Arcutis Biotherapeutics Q3 product revenue rises 45% on ZORYVE demand
ARQT•Arcutis Biotherapeutics said third-quarter product revenue rose 45% year over year on demand for ZORYVE, while net income increased to $8.8 million from $7.4 million. It raised 2026 net product sales guidance to $535 million-$545 million.
1. Revenue and income
Arcutis Biotherapeutics’ third-quarter product revenue rose 45% year over year, driven by increased demand for ZORYVE products. Net income increased to $8.8 million from $7.4 million a year earlier. The company cited modest improvements in gross-to-net deductions as an additional contributor to higher product revenue.
2. Raised guidance
Arcutis raised its 2026 full-year net product sales guidance to $535 million-$545 million. The company expects potential FDA approval of ZORYVE cream 0.05% for infants in the first quarter of 2027, and plans to disclose results from its Phase 2 ZORYVE foam vitiligo trial and a decision on advancement by the end of 2026.
3. Commercial investment
Increased marketing, including the Skin to Believe In campaign, and sales force expansion supported product growth.
