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Arcutis Biotherapeutics (ARQT) investor relations material
Arcutis Biotherapeutics Q3 & Investor Day 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 & Investor Day 2025 earnings summary28 Oct, 2025
Executive summary
Q3 2025 net product revenue reached $99.2M, up 122% year-over-year and 22% sequentially, driven by strong ZORYVE adoption and new launches across all approved indications.
Achieved net income of $7.4M in Q3 2025, reversing a net loss of $41.5M in Q3 2024, reflecting operational leverage and disciplined expense management.
ZORYVE's market share in branded topical prescriptions nears 50%, with significant growth in non-steroidal topicals and ongoing conversion from corticosteroids.
Product portfolio expanded with FDA and Health Canada approvals for ZORYVE cream and foam in new indications and age groups, supporting commercial launches in the US and Canada.
Strategic focus on expanding ZORYVE's indications, entering primary care and pediatrics, and advancing pipeline assets like ARQ-234.
Financial highlights
Q3 2025 product revenues were $99.2M, up 122% year-over-year and 22% sequentially.
Net income was $7.4M ($0.06 per share), compared to a net loss of $41.5M ($0.33 per share) in Q3 2024.
Cost of sales rose to $8.7M, reflecting higher ZORYVE volumes and royalty expenses.
SG&A expenses were $62.4M, up year-over-year but down 10% sequentially due to timing of marketing spend.
Cash, cash equivalents, and marketable securities totaled $191.4M as of September 30, 2025.
Outlook and guidance
2026 net product revenue guidance is $455M–$470M, with continued strong sales growth anticipated.
Cash flow breakeven expected in Q4 2025, accelerated from prior 2026 guidance.
Management targets peak ZORYVE sales of $2.6–$3.5B annually across current and future indications.
Ongoing investment in ZORYVE expansion and pipeline development to be funded by core business cash flows.
Existing capital resources projected to be sufficient for at least 12 months; additional funding may be sought if needed.
ZORYVE topical corticosteroid market conversion rate?
External innovation strategy for pipeline growth?
What drove favorable ZORYVE GTN rates?
How will earlier cash flow breakeven impact strategy?
Key actions to reach 15-20% ZORYVE market share?
ARQ-234 differentiation and AD market opportunity
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Next Arcutis Biotherapeutics earnings date
Guggenheim Securities 2nd Annual Healthcare Innovation Conference11 Nov, 2025
Next Arcutis Biotherapeutics earnings date
Guggenheim Securities 2nd Annual Healthcare Innovation Conference11 Nov, 2025
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Frequently asked questions
Arcutis Biotherapeutics Inc. is a biopharmaceutical company focused on developing treatments for immune-mediated dermatological conditions. The company aims to address unmet needs in the dermatology field by creating therapies that offer improved safety and efficacy profiles for patients. Arcutis Biotherapeutics develops topical treatments for a range of skin conditions, leveraging its expertise in immunology and drug delivery to target diseases affecting the skin, hair, and nails. Its pipeline includes therapies designed to manage chronic inflammatory skin diseases. The company is headquartered in Westlake Village, California, and its shares are listed on the NASDAQ.
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