NASDAQ$ARQT

Arcutis Biotherapeutics Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Arcutis Biotherapeutics reported its financial results for the fourth quarter and full year ended December 31, 2024.

Arcutis Biotherapeutics demonstrated strong financial performance in Q4 2024, with significant increases in total revenues and net product revenue for ZORYVE, driven by robust demand and strategic market access. The company also made progress in its product pipeline and debt management.

  • Q4 2024 net product revenue for ZORYVE was $69.4 million, a 413% increase compared to Q4 2023 and a 55% increase compared to Q3 2024.
  • Total revenues for Q4 2024 were $71.4 million, compared to $13.5 million for the corresponding period in 2023.
  • Net loss for Q4 2024 was $10.8 million, a significant improvement from $66.3 million in Q4 2023.
  • ZORYVE is now the most prescribed branded non-steroidal topical treatment across three major inflammatory skin conditions combined in the United States.

Headline financials

Total Revenue

$71.4M

Previous: $13.5M+427.9%
EPS (adj)

-$0.09

Previous: -$0.72+87.5%
R&D Expenses

$14.5M

No prior period
SG&A Expenses

$57.6M

No prior period
Total Operating Expenses

$79M

No prior period
Interest Expense

$5.55M

No prior period
Income Tax Provision

$323K

No prior period
Capital Expenditures

-$5M

Previous: $6K-83433.3%
Net Income

-$10.8M

Previous: -$66.3M+83.7%
Operating Income

-$7.63M

Previous: -$61.2M+87.5%
Gross Profit

$64.5M

Previous: $11.3M+471.4%
R&D Expense

$14.5M

Previous: $23.8M-39.1%

Revenue & EPS history

Arcutis · Revenue · Quarterly

$71.4M

Q4 2024+427.9%vs Q4 2023
Beat estimate in 13 of 14 quarters(93%)
ActualEstimate

Forward guidance

The company anticipates continued growth for ZORYVE, further expansion of Medicaid and Medicare coverage, and progression of its pipeline candidates.

Tailwinds

  • Aim to obtain Medicaid coverage in additional states and some Medicare coverage for ZORYVE cream 0.3% during 2025.
  • Anticipate continued improvement in coverage for ZORYVE cream 0.15% in atopic dermatitis during 2025.
  • Expected target action date in Q4 2025 for sNDA for ZORYVE cream 0.05% for atopic dermatitis in children ages 2 to 5.
  • PDUFA action date set for May 22, 2025, for ZORYVE foam for scalp and body psoriasis.
  • Data expected in H1 2025 for Phase 1b study evaluating ARQ-255 for alopecia areata.

Headwinds

  • Risks inherent in the clinical development process and regulatory approval process.
  • Uncertainty of future commercial sales and related items that can impact net sales.
  • Ability to defend intellectual property.
  • Timing of regulatory filings and potential approvals.
  • Timing, expenses, and success of commercialization efforts.

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 2024

Historical avgQ4 2024

+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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