Arcutis Biotherapeutics Inc
NASDAQ:ARQT
Arcutis Biotherapeutics Inc
Arcutis Biotherapeutics Inc. emerged on the biopharmaceutical scene with a focused mission: to redefine how common yet undertreated dermatological conditions are managed. Founded in California, this innovative company is dedicated to advancing treatments for wide-ranging skin diseases, including psoriasis, atopic dermatitis, and seborrheic dermatitis. Arcutis sets itself apart by concentrating on developing topical treatments, appreciating both the nuanced challenges of dermatological conditions and the substantial unmet needs in this field. The company's research and development efforts pivot around creating therapies that deliver both efficacy and safety, making them suitable for chronic use without the concerning side effects that often accompany existing treatments.
Arcutis generates its revenue primarily through the successful development and subsequent commercialization of its product pipeline. By harnessing cutting-edge scientific platforms and fostering strategic collaborations, the company aims to accelerate the transition of its promising candidates from the lab to the marketplace. Revenue streams are expected to be bolstered through product sales and potentially through partnerships or licensing arrangements with larger pharmaceutical players. By addressing specific pain points within dermatology, particularly in the realm of topical applications, Arcutis is strategically positioning itself to capture significant market share in a landscape where effective solutions are in high demand yet remain limited.
Arcutis Biotherapeutics Inc. emerged on the biopharmaceutical scene with a focused mission: to redefine how common yet undertreated dermatological conditions are managed. Founded in California, this innovative company is dedicated to advancing treatments for wide-ranging skin diseases, including psoriasis, atopic dermatitis, and seborrheic dermatitis. Arcutis sets itself apart by concentrating on developing topical treatments, appreciating both the nuanced challenges of dermatological conditions and the substantial unmet needs in this field. The company's research and development efforts pivot around creating therapies that deliver both efficacy and safety, making them suitable for chronic use without the concerning side effects that often accompany existing treatments.
Arcutis generates its revenue primarily through the successful development and subsequent commercialization of its product pipeline. By harnessing cutting-edge scientific platforms and fostering strategic collaborations, the company aims to accelerate the transition of its promising candidates from the lab to the marketplace. Revenue streams are expected to be bolstered through product sales and potentially through partnerships or licensing arrangements with larger pharmaceutical players. By addressing specific pain points within dermatology, particularly in the realm of topical applications, Arcutis is strategically positioning itself to capture significant market share in a landscape where effective solutions are in high demand yet remain limited.
Revenue Growth: Arcutis reported explosive growth for ZORYVE in 2025, with net product revenues reaching $372 million, up 123% year-over-year.
Strong Q4: Fourth quarter net product revenue hit $127.5 million, increasing 84% year-over-year and 29% sequentially, driven mainly by higher prescription volume.
Guidance Raised: 2026 full year net product revenue guidance was raised to $480–495 million, reflecting strong momentum and confidence in continued growth.
Market Leadership: ZORYVE now holds approximately 45% of branded nonsteroidal topical prescription volume and is the #1 branded nonsteroidal topical treatment.
Expanded Indications: Multiple new FDA approvals for ZORYVE in 2025, including expanded use in scalp psoriasis and young children with atopic dermatitis.
Pipeline Progress: Positive Phase II data in infants with atopic dermatitis and ongoing label expansion efforts for pediatric psoriasis and other skin conditions.
Sales Force Expansion: Dermatology sales force expanded by 20% and new team launched for primary care and pediatricians to drive further growth.
Profitability Milestone: Achieved positive quarterly cash flow in Q4, with commitment to maintain positive cash flow throughout 2026.
