NASDAQ$VRCA

Verrica Pharmaceuticals Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Verrica reported strong awareness and interest in prescribing YCANTH among dermatologists and pediatricians.

Verrica Pharmaceuticals reported third quarter 2023 financial results, highlighting the first commercial sale of YCANTH™ to its exclusive distributor, FFF Enterprises Inc., resulting in net product revenue of $2.8 million. The company is focused on executing its launch strategy and expanding coverage among commercial plans and managed Medicaid plans.

  • YCANTH™ received FDA approval for molluscum treatment in July.
  • First commercial sale of YCANTH™ resulted in $2.8 million net product revenue.
  • Over 112 million lives covered through commercial insurance and managed Medicaid plans.
  • Progress continues on the development pipeline, including VP-315 for basal cell carcinoma.

Headline financials

Total Revenue

$2.92M

Previous: $8.32M-64.9%
EPS (adj)

-$0.32

Previous: $0.07-557.1%
Capital Expenditures

-$135K

Previous: -$236K+42.8%
Free Cash Flow

-$24.9M

Previous: -$153K-16198.7%
Net Income

-$24.8M

Previous: $83K-29981.9%
Operating Income

-$23.9M

Previous: $1.45M-1751.7%
Gross Profit

$2.62M

Previous: $5.37M-51.3%
Cash & Equivalents

$84.3M

Previous: $32.5M+159.6%
Total Assets

$97.1M

Previous: $49.1M+97.7%
R&D Expense

$6.51M

No prior period

Revenue & EPS history

Verrica · Revenue · Quarterly

$2.92M

Q3 2023-64.9%vs Q3 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Management expects orders during the fourth quarter of 2023 may be less than the order during the third quarter of 2023 as the Company continues to build demand and drive adoption amongst healthcare providers. Management expects inventory in the channel to normalize and more closely align with product demand in the first half of 2024.

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 Q3 2023

Historical avgQ3 2023

-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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