Arcutis Biotherapeutics (ARQT) H.C. Wainwright 27th Annual Global Investment Conference summary

Commercial performance and product launches

• Net sales grew 28% in Q2 versus Q1, with 14% quarter-over-quarter growth in Q3 despite seasonality.

• Launch of 0.3% foam for scalp and body psoriasis in June contributed to volume growth.

• Physicians are prescribing both cream and foam presentations, offering flexibility for different patient needs.

• Q4 is expected to be a strong quarter due to seasonal factors and deductible resets.

• PDUFA decision for 0.05% cream in children (ages 2-5) anticipated in August, expected to drive further momentum.

Market strategy and prescriber engagement

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

• Promotional efforts and broad commercial access (80%+ coverage) have facilitated physician adoption.

• Multiple indications increase prescribing rates exponentially as physicians adopt more uses.

• Shift from topical corticosteroids to non-steroidal options is a central strategy, with 40% share in the non-steroidal topical market.

• Recent medical conferences have highlighted the risks of steroids, supporting the shift to non-steroidal treatments.

Pediatric and lifecycle management initiatives

• 0.05% cream for atopic dermatitis in children (2-5 years) targets a 2 million patient population.

• Breadth and depth of coverage for pediatricians and dermatologists established through partnerships.

• Infant study (3-24 months) is enrolling, with data expected in 2026.

• Lifecycle management includes phase 2 studies in hidradenitis suppurativa (HS) and vitiligo, with proof-of-concept studies guiding future registrational decisions.

• Uniform pricing strategy maintained across indications, even for rare diseases.