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Arcutis Biotherapeutics
Arcutis Biotherapeutics (ARQT) investor relations material
Arcutis Biotherapeutics Guggenheim Securities Emerging Outlook: Biotech Summit 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Guggenheim Securities Emerging Outlook: Biotech Summit 2026 summary11 Feb, 2026
Commercial strategy and growth outlook
Focus on expanding ZORYVE across psoriasis, atopic dermatitis, and seborrheic dermatitis, with commercial investments and marketing to drive growth.
Label expansions targeted for nail psoriasis, scarring alopecia, vitiligo, and hidradenitis suppurativa, with collaborative research underway.
Achieved cash flow break-even in Q4 and expect to remain sustainably so through 2026.
Peak sales forecast of $2.6B–$3.5B, assuming 15–20% market share, with $300M–$500M from new indications.
Expansion of sales force to 160+ reps and creation of a targeted PCP/pediatric team to deepen market penetration.
Shifts in dermatology practice and guidelines
Growing movement among dermatologists to reduce reliance on topical corticosteroids due to systemic effects from long-term use.
New non-steroidal options like ZORYVE are enabling lifetime management of inflammatory skin diseases without steroids.
Guidelines, especially for atopic dermatitis in young children, are evolving to reflect these changes.
Strong push for chronic therapy options that parents can use daily without steroid-related concerns.
Pediatric and new indication opportunities
ZORYVE approved for atopic dermatitis down to age 2, with strong efficacy and safety data in 3–24 month-olds.
Nearly 1 million pediatric patients in the 3–24 month range represent a significant growth segment.
Studies initiated for vitiligo and hidradenitis suppurativa, with go/no-go decisions expected in Q4 (vitiligo) and Q1 next year (HS).
Incremental $300M–$500M in peak sales from these new indications is risk-adjusted.
ZORYVE: path to 15-20% market share
ARQ-234: how does it differentiate in AD?
What drives BD beyond dermatology?
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Next Arcutis Biotherapeutics earnings date
Q4 202525 Feb, 2026
Arcutis Biotherapeutics
Next Arcutis Biotherapeutics earnings date
Q4 202525 Feb, 2026
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Frequently asked questions
Arcutis Biotherapeutics Inc. is a biopharmaceutical company focused on developing treatments for immune-mediated dermatological conditions. The company aims to address unmet needs in the dermatology field by creating therapies that offer improved safety and efficacy profiles for patients. Arcutis Biotherapeutics develops topical treatments for a range of skin conditions, leveraging its expertise in immunology and drug delivery to target diseases affecting the skin, hair, and nails. Its pipeline includes therapies designed to manage chronic inflammatory skin diseases. The company is headquartered in Westlake Village, California, and its shares are listed on the NASDAQ.
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