Ikenna Onwe's questions to Arcutis Biotherapeutics Inc (ARQT) leadership • Q2 2025
Question
Ikenna Onwe, on behalf of Tyler Van Buren at TD Cowen, asked for an update on the COVA partnership's contribution to growth and the early utilization trends of the newly established national dedicated pharmacy for the primary care channel.
Answer
Chief Commercial Officer Todd Edwards explained that adoption in the primary care market is proceeding at a slower pace as anticipated, due to longer selling cycles and lower familiarity with non-steroidal topicals. He confirmed that COVA is executing well and that the new national pharmacy is showing positive early signals by streamlining the prescribing and fulfillment process for primary care physicians, which is a critical step for driving adoption in that channel.