ARCUTIS BIOTHER. DL-,0001

Arcutis reported Q2 2026 net product revenue of $129.9 million (+59% y/y, +23% q/q) and net income of $15.0 million after a loss in the prior year. The company raised its full-year revenue guidance to $525–540 million, reported weekly ZORYVE prescriptions above 280,000, and received FDA label expansions for children as well as acceptance of an application for infants. The stock rose sharply after hours; Arcutis continues to experience high gross‑to‑net deductions and is investing proceeds into sales expansion and pipeline development. » More on de.investing.com

Arcutis has launched a virtual health platform that connects patients with eczema, seborrheic dermatitis and plaque psoriasis to independent, certified dermatologists. Patients complete a clinical history, doctors make diagnoses and set treatments; if ZORYVE is prescribed, prescriptions are coordinated via a national pharmacy hub or sent to the patient’s preferred pharmacy. The service aims to reduce access barriers such as long wait times and geographic limits and to complement in‑office care; Arcutis has a market capitalization of USD 3.35 billion and LTM revenue growth of 95% (USD 415.62 million). » More on de.investing.com

Arcutis reports Q1 2026 net product revenue of $105.4m (+65% YoY) and a loss of $0.09 per share, materially worse than the consensus of -$0.05. Higher R&D spending (+75% to $30.6m) and increased selling, general and marketing expenses drove the result, despite positive operating cash flow of $2.2m. The ZORYVE portfolio shows continued market uptake with stronger prescription trends, while Arcutis is investing in expanding its field force and DTC campaigns. The company holds $224.3m in cash and equivalents and expects revenue growth in Q2; a PDUFA date for the pediatric approval is set for June 29, 2026. » More on de.investing.com