NASDAQ$VYNE

VYNE Therapeutics INC · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Reported financial results for the second quarter of 2020 and provided a corporate update.

Menlo Therapeutics reported revenue of $11.7 million for the second quarter of 2020, driven by AMZEEQ product sales, a license agreement with Cutia, and royalty revenue for Finacea. The company experienced a net loss of $167.4 million, primarily due to goodwill impairment, in-process research and development impairment, and CSR remeasurement.

  • ZILXI was approved by the FDA for the treatment of inflammatory lesions of rosacea in adults.
  • Positive results were announced from Phase 2 trial of FCD105 for the potential treatment of moderate-to-severe acne vulgaris.
  • An exclusive licensing agreement was entered into with Cutia Therapeutics for the sale of AMZEEQ, ZILXI and FCD105 in Greater China.
  • Approximately $54 million was raised in a public offering of common stock.

Headline financials

Total Revenue

$11.7M

Previous: $0.00
EPS (adj)

-$3.28

Previous: -$2.76-18.8%
Capital Expenditures

-$113K

Previous: -$10K-1030.0%
Free Cash Flow

-$168M

Previous: -$16.5M-916.3%
Net Income

-$167M

Previous: -$16.5M-916.2%
Operating Income

-$167M

Previous: -$17.2M-871.1%
Gross Profit

$11.5M

Previous: $0.00
Cash & Equivalents

$96.5M

No prior period
Total Assets

$131M

No prior period
Stock-Based Comp

$10.8M

No prior period

Revenue & EPS history

VYNE · Revenue · Quarterly

$11.7M

Q2 2020
Beat estimate in 1 of 13 quarters(8%)
ActualEstimate

Revenue by segment

VYNE · $86K total across 1 segment · Q1 2026

  • Royalty revenues
    $86K

Forward guidance

Menlo believes that its cash and cash equivalents and investments, projected cash flows from revenues and the funds that it is entitled to receive under its license agreement with Cutia, will provide sufficient resources for its current ongoing needs through at least the next twelve months.

Headwinds

  • The on-going COVID-19 pandemic continues for an extended duration.
  • There may be need for additional financing activity
  • Assumptions may prove to be wrong, and capital resources could be used sooner than currently expected.

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 2020

Historical avgQ2 2020

-1.0%

Avg return

Earnings day

-2.1%

Avg return

5 days after

-13.3%

Avg return

30 days after

52%

17 / 33 earnings

Positive

+23.0%

Q4 2021

Best reaction

-38.4%

Q2 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.0%
Q4 2025+1.0%-0.2%-0.5%
Q2 2025+0.6%-4.3%-10.6%
Q1 2025-2.4%-20.0%-28.1%
Q4 2024-2.5%-21.3%-34.7%
Q3 2024+1.0%-4.2%-14.4%
Q2 2024+8.8%+8.2%+7.6%
Q1 2024-1.8%+6.3%-17.3%
Q4 2023-4.7%-3.4%+31.8%
Q3 2023+1.7%+11.4%-23.1%
Q2 2023-11.8%-13.7%-26.7%
Q1 2023+20.9%+17.9%-11.9%
Q4 2022-14.7%-21.2%-11.1%
Q3 2022+9.7%+0.0%-15.4%
Q2 2022+5.3%+12.5%-4.6%
Q1 2022+5.0%+8.2%+27.2%
Q4 2021+23.0%+28.7%-8.0%
Q3 2021-1.5%-5.9%+10.3%
Q2 2021-38.4%-42.9%-45.7%
Q1 2021-19.7%-24.8%-95.3%
Q4 2020-9.7%-6.5%-6.5%
Q3 2020-2.6%+0.6%-1.2%
Q2 2020-12.5%-12.2%-26.8%
Q1 2020-7.2%-13.3%+7.2%
Q4 2019+5.8%+42.6%-9.3%
Q3 2019+4.4%+2.6%-21.3%
Q2 2019-8.7%-16.4%+29.8%
Q1 2019-1.3%-2.3%-4.5%
Q4 2018+0.5%+0.2%-7.3%
Q3 2018+1.7%+0.0%-17.8%
Q2 2018+3.4%-2.7%-5.9%
Q1 2018+9.2%+7.2%-11.9%
Q4 2017+4.8%+2.9%-78.1%
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016

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