Arcutis Biotherapeutics Inc (ARQT)

The past six months have seen several events impacting Arcutis Biotherapeutics' stock price. The FDA approved Arcutis' ZORYVE (roflumilast) cream 0.05% for pediatric atopic dermatitis, leading to a stock rise. Arcutis presented new quality of life and long-term data for ZORYVE cream in atopic dermatitis at the 2025 Fall Clinical Dermatology Conference. The company reported Q2 2025 net product revenue of $81.5 million, a 164% increase year-over-year, and a narrowed net loss. Arcutis announced it would report Q3 2025 financial results and host a virtual Investor Day on October 28, 2025, reporting $99.2 million in Q3 2025 net product sales, up 122% year-over-year, and a net income of $7.4 million. There has been significant insider selling activity, with approximately 154,386 shares sold worth about $2.64 million. The share price as of October 24, 2025, was $20.11, representing a 130.88% increase from October 28, 2024, and hit a 52-week high of $21.84 on October 16, 2025.

Arcutis Biotherapeutics' management has indicated that typical seasonality may impact Q3 growth trajectory for their ZORYVE portfolio, suggesting seasonal fluctuations in the demand for their products.

Arcutis Biotherapeutics, Inc. is a commercial-stage biopharmaceutical company focused on developing and commercializing treatments for dermatological diseases with high unmet medical needs. The company operates in the Healthcare sector, specifically in the Biotechnology and Pharmaceutical Preparations industry, leveraging advances in immunology and inflammation to develop differentiated therapies. Its major products and pipeline candidates include ZORYVE (roflumilast) cream for plaque psoriasis and atopic dermatitis, ZORYVE (roflumilast) foam (ARQ-154) for scalp and body psoriasis and seborrheic dermatitis, ARQ-255 for alopecia areata, ARQ-252 for chronic hand eczema and vitiligo, and ARQ-234 for atopic dermatitis.

Arcutis Biotherapeutics, Inc. is headquartered in Westlake Village, California, United States, and has employees across North America and Europe.

Arcutis Biotherapeutics' brand reputation has been positively impacted by the FDA approval of ZORYVE cream for pediatric atopic dermatitis and the presentation of positive clinical trial data for ZORYVE cream in atopic dermatitis. The company's focus on innovation in immuno-dermatology and its growing portfolio of targeted topical treatments contribute to a strong reputation within the medical community. No significant negative events or controversies impacting Arcutis Biotherapeutics' reputation in the past year were found.

Arcutis Biotherapeutics, Inc. has a mixed ownership structure, including institutional, retail, and individual investors. Institutional investors own approximately 19.18% to 31.59% of the company's stock, with major holders including Suvretta Capital Management, Llc, Jennison Associates Llc, and Rubric Capital Management LP. Insiders own approximately 9.82% of the stock, with Patrick Heron owning the most shares among individuals.