Core Insights - Arcutis Biotherapeutics shares surged nearly 30% following strong third-quarter earnings and an investor day presentation that provided positive guidance exceeding analyst expectations [1] Company Growth Plans - Management aims to establish Arcutis as a leader in medical dermatology through its Zoryve (roflimilast) portfolio, which includes FDA-approved treatments for plaque psoriasis, atopic dermatitis, and seborrheic dermatitis [2] - Zoryve is a selective phosphodiesterase-4 (PDE4) inhibitor, known for its anti-inflammatory effects [2] Regulatory Developments - Zoryve has been submitted for FDA approval for plaque psoriasis in children aged 2 to 5 and is undergoing phase 2 trials for vitiligo and hidradenitis suppurativa [3] Sales Projections - Management forecasts Zoryve sales could reach between $2.6 billion and $3.5 billion over time, with near-term sales estimates for 2026 projected at $455 million to $470 million, significantly above the $438 million anticipated by analysts [4] - The high end of the sales target for Zoryve exceeds the company's market cap of less than $3 billion, indicating strong growth potential [6] Market Outlook - The company is expected to experience over 30% sales growth in the coming years, supported by less risky clinical trials currently in progress [6] - The positive medium-term sales target for the Zoryve franchise has generated excitement among investors [8]