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Arcus and Summit launch trial combining casdatifan and ivonescimab in ccRCC
The collaboration is expected to generate initial results by mid-2027 and tests the combination in first-line metastatic clear cell renal cell carcinoma.
Arcus Biosciences and Summit Therapeutics have started a clinical trial collaboration pairing Arcus's casdatifan, an investigational HIF-2α inhibitor, with Summit's ivonescimab, an investigational PD-1/VEGF bispecific antibody, for clear cell renal cell carcinoma. The study will evaluate safety and efficacy, including in first-line metastatic disease. According to the companies, Arcus will sponsor and run the new cohort within its ARC-20 platform while Summit supplies ivonescimab. Under the agreement, both firms will share costs and retain commercial rights, and initial data is expected by mid-2027. Arcus Chief Executive Terry Rosen said the goal is to develop a well-tolerated, TKI-sparing regimen that could help prolong survival and serve as a first-line backbone therapy. The partnership is part of Arcus's broader casdatifan strategy, and on July 22 the company also signed a clinical supply pact with AVEO Oncology. In their most recent reported quarter, Arcus posted Q2 2026 revenue of $41 million, down from $160 million in Q2 2025, and a net loss of $91 million. The company ended the quarter with $775 million in cash, cash equivalents, and marketable securities, supporting a cash runway into at least the second half of 2028, while Summit reported no product revenue and a GAAP net loss of $215.7 million, with $690.7 million in cash and short-term investments supported by $230.8 million raised via its ATM equity facility.