NASDAQ$ARQT

Arcutis Biotherapeutics Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Arcutis reported second quarter 2022 financial results and provided a business update.

Arcutis Biotherapeutics reported a net loss of $67.4 million for the quarter ended June 30, 2022. The company received FDA approval for ZORYVE and completed enrollment in INTEGUMENT-1.

  • Received FDA approval for ZORYVE for plaque psoriasis treatment.
  • Announced positive topline results from Phase 3 trial of roflumilast foam in seborrheic dermatitis.
  • Completed enrollment in INTEGUMENT-1, a pivotal Phase 3 trial for atopic dermatitis.
  • Strengthened balance sheet with over $285 million from recent financings.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$1.31

Previous: -$0.84-56.0%
Capital Expenditures

-$204K

Previous: -$597K+65.8%
Free Cash Flow

-$67.6M

Previous: -$42.6M-58.7%
Net Income

-$67.4M

Previous: -$42M-60.5%
Operating Income

-$65.8M

Previous: -$42.1M-56.4%
Gross Profit

$0.00

Previous: $0.00
Cash & Equivalents

$61.5M

Previous: $89.1M-31.0%
Total Assets

$300M

Previous: $433M-30.6%
Stock-Based Comp

$8.1M

Previous: $4.34M+86.5%

Revenue & EPS history

Arcutis · Revenue · Quarterly

$0

Q2 2022
Beat estimate in 13 of 14 quarters(93%)
ActualEstimate

Forward guidance

Arcutis anticipates topline clinical data readouts in atopic dermatitis and scalp and body psoriasis later this year, as well as the NDA submission for seborrheic dermatitis early in 2023. The company believes its current cash, cash equivalents, and marketable securities, including the net proceeds from its recent debt financing, will be sufficient to fund its operations into 2024.

Tailwinds

  • Potential for topical drugs in development to address large markets with significant unmet need
  • Expectations with regard to the timing of clinical trial results and regulatory events anticipated during 2022
  • Anticipated successful commercial launch of ZORYVE in plaque psoriasis
  • Cash, cash equivalents, and marketable securities will be sufficient to fund its operations into 2024
  • Advancing the Company’s pipeline development initiatives

Headwinds

  • Risks inherent in the clinical development process
  • Risks inherent in the regulatory approval process
  • Uncertainties regarding the timing of regulatory filings
  • Uncertainties regarding the timing, expenses and success of commercialization efforts
  • Risk of inability to defend intellectual property

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 2022

Historical avgQ2 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

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