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/Miss
Actual
Consensus Estimate
Q3 Product Revenue
$99.21 mln
Q3 EPS
$0.06
Q3 Net Income
$7.41 mln
Q3 Operating Expenses
$90.69 mln
Q3 Operating Income
$8.52 mln
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 is $22.50, about 12.7% above its October 27 closing price of $19.64
Press Release: ID:nGNX71n4sS
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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.)