NASDAQ$DERM

Journey Medical Corp · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Reported a decrease in revenue due to generic competition of Targadox, and are progressing with DFD-29 clinical trials.

Journey Medical reported a decrease in revenue for Q3 2022 compared to Q3 2021, primarily due to generic competition of Targadox. However, the company is progressing with its DFD-29 Phase 3 clinical program and anticipates top-line data in the first half of 2023.

  • Revenue for Q3 2022 was $16.1 million, compared to $19.6 million for Q3 2021.
  • The decline in revenue was primarily attributed to generic competition of Targadox and an increase in net revenue of Accutane.
  • 75% enrollment achieved in DFD-29 Phase 3 clinical program for papulopustular rosacea.
  • Top-line data from the DFD-29 Phase 3 clinical program is anticipated in the first half of 2023.

Headline financials

Total Revenue

$16.1M

Previous: $19.6M-17.8%
EPS (adj)

-$0.23

Previous: $0.32-171.9%
Free Cash Flow

-$10.1M

Previous: -$10.6M+5.3%
Net Income

-$10.1M

Previous: -$10.6M+5.3%
Operating Income

-$9.49M

Previous: -$12.6M+24.9%
Gross Profit

$8.9M

Previous: $8.44M+5.4%
Cash & Equivalents

$34.9M

Previous: $21.7M+60.9%
Total Assets

$108M

Previous: $89.1M+21.4%
Stock-Based Comp

$1.44M

Previous: $8K+17875.0%

Revenue & EPS history

Journey Medical · Revenue · Quarterly

$16.1M

Q3 2022-17.8%vs Q3 2021
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

Journey Medical expects to report record revenue for the full year 2022 and anticipates DFD-29 will achieve peak annual net sales exceeding $100 million after approval.

Tailwinds

  • Expect to report record revenue for the full year 2022.
  • Anticipate announcing top-line data from the DFD-29 trials in the first half of 2023.
  • Expect to file a New Drug Application in the second half of 2023.
  • Anticipate that DFD-29 will achieve peak annual net sales exceeding $100 million.
  • Plan to launch another product in the upcoming months.

Headwinds

  • Sales revenue for Q3 2022 continues to be negatively impacted primarily by the effect of Targadox generic competition versus Q3 2021.
  • Cybersecurity breach in September 2021 resulted in losses of $9.5 million.
  • The process to recover funds from the cybersecurity breach could take as long as 6 months or more to complete.
  • Uncertainties relating to preclinical and clinical testing.
  • Risks relating to the timing of starting and completing clinical trials, including disruptions that may result from hostilities in Europe.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q3 2022

Historical avgQ3 2022

-2.9%

Avg return

Earnings day

-0.7%

Avg return

5 days after

+5.1%

Avg return

30 days after

39%

9 / 23 earnings

Positive

+22.0%

Q1 2025

Best reaction

-26.8%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-26.8%-1.1%
Q1 2026+3.0%+24.4%+26.5%
Q3 2025-15.3%-12.4%-15.5%
Q2 2025-15.1%-18.0%-16.7%
Q1 2025+22.0%+15.2%+13.6%
Q4 2024-3.6%-2.8%+21.7%
Q3 2024-8.2%-7.5%-9.3%
Q2 2024-3.2%-11.0%-3.8%
Q1 2024+2.8%-1.7%+69.2%
Q4 2023-14.1%-3.9%-9.4%
Q3 2023+15.7%+14.8%+105.5%
Q2 2023+14.0%+4.7%+21.5%
Q1 2023-10.1%-23.2%+44.9%
Q4 2022+3.1%+13.1%+26.3%
Q3 2022-8.7%-9.2%-27.2%
Q2 2021-4.3%-7.0%-30.1%
Q2 2022-4.3%-7.0%-30.1%
Q1 2022-12.3%+5.1%+0.8%
Q1 2021-12.3%+5.1%+0.8%
Q4 2021+5.4%+6.1%-1.8%
Q3 2020+3.4%-0.1%-24.3%
Q4 2020+3.4%-0.1%-24.3%
Q3 2021+0.0%+0.0%-25.5%
Q2 2020
Q1 2020
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro