Cantor Fitzgerald reiterates Overweight rating on Arcus Biosciences stock

Published 08/10/2025, 12:30
Cantor Fitzgerald reiterates Overweight rating on Arcus Biosciences stock

Investing.com - Cantor Fitzgerald maintained its Overweight rating on Arcus Biosciences (NYSE:RCUS) stock, highlighting the company’s promising developments in renal cell carcinoma (RCC) treatment. Trading at $14.03, the stock has shown remarkable momentum with a 99% gain over the past six months, while analysts maintain a bullish consensus with price targets ranging from $14 to $52.

The firm noted that the RCC space has not seen the same level of therapeutic innovation as other cancer types such as breast, lung, or prostate cancers, which have experienced greater proliferation of antibody-drug conjugates (ADCs), T-cell engagers (TCEs), and other novel biologics. According to InvestingPro data, Arcus maintains a healthy balance sheet with more cash than debt, though it’s currently investing heavily in R&D, reflected in its negative EBITDA of $328 million.

Cantor Fitzgerald pointed to the 2023 approval of belzutifan, a HIF2α inhibitor, as a significant milestone that introduced the first novel mechanism beyond tyrosine kinase inhibitors (TKI) and immunotherapy (IO) since the approval of the nivolumab/ipilimumab combination in 2018.

The firm expressed optimism about promising data from casdatifan, Arcus Biosciences’ next-generation HIF2α inhibitor, which was presented this week, signaling renewed innovation in the RCC treatment landscape.

Arcus Biosciences continues to advance its oncology pipeline with casdatifan representing a potential new therapeutic option for RCC patients, an area where treatment innovation has lagged behind other cancer types. While the company’s current ratio of 4.5 indicates strong short-term liquidity, InvestingPro analysis reveals 13 additional key insights about the company’s financial health and market position. Get access to the complete Pro Research Report for comprehensive analysis of RCUS’s investment potential.

In other recent news, Arcus Biosciences has reported significant developments in its drug pipeline. The company released promising data for its kidney cancer drug, casdatifan, which showed potentially best-in-class efficacy in a Phase 1/1b study. This news was accompanied by Arcus Biosciences’ announcement that its pancreatic cancer drug, quemliclustat, received orphan drug designation from the U.S. Food and Drug Administration, offering incentives such as tax credits and potential market exclusivity. Analyst firms have responded to these developments with Truist Securities raising its price target for Arcus Biosciences to $39.00 and maintaining a Buy rating, citing casdatifan’s potential in kidney cancer treatment. Similarly, Mizuho increased its price target to $45.00, maintaining an Outperform rating, and projecting substantial sales for casdatifan. H.C. Wainwright also reiterated its Buy rating with a price target of $24.00, following the company’s recent Investor Event that highlighted new data and future clinical trial plans. These recent updates reflect Arcus Biosciences’ ongoing efforts in advancing its cancer treatment portfolio.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.