Terry Rosen, Arcus CEO

Af­ter get­ting hopes up, ex­pec­ta­tions on Gilead, Ar­cus' CD73 'dimmed' on new up­date

When you’ve got an al­liance as hefty as the one Ar­cus and Gilead have, every up­date counts.

That’s why the com­pa­nies found an­a­lysts frown­ing on the lat­est dis­clo­sure around quem­li­clu­s­tat, their small mol­e­cule in­hibitor of CD73. Al­though an in­ter­im analy­sis from a triplet com­bo tri­al in pan­cre­at­ic can­cer looks “promis­ing,” it didn’t seem that much dif­fer­ent from chemother­a­py alone — trig­ger­ing a de­ci­sion to wait for “more ma­ture” pro­gres­sion-free sur­vival and over­all sur­vival da­ta be­fore mak­ing a call.

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