
There's No Escaping Arcus Biosciences, Inc.'s (NYSE:RCUS) Muted Revenues Despite A 28% Share Price Rise
Arcus Biosciences, Inc. ( NYSE:RCUS ) shareholders would be excited to see that the share price has had a great month...分析記事 • Jul 10
Does Arcus Biosciences (NYSE:RCUS) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • May 16
Arcus Biosciences, Inc. (NYSE:RCUS) Analysts Just Slashed This Year's Revenue Estimates By 17%
The analysts covering Arcus Biosciences, Inc. ( NYSE:RCUS ) delivered a dose of negativity to shareholders today, by...分析記事 • May 04
Arcus Biosciences, Inc.'s (NYSE:RCUS) Shares Bounce 33% But Its Business Still Trails The Industry
Arcus Biosciences, Inc. ( NYSE:RCUS ) shareholders are no doubt pleased to see that the share price has bounced 33% in...
新しいナラティブ • Mar 24
Phase 3 Trials Will Shape Casdatifan Prospects Despite Regulatory Hurdles
Arcus Biosciences is focusing on casdatifan's late-stage development, promising significant differentiation and competitive advantage in the RCC market.分析記事 • Mar 06
Little Excitement Around Arcus Biosciences, Inc.'s (NYSE:RCUS) Revenues As Shares Take 26% Pounding
Unfortunately for some shareholders, the Arcus Biosciences, Inc. ( NYSE:RCUS ) share price has dived 26% in the last...分析記事 • Feb 10
Is Arcus Biosciences (NYSE:RCUS) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Jan 13
Arcus: Excellent Pipeline And Collaborations, Cash Runway
Summary Arcus Biosciences presents a strong buying opportunity due to positive data, Gilead's increased stake, and a robust pipeline with significant market potential. Lead molecule domvanalimab shows promising phase 3 trial results in lung and gastrointestinal cancers, with substantial survival benefits and market potential of $10bn. Casdatifan, an HIF-2α inhibitor, has shown superior data in clear cell renal cell carcinoma, positioning it as a leading candidate in a $2bn market. With a market cap of $1.36bn and $1.1bn in cash, Arcus Biosciences is undervalued, offering a derisked investment with Gilead's significant support. Read the full article on Seeking Alpha分析記事 • Dec 12
Estimating The Intrinsic Value Of Arcus Biosciences, Inc. (NYSE:RCUS)
Key Insights Arcus Biosciences' estimated fair value is US$18.25 based on 2 Stage Free Cash Flow to Equity Current...分析記事 • Nov 21
Arcus Biosciences, Inc.'s (NYSE:RCUS) Price Is Right But Growth Is Lacking
With a price-to-sales (or "P/S") ratio of 5.1x Arcus Biosciences, Inc. ( NYSE:RCUS ) may be sending bullish signals at...Seeking Alpha • Oct 29
Arcus Biosciences: Advancing On Several Fronts
Summary Today, we look at Arcus Biosciences, Inc., which has a robust pipeline with five Phase 3 trials by 2025, focusing on combo therapies for GI and NSCLC cancers. Strong backing from Gilead and Taiho, with significant funding and collaborative agreements, supports Arcus' ambitious clinical programs. Key catalysts include upcoming data from various trials, particularly for dom + zim in upper GI cancers, and cas in ccRCC. An analysis around Arcus Biosciences follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Sep 23
Arcus Biosciences Looks Compelling Ahead Of Key Clinical Oncology Milestones
Summary Arcus Biosciences develops late-stage immunotherapies, with Domvanalimab and Casdatifan leading the way in targeting large oncology markets. Domvanalimab, a Phase 3 anti-TIGIT antibody for NSCLC and GI cancers, could significantly impact treatment upon approval. Casdatifan is advancing to Phase 3 for renal cell carcinoma and may outperform Merck's Belzutifan. The company has robust financials, with $969 million in short-term available liquidity and a compelling valuation. Despite inherent clinical trial risks, RCUS's robust financial position and strategic collaborations make it a "strong buy." Read the full article on Seeking Alpha分析記事 • Sep 15
Arcus Biosciences (NYSE:RCUS) May Not Be Profitable But It Seems To Be Managing Its Debt Just Fine, Anyway
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Aug 19
Arcus Biosciences, Inc.'s (NYSE:RCUS) Shares Lagging The Industry But So Is The Business
With a price-to-sales (or "P/S") ratio of 5.8x Arcus Biosciences, Inc. ( NYSE:RCUS ) may be sending very bullish...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$369m |
| Dec 31 2025 | US$10m | US$775k | -US$353m |
| Sep 30 2025 | n/a | n/a | -US$341m |
| Jun 30 2025 | n/a | n/a | -US$298m |
| Mar 31 2025 | n/a | n/a | -US$391m |
| Dec 31 2024 | US$7m | US$725k | -US$283m |
| Sep 30 2024 | n/a | n/a | -US$270m |
| Jun 30 2024 | n/a | n/a | -US$249m |
| Mar 31 2024 | n/a | n/a | -US$231m |
| Dec 31 2023 | US$10m | US$650k | -US$307m |
| Sep 30 2023 | n/a | n/a | -US$293m |
| Jun 30 2023 | n/a | n/a | -US$287m |
| Mar 31 2023 | n/a | n/a | -US$279m |
| Dec 31 2022 | US$9m | US$350k | -US$267m |
| Sep 30 2022 | n/a | n/a | US$80m |
| Jun 30 2022 | n/a | n/a | US$67m |
| Mar 31 2022 | n/a | n/a | US$58m |
| Dec 31 2021 | US$9m | US$367k | US$53m |
| Sep 30 2021 | n/a | n/a | -US$278m |
| Jun 30 2021 | n/a | n/a | -US$199m |
| Mar 31 2021 | n/a | n/a | -US$168m |
| Dec 31 2020 | US$6m | US$326k | -US$123m |
| Sep 30 2020 | n/a | n/a | -US$88m |
| Jun 30 2020 | n/a | n/a | -US$112m |
| Mar 31 2020 | n/a | n/a | -US$95m |
| Dec 31 2019 | US$2m | US$340k | -US$85m |
報酬と市場: Terryの 総報酬 ($USD 9.66M ) は、 US市場 ($USD 6.93M ) の同規模の企業の平均を上回っています。
報酬と収益: Terryの報酬は増加しましたが、会社は利益を上げていません。
CEO
Terry Rosen (66 yo)
11.1yrs
在職期間
US$9,656,813
報酬
Dr. Terry J. Rosen, Ph D., is Vice Chair of The Salk Institute For Biological STUDIES, San Diego, California. Dr. Rosen serves as Director at PACT Pharma, Inc. and Epiodyne, Inc. He co-founded Arcus Biosci...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 11.1yrs | US$9.66m | 2.06% $ 70.5m | |
| Co- Founder & President | 11.1yrs | US$3.52m | 0.87% $ 29.9m | |
| Principal Financial Officer & CFO | 5.8yrs | US$2.67m | 0.010% $ 351.7k | |
| Advisor | less than a year | US$3.52m | 0.099% $ 3.4m | |
| Chief Medical Officer | 1.4yrs | US$4.51m | 0.0074% $ 252.1k | |
| Co-Founder & Member of Scientific Advisory Board | no data | データなし | データなし | |
| Chief Accounting Officer | 3.3yrs | データなし | 0% $ 0 | |
| Chief Scientific Officer | 5.4yrs | データなし | データなし | |
| Vice President of Investor Relations & Strategy | no data | データなし | データなし | |
| General Counsel & Corporate Secretary | 7.8yrs | US$2.92m | 0.060% $ 2.0m | |
| Vice President of Corporate Communications | no data | データなし | データなし | |
| Senior Vice President of Human Resources | no data | データなし | データなし |
5.6yrs
平均在職期間
55yo
平均年齢
経験豊富な経営陣: RCUSの経営陣は経験豊富で経験豊富です（平均在職期間は5.6年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 11.2yrs | US$9.66m | 2.06% $ 70.5m | |
| Co-Founder & Member of Scientific Advisory Board | no data | データなし | データなし | |
| Lead Independent Director | 11.1yrs | US$500.33k | 0.14% $ 4.9m | |
| Independent Director | 8.8yrs | US$468.83k | 0.13% $ 4.3m | |
| Independent Director | 5.5yrs | US$472.54k | 0.023% $ 798.7k | |
| Chairman of Scientific Advisory Board | no data | データなし | 0% $ 0 | |
| Independent Director | 6.5yrs | US$455.04k | 0.020% $ 689.1k | |
| Independent Director & Member of Scientific Advisory Board | 6.1yrs | US$563.76k | 0.046% $ 1.6m | |
| Member of Scientific Advisory Board & Director | 4.8yrs | データなし | データなし | |
| Independent Director & Member of Scientific Advisory Board | 11.4yrs | US$521.26k | 0.027% $ 922.0k | |
| Independent Director | 4.8yrs | US$461.25k | 0.019% $ 653.5k | |
| Member of Scientific Advisory Board | 5.8yrs | データなし | データなし |
6.3yrs
平均在職期間
65.5yo
平均年齢
経験豊富なボード: RCUSの 取締役会 は 経験豊富 であると考えられます ( 6.3年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/23 18:19 |
| 終値 | 2026/06/23 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Arcus Biosciences, Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16
| アナリスト | 機関 |
|---|---|
| Zhiqiang Shu | Berenberg |
| Jason Zemansky | BofA Global Research |
| Alethia Young | Cantor Fitzgerald & Co. |