earnings
confidence high
sentiment positive
materiality 0.80
Verrica Q4 2025: YCANTH net revenue up 130% to $15.3M; total revenue $35.6M
Verrica Pharmaceuticals Inc.
- Q4 product revenue $3.7M vs $0.3M YoY; total revenue $35.6M in 2025, up from $7.6M in 2024.
- YCANTH dispensed units up 99% to 51,296 in 2025; SG&A cut by over 40% to $35.2M.
- Net loss $17.9M ($1.68/share) for full year 2025 vs $76.6M ($14.78/share) in 2024.
- Company has no outstanding debt; cash runway extended into Q1 2027.
- Phase 3 for common warts initiated; VP-315 advancing to Phase 3 for basal cell carcinoma.