Financial Data and Key Metrics Changes - The company reported a revenue of $32 million for Q3 2023, an increase from $29 million in Q2 2023, primarily driven by collaboration with Gilead [65] - Cash at the end of September 30, 2023, was $950 million, with net cash utilization of $188 million through three quarters of 2023 [40][41] - The expected cash utilization for the full year 2023 is between $265 million and $290 million, down from previous guidance of $295 million to $325 million [40] Business Line Data and Key Metrics Changes - The company continues to execute on its pipeline, including the HIF-2-alpha and adenosine pathway programs, with upcoming data readouts expected for AB521 and QEMLI [24][26] - The EDGE-Gastric study showed a confirmed overall response rate of 59% in the overall population, with a six-month landmark progression-free survival (PFS) of 77% [12][16] Market Data and Key Metrics Changes - The market opportunity for gastric, gastroesophageal junction, and esophageal adenocarcinomas is estimated to exceed $3 billion, with approximately 25,000 patients in the U.S. alone [15] - The company is positioned to be first to market with an anti-TIGIT antibody in the first-line treatment of upper GI adenocarcinomas, which is one of the fastest-growing cancer types in the U.S. and Western Europe [15][43] Company Strategy and Development Direction - The company aims to secure its position as first-to-market and best-in-class in the anti-TIGIT space, with a focus on innovative combination therapies [57] - The ongoing Phase 3 study, STAR-221, is designed to support regulatory requirements and is enrolling well ahead of schedule, driven by enthusiasm in the TIGIT field [91] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the data supporting DOM as a potential best-in-class anti-TIGIT therapy, highlighting the differentiated safety and efficacy profile compared to competitors [43][56] - The company anticipates that the data from the EDGE-Gastric study will enhance interest and accelerate recruitment in the STAR-221 study [25][91] Other Important Information - The company has a rigorous synthetic-controlled dataset for gemobraxain, showing meaningful differentiation from combination therapy [26] - The company plans to share comprehensive data from the ARC-8 study early next year, including overall survival metrics [38] Q&A Session Summary Question: Can you comment on the design for STAR-221 regarding TAP high and low populations? - Management indicated that the trial is designed to analyze both populations, but specific details on statistical analysis plans were not disclosed [44] Question: What data will indicate additional efficacy for HIF-2-alpha? - Management suggested that the Phase 2 data in the expansion cohort will provide insights into the efficacy of AB521 compared to existing treatments [48] Question: How does the company view the competitive landscape for anti-TIGIT therapies? - Management noted a growing enthusiasm for anti-TIGIT therapies among oncology KOLs, with expectations for FDA approvals [56] Question: How does the company plan to differentiate AB521 from Merck's Belzutepin? - Management emphasized that AB521 has better pharmacokinetic properties, allowing for higher drug exposure without the limitations seen in Belzutepin [72][59] Question: What are the expectations for the upcoming data from the ARC-8 study? - Management expects to present mature overall survival data early next year, which will provide a substantial dataset for analysis [62]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 _____________________________________ FORM 10-Q _____________________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________to _______________ Commission File Number: 001-38419 ______________ ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________to _______________ Commission File Number: 001-38419 Arcus Biosciences, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 47-3898 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-38419 Arcus Biosciences, Inc. (Exact Name of Registrant as Specified in its Charter) (State or other jurisdiction of incorporation or organization) 3928 Point Eden ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-38419 Arcus Biosciences, Inc. (Exact name of Registrant as specified in its Charter) (State or other jurisdiction of incorporation or ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________to _______________ Commission File Number: 001-38419 Arcus Biosciences, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 47 ...

COMBINING TO CURE Arcus is at the forefront of designing precision combinations in the pursuit of cures for patients living with cancer. CORPORATE PRESENTATION September 2022 Forward-looking Statements/Safe Harbor This presentation contains forward-looking statements about Arcus Biosciences, Inc. ("we," "Arcus" or the "Company") made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements regarding events or results to occur in the future contained in t ...

COMBINING TO CURE Arcus is at the forefront of designing precision combinations in the pursuit of cures for patients living with cancer. 2Q22 CORPORATE PRESENTATION AUGUST 3, 2022 Forward-looking Statements/Safe Harbor This presentation contains forward-looking statements about Arcus Biosciences, Inc. ("we," "Arcus" or the "Company") made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements regarding events or results to occur in the future contained ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________to _______________ Commission File Number: 001-38419 Arcus Biosciences, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 47-3898 ...

COMBINING TO CURE Arcus is at the forefront of designing precision combinations in the pursuit of cures for patients living with cancer. 1Q22 Corporate Presentation May 9, 2022 Forward-looking Statements/Safe Harbor This presentation contains forward-looking statements about Arcus Biosciences, Inc. ("we," "Arcus" or the "Company") made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements regarding events or results to occur in the future contained in ...