Arcus 更新 casdatifan 肾癌 ARC-20 数据：末线单药中位总生存期 35 个月，多家投行看好，股价盘中涨约 10%

Shares of Arcus Biosciences ( RCUS ) rose on Tuesday after the company updated data from its ARC-20 platform study for its kidney cancer therapy casdatifan, generating positive views from Wall Street analysts. The company said ARC-20, designed to evaluate the HIF-2α inhibitor, alone or in combination, as a first-, second-, and late-line option for clear cell renal cell carcinoma, showed casdatifan's potential against ccRCC in each line of therapy. Notably, in heavily pre-treated kidney cancer patients who received casdatifan monotherapy as a late-line option in ARC-20, Arcus ( RCUS ) recorded a 35-month median overall survival, outperforming the only approved HIF-2α inhibitor by more than a year. After the readout, TD Cowen analyst Tara Bancroft wrote: “cas is differentiated and 1L success appears likely,” adding “casdatifan data strengthen its potential to become a foundational RCC therapy.” “Consistency across settings supports cas as a differentiated HIF-2a backbone, with OS ultimately determining its significant differentiation from belzutifan,” Bancroft, who has a Buy rating on Arcus ( RCUS ), added, according to Bloomberg. “ARC-20 update is encouraging, in our view, with multiple datasets clearly demonstrating the clinical benefit of the step-up in potency of its HIF-2α inhibitor, casdatifan, compared to Merck’s approved belzutifan,” added Leerink analyst Daina Graybosch. Graybosch, who has an Outperform rating on Arcus ( RCUS ), expects the stock to jump 10%-25% in reaction.