NASDAQ$ARQT

Arcutis Biotherapeutics Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Arcutis reported strong Q4 2023 financial results driven by ZORYVE® cream revenue growth and FDA approval of ZORYVE® foam.

Arcutis Biotherapeutics, Inc. reported a significant increase in total revenues for Q4 2023, driven by strong demand for ZORYVE® cream. The company also achieved FDA approval for ZORYVE® foam and anticipates a transformational year in 2024 with potential approval for roflumilast cream for atopic dermatitis.

  • Q4 net product revenues for ZORYVE® cream increased by 357% compared to Q4 2022, reaching $13.5 million.
  • Arcutis received FDA approval for ZORYVE® topical foam for seborrheic dermatitis in December 2023.
  • The FDA has set a PDUFA action date of July 7, 2024, for roflumilast cream for atopic dermatitis.
  • Arcutis' strong financial position supports investment in plaque psoriasis and seborrheic dermatitis launches and continued pipeline development.

Headline financials

Total Revenue

$13.5M

Previous: $2.96M+356.8%
EPS (adj)

-$0.72

Previous: -$1.18+39.0%
Capital Expenditures

$6K

Previous: $123K-95.1%
Free Cash Flow

-$56.3M

Previous: -$71.2M+21.0%
Net Income

-$66.3M

Previous: -$72M+8.0%
Operating Income

-$61.2M

Previous: -$68.4M+10.6%
Gross Profit

$11.3M

Previous: $2.48M+355.6%
R&D Expense

$23.8M

No prior period
Stock-Based Comp

$8.76M

Previous: $9.26M-5.5%

Revenue & EPS history

Arcutis · Revenue · Quarterly

$13.5M

Q4 2023+356.8%vs Q4 2022
Beat estimate in 13 of 14 quarters(93%)
ActualEstimate

Forward guidance

Arcutis anticipates a transformational year in 2024 with potential approval for roflumilast cream for atopic dermatitis.

Tailwinds

  • Strong revenue growth trend reinforcing demand for new treatment options and physician adoption of ZORYVE
  • Two FDA-approved products in the midst of their commercial launches
  • Mid-year PDUFA action date for roflumilast cream for atopic dermatitis
  • Expanding product portfolio
  • Robust development pipeline

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 Q4 2023

Historical avgQ4 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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