Gilead to Acquire Arcus Biosciences for $12.8B

Ticker: RCUS · Form: 8-K · Filed: Jun 3, 2024 · CIK: 1724521

Sentiment: bullish

Topics: acquisition, oncology, merger

Related Tickers: GILD

TL;DR

Gilead is buying Arcus for $12.8B to boost its cancer drug pipeline.

AI Summary

Arcus Biosciences, Inc. announced on June 2, 2024, that it has entered into a definitive agreement to be acquired by Gilead Sciences, Inc. for approximately $12.8 billion. The transaction is expected to close in the second half of 2024, subject to customary closing conditions. This acquisition aims to enhance Gilead's oncology portfolio.

Why It Matters

This significant acquisition by Gilead Sciences could accelerate the development and commercialization of Arcus's promising oncology pipeline, potentially leading to new cancer treatments.

Risk Assessment

Risk Level: medium — The acquisition is subject to regulatory approval and other closing conditions, which introduces a risk of the deal not being completed.

Key Numbers

Key Players & Entities

FAQ

What is the total value of the acquisition agreement between Gilead Sciences and Arcus Biosciences?

The definitive agreement states that Gilead Sciences will acquire Arcus Biosciences for approximately $12.8 billion.

When is the acquisition expected to be completed?

The transaction is anticipated to close in the second half of 2024.

What is the primary strategic goal for Gilead Sciences in acquiring Arcus Biosciences?

Gilead Sciences aims to enhance its oncology portfolio through this acquisition.

Are there any specific conditions that need to be met for the acquisition to close?

Yes, the acquisition is subject to customary closing conditions, which would include regulatory approvals.

What is the filing date of this 8-K report?

The filing date for this 8-K report is June 3, 2024, with the earliest event reported being June 2, 2024.

Filing Stats: 682 words · 3 min read · ~2 pages · Grade level 7.4 · Accepted 2024-06-03 08:18:10

Key Financial Figures

Filing Documents

01 Regulation FD Disclosure

Item 7.01 Regulation FD Disclosure. On June 2, 2024, Arcus Biosciences, Inc. (the "Company") presented updated information about its portfolio and development programs. An updated corporate presentation has been posted to the Investors & Media section of the Company's website.

01 Other Events

Item 8.01 Other Events. The presentation included updated data from an interim analysis of the Company's Phase 2 clinical trial EDGE-Gastric, which is evaluating domvanalimab plus zimberelimab and chemotherapy in upper gastrointestinal cancers. Specifically, the Company disclosed the following information from the interim analysis, which had a data cutoff date (DCO) of March 12, 2024: Endpoint Overall* n=41 PD-L1-high (TAP 5%) n=16 PD-L1-low (TAP <5%) n=24 Progression-Free Survival (PFS) Median in Months (95% CI) 12.9 mos. (9.8, 13.8) 13.8 mos. (11.3, NE) 11.3 mos. (5.5, 13.8) 12-month PFS Rate (95% CI) 57.6% (41.7,73.5) 68.8% (46.0, 91.5) 46.8% (24.7, 68.9) Objective Response Rate (ORR) per RECIST v1.1 Confirmed ORR (95% CI) 58.5% (42.1, 73.7) 68.8% (41.3, 89.0) 50.0% (29.1, 70.9) Complete Response 3 (7.3%) 1 (6.3%) 1 (4.2%) Partial Response 21 (51.2%) 10 (62.5%) 11 (45.8%) Stable Disease 14 (34.1%) 5 (31.3%) 9 (37.5%) Progressive Disease Confirmed 2 (4.9%) 0 2 (8.3%) Not Evaluable** 1 (2.4%) 0 1 (4.2%) Median Duration of Response (DOR) in Months 12.4 mos. (9.9, NE) NE (11.5, NE) 10.2 mos. (4.0, 12.4) *One subject with no tissue available for central PD-L1 testing. From local lab results, the subject is PD-L1 low via 22-C3 assay. This subject achieved confirmed complete response. ** One subject has no post baseline scans CI: confidence interval NE: not evaluable TAP: tumor area positivity No unexpected safety signals were observed at the time of DCO. The domvanalimab plus zimberelimab and chemotherapy regimen was generally well tolerated and showed an overall safety profile consistent with the known safety profiles of each individual molecule to date. Infusion-related reactions were observed in 19.5% of the total subjects, and the majority were related to chemotherapy.

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized. ARCUS BIOSCIENCES, INC. Date: June 3, 2024 By: /s/ Terry Rosen, Ph. D. Terry Rosen, Ph.D. Chief Executive Officer (Principal Executive Officer)

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