NASDAQ$ARQT

Arcutis Biotherapeutics Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Arcutis reported first quarter 2023 financial results and provided a business update.

Arcutis Biotherapeutics reported net revenues of $2.8 million for ZORYVE in Q1 2023, with prescription growth nearly doubling quarter-over-quarter. The company's NDA for roflumilast foam was accepted by the FDA, and enrollment was completed in the INTEGUMENT-PED trial. Arcutis had approximately $333 million in cash, cash equivalents, and marketable securities.

  • Net revenues of $2.8 million for ZORYVE in Q1 2023, with unit demand growth nearly doubling quarter-over-quarter.
  • Commercial payer coverage for ZORYVE expanded to over 110 million commercial lives in the United States.
  • Health Canada approved ZORYVE for plaque psoriasis, with launch expected in the coming weeks.
  • FDA accepted NDA for roflumilast foam for seborrheic dermatitis, with a target action date of December 16, 2023.

Headline financials

Total Revenue

$2.78M

Previous: $0.00
EPS (adj)

-$1.31

Previous: -$1.27-3.1%
Capital Expenditures

-$82K

Previous: -$124K+33.9%
Free Cash Flow

-$80.2M

Previous: -$64.4M-24.4%
Net Income

-$80.1M

Previous: -$64.3M-24.5%
Operating Income

-$76.3M

Previous: -$62.6M-21.8%
Gross Profit

$0.00

Previous: $0.00
Cash & Equivalents

$81.4M

Previous: $69.8M+16.6%
Total Assets

$379M

Previous: $364M+4.2%
Stock-Based Comp

$9.48M

Previous: $6.53M+45.1%

Revenue & EPS history

Arcutis · Revenue · Quarterly

$2.78M

Q1 2023
Beat estimate in 13 of 14 quarters(93%)
ActualEstimate

Forward guidance

Arcutis anticipates submitting a supplemental New Drug Application (sNDA) to the FDA for ages 6 and above late in the third quarter or early in the fourth quarter of 2023. The Company anticipates potential FDA approval in the fourth quarter of 2023.

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 2023

Historical avgQ1 2023

+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

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