NASDAQ$ARQT

Arcutis Biotherapeutics Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Arcutis reported financial results for the second quarter of 2021 and provided a business update.

Arcutis Biotherapeutics reported a net loss of $42.0 million for the quarter ended June 30, 2021. The company's cash, cash equivalents, and marketable securities totaled $410.9 million as of June 30, 2021, which is expected to fund operations well into 2023. The company is on track to submit NDA and initiated Phase 3 trials.

  • Anticipates submission of an NDA for topical roflumilast cream as a potential treatment for plaque psoriasis late in the third quarter or early in the fourth quarter of 2021.
  • Initiated single pivotal Phase 3 trial of topical roflumilast foam in seborrheic dermatitis.
  • Anticipates initiation of single pivotal Phase 3 trial of topical roflumilast foam in scalp psoriasis in Q3 2021.
  • Enrolling pivotal Phase 3 trials of topical roflumilast cream in atopic dermatitis.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.84

Previous: -$0.94+10.6%
Capital Expenditures

-$597K

Previous: -$58K-929.3%
Free Cash Flow

-$42.6M

Previous: -$35.5M-20.1%
Net Income

-$42M

Previous: -$35.4M-18.6%
Operating Income

-$42.1M

Previous: -$35.6M-18.1%
Gross Profit

$0.00

Previous: $0.00
Cash & Equivalents

$89.1M

Previous: $172M-48.0%
Total Assets

$433M

Previous: $232M+86.6%
Stock-Based Comp

$4.34M

Previous: $2.05M+111.8%

Revenue & EPS history

Arcutis · Revenue · Quarterly

$0

Q2 2021
Beat estimate in 4 of 5 quarters(80%)
ActualEstimate

Forward guidance

Arcutis believes that its current cash, cash equivalents, and marketable securities will be sufficient to fund its operations well into 2023. Anticipates multiple top-line readouts in 2022.

Tailwinds

  • NDA submission for plaque psoriasis on track.
  • Initiation of Phase 3 program of topical roflumilast.
  • Multiple top-line readouts in 2022 expected.
  • Strong financial position allows building key capabilities.
  • Positions well for an exciting next 18 months.

Headwinds

  • Phase 2 study of ARQ-252 in chronic hand eczema did not meet its primary endpoint.
  • Analyses of the study pointed toward inadequate local drug delivery to the skin as a key driver of the lack of efficacy.
  • Company announced the termination of the Phase 2a clinical trial evaluating ARQ-252 as a potential treatment for vitiligo, based on the aforementioned analyses of the Phase 2 chronic hand eczema study.
  • Reformulation efforts are continuing.
  • Risks inherent in the clinical development process and regulatory approval process.

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 Q2 2021

Historical avgQ2 2021

+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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