Arcutis Biotherapeutics (ARQT) Corporate presentation summary

Strategic growth initiatives

• Focus on expanding ZORYVE business through conversion from topical steroids, primary care and pediatric expansion, and new indications supported by data generation.

• Pipeline development includes ARQ-234 for atopic dermatitis and leveraging external innovation sources.

• Label expansion efforts target pediatric and infant populations, with multiple formulations and indications in development.

• Proof-of-concept studies in vitiligo and hidradenitis suppurativa guide further label expansion with efficient, low-capital trials.

• Commercial strategy includes targeted PCP/pediatric sales force, DTC campaigns, and AI-enabled patient access tools.

Market opportunity and sales performance

• Dermatology market for ZORYVE includes 30M diagnosed, 19M topically treated, and 8M dermatology specialty patients.

• Peak sales opportunity estimated at $2.6–3.5B, driven by share growth, label expansion, and new indications.

• ZORYVE prescription volume has grown 262% since Q1'24, with weekly TRx reaching ~23,000 by mid-2026.

• 2026 net product sales guidance is $525–540M, with positive cash flow and $239M cash balance at Q2'26.

• Net income for Q2 2026 was $15M, a significant turnaround from prior losses.

Product profile and clinical differentiation

• ZORYVE offers a pleiotropic mechanism of action, rapid symptom relief, and a safety profile suitable for chronic use.

• Increasing scrutiny of topical corticosteroids is driving adoption of non-steroidal alternatives like ZORYVE.

• ZORYVE is positioned to displace topical corticosteroids due to efficacy, safety, and broad applicability.

• Clinical data and case reports support efficacy in vitiligo and hidradenitis suppurativa, with ongoing studies.

• HCP adoption accelerates as ZORYVE expands across multiple indications, increasing prescription volume per provider.