Arcutis ZORYVE Sales Surge 123% in 2025 as Company Expands Commercial Reach
Event summary
- ZORYVE net product revenue hit $372.1 million in 2025, up 123% year-over-year.
- Q4 2025 sales grew 84% year-over-year to $127.5 million.
- Company expects to submit sNDA for ZORYVE cream 0.05% in infants in Q2 2026.
- Arcutis raised 2026 revenue guidance to $480M–$495M from prior $455M–$470M.
- Achieved positive operating cash flow of $26.2 million in Q4 2025.
The big picture
Arcutis' strong financial performance reflects ZORYVE's growing market penetration in immuno-dermatology. The company is strategically expanding its commercial reach while maintaining positive cash flow, positioning itself for further growth in a competitive dermatology space. Success will depend on executing regulatory filings and sustaining sales momentum across new indications.
What we're watching
- Commercial Execution
- Whether Arcutis can sustain ZORYVE's growth momentum through expanded sales force and primary care penetration.
- Regulatory Milestones
- The pace at which Arcutis advances pediatric indications for ZORYVE, with sNDA submissions expected in 2026.
- Pipeline Development
- How ARQ-234 and other pipeline assets progress through clinical stages, particularly in atopic dermatitis.