NASDAQ$VRCA

Verrica Pharmaceuticals Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Verrica reported second quarter 2024 financial results with YCANTH revenue of $4.9M and announced positive preliminary topline results of Phase 2 clinical study of VP-315.

Verrica Pharmaceuticals reported a net product revenue of $4.9 million in the second quarter of 2024, driven by YCANTH sales. The company is progressing with its clinical pipeline, including positive Phase 2 results for VP-315 and preparations for a Phase 3 trial for common warts. Net loss for the quarter was $17.2 million, or $0.37 per share.

  • Recognized net product revenue of $4.9 million in Q2 2024 from YCANTH.
  • Announced positive preliminary results from Phase 2 study of VP-315 for basal cell carcinoma.
  • Progressing towards global Phase 3 trial for YCANTH in common warts, expected to begin in 1H 2025.
  • Added Cencora, Inc. as a specialty distributor in Q2 2024 to grow YCANTH distribution.

Headline financials

Total Revenue

$5.18M

Previous: $182K+2744.5%
EPS (adj)

-$0.31

Previous: -$0.21-47.6%
Capital Expenditures

-$11K

Previous: -$70K+84.3%
Free Cash Flow

-$17.2M

Previous: -$11.1M-55.5%
Net Income

-$17.2M

Previous: -$11M-56.4%
Operating Income

-$15.2M

Previous: -$11.6M-30.9%
Gross Profit

$4.48M

Previous: $46K+9632.6%
Cash & Equivalents

$31.9M

Previous: $55.1M-42.1%
Total Assets

$52M

Previous: $62.2M-16.4%
R&D Expense

$3.32M

No prior period

Revenue & EPS history

Verrica · Revenue · Quarterly

$5.18M

Q2 2024+2,744.5%vs Q2 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Verrica anticipates continued growth in YCANTH prescriptions throughout the latter half of 2024, driven by the receipt of a permanent J-Code, progress in removing unapproved cantharidin products from the market, growing insurance coverage, and expanded distribution capabilities.

Tailwinds

  • Expect YCANTH prescription growth to continue quarter over quarter in the second half of 2024.
  • Permanent J-Code for YCANTH went into effect on April 1, streamlining product coverage and reimbursement.
  • Made progress in removing unapproved, compounded cantharidin distributed by Dormer Laboratories.
  • Growing insurance coverage for YCANTH.
  • Expansion of distribution capabilities.

Headwinds

  • Uncertainties inherent in the drug development process and the regulatory approval process.
  • Reliance on third parties over which Verrica may not always have full control.
  • Risks and uncertainties described in Verrica's Annual Report on Form 10-K and Quarterly Report on Form 10-Q.
  • Potential for actual results to differ materially from forward-looking statements.
  • Verrica's ability to fund its operations into the first quarter of 2025.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-2.7%

Avg return

Earnings day

-3.4%

Avg return

5 days after

-1.1%

Avg return

30 days after

42%

13 / 31 earnings

Positive

+18.6%

Q1 2024

Best reaction

-47.9%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.8%-15.3%-19.9%
Q4 2025+4.7%+3.2%-14.5%
Q3 2025+3.2%+15.8%+104.7%
Q1 2025+2.9%-0.8%-3.0%
Q4 2024-7.6%+0.5%-25.3%
Q3 2024-47.9%-45.8%-22.2%
Q2 2024-44.8%-43.8%-62.6%
Q1 2024+18.6%+8.4%+7.3%
Q4 2023-3.0%-10.1%+3.5%
Q3 2023-13.6%-17.7%+7.6%
Q2 2023+7.6%+1.6%-18.5%
Q1 2023-1.4%-7.1%-13.9%
Q4 2022-6.9%+1.5%-21.6%
Q3 2022-3.1%+3.1%+43.7%
Q2 2022+17.1%+9.6%+18.8%
Q1 2022-1.6%-7.8%-63.0%
Q4 2021+1.3%-7.7%+1.9%
Q3 2021-4.2%-5.9%-22.2%
Q2 2021-1.6%-0.7%+12.6%
Q1 2021-0.8%-0.2%-14.8%
Q4 2020-9.6%-0.2%+1.3%
Q3 2020+13.9%+13.1%+32.3%
Q2 2020+5.6%+4.8%+29.6%
Q1 2020+10.5%+2.8%+24.0%
Q4 2019-12.1%-7.5%+31.3%
Q3 2019+0.8%+4.0%-7.3%
Q2 2019+2.6%-9.3%-2.3%
Q1 2019+1.0%-3.3%-23.4%
Q4 2018-7.5%+1.1%-8.0%
Q3 2018-3.8%+5.6%-22.7%
Q2 2018-0.9%+2.7%+13.8%
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017

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