Arcutis Biotherapeutics Inc at Goldman Sachs Healthcare Conference Transcript

Jun 09, 2026 / 06:00PM GMT

Release Date Price: $22.79 (+5.80%)

Transcript

Unidentified Participant

All right. Good afternoon. Let's kick off the next session. I am pleased to be hosting Arcutis Biotherapeutics for the next session. And with me is Frank and Latha, CEO and CFO of the company.

We have a lot to go through today. Very exciting quarter from what we saw last time and then looking forward to a lot going on this year. So before we kick it off with the questions, I'm going to turn it to you guys for opening remarks.

Todd Watanabe

Arcutis Biotherapeutics Inc - President, Chief Executive Officer and Director

Sure. Yes. I mean, look, I think that everything is going very well from our perspective on -- at Arcutis. ZORYVE continues to grow very strongly. We had another very strong quarter last quarter.

We think we're still in the very early stages of growth of this product. And we reiterated we think that the product ultimately will generate probably $2.5 billion to $3 billion in peak sales, which is not a stretch given the size of this market and the product profile that we have. We've also achieved cash flow positive,

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