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Arcutis Biotherapeutics, Inc. 8-K Filings

ARQT NASDAQ

Every 8-K that Arcutis Biotherapeutics, Inc. (ARQT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow ARQT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ARQT filings page.

Rhea-AI Summary

Arcutis Biotherapeutics reported strong second quarter 2026 results, with net product revenue of $129.9 million, up 59% year over year and 23% sequentially, driven by demand for ZORYVE. The company generated net income of $15.0 million, or $0.11 per share, and $12.6 million of operating cash flow. Cash, cash equivalents, restricted cash, and marketable securities totaled $238.9 million as of June 30, 2026. Full-year 2026 net product sales guidance was raised to $525 million–$540 million.

Commercially, ZORYVE revenues reached $35.3 million for cream 0.3%, $24.2 million for cream 0.15%, $2.9 million for cream 0.05%, and $67.4 million for foam 0.3%. The company gained FDA approval to expand ZORYVE cream 0.3% to plaque psoriasis in children down to age 2, and the FDA accepted an sNDA for ZORYVE cream 0.05% in infants with atopic dermatitis, with a PDUFA target date of February 23, 2027. Phase 2 studies in vitiligo and hidradenitis suppurativa and a Phase 1a/1b study of ARQ-234 are progressing.

Arcutis also announced leadership changes. Chief commercial officer L. Todd Edwards will resign effective August 21, 2026, to pursue an external opportunity, supported by a transition payment of up to $175,000. Robert Lisicki will serve as interim executive vice president from August 17, 2026 and interim chief commercial officer from August 21, 2026. Under his employment arrangements, he will receive a $555,000 annual base salary, a target bonus equal to 50% of base salary, options to purchase 145,000 shares, and 55,000 restricted stock units, with standard vesting and change-in-control severance protections.

Rhea-AI Summary

Arcutis Biotherapeutics, Inc. expanded its Board of Directors from nine to ten members and appointed Christopher Peetz as a Class III independent director, effective July 15, 2026, with a term running until the 2029 annual meeting of stockholders, subject to earlier termination events.

Peetz, co‑founder and chief executive officer of Mirum Pharmaceuticals and a veteran biopharmaceutical executive, will receive an initial option to purchase 21,486 shares, a prorated annual equity award valued at about $350,000 (65% stock options and 35% restricted stock units), and a prorated $50,000 cash retainer under Arcutis’ non‑employee director program. Arcutis highlights its commercial-stage immuno‑dermatology focus and its ZORYVE roflumilast franchise, described as the number one prescribed branded topical therapy across atopic dermatitis, seborrheic dermatitis, and plaque psoriasis.

Rhea-AI Summary

Arcutis Biotherapeutics, Inc. reported the results of its 2026 Annual Meeting of Stockholders held on June 5, 2026. Stockholders of record as of April 8, 2026, when 125,073,249 common shares were outstanding, were entitled to vote.

All three proposals were approved. Three Class III directors were elected to serve until the 2029 annual meeting, with support ranging from about 62.8 million to 75.8 million votes for each nominee, plus broker non-votes. Stockholders also ratified Ernst & Young LLP as independent auditor for the fiscal year ending December 31, 2026.

On a non-binding advisory basis, stockholders approved the compensation of the company’s named executive officers with about 88.7 million votes for, 3.7 million against, and 0.8 million abstentions. The Board also approved revisions to the Amended and Restated Non-Employee Director Compensation Program, effective as of the Annual Meeting, updating cash and equity compensation for non-employee directors.

Rhea-AI Summary

Arcutis Biotherapeutics reported strong first quarter 2026 growth driven by its dermatology franchise ZORYVE. Net product revenue was $105.4 million, up 65% from Q1 2025 but down 17% from Q4 2025 due to typical first-quarter deductible resets and insurance changes.

By product, Q1 2026 revenue was $32.7 million from ZORYVE cream 0.3%, $49.6 million from ZORYVE foam 0.3%, $21.7 million from ZORYVE cream 0.15%, and $1.4 million from ZORYVE cream 0.05%. Net loss narrowed to $11.3 million or $0.09 per share, compared with a $25.1 million loss a year earlier.

The company generated $2.2 million of positive operating cash flow and ended March 31, 2026 with $224.3 million in cash, cash equivalents, restricted cash, and marketable securities. Arcutis reaffirmed its expectation for 2026 net product revenue between $480 million and $495 million and highlighted pipeline progress, including an sNDA for ZORYVE cream 0.05% in infants, a June 29, 2026 PDUFA date for ZORYVE cream 0.3%, enrollment completion for a pediatric MUSE trial, and initiation of a Phase 1a/1b study of investigational biologic ARQ-234.

Rhea-AI Summary

Arcutis Biotherapeutics reported strong growth and a profitable fourth quarter 2025 while raising 2026 sales guidance. Q4 2025 net product revenue for ZORYVE was $127.5 million, up 84% year over year and 29% sequentially, driving total Q4 revenue to $129.5 million versus $71.4 million a year earlier.

Full-year 2025 net product revenue for ZORYVE reached $372.1 million, a 123% increase over 2024, with total revenue of $376.1 million. The company generated Q4 net income of $17.4 million, compared with a $10.8 million loss in Q4 2024, and narrowed its full-year net loss to $16.1 million from $140.0 million.

Arcutis produced $26.2 million of operating cash flow in Q4 and ended 2025 with $221.3 million in cash, cash equivalents, restricted cash, and marketable securities. It raised 2026 net product revenue guidance to a range of $480 million to $495 million and highlighted positive clinical progress and pipeline advancement for ZORYVE and ARQ-234.

Rhea-AI Summary

Arcutis Biotherapeutics announced changes to its board leadership and a new consulting role for a retiring director. Bhaskar Chaudhuri retired from the board and as chair of the Compensation Committee on December 3, 2025, and entered into a transition and consulting agreement under which he will hold the honorary title of Founder and Director Emeritus and provide strategic advisory support through June 30, 2027. During this period, his existing stock options and restricted stock units will continue to vest, and he may exercise vested options, with a three-month post-termination exercise window.

On December 4, 2025, the board appointed Amit D. Munshi as a new Class II director and chair of the Compensation Committee, with a term running until the 2028 annual meeting of stockholders, subject to earlier departure events. As a non-employee director, he received an initial stock option grant for 16,502 shares of common stock and is eligible for a prorated annual equity award valued at approximately $300,000, allocated 65% to stock options and 35% to restricted stock units, plus prorated annual cash retainers of $50,000 for board service and $15,000 for chairing the Compensation Committee.

Rhea-AI Summary

Arcutis Biotherapeutics, Inc. filed a current report to note that it issued a press release on October 28, 2025 outlining its strategy for driving sustainable growth and reporting financial results for the quarter ended September 30, 2025. The company furnished the full press release as Exhibit 99.1, rather than including detailed financial figures in the report itself. The filing clarifies that the press release is being provided for informational purposes and is not considered filed for liability purposes under the securities laws unless specifically incorporated by reference in a future filing.