Arcutis Biotherapeutics (ARQT) investor relations material

Sales performance and product launches

• Net sales grew 28% in Q2 versus Q1, with continued growth in Q3 despite expected seasonality due to weather and vacations.

• Launch of 0.3% foam for scalp and body psoriasis in July contributed to volume growth, with both cream and foam options now available for patients.

• Physicians are prescribing both cream and foam presentations, especially for patients with hair involvement or hard-to-treat areas.

• Q4 is typically the strongest quarter due to increased doctor visits and deductible exhaustion.

Market expansion and prescriber engagement

• Focus is on deepening engagement with dermatologists rather than expanding the prescriber base.

• Breadth and depth of coverage are supported by 80%+ commercial access across three indications.

• Prescribers writing for multiple indications see exponential growth in script volume.

• Marketing efforts emphasize ZORYVE as a foundational therapy for all dermatoses, with steroids reserved for severe flares.

Pediatric and new indication opportunities

• Awaiting PDUFA decision for 0.05% cream for atopic dermatitis in children aged 2–5, expected to fuel Q4 momentum.

• The new indication will provide full age coverage for atopic dermatitis, with an infant study ongoing for ages 3–24 months.

• Opportunity is significant, with 2 million patients in the 2–5 age group; parents are seeking non-steroidal options.

• Launch trajectory for 0.05% cream expected to mirror that of the 0.15% cream, not the rapid uptake seen with the foam.