Overview

* Arcutis Q3 2025 net product revenue for ZORYVE rises 122% yr/yr to $99.2 mln

* Company reports Q3 net income of $7.4 mln, reversing a loss from last year

* ZORYVE cream receives FDA approval for atopic dermatitis in children ages 2 to 5

Outlook

* Company provides initial 2026 full-year net product sales guidance of $455-$470 mln

* Arcutis aims for potential peak ZORYVE sales of $2.6-$3.5 bln per annum

Result Drivers

* DEMAND AND LAUNCH - Sequential growth driven by increased demand and launch of ZORYVE foam 0.3% for plaque psoriasis

* FDA APPROVAL - FDA approval of ZORYVE cream 0.05% for atopic dermatitis in children expected to boost sales

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 $99.21

Product mln

Revenue

Q3 EPS $0.06

Q3 Net $7.41

Income mln

Q3 $90.69

Operatin mln

g

Expenses

Q3 $8.52

Operatin mln

g Income

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the pharmaceuticals peer group is "buy"

* Wall Street's median 12-month price target for Arcutis Biotherapeutics Inc ( ARQT ) is $22.50, about 12.7% above its October 27 closing price of $19.64

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)