Arcutis Raises Full-Year Guidance on Strong ZORYVE Growth — Arcutis Biotherapeutics, Inc.

Event summary

ZORYVE net product revenue grew 59% year-over-year to $129.9 million in Q2 2026.
Arcutis raised its full-year net product sales guidance to $525–$540 million.
FDA approved expanded indication for ZORYVE cream 0.3% to treat children with plaque psoriasis down to age 2.
FDA accepted sNDA for ZORYVE cream 0.05% to expand indication to infants with atopic dermatitis, targeting action by February 23, 2027.
Phase 2 trial enrollment completed for ZORYVE foam 0.3% in vitiligo; topline results expected in Q4 2026.

The big picture

Arcutis continues to strengthen its position in immuno-dermatology with robust ZORYVE revenue growth and strategic regulatory wins. The company's focus on expanding indications into pediatric populations and advancing its clinical pipeline aligns with broader industry trends toward targeted, non-steroidal treatments for chronic inflammatory skin diseases.

What we're watching

Regulatory Milestones: Whether the FDA approvals for expanded indications will drive further revenue growth and market penetration.
Clinical Pipeline: The pace at which Arcutis advances its Phase 2 trials, particularly for ZORYVE foam in vitiligo and hidradenitis suppurativa.
Commercial Execution: How the expansion of the dermatology sales force and new commercial initiatives will impact patient access and sales momentum.