Clinical DevelopmentDelivering on more than 3% FEV1 improvement should drive a sharp upside rerating, given even a 15% penetration into Class 1 would represent approximately $1B in peak sales.
Financial StabilityARCT reported a net loss per share that was significantly better than consensus, ending with a strong cash position sufficient to fund operations into 2028.
Market OpportunityCystic fibrosis is modeled as a greater than $1 billion sales opportunity for Arcturus, indicating significant revenue potential.