Arcus Overhauls Cancer Development Strategy After Trial Setback, Focuses on Kidney Medication
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 12 2025
0mins
Should l Buy GILD?
Source: Benzinga
Discontinuation of STAR-221 Study: Arcus Biosciences has halted the Phase 3 STAR-221 study in collaboration with Gilead Sciences due to futility, as the combination treatment did not show improved overall survival compared to the standard therapy.
Impact on Stock Performance: Following the announcement, Arcus Biosciences' stock (RCUS) fell by 11.10%, reflecting investor concerns over the study's results and future prospects.
Focus on Casdatifan: Arcus will shift its research and development efforts towards casdatifan, a promising HIF-2α inhibitor, which has shown strong efficacy in late-line clear cell renal cell carcinoma patients.
Advancements in Oncology and I&I Pipelines: The company is also progressing with quemliclustat for pancreatic cancer and plans to introduce new oral small-molecule candidates targeting inflammatory conditions by 2026.
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Analyst Views on GILD
Wall Street analysts forecast GILD stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for GILD is 137.88 USD with a low forecast of 105.00 USD and a high forecast of 154.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
19 Analyst Rating
16 Buy
3 Hold
0 Sell
Strong Buy
Current: 149.370
Low
105.00
Averages
137.88
High
154.00
Current: 149.370
Low
105.00
Averages
137.88
High
154.00
About GILD
Gilead Sciences, Inc. is a biopharmaceutical company. It is engaged in advancing medicines to prevent and treat life-threatening diseases, including HIV, viral hepatitis, COVID-19, cancer, and inflammation. It is focused on discovering, developing, and delivering medicines to address unmet medical needs in virology, oncology, and other therapeutic areas. Its portfolio of marketed products includes Biktarvy, Genvoya, Descovy, Complera/Eviplera, Symtuza, Truvada, Stribild, Sunlenca, Epclusa, Vemlidy, Harvoni, Viread, Livdelzi, Veklury, Yescarta, Tecartus, Trodelvy, AmBisome, and Letairis. Its product candidates include Bulevirtide, Lenacapavir, Axicabtagene ciloleucel, Sacituzumab govitecan-hziy, and others. It also develops the HB-400 program and the HB-500 program. It develops therapies that are intended to provide functional cures for hepatitis B virus and human immunodeficiency virus-1. It has a cancer program, namely TREX1. It operates in more than 35 countries worldwide.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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