WESTLAKE VILLAGE, Calif., Feb. 27, 2026 (GLOBE NEWSWIRE) -- Arcutis Biotherapeutics, Inc. (Nasdaq: ARQT), a commercial-stage biopharmaceutical company focused on developing meaningful innovations in immuno-dermatology, today announced that Arcutis management will present at the TD Cowen 46th Annual Health Care Conference, taking place March 2-4, 2026, in Boston. Details for the Company’s participation are as follows:     Fireside Chat: Monday, March 2, 2026 at 1:50 p.m. ET The webcast for this conference ma ...

Achieved 123% year-over-year revenue growth in 2025, driven by ZORYVE becoming the #1 branded nonsteroidal topical across psoriasis, seborrheic dermatitis, and atopic dermatitis. Attributed commercial success to the 'steroid-sparing' movement, where providers and patients are actively seeking safe, long-term alternatives to topical corticosteroids. Maintained a stable gross-to-net in the 50s throughout 2025, validating a pricing strategy designed to balance broad payer access with sustainable investor ...

Max Homa shares his journey with seborrheic dermatitis to encourage others to take control of their symptomsZORYVE® (roflumilast) foam 0.3% is a once-daily, steroid-free, leave-in topical foam uniquely formulated to treat the itching, redness, and flaking of seborrheic dermatitis anywhere it appears, including hair-bearing areas10 million Americans live with seborrheic dermatitis, a chronic inflammatory skin disease that occurs most often on areas with oil-producing glands, including the face and scalp WEST ...

Fund Performance - Baron Health Care Fund rose 13.10% in Q4 compared to 11.92% for the Russell 3000 Health Care Index and 2.40% for the Russell 3000 Index [1] - The Fund returned 10.28% for the full year, while the indexes gained 14.56% and 17.15% respectively [1] - Strong stock selection in biotechnology contributed to the Fund's relative gains in the quarter [1] Investment Strategy - The Fund seeks to invest in businesses with secular growth opportunities, a sustainable competitive edge, and strong management [1] - The firm believes healthcare is a strong sector in the U.S. economy, offering attractive investment opportunities with positive momentum heading into 2026 [1] Company Highlight: Arcutis Biotherapeutics, Inc. - Arcutis Biotherapeutics, Inc. is a new addition to the portfolio, focusing on treatments for dermatological diseases [2] - As of February 5, 2026, Arcutis stock closed at $26.07 per share, with a one-month return of -7.62% and a twelve-month increase of 124.55% [2] - Arcutis has a market capitalization of $3.193 billion [2] Product Overview: Zoryve - Zoryve cream and foam are used for treating autoimmune dermatologic conditions, showing similar efficacy to steroids but with fewer side effects [3] - 80% of patients with commercial insurance now have access to Zoryve, which targets 30 million patients in the U.S. [3] - Assuming moderate adoption, peak sales could exceed $3 billion, with Arcutis already free cash flow positive and expected to see meaningful operating leverage [3]

Group 1 - The core announcement is that Huadong Medicine's subsidiary, Hangzhou Zhongmei Huadong Pharmaceutical Co., has received acceptance for the marketing authorization application of the innovative topical formulation, Roflumilast Cream 0.05%, aimed at treating mild to moderate atopic dermatitis in children aged 2-5 years [1] - The product is a result of a collaboration with Arcutis Biotherapeutics, Inc., signed in August 2023, and addresses a significant unmet clinical need in the pediatric population for safe and effective treatment options for atopic dermatitis [1] - The acceptance of the new drug application signifies a strategic entry into a clearly defined niche market with unmet needs, providing a new option for affected children and establishing a competitive edge for Huadong Medicine in the autoimmune disease sector [1] Group 2 - Autoimmune diseases are one of the three core therapeutic areas that Huadong Medicine is focusing on, with a strategy that includes both "introducing partnerships" and "independent innovation" to build a globally competitive product pipeline [2] - The company has a comprehensive range of existing and pipeline products targeting various conditions, including transplant immunity, psoriasis, atopic dermatitis, and rheumatoid arthritis, making it one of the more comprehensive pharmaceutical companies in the domestic autoimmune disease field [2]

Core Viewpoint - Huadong Medicine's subsidiary, Hangzhou Zhongmei Huadong Pharmaceutical, has received acceptance for the marketing authorization application of Roflumilast cream (ZORYVE®) 0.05%, aimed at treating mild to moderate atopic dermatitis in children aged 2 to 5, marking a significant milestone in the product's development and enhancing the company's competitive edge in autoimmune skin treatments [1][2]. Group 1: Product Development and Market Position - The active ingredient of ZORYVE® is Roflumilast, a highly selective non-steroidal phosphodiesterase-4 (PDE4) inhibitor that reduces inflammation by inhibiting the production of pro-inflammatory mediators [1]. - The cream is part of a collaboration with Arcutis Biotherapeutics, Inc., granting Huadong Medicine exclusive rights for development, registration, production, and commercialization in Greater China and Southeast Asia [1]. - The application targets a significant unmet need in the market, particularly for children aged 2 to 5, where treatment options are currently limited to traditional topical corticosteroids and calcineurin inhibitors [2]. Group 2: Market Demand and Clinical Need - There are approximately 67 million atopic dermatitis patients in China, indicating a substantial unmet clinical demand [2]. - The prevalence of atopic dermatitis in children aged 1 to 7 is reported at 12.94%, highlighting the urgent need for safe and effective treatment options for this age group [2]. - The acceptance of the 0.05% cream application is expected to provide new treatment options for pediatric patients, establishing a differentiated market barrier and first-mover advantage for Huadong Medicine in a competitive landscape [2]. Group 3: Broader Product Portfolio - Huadong Medicine has developed a differentiated product pipeline that includes various concentrations of Roflumilast cream, with higher concentrations (0.15% and 0.3%) also having received regulatory acceptance for treating older patients with atopic dermatitis and psoriasis [3]. - Additionally, a foam formulation of Roflumilast (ZORYVE®) 0.3% for seborrheic dermatitis in patients aged 9 and above is currently undergoing Phase III clinical trials [3].

Core Viewpoint - Huadong Medicine's subsidiary, Hangzhou Zhongmei Huadong Pharmaceutical Co., has received acceptance for the marketing authorization application of Roflumilast cream (ZORYVE®) 0.05%, aimed at treating mild to moderate atopic dermatitis in children aged 2 to 5, marking a significant milestone in the product's development and enhancing the company's competitive edge in the autoimmune skin treatment sector [1][2]. Product Advantages - ZORYVE® contains Roflumilast, a highly selective non-steroidal phosphodiesterase-4 (PDE4) inhibitor that reduces inflammation by inhibiting the enzyme that increases pro-inflammatory mediators [2]. - The product was developed in collaboration with Arcutis Biotherapeutics, granting Huadong exclusive rights for development, registration, production, and commercialization in Greater China and Southeast Asia [2]. - Atopic dermatitis is a prevalent chronic inflammatory skin condition affecting both children and adults, with significant impacts on quality of life [2]. Market Demand - There are approximately 67 million atopic dermatitis patients in China, indicating a substantial unmet clinical need, particularly for children aged 1 to 7, with a prevalence rate of 12.94% [3]. - The introduction of Roflumilast cream addresses a clear gap in treatment options for children aged 2 to 5, who currently rely on traditional topical corticosteroids and calcineurin inhibitors [3]. - The cream's once-daily dosing regimen enhances treatment adherence, making it a more suitable option for young patients [3]. Strategic Development - Huadong Medicine is systematically introducing a range of Roflumilast products, including higher concentrations for older patients and other skin conditions, to establish a comprehensive presence in the autoimmune skin disease market [4]. - The company is focusing on a dual strategy of "introducing partnerships" and "independent innovation" to build a competitive product pipeline in autoimmune diseases, covering various conditions such as psoriasis and rheumatoid arthritis [5]. - Ongoing collaborations and clinical trials for other products further demonstrate the company's commitment to expanding its portfolio in the autoimmune sector [6]. Strategic Partnerships - In early 2026, Huadong Medicine deepened its strategic partnership with Denmark's MC2 Therapeutics to commercialize the Biomee® series in Greater China, enhancing its position in the topical skin treatment market [7]. - The acceptance of the Roflumilast cream application signifies the company's innovative capabilities and marks a phase of growth in the autoimmune skin disease field [7]. - With multiple differentiated product pipelines, Huadong Medicine aims to strengthen its influence in the multi-billion-dollar autoimmune market in China [7].

Core Viewpoint - Arcutis Biotherapeutics has mutually agreed with Kowa Pharmaceuticals America to terminate their promotion agreement for ZORYVE, with plans to take over sales and promotion responsibilities in pediatric and primary care settings [1] Group 1: Agreement Termination - The promotion agreement between Arcutis and Kowa Pharmaceuticals was terminated on January 23, 2026 [1] - The agreement involved the sales and promotion of ZORYVE to primary care physicians and pediatricians in the United States [1] Group 2: Future Plans - Following the termination, Arcutis will assume responsibility for the sales and promotion of ZORYVE in the pediatric and primary care settings [1] - The company is finalizing its promotional plans for these clinicians and will provide updates during the Q4 earnings call on February 25, 2026 [1] Group 3: Salesforce Expansion - This initiative is separate from the targeted expansion of Arcutis's dermatology salesforce, which will continue to focus on dermatology clinicians and increasing ZORYVE prescriptions in dermatology practices [1]

Core Viewpoint - ANI Pharmaceuticals (ANIP) shares experienced a significant rally of 10.6% due to positive financial guidance for 2026, exceeding Wall Street expectations [1][2]. Financial Performance - ANI Pharmaceuticals projects total net revenues between $1.055 billion and $1.115 billion for the full year 2026, with approximately 60% of this revenue expected from its rare disease segment [2]. - The Zacks Consensus Estimate for total net revenues was $937.71 million, indicating a substantial positive outlook from the company [2]. Earnings Expectations - The company is anticipated to report quarterly earnings of $2.02 per share, reflecting a year-over-year increase of 23.9% [3]. - Expected revenues for the upcoming quarter are $233.91 million, which represents a 22.7% increase compared to the same quarter last year [3]. Stock Performance and Trends - The consensus EPS estimate for ANI has remained unchanged over the last 30 days, suggesting stability in earnings expectations [4]. - A stock's price typically does not continue to rise without trends in earnings estimate revisions, indicating the importance of monitoring ANIP's performance moving forward [4]. - ANI Pharmaceuticals holds a Zacks Rank of 2 (Buy), indicating a favorable outlook compared to other stocks in the same industry [4]. Industry Comparison - ANI Pharmaceuticals operates within the Zacks Medical - Biomedical and Genetics industry, where another company, Arcutis Biotherapeutics, Inc. (ARQT), has seen a decline of 5.1% in its stock price recently [4]. - Arcutis Biotherapeutics has a consensus EPS estimate of $0.02, which is a 122.2% increase from the previous year, but it currently holds a Zacks Rank of 3 (Hold) [5].

Group 1 - Compass Therapeutics, Inc. (CMPX) is a notable stock in the Medical sector, showing strong year-to-date performance compared to its peers [1][4] - The Medical sector consists of 946 individual stocks, with Compass Therapeutics ranked within the top 4 in the Zacks Sector Rank [2] - The Zacks Rank system indicates that Compass Therapeutics has a Zacks Rank of 2 (Buy), suggesting a favorable outlook for the stock [3] Group 2 - The Zacks Consensus Estimate for CMPX's full-year earnings has increased by 19.7% in the past quarter, indicating improved analyst sentiment [4] - CMPX has achieved a year-to-date return of approximately 247.6%, significantly outperforming the average return of 6% for Medical companies [4] - Compass Therapeutics is part of the Medical - Biomedical and Genetics industry, which includes 464 companies and has an average gain of 17.7% this year, further highlighting CMPX's strong performance [6] Group 3 - Another stock in the Medical sector, Arcutis Biotherapeutics, Inc. (ARQT), has also shown strong performance with a year-to-date return of 99.4% and a Zacks Rank of 2 (Buy) [5] - The consensus EPS estimate for Arcutis Biotherapeutics has increased by 46.5% over the past three months, reflecting positive analyst sentiment [5] - Investors are encouraged to monitor both Compass Therapeutics and Arcutis Biotherapeutics for their continued strong performance in the Medical sector [7]