Arcutis plans to augment its dermatology sales organization by adding 30 representatives, bringing the total to 160, and transition its primary care partnership in-house with a 30-person primary care and pediatrics team deployed by July 1. Management expects dermatology rep productivity to materialize in roughly three months, with primary care and pediatric efforts contributing later in the year through a scalable pilot covering a targeted provider subset.

The company reported $127.5 million in fourth-quarter net revenue, marking 29% quarter-over-quarter growth and contributing to $372 million in full-year 2025 revenue. Arcutis doubled prescription volumes in 2025, managed gross-to-net in the low 50% range with expectations of stability through 2026, and noted a winter storm impact on Q1 alongside robust payer coverage including one-step commercial and Medicare formulary access.

Arcutis expects FDA approval for ZORYVE in pediatric plaque psoriasis ages 2–5 by end of June and plans to file an NDA in Q2 for infant atopic dermatitis (ages 3–24 months). Ongoing Phase II studies in hidradenitis suppurativa and vitiligo are underway, with vitiligo readout due in Q4 and HS results in Q1 next year, while ARQ-234 is slated to enter the clinic this quarter.

The company holds 27 issued U.S. patents protecting ZORYVE through 2042 for its foam and 2037 for its cream, and remains poised to defend against ANDA challenges. Arcutis achieved cash-flow breakeven in the prior quarter, expects to maintain breakeven status while funding lifecycle management and ARQ-234 development, and added $26 million of cash during the period.