NASDAQ$DERM

Journey Medical Corp · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Journey Medical reported full-year financial results for 2023, showing revenue growth and cost savings.

Journey Medical Corporation reported full-year revenue of $79.2 million, a 7% increase from 2022. The company achieved $15.6 million in operating cost savings, exceeding initial guidance. A New Drug Application for DFD-29 was accepted by the FDA, with a PDUFA goal date of November 4, 2024.

  • Full-year revenue reached a record high, driven by Qbrexza® licensing agreement and core dermatology product sales.
  • Operating cost savings of $15.6 million were achieved, surpassing initial guidance.
  • New Drug Application for rosacea treatment candidate DFD-29 was accepted for FDA review.
  • Company is positioned for growth with a portfolio of dermatology brands, sales force, and the potential launch of DFD-29 in early 2025.

Headline financials

Total Revenue

$15.3M

Previous: $16M-4.4%
EPS (adj)

-$0.12

Previous: -$0.17+29.4%
Net Income

-$2.14M

Previous: -$10.6M+79.9%
Operating Income

-$2.1M

Previous: -$10M+78.9%
Gross Profit

$9.24M

Previous: $8.25M+12.1%
R&D Expense

$1.51M

No prior period
Stock-Based Comp

$529K

Previous: $1.44M-63.3%

Revenue & EPS history

Journey Medical · Revenue · Quarterly

$15.3M

Q4 2023-4.4%vs Q4 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

Journey Medical anticipates continued growth and value creation based on its dermatology portfolio, sales force, streamlined cost structure, and the potential launch of DFD-29.

Tailwinds

  • Portfolio of recognized dermatology brands
  • Proven sales force
  • Streamlined cost infrastructure
  • Potential to launch DFD-29 in early 2025
  • DFD-29 has the potential to become the only oral, systemic therapy

Headwinds

  • Products and product candidates are subject to time and cost intensive regulation and clinical testing
  • A substantial portion of sales derive from products that may become subject to third-party generic competition
  • Revenue is dependent mainly upon sales of dermatology products
  • Competition could limit products’ commercial opportunity and profitability
  • The dependence of the success of business on the successful development and regulatory approval of the DFD-29 product candidate

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 Q4 2023

Historical avgQ4 2023

-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

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