The volatile biotech industry has put up a strong performance in 2025 despite the uncertain macroeconomic environment. While the tariff saga hit the pharma/biotech industry earlier in the year, the sector held up well, driven by solid momentum from new drug approvals and encouraging pipeline progress. Given the continuous need for innovative medical treatments (regardless of the state of the economy), the dynamic biotech industry will continue to capture investors’ interest going forward.2025 saw a surge in ...

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]

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for momentum i ...

Amit Munshi Amit Munshi, Arcutis Biotherapeutics WESTLAKE VILLAGE, Calif., Dec. 08, 2025 (GLOBE NEWSWIRE) -- Arcutis Biotherapeutics, Inc. (Nasdaq: ARQT), a commercial-stage biopharmaceutical company focused on developing meaningful innovations in immuno-dermatology, today announced that Amit Munshi has been appointed to the Arcutis Board of Directors effective December 4, 2025, and announced the retirement of founder and long-serving Board member Bhaskar Chaudhuri, PhD. Dr. Chaudhuri will continue as ...

Brendan, a Pennsylvanian by birth:-Completed a Ph.D. at Stanford University in the field of organic synthesis (2009). -Worked for a major pharmaceutical company (Merck, 2009-2013).-Worked in biotech including start-ups (Theravance/Aspira) prior to securing employment at Caltech.-First employee and co-founder of 1200 Pharma as it spun out of Caltech garnering major investment (into the 8 figures).-Remains an avid investor, focused on market trends and especially biotechnology stocks.Analyst’s Disclosure:I/we ...

Investors in Arcutis Biotherapeutics, Inc. (ARQT) need to pay close attention to the stock based on moves in the options market lately. That is because the Jan 16, 2026 $5 Put had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It co ...

Core Insights - Arcutis Biotherapeutics has seen a significant stock increase of 96% in 2025, with a recent rise of 9.3% following FDA's acceptance of a supplemental New Drug Application for Zoryve cream [1] Company Overview - Arcutis is a medical dermatology company that has commercialized Zoryve, a therapy approved for three inflammatory dermatoses: atopic dermatitis, seborrheic dermatitis, and plaque psoriasis [2] - Zoryve is available in both foam and cream formulations, with concentrations ranging from 0.3% to 0.05% [2] Recent Developments - The FDA has accepted an sNDA for Zoryve cream 0.3% specifically for children aged two to five years with plaque psoriasis, with a review completion target set for June 29, 2026 [4] - The company has previously secured approval for Zoryve cream 0.3% for children aged six years and older and Zoryve 0.05% for children aged two to five years with atopic dermatitis [4] Financial Performance - Following strong third-quarter results, Arcutis' stock experienced a surge due to management's sales outlook exceeding market expectations [5]

Company Performance - Arcutis Biotherapeutics, Inc. (ARQT) has seen a significant stock increase of 40.8% over the past month, reaching a new 52-week high of $28.96 [1] - The stock has gained 100.2% since the beginning of the year, outperforming the Zacks Medical sector's 4.8% and the Zacks Medical - Biomedical and Genetics industry's 15.8% returns [1] Earnings and Revenue Expectations - The company has a strong record of positive earnings surprises, beating the Zacks Consensus Estimate in each of the last four quarters, with the latest EPS reported at $0.06 against a consensus estimate of -$0.1 [2] - For the current fiscal year, Arcutis is expected to post earnings of -$0.24 per share on revenues of $360.24 million, reflecting a 79.31% change in EPS and an 83.29% change in revenues [3] - For the next fiscal year, earnings are projected to be $0.41 per share on revenues of $470.02 million, indicating a year-over-year change of 273.61% in EPS and 30.47% in revenues [3] Valuation Metrics - The company has a Value Score of D, a Growth Score of B, and a Momentum Score of C, resulting in a combined VGM Score of B [6] - Arcutis currently holds a Zacks Rank of 2 (Buy), supported by a solid earnings estimate revision trend [7][8] Industry Comparison - The Medical - Biomedical and Genetics industry is performing well, ranking in the top 33% of all industries, providing favorable conditions for both Arcutis and its peer, Pharming Group N.V. [11]

Core Viewpoint - Arcutis Biotherapeutics announced the FDA's acceptance of a supplemental New Drug Application for ZORYVE® cream 0.3%, aiming to expand its indication for treating plaque psoriasis in children aged 2 to 5 years, with a target action date set for June 29, 2026 [1][6]. Company Overview - Arcutis Biotherapeutics is a commercial-stage biopharmaceutical company focused on innovations in immuno-dermatology, with a commitment to addressing the needs of individuals with immune-mediated skin diseases [7]. - The company has developed a portfolio of advanced targeted topicals approved for treating major inflammatory skin diseases [7]. Product Information - ZORYVE cream 0.3% is a topical phosphodiesterase-4 (PDE4) inhibitor, currently approved for plaque psoriasis in adults and children aged 6 and older [1][8]. - If approved for younger children, ZORYVE would be the first and only topical PDE4 inhibitor indicated for this age group, providing a steroid-free treatment option [2][6]. Clinical Data - The supplemental New Drug Application is supported by data from a 4-week Maximal Usage Systemic Exposure (MUSE) study and a long-term open-label study, demonstrating favorable safety and tolerability in children aged 2 to 5 years [2][3]. Market Context - Plaque psoriasis affects nearly 9 million people in the U.S., with treatment challenges particularly pronounced in young children due to the sensitive areas affected [3]. - ZORYVE cream is recognized as the number one prescribed branded topical therapy for atopic dermatitis, seborrheic dermatitis, and plaque psoriasis [4]. Recognition and Awards - ZORYVE has received multiple awards, including the "2025 Best of Beauty Breakthrough Award" from Allure and the National Psoriasis Foundation's Seal of Recognition, highlighting its clinical impact and industry recognition [5].

Core Insights - Arcutis Biotherapeutics, Inc. has completed enrollment in its INTEGUMENT-INFANT Phase 2 trial for ZORYVE cream 0.05% targeting infants with mild to moderate atopic dermatitis [1][3] Company Overview - ZORYVE is a topical PDE4 inhibitor and is recognized as the leading branded therapy for atopic dermatitis, seborrheic dermatitis, and plaque psoriasis [3] - The cream works by blocking PDE4, which reduces pro-inflammatory mediators, thereby calming skin inflammation and restoring immune balance [3] Clinical Trial Details - The INTEGUMENT-INFANT study is an open-label, multicenter Phase 2 trial assessing the safety and tolerability of ZORYVE cream 0.05% over a four-week period involving 101 infants [3] - Topline data from this study is anticipated to be available in Q1 2026 [3] Market Context - Atopic dermatitis affects nearly 9.6 million children in the U.S., with up to 60% showing symptoms within their first year of life [2] - ZORYVE cream 0.05% was approved in October 2025 for children aged 2 to 5 years, providing a steroid-free alternative to corticosteroids for mild to moderate atopic dermatitis [4] Stock Performance - ARQT's stock has fluctuated between $8.90 and $27.08 over the past year, closing at $22.86, down 2.52%, but rebounding to $23.51 in overnight trading, up 2.84% [5]