Zacks Investment Research
04 Jun 2026, 16:55 UTC · 2h ago
Arcus, Bristol Myers Team Up to Advance Kidney Cancer Study
Zacks Investment Research
04 Jun 2026, 16:55 UTC · 2h ago
Story key points
3 claims · impact-rated
Arcus Biosciences entered a clinical trial collaboration and supply agreement with Bristol Myers Squibb to evaluate casdatifan in combination with a PD L1/VEGF A bispecific immunomodulator for kidney cancer. — Collaborations with major pharmaceutical players like BMY validate a smaller biotech's lead candidate and provide a path toward broader clinical adoption.
+0.40The collaboration incorporates casdatifan into BMY's phase I/II ROSETTA RCC-208 study, evaluating it alongside pumitamig. — Integration into an active phase I/II study accelerates the data-gathering process for the drug's efficacy in a high-unmet-need area.
+0.30The agreement is non-exclusive, and both Arcus and Bristol Myers Squibb retain full development and commercialization rights to their respective programs. — The non-exclusive nature and lack of immediate commercial milestone payments limit the immediate financial upside compared to a full licensing deal.
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The company announced a clinical trial collaboration and supply agreement with Bristol Myers Squibb to evaluate its drug casdatifan.
The company is expanding its ROSETTA RCC-208 study through a collaboration to develop novel kidney cancer treatments.
The company is jointly developing an investigational antibody with Bristol Myers Squibb that is being tested in new combination arms.
[mutual] Bristol Myers Squibb and BioNTech are jointly developing the investigational antibody pumitamig.
[a_to_b] Arcus Biosciences will provide casdatifan to Bristol Myers Squibb for a phase I/II clinical study.
[mutual] Arcus Biosciences and Bristol Myers Squibb announced a clinical trial collaboration and supply agreement.
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