[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  quantumup [@Quantumup1](/creator/twitter/Quantumup1) on x 3522 followers Created: 2025-07-03 15:01:30 UTC Morgan Stanley assumed $ARQT Overweight-$20 and said, "Focus remains on Zoryve commercial execution and its share gains within the branded, non-steroidal topical dermatology products." $AMGN $ABBV $JNJ $LLY $NVS $NKTR Morgan Stanley added, "We estimate peak sales for Zoryve cream in PsO and AD of $266M and $189M, respectively, and peak for Zoryve foam in seb. derm and scalp PsO of $267M and $77M. Arcutis is developing topical dermatology therapies across both commercial and clinical stages, with investor attention primarily focused on execution of the marketed Zoryve franchise and available follow-on indications. Prescription share progress within branded, non-steroidal topical derm products and mgmt. commentary on gross-to-net (GTN) have been encouraging of late, as we look toward incremental color on the Zoryve foam launch in PsO (plaque psoriasis). We see upcoming Phlb data for ARQ-255 in alopecia near-term as potentially moving investor focus beyond Zoryve. Our OW rating and $XX 12-month PT embed continued room for strong execution on Zoryve (and its related pipeline)." XXXXX engagements  **Related Topics** [foam](/topic/foam) [$ogn](/topic/$ogn) [$267m](/topic/$267m) [$189m](/topic/$189m) [$266m](/topic/$266m) [pso](/topic/pso) [$nktr](/topic/$nktr) [$nvs](/topic/$nvs) [Post Link](https://x.com/Quantumup1/status/1940787992479555925)
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quantumup @Quantumup1 on x 3522 followers
Created: 2025-07-03 15:01:30 UTC
Morgan Stanley assumed $ARQT Overweight-$20 and said, "Focus remains on Zoryve commercial execution and its share gains within the branded, non-steroidal topical dermatology products." $AMGN $ABBV $JNJ $LLY $NVS $NKTR Morgan Stanley added, "We estimate peak sales for Zoryve cream in PsO and AD of $266M and $189M, respectively, and peak for Zoryve foam in seb. derm and scalp PsO of $267M and $77M.
Arcutis is developing topical dermatology therapies across both commercial and clinical stages, with investor attention primarily focused on execution of the marketed Zoryve franchise and available follow-on indications.
Prescription share progress within branded, non-steroidal topical derm products and mgmt. commentary on gross-to-net (GTN) have been encouraging of late, as we look toward incremental color on the Zoryve foam launch in PsO (plaque psoriasis). We see upcoming Phlb data for ARQ-255 in alopecia near-term as potentially moving investor focus beyond Zoryve.
Our OW rating and $XX 12-month PT embed continued room for strong execution on Zoryve (and its related pipeline)."
XXXXX engagements
