secwatch.observer — SEC 8-K summary ====================================== Issuer: Verrica Pharmaceuticals Inc. (VRCA) CIK: 0001660334 Form: 8-K Filed at: 2025-11-14T23:59:59+00:00 Accession: 0001193125-25-283078 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Verrica Q3 revenue $14.3M (YCANTH $3.6M, license $10.7M); net loss narrows to $0.3M -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1660334/000119312525283078/0001193125-25-283078-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1660334/000119312525283078/d99039d8k.htm HTML page: https://secwatch.observer/filing/0001193125-25-283078 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer