ARQT
Arcutis Biotherapeutics, Inc.28.53
-0.42-1.45%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Reaffirms access edge vs. rivals.
Q&A largely reaffirmed prepared remarks on ZORYVE's momentum and raised $480M-$495M 2026 guide, but highlighted management's confidence amid Incyte's Opzelura pricing cuts—no gross-to-net erosion expected, with stable 50s rate backed by 80% commercial access and new 1/3 Medicare Part D coverage as the sole branded nonsteroidal. Early uptake of pediatric AD cream in 2-5 year-olds showed robust prescriber willingness, fueling PCP/peds sales pilot targeting high-volume docs. Access strategy validated. They favor dev-stage M&A over commercial buys to avoid ZORYVE distraction. Watch H2 sales force lift and further Medicare wins.
Key Stats
Market Cap
3.49BP/E (TTM)
-Basic EPS (TTM)
-0.34Dividend Yield
0%Recent Filings
10-K
FY2025 results
Arcutis Biotherapeutics' 10-K for FY2025 ended December 31, 2025 lacks financial statements, quarterly breakdowns, or results data between the filing markers. No revenue, profitability, EPS, cash flow, debt, or segment metrics disclosed. Capital allocation and liquidity details absent. No annual guidance provided. Q4 momentum impossible to assess. Regulatory approval delays threaten commercialization timelines.
8-K
ZORYVE sales soar 84%
Arcutis reported Q4 2025 ZORYVE net product revenue of $127.5 million, up 84% year-over-year and 29% sequentially, driving full-year sales to $372.1 million—a 123% surge. Positive operating cash flow hit $26.2 million in Q4. ZORYVE expands to infants via Q2 2026 sNDA. Cash fuels growth. 2026 guidance jumps to $480–$495 million.
8-K
Chaudhuri retires; Munshi joins board
Arcutis Biotherapeutics saw founder Bhaskar Chaudhuri retire from the board on December 3, 2025, without disagreement, transitioning to consultant through June 30, 2027, at $1,000/hour with continued equity vesting. Board swiftly appointed Amit Munshi, biotech veteran with Arena turnaround and Pfizer sale, as Class II director and Compensation Committee chair on December 4, granting him options for 16,502 shares plus ~$300,000 prorated equity. Smooth handoff bolsters governance.
10-Q
Q3 FY2025 results
Arcutis Biotherapeutics' 10-Q for Q3 ended September 30, 2025 lacks financial statements, so topline revenue, profitability, margins, EPS, cash flows, and debt remain undisclosed. No y/y or q/q deltas, segments, or non-GAAP metrics defined and reconciled in the provided filing. Balance sheet and cash positions not detailed here. No M&A, impairments, or capital events mentioned. Liquidity posture unclear. Competition pressures product adoption, per Risk Factors.
8-K
ZORYVE revenue surges 122%
Arcutis reported Q3 2025 ZORYVE net product revenue of $99.2 million, up 122% year-over-year and 22% sequentially, fueled by demand and foam launch. FDA approved ZORYVE cream for atopic dermatitis in kids 2-5 years old; launch ends October. ZORYVE drives profitability. Guides 2026 revenue to $455–$470 million.
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