NASDAQ$VRCA

Verrica Pharmaceuticals Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Verrica reported negative net product revenue due to product returns and restructuring efforts to lower expenses and refine commercial strategy.

Verrica Pharmaceuticals reported negative net product revenue of $1.9 million for Q3 2024, including a provision for product returns of $1.7 million. There were no ex-factory sales in the third quarter of 2024 due to slower demand pull through. The company is implementing restructuring efforts to reduce operating expenses by approximately 50% and is exploring strategies to strengthen its balance sheet. New senior leadership appointments were announced, including Dr. Jayson Rieger as CEO and John Kirby as Interim CFO.

  • Negative net product revenue of $1.9 million due to product returns.
  • Restructuring efforts to reduce operating expenses by approximately 50%.
  • New CEO and Interim CFO appointed.
  • Exploring strategies to strengthen the balance sheet.

Headline financials

Total Revenue

-$1.78M

Previous: $2.92M-161.1%
EPS

-$0.49

Previous: -$0.32-53.1%
Capital Expenditures

-$27K

Previous: -$135K+80.0%
Free Cash Flow

-$22.9M

Previous: -$24.9M+8.2%
Net Income

-$22.9M

Previous: -$24.8M+7.8%
Operating Income

-$20.7M

Previous: -$23.9M+13.4%
Gross Profit

-$2.18M

Previous: $2.62M-183.3%
Cash & Equivalents

$23M

Previous: $84.3M-72.8%
Total Assets

$32.9M

Previous: $97.1M-66.1%
R&D Expense

$2.41M

Previous: $6.51M-63.1%

Revenue & EPS history

Verrica · Revenue · Quarterly

-$1.78M

Q3 2024-161.1%vs Q3 2023
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Forward guidance

Verrica expects existing distributor inventory to support most demand for dispensed applicator units 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 Q3 2024

Historical avgQ3 2024

-2.7%

Avg return

Earnings day

-3.4%

Avg return

5 days after

-0.4%

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%
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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