Arcus Biosciences, Inc. — Form 10-Q

Arcus Biosciences amended and restated its Investor Rights Agreement with Gilead Sciences, effective August 5, 2026. The agreement governs Gilead's rights as a shareholder, including lock-up restrictions on share disposals, registration rights for resale, and market stand-off obligations during underwritten offerings. Key terms include a lock-up period ending on the third anniversary of the initial closing, volume and timing limitations on sales post-lock-up, and piggyback registration rights for five years after lock-up expiration. Specific dollar amounts and share counts are redacted ([***]) in the filing.