Mark (for Salveen Richter)'s questions to Arcus Biosciences Inc (RCUS) leadership • Q3 2024
Question
Mark, on behalf of Salveen Richter of Goldman Sachs, asked why the ORR benefit in the ARC-10 TIGIT study was less clear than the survival benefit, how this data translates to the STAR-121 chemo-combo study, and the potential timing for initial STAR-121 data.
Answer
CEO Terry Rosen responded that the key benefit of immunotherapy is the durable enhancement of overall survival (OS), which is the profound signal in ARC-10. He expressed confidence in the translation to STAR-121, citing positive data from EDGE-Gastric and the differentiated safety profile of Fc-silent TIGITs like domvanalimab, which avoid AE issues seen with Fc-enabled antibodies in combination with chemo.