Sep. 19 at 6:15 PM
$ARQT Arcutis (ARQT) is a commercial-stage story with its next catalyst being a low-risk PDUFA on October 13, 2025, aimed at expanding its flagship drug, ZORYVE, to younger children. The core investment thesis, however, is ZORYVE's "best-in-class" profile: a highly effective, non-steroidal topical that solves the chronic safety issues associated with traditional steroids. This superior profile allows Arcutis to target the massive mild-to-moderate patient population that is underserved by current options. The true measure of success will be in their quarterly sales reports, which will prove their ability to penetrate a competitive market. The upcoming PDUFA is an important incremental step, but the overall bet on ARQT is a belief in strong commercial execution and the market's inevitable shift towards a safer, more effective standard of care.
