NASDAQ$ARQT

Arcutis Biotherapeutics Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Arcutis reported financial results for the first quarter of 2022 and provided a business update.

Arcutis Biotherapeutics reported a net loss of $64.3 million for the quarter ended March 31, 2022. The company's cash, cash equivalents, and marketable securities totaled approximately $345 million. They are increasing commercial preparations for roflumilast cream and completed enrollment for roflumilast foam trials.

  • Increased commercial preparations for roflumilast cream in advance of the PDUFA action date of July 29, 2022.
  • Completed enrollment of Phase 3 trials of roflumilast foam in seborrheic dermatitis and scalp and body psoriasis.
  • Enrolling pivotal Phase 3 trials of roflumilast cream in atopic dermatitis.
  • Strong financial position with approximately $345 million in cash, cash equivalents, and marketable securities, providing cash runway into 2024.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$1.27

Previous: -$0.76-67.1%
Capital Expenditures

-$124K

Previous: -$554K+77.6%
Free Cash Flow

-$64.4M

Previous: -$36.6M-76.1%
Net Income

-$64.3M

Previous: -$36M-78.5%
Operating Income

-$62.6M

Previous: -$36.1M-73.6%
Gross Profit

$0.00

Previous: $0.00
Cash & Equivalents

$69.8M

Previous: $289M-75.8%
Total Assets

$364M

Previous: $471M-22.8%
Stock-Based Comp

$6.53M

Previous: $8.5M-23.2%

Revenue & EPS history

Arcutis · Revenue · Quarterly

$0

Q1 2022
Beat estimate in 4 of 5 quarters(80%)
ActualEstimate

Forward guidance

Arcutis anticipates three Phase 3 topical roflumilast clinical readouts and a potential launch in plaque psoriasis for the balance of 2022.

Tailwinds

  • Potential treatment for plaque psoriasis and atopic dermatitis with Roflumilast cream.
  • Alternative foam formulation of topical roflumilast for hair-bearing areas.
  • Potential treatment for seborrheic dermatitis and scalp and body psoriasis with Roflumilast foam.
  • Topical small molecule inhibitor of Janus kinase type 1 (JAK1) being developed for chronic hand eczema, vitiligo, and other inflammatory dermatoses.
  • Reformulation efforts to develop an enhanced formulation of ARQ-252.

Headwinds

  • Risks inherent in the clinical development process and regulatory approval process.
  • The timing of regulatory filings.
  • The timing and expenses of commercialization efforts.
  • Ability to defend intellectual property.
  • Statements involve substantial known and unknown risks, uncertainties and other factors that may cause our actual results, levels of activity, performance, or achievements to be materially different from the information expressed or implied by these forward-looking statements and you should not place undue reliance on our forward-looking statements.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+1.8%

Avg return

Earnings day

+1.1%

Avg return

5 days after

-0.5%

Avg return

30 days after

64%

16 / 25 earnings

Positive

+27.2%

Q3 2025

Best reaction

-15.6%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.2%-9.3%-9.4%
Q4 2025+5.7%-12.6%-21.4%
Q3 2025+27.2%+28.9%+57.6%
Q1 2025-4.6%+0.5%+0.3%
Q4 2024+8.4%+5.2%+28.9%
Q3 2024+11.8%+16.6%+33.3%
Q2 2024-14.6%-13.1%+7.1%
Q1 2024+15.6%+15.1%+16.9%
Q4 2023+7.4%+21.5%+2.3%
Q3 2023+5.4%-0.9%-10.4%
Q2 2023-2.0%-6.5%-21.0%
Q1 2023-15.6%-29.3%-29.8%
Q4 2022+4.4%-2.7%-31.8%
Q3 2022+0.6%+3.1%-8.4%
Q2 2022+13.2%+11.8%+8.6%
Q1 2022-11.8%-14.1%-3.5%
Q4 2021+1.1%+12.6%+10.7%
Q3 2021-7.5%-6.9%-35.6%
Q2 2021+3.1%+5.2%+4.1%
Q1 2021-3.4%-1.8%-23.1%
Q4 2020-0.1%+3.6%-10.5%
Q3 2020-3.8%+8.9%+37.1%
Q2 2020+1.7%+1.8%-6.5%
Q1 2020+0.0%-4.6%-4.6%
Q4 2019+0.0%-4.6%-4.6%
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro