Pharma BD Deal Intelligence

Gilead Sciences Inc. / Arcus Biosciences, Inc.

2020 · Co-Development · $5.0B · Complete

WRONG BY 47 POINTS
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The coverage arc

May 27, 2020 BioPharma Dive Bullish

Gilead Sciences is paying $375 million in cash and $200 million in equity for a 10-year option-based partnership with Arcus Biosciences covering the company's…

May 27, 2020 STAT News Bullish

Gilead Sciences will pay up to $5 billion to access a portfolio of next-generation cancer drugs from Arcus Biosciences, including a closely-watched anti-TIGIT…

Dec 08, 2023 Fierce Biotech Neutral

Gilead and Arcus continue to differentiate their domvanalimab anti-TIGIT program from Roche's failed tiragolumab and Merck's mixed vibostolimab readouts,…

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Gilead Sciences and Arcus Biosciences entered a 10-year collaboration to develop and commercialize next-generation immuno-oncology therapies. Gilead paid $375M upfront and made a $200M equity investment, with up to $4.475B in option exercise fees and milestone payments. The deal covers Arcus's pipeline of anti-TIGIT (domvanalimab), anti-PD-1, anti-CD73, and other IO assets. This was a partnership with an equity stake (later ~33%), not an acquisition. The anti-TIGIT thesis subsequently collapsed: the Phase 3 STAR-221 (upper GI) study was discontinued for futility in December 2025 and STAR-121 (1L NSCLC) was discontinued for futility in April 2026. On April 20, 2026 Gilead declined the option-continuation payment, ending its option period on July 14, 2026 and forgoing options to Arcus's CCR6/CD89/CD40L programs while retaining existing options on AB801, AB598, AB102 and a TNF inhibitor. Arcus has refocused on its wholly-owned HIF-2a inhibitor casdatifan (Phase 3 PEAK-1 in ccRCC).

Key facts

Related deals — scored

DealYearValueOutcome
Gilead Sciences Inc. / Arcus Biosciences, Inc. (this deal)2020$5.0B46
Gilead Sciences Inc. / Pharmasset Inc.2011$11.2B98
Gilead Sciences Inc. / Triangle Pharmaceuticals Inc.2002$464M96
Gilead Sciences Inc. / CymaBay Therapeutics2024$4.4B76
Gilead Sciences Inc. / Nurix Therapeutics Inc.2019$2.3B69
Gilead Sciences Inc. / Immunomedics Inc.2020$21.0B68
Gilead Sciences Inc. / Kite Pharma, Inc.2017$11.9B67

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