Information
Q4 2025 net product revenue for ZORYVE® (roflumilast) was $127.5 million, an 84% increase compared to Q4 2024, and a 29% increase compared to Q3 2025Full year 2025 net product revenue for ZORYVE was $372.1 million,
Original sourceAI Summary
Arcutis Biotherapeutics reported strong results for Q4 2025, with ZORYVE's revenue showing incredible growth. The company raised its 2026 guidance, reinforcing its strong market position and potential for future growth in pediatric indications.
Sentiment Rationale
The strong sales growth reported for ZORYVE and the raised guidance reflect robust fundamentals, likely leading to positive investor sentiment.
Trading Thesis
Consider buying ARQT shares in anticipation of continued revenue growth into 2026.
Market-Moving
- ZORYVE's strong sales performance can significantly boost ARQT's stock price.
- Positive data from clinical trials may lead to increased investment interest.
- The raise in revenue guidance enhances ARQT's financial outlook.
- Securing Medicare access can expand ZORYVE's market acceptance.
Key Facts
- Q4 2025 ZORYVE revenue reached $127.5 million, up 84% YoY.
- ZORYVE's full-year revenue was $372.1 million, up 123% from 2024.
- Positive results for ZORYVE in pediatric patients expected to drive further growth.
- Medicare access secured for ZORYVE, enhancing market penetration.
- 2026 sales guidance raised to $480-$495 million.
Companies Mentioned
- Kowa (N/A): Agreement termination allows Arcutis more control over ZORYVE sales.
- Medicare (N/A): Increased access to ZORYVE for patients enhances overall market potential.
Corporate Developments
The article fits under 'Corporate Developments' due to its focus on Arcutis' performance metrics and strategy to enhance ZORYVE's market position.