Arcutis Biotherapeutics(ARQT) - 2025 Q1 - Earnings Call Presentation

Financial Performance - Q1 2025 net product revenue reached $63.8 million for ZORYVE®[28], a 196% increase compared to the prior year[37] - Total revenues for Q1 2025 were $65.8 million, a $16.3 million increase year-over-year[73] - Net loss for Q1 2025 was $(25.1) million, an improvement of $10.3 million compared to Q1 2024[73] - Cash, cash equivalents, and marketable securities totaled $198.7 million as of March 31, 2025[77] Commercial Progress - Prescription demand for ZORYVE grew by 10%[28] from Q4 2024 to Q1 2025[39] - Over 80% of ZORYVE prescriptions are covered by insurance[43] - ZORYVE's TRx share in the branded topical segment has grown from 11% to 41%[50] - The branded topical segment grew by 50%[47] Pipeline and Regulatory Milestones - Anticipated FDA approval of ZORYVE foam 0.3% for scalp & body psoriasis with a target PDUFA date in May 2025[28, 59] - The company submitted a supplemental New Drug Application (sNDA) for ZORYVE Cream 0.05% in ages 2-5 for Atopic Dermatitis with an anticipated target action date of October 13, 2025[59]