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Arcus and AVEO Launch ARC-20 Cohort for Casdatifan-Tivozanib in ccRCC

Jul 22, 2026, 4:42 PM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Positive collaboration expands Arcus’s clinical footprint and de-risks drug supply while extending the casdatifan program; historically, meaningful trial expansions can support multiple valuation inflections, though upside may be modest until 2026 trial milestones and data are realized.

AI summary

What happened, with direct paths to the underlying reporting

Arcus Biosciences announced a clinical-supply agreement with AVEO Oncology to evaluate casdatifan, Arcus’s HIF-2α inhibitor, in combination with tivozanib in ARC-20. Enrollment for the new randomized cohort in ccRCC patients previously treated with a HIF-2α inhibitor is expected to begin in Q4 2026. The collaboration broadens ARC-20 and supports Arcus's strategy to position casdatifan across multiple lines of therapy.

  • Arcus and AVEO announce ARC-20 cohort to test casdatifan with tivozanib. Enrollment starts in Q4 2026.
  • ARC-20 compares casdatifan + tivozanib versus tivozanib alone in advanced ccRCC with prior HIF-2α therapy.
  • AVEO will supply tivozanib; Arcus sponsors and retains development rights for its compounds.
  • HIF-2α inhibition is increasingly viewed as a kidney cancer standard of care across lines.
  • PEAK-1 Phase 3 enrollment targeted for completion by end-2026.

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