Arcutis Biotherapeutics Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
8analysts covering
FY Revenue (est.)
$536.9Mnext fiscal year
FY EPS (est.)
$0.41next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 5 Nov 2026 |
Monitoring Framework
Key Performance Indicators
ZORYVE Net Product Revenue Quarterly105.4MTarget: 480000000 to 495000000
ZORYVE Foam 0.3% Net Product Revenue Quarterly49.6M
ZORYVE Cream 0.3% Net Product Revenue Quarterly32.7M
ZORYVE Cream 0.15% Net Product Revenue Quarterly21.7M
ZORYVE Cream 0.05% Net Product Revenue Quarterly1.4M
Net Cash Provided by Operating Activities Quarterly2.2MTarget: Maintain positive quarterly cash flow through 2026
Watch Items
- Gross-to-Net (GTN) Sales DeductionsTrigger: GTN rate moving outside the 50s rangeAction: Re-evaluate payer positioning, formulary coverage, and rebate structures to protect net margins.
- PCP and Pediatric Salesforce ExpansionTrigger: Slower-than-expected prescription inflection in late 2026Action: Optimize targeting, call frequency, and physician education programs for primary care and pediatric channels.
- FDA PDUFA Target Action Date for ZORYVE Cream 0.3% down to age 2Trigger: FDA decision on or around June 29, 2026Action: Prepare commercial launch materials and update salesforce targeting upon approval.
- Phase 2 Proof-of-Concept Readout for VitiligoTrigger: Data readout expected in Q4 2026Action: Analyze efficacy and safety data to determine progression to Phase 3 development.
- Phase 2 Proof-of-Concept Readout for Hidradenitis Suppurativa (HS)Trigger: Data readout expected in Q1 2027Action: Evaluate clinical signals to guide pipeline expansion decisions beyond approved indications.
Research as of 19 Jun 2026