BIOFRONTERA INC (BFRI)
NASDAQHealth CareMedical - PharmaceuticalsSnapshot 2026-11-05
$0.81-10.62%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - PharmaceuticalsSnapshot 2026-11-05
QuarterlyIQ Insights · BFRI
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -89.7% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 13.6% |
Growth built into the price is above our model estimate.
The price assumes 103.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Elevated risk of a next-quarter earnings miss: this name has erratic recent earnings surprises and is a smaller-cap name (higher miss base rate). A fundamental tilt, not a price call.
Model as of 2026-11-05 · Compared with 3 industry peers
BFRI — earnings miss
Dated 2026-05-14
Results of Operations and Financial Condition . On May 14, 2026, Biofrontera Inc. (the “Company”) issued a press release announcing its financial and operational results for the three months ended March, 31, 2026. A copy of the press release is being furnished as Exhibit 99.1 attached hereto to this Current Report on Form 8-K. The Company’s press release contains non-GAAP financial measures. Generally, a non-GAAP financial measure is a numerical measure of a company’s performance, financial p…
Why it matters: Cash was $4.7 million at June 30, while first-half operating cash use was $1.7 million. Lower cash use would support the breakeven goal.
Watch forThe November 11 report shows Q3 operating cash use below $1.7 million. Revenue is above $9.0 million.
Also watch forThe November 11 report shows Q3 operating cash use of $1.7 million or more, or cash below $4.7 million.
Why it matters: FDA approval cleared a new Ameluz use for skin cancer. The launch can test whether the new label brings more clinics and sales.
Supportive ifBy Q1 2027, Biofrontera reports that sBCC sales have started. It names clinics or new lamp placements using the treatment.
Worry ifThe launch has not begun by the end of Q1 2027, or the company reports no clinic uptake or new lamp placements for sBCC.
Why it matters: Q2 revenue rose 32.9%, but some orders moved forward before the lamp restriction. Q3 results can show if demand held up.
Watch forIn the November 11 report, Q3 net product revenue is above $9.0 million, Q2 2025's level. Management also reports steady reorders.
Also watch forQ3 net product revenue is $9.0 million or less. Or, management reports weaker reorders after Q2 order timing moved sales forward.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$265 on $10,000 · ±2.6% | How much price usually moves either way. |
| Bad day | $723 loss on $10,000 · 7.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,149 loss on $10,000 · 51.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.