Arcutis Rallies on Foamed Launch, Gross‑to‑Net Lift and Strong 2026 Guidance

Arcutis Biotherapeutics, Inc. (NASDAQ: ARQT) turned heads in its third‑quarter 2025 earnings, posting net product revenue of $99.2 million for its ZORYVE® franchise — up 122 % year‑over‑year and 22 % sequentially. The company also reported a net income of $7.4 million (EPS $0.06), reversing a $41.5 million loss from Q3 2024. Growth drivers included the launch of ZORYVE foam 0.3 % for plaque psoriasis and improved gross‑to‑net (GTN) pricing, which boosted margin performance. Importantly, Arcutis set full‑year 2026 net product revenue guidance at $455 – $470 million, signalling confidence in sustained commercial momentum and market expansion. With stronger fundamentals and a clear path ahead, investors appear enthusiastic about the company’s dermatology platform and expanding label opportunities. #Arcutis #ZORYVE #DermatologyGrowth #BiotechEarnings #SlimScan #GrowthStocks #CANSLIM