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Arcutis Biotherapeutics stock backed by Mizuho, optimistic on FDA approval

EditorEmilio Ghigini
Published 09/07/2024, 14:10
ARQT
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On Tuesday, Mizuho Securities reiterated its Outperform rating on Arcutis Biotherapeutics Inc . (NASDAQ: NASDAQ:ARQT) stock with a price target of $18.00. The firm's positive stance comes following an update from the biopharmaceutical company regarding its supplemental New Drug Application (sNDA) for roflumilast cream 0.15% intended for the treatment of atopic dermatitis.

Arcutis announced that the U.S. Food and Drug Administration (FDA) is in the process of finalizing the action letter for the sNDA. Importantly, the FDA has not indicated that there will be an extension of the Prescription Drug User Fee Act (PDUFA) goal date, which was set for July 7, 2024, nor has the agency requested additional information related to the application.

The firm views this update as a highly positive sign, suggesting a strong likelihood that the FDA will approve the sNDA for roflumilast cream. Mizuho's analyst supports the company's potential and encourages investors to consider buying shares, especially during any market weakness.

Arcutis Biotherapeutics is focused on developing innovative treatments for dermatological diseases. Roflumilast cream 0.15% is one of the key products in its pipeline, and a favorable decision from the FDA could be a significant milestone for the company.

As the market looks forward to the FDA's final decision, Arcutis Biotherapeutics' stock may attract attention from investors seeking to capitalize on the company's progress and potential approval of its sNDA for roflumilast cream in the treatment of atopic dermatitis.

In other recent news, Arcutis Biotherapeutics has reported a strong financial performance in the first quarter of 2024. The company announced net revenues of $21.6 million, marking a 59% growth from the previous quarter, primarily driven by its ZORYVE product lineup. This includes the cream and foam variants which generated over 255,000 prescriptions from more than 12,500 unique prescribers.

In addition to its robust earnings, Arcutis has also raised $172 million in a secondary offering and entered a licensing agreement with Sato Pharmaceutical. The company's ZORYVE foam for seborrheic dermatitis received positive feedback, with plans to expand indications for scalp and body psoriasis.

Arcutis is optimistic about its growth trajectory, with a strong cash position of $404 million in cash and marketable securities at the end of the quarter. Despite anticipating a slower uptake curve for ZORYVE cream in atopic dermatitis due to a more competitive market, Arcutis maintains confidence in its growth throughout 2024 and beyond. These recent developments highlight the company's strong position and commitment to becoming a preferred brand in dermatology treatments.

InvestingPro Insights

As Arcutis Biotherapeutics Inc. (NASDAQ: ARQT) awaits the FDA's decision on its sNDA for roflumilast cream, the company's financial health and market performance provide additional context for investors. With a market capitalization of $1.21 billion, Arcutis holds a strong cash position, with more cash than debt on its balance sheet, which may offer a degree of resilience in its operational strategy. Analysts have taken note of the company's potential, as evidenced by sales growth anticipation for the current year and upward earnings revisions for the upcoming period by 3 analysts.

The company's impressive gross profit margin of nearly 93% in the last twelve months as of Q1 2024 indicates efficient cost management relative to its revenues of $106.39 million, which have seen a staggering increase of over 1545%. However, it's important to note that the company is not expected to be profitable this year, and it has been quickly burning through cash. Despite these challenges, the stock has delivered significant returns, with a 12.15% increase over the last week and a 44.06% increase over the past month.

For investors seeking a deeper dive into Arcutis's financials and future prospects, InvestingPro offers additional insights and tips. There are 12 more InvestingPro Tips available, which can provide a more comprehensive understanding of the company's financial health and market potential. Interested investors can use the coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription, which includes these valuable tips.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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