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Jun 30
Arcutis Q2 2025 Earnings Report
Arcutis' financial results for the second quarter of 2025 were reported, highlighting strong ZORYVE product revenue growth and advancements in their pipeline.
Key Takeaways
Arcutis Biotherapeutics reported strong financial results for Q2 2025, driven by significant growth in ZORYVE net product revenue, which increased by 164% year-over-year to $81.5 million. The company also achieved FDA approval for ZORYVE foam 0.3% for scalp and body psoriasis and advanced its pipeline with new study initiations and IND submissions.
Net product revenue for ZORYVE reached $81.5 million in Q2 2025, marking a 164% increase from Q2 2024 and a 28% increase from Q1 2025.
ZORYVE foam 0.3% received FDA approval for plaque psoriasis of the scalp and body in adults and adolescents 12 years and older.
The company initiated the INTEGUMENT-INFANT study for ZORYVE cream 0.05% in infants with atopic dermatitis and submitted an IND for ARQ-234.
Net loss significantly decreased to $15.9 million, or $0.13 per basic and diluted share, compared to $52.3 million, or $0.42 per share, in Q2 2024.
Arcutis
Arcutis
Arcutis Revenue by Segment
Revenue by Segment
ZORYVE cream 0.3% Revenue
CapyFin.comZORYVE cream 0.15% Revenue
CapyFin.comZORYVE topical foam 0.3% Revenue
CapyFin.com Forward Guidance
Arcutis is focused on expanding ZORYVE's approved uses to younger patients and advancing its pipeline, including potential Q4 approval for ZORYVE cream 0.05% in children and continued development of ARQ-234.
Positive Outlook
- Potential Q4 approval of ZORYVE cream 0.05% for 2 to 5 year olds with atopic dermatitis.
- Initiation of an infant atopic dermatitis study for ZORYVE cream 0.05%.
- Continued advancement of ARQ-234 as a potential biologic treatment for atopic dermatitis.
- Investigation into further indication expansion opportunities for ZORYVE with two new Phase 2 studies.
- Strong demand growth for ZORYVE portfolio expected to continue.
Challenges Ahead
- Halted further development of ARQ-255 program due to not meeting efficacy thresholds.
- No specific negative financial guidance provided.
- Reliance on regulatory approvals for pipeline expansion.
- Competition in the immuno-dermatology market.
- Uncertainty of future commercial sales and related items impacting net sales.