Arcutis Biotherapeutics Spotlights ZORYVE Surge, 2025 Revenue Beat and Key FDA Milestones at TD Cowen

Chief Commercial Officer Todd Edwards added that fourth-quarter nett gross represented 29% quarter-over-quarter growth versus Q3, which included 19% request growth. Edwards said each products successful the portfolio grew successful Q4 versus Q3. He besides said the institution continued to negociate gross-to-net wrong the 50s and expects gross-to-net to stay unchangeable successful that scope done 2026, portion noting emblematic first-quarter seasonality tied to deductible resets and refill timing. Edwards besides cited a wintertime tempest interaction connected Q1.

Management repeatedly framed ZORYVE’s maturation accidental arsenic a conversion communicative distant from topical steroids. Edwards cited information showing 24 cardinal topical prescriptions written successful dermatology for the 3 inflammatory tegument diseases wherever ZORYVE is indicated, with topical steroids representing 64% of prescriptions and nonsteroidal topicals astatine 7%—up from astir 4% a fewer quarters earlier. He said ZORYVE holds a starring stock wrong the nonsteroidal topical marketplace and is capturing a ample information of that market’s growth.

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In effect to questions astir request durability going into 2026, Edwards said the institution saw robust caller medicine maturation successful the 4th fourth and plans to grow its dermatology income unit by 30 representatives, reaching 160 dermatology reps. He said the intent is to summation telephone frequence connected mid-decile prescribers portion maintaining frequence with high-decile prescribers.

Watanabe besides noted the institution is ending its superior attraction concern and bringing those efforts in-house, gathering dedicated superior attraction and pediatric income capabilities alongside the dermatology team. Edwards said Arcutis aims to person some the dermatology enlargement and an archetypal 30-person superior care/pediatrics squad hired, onboarded, and successful the tract by July 1. He said dermatology productivity typically shows interaction successful astir 3 months, portion superior attraction and pediatrics whitethorn instrumentality longer, apt into the backmost fractional of the year. Watanabe characterized the archetypal superior attraction physique arsenic a “pilot” that volition screen a targeted subset of providers and tin beryllium scaled if accretive.