Arcutis Biotherapeutics (ARQT) announced that on January 23, 2026, the Company and Kowa Pharmaceuticals America mutually agreed to terminate their promotion agreement. The agreement covered sales and promotion of ZORYVE by Kowa to primary care physicians and pediatricians in the United States. Following the termination, Arcutis plans to assume responsibility for sales and promotion of ZORYVE in the pediatric and primary care settings. The Company is finalizing its plans for promotion to these clinicians an ...

WESTLAKE VILLAGE, Calif., Jan. 26, 2026 (GLOBE NEWSWIRE) -- Arcutis Biotherapeutics, Inc. (Nasdaq: ARQT), a commercial-stage biopharmaceutical company focused on developing meaningful innovations in immuno-dermatology, today announced that on January 23, 2026, the Company and Kowa Pharmaceuticals America, Inc. mutually agreed to terminate their promotion agreement. The agreement covered sales and promotion of ZORYVE® (roflumilast) by Kowa to primary care physicians and pediatricians in the United States. Fo ...

Core Insights - Arcutis Biotherapeutics, Inc. will report its fourth quarter and full year 2025 financial results on February 25, 2026, after U.S. markets close, and will host a conference call at 4:30 p.m. ET on the same day [1] - The company will also participate in the Guggenheim Emerging Outlook: Biotech Summit on February 11, 2026, at 11:30 a.m. ET [2] Company Overview - Arcutis Biotherapeutics is a commercial-stage medical dermatology company focused on innovations for immune-mediated dermatological diseases, with a portfolio of advanced targeted topicals approved for three major inflammatory skin diseases [3] - The company utilizes a unique dermatology development platform and expertise to create differentiated therapies targeting biologically validated targets, resulting in a robust pipeline for various inflammatory dermatological conditions [3]

Core Insights - Arcutis Biotherapeutics, Inc. has released findings from a nationwide survey on patient perceptions regarding the use of topical steroids for chronic inflammatory skin diseases, highlighting a significant focus on reactive treatment rather than proactive management strategies [1][2][3] Group 1: Survey Findings - The survey involved 1,000 adults and 500 parents of children with plaque psoriasis, atopic dermatitis, and seborrheic dermatitis, revealing that most treatment plans are reactive, aimed at managing flare-ups rather than preventing them [3][5] - Concerns about the side effects of topical steroids are prevalent, with nearly 9 in 10 respondents expressing worry about potential short- or long-term effects [5][6] - A significant portion of adults (72%) and children (80%) reported experiencing uncontrolled disease at least once a month, indicating a high frequency of flare-ups [6] Group 2: Emotional and Social Impact - The emotional and mental burden of living with these conditions is substantial, with many adults and children experiencing discomfort, frustration, and anxiety when their skin condition is uncontrolled [6][10] - The survey indicates that nearly half of adults (47%) have avoided social interactions due to their condition, and over half of children have missed school or social activities [6][7] - Even when symptoms are managed, a majority still feel self-conscious and anxious about potential future flare-ups, with only 20% of adults and 19% of parents feeling completely confident in their treatment plans [10] Group 3: Industry Implications - The findings suggest a critical opportunity for the dermatology community to shift towards more proactive disease management strategies, moving away from the traditional episodic care model [9] - There is a growing consensus among dermatology professionals regarding the risks associated with long-term steroid use, emphasizing the need for alternative treatment options that provide sustained relief [9] - Arcutis Biotherapeutics aims to address these challenges by developing innovative therapies that meet the needs of patients with chronic inflammatory skin diseases [15]

Continued strong growth of ZORYVE® (roflumilast) in 2026 with full-year net product sales guidance of $455–$470 millionAdvancement of ZORYVE indication-expansion strategy beginning with ongoing Phase 2 proof-of-concept trials in vitiligo and hidradenitis suppurativaInitiation of clinical development program for ARQ-234 in atopic dermatitisTransition to positive cash flows enables investment to both accelerate growth of ZORYVE franchise and advance pipeline WESTLAKE VILLAGE, Calif., Jan. 12, 2026 (GLOBE NEWS ...

For those looking to find strong Medical stocks, it is prudent to search for companies in the group that are outperforming their peers. Compass Therapeutics, Inc. (CMPX) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Medical peers, we might be able to answer that question.Compass Therapeutics, Inc. is one of 946 individual stocks in the Medi ...

Core Insights - The biotech industry has shown strong performance in 2025 despite macroeconomic uncertainties, driven by new drug approvals and pipeline progress [1][2] - Mergers and acquisitions (M&A) have surged in 2025, with large companies expanding their portfolios through strategic collaborations and acquisitions [2][9] - Smaller biotech firms leveraging breakthrough technologies are gaining attention, contributing to overall sector momentum [2] Industry Overview - The Zacks Biomedical and Genetics industry includes biopharmaceutical and biotechnology companies that develop innovative drugs using advanced technologies [4] - The industry has outperformed both the Zacks Medical sector and the S&P 500, with a 22.1% gain over the last six months compared to 12.5% and 16.5% respectively [18] - The current valuation of the industry, based on the trailing 12-month price-to-sales ratio, is 2.47X, lower than the S&P 500's 5.96X and the Zacks Medical sector's 2.66X [19] Trends and Challenges - Key trends shaping the industry include a focus on innovation, the use of AI in drug discovery, and the rise of precision medicine [6][12] - Successful commercialization remains a challenge for smaller biotechs, often leading to collaborations with larger firms for shared sales or royalties [7] - Pipeline setbacks and potential tariffs pose risks, as developing drugs is costly and time-consuming, with many therapies taking years to gain approval [13][14] Notable Companies - Amicus Therapeutics has seen strong performance with its lead drug Galafold, which is approved for Fabry disease, and has settled patent litigation to fend off generic competition [21][22] - ANI Pharmaceuticals has a diversified focus on rare diseases and generics, with a notable 70% year-over-year sales increase for its ACTH-based injection [23][24] - Arcutis Biotherapeutics is focused on treating inflammatory skin diseases, with its lead product Zoryve performing well and expanding its label [25][26] - Tango Therapeutics is developing precision medicine for oncology, with promising data from its ongoing studies [27][28] - Pacira BioSciences is expanding its lead drug Exparel's label and has seen a 36.4% gain in shares over the past year [29][30]

Industry Overview - The biotech industry has shown strong performance in 2025 despite a challenging macroeconomic environment, driven by new drug approvals and pipeline progress [1] - Mergers and acquisitions (M&A) surged in 2025, with large pharmaceutical and biotech companies expanding their portfolios through strategic collaborations and acquisitions [2] - The Zacks Biomedical and Genetics industry has outperformed both the Zacks Medical sector and the S&P 500, gaining 22.1% in the last six months compared to 12.5% and 16.5% respectively [18] Key Trends - Innovation and execution are critical, with a focus on high-profile drugs and innovative pipeline development, particularly with the rise of AI technology in drug discovery [6] - Successful commercialization is essential for drug uptake, often requiring collaborations with larger firms due to funding and expertise limitations of smaller biotechs [7] - Pipeline setbacks and potential tariffs pose challenges, as drug development is costly and time-consuming, with many drugs taking years to gain regulatory approval [13][14] Notable Companies - Amicus Therapeutics (FOLD) has performed well, with its lead drug Galafold showing strong demand and recent FDA approval for Pombiliti + Opfolda boosting its portfolio [24] - ANI Pharmaceuticals (ANIP) has seen significant growth in its rare disease franchise, with sales of its ACTH-based injection Cortrophin Gel surging 70% year-over-year [28] - Arcutis Biotherapeutics (ARQT) is focused on treating inflammatory skin diseases, with its lead product Zoryve performing well and expanding its label [32] - Tango Therapeutics is developing precision medicine for oncology, with promising data from its ongoing studies [36] - Pacira BioSciences (PCRX) maintains momentum with its lead drug Exparel and is looking to expand its label further [38]

Core Viewpoint - Arcutis Biotherapeutics is an attractive biotech stock due to its low-risk approval process, strong sales growth, and appealing valuation based on management's peak sales estimates [1] Company Overview - Arcutis' primary product, Zoryve, is a non-steroidal topical medication for inflammatory skin diseases, including plaque psoriasis, atopic dermatitis, and seborrheic dermatitis, utilizing the active ingredient roflumilast, a PDE4 inhibitor [2] - The company has received approvals for various applications and is seeking further approval for Zoryve cream for children aged two to five years old, with additional trials ongoing for other indications [3] Financial Performance - In the third quarter, Arcutis reported net product revenue of $99.2 million, reflecting a 122% increase year-over-year and a 22% increase from the previous quarter [4] - Wall Street projects sales of $358 million for 2025 and $467 million for 2026 [4] Market Potential - CEO Frank Watanabe estimates peak sales for roflumilast/Zoryve could reach between $2.6 billion and $3.5 billion, with the current market cap at $3.6 billion, suggesting significant upside potential [6] - Analysts anticipate net income profit margins of 30% for Arcutis, indicating strong value if peak sales projections are met [6] Investment Appeal - The combination of a low-risk approval process and strong sales momentum positions Arcutis as an attractive option for growth-oriented investors [7]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Arcutis Biotherapeutics, Inc. (ARQT) - Arcutis Biotherapeutics, Inc. currently holds a Momentum Style Score of B, indicating a favorable momentum outlook [3] - The company has a Zacks Rank of 2 (Buy), suggesting strong potential for outperformance in the market [4] Performance Metrics - Over the past week, ARQT shares increased by 1.79%, while the Zacks Medical - Biomedical and Genetics industry declined by 1.12% [6] - In a longer timeframe, ARQT's monthly price change is 23.84%, significantly outperforming the industry's 0.25% [6] - Over the last quarter, ARQT shares rose by 75.37%, and over the past year, they increased by 126.31%, compared to the S&P 500's gains of 5.34% and 14.25%, respectively [7] Trading Volume - The average 20-day trading volume for ARQT is 2,339,047 shares, which serves as a bullish indicator when combined with rising stock prices [8] Earnings Outlook - In the past two months, three earnings estimates for ARQT have been revised upward, while none have been lowered, leading to an increase in the consensus estimate from -$0.44 to -$0.24 [10] - For the next fiscal year, three estimates have also moved upwards with no downward revisions [10] Conclusion - Considering the positive performance metrics and earnings outlook, ARQT is positioned as a 2 (Buy) stock with a Momentum Score of B, making it a potential candidate for near-term investment [12]