Arcutis Biotherapeutics(US:ARQT)2025-10-28 14:30Financial Performance - Q3 2025 net product revenues reached $99.2 million, a 122% increase compared to Q3 2024[28,33] - Net product revenues increased by 22% quarter over quarter[28,33] - The company reported a net profit of $7.4 million in Q3 2025, a significant improvement from a net loss of $41.5 million in Q3 2024[33] - Cash, cash equivalents, and marketable securities totaled $191.4 million as of September 30, 2025[35] - The company projects product sales of $455-$470 million in 2026[138] ZORYVE Product and Market - Weekly TRx (Total Prescriptions) for the ZORYVE portfolio reached approximately 17,500 on a rolling 4-week basis[29] - TRx growth for ZORYVE showed a 13% increase compared to Q2 2025 and a 92% increase compared to Q3 2024[30] - The company estimates a total addressable market of 30 million patients across Psoriasis (PsO), Atopic Dermatitis (AD), and Seborrheic Dermatitis (SD)[50,84] - The serviceable obtainable market (SOM) is estimated at 8 million patients receiving topical prescriptions in dermatology[50] Growth Strategy - The company aims to expand ZORYVE into new markets and indications, including vitiligo and hidradenitis suppurativa (HS)[39,119] - Peak sales potential for current indications is estimated at $2.3 - $3.0 billion, with an additional $0.3 - $0.5 billion from label expansion and data generation[122]