earnings
confidence high
sentiment positive
materiality 0.75
Verrica Q3 revenue $14.3M (YCANTH $3.6M, license $10.7M); net loss narrows to $0.3M
Verrica Pharmaceuticals Inc.
2025-Q3 EPS
reported -$1.03
vs consensus -$0.69
▼ miss
(-49.6%)
- Q3 net loss $0.3M ($0.03/sh) vs $22.9M loss ($4.88/sh) in Q3'24; non-GAAP net income $1.2M.
- YCANTH dispensed units 14,093 in Q3 (+4.9% sequentially); nine-month total 37,642 (+120% YoY).
- Received $10M milestone from Torii for Japan YCANTH approval; global Phase 3 for common warts started.
- FDA aligned on Phase 3 design for VP-315 in basal cell carcinoma; positive EMA feedback supports MAA filing.
- Cash $21.1M; sales force expanded to 45 reps, targeting 50 in 2026.