VeraDermics Inc (MANE)
NYSEHealth CareBiotechnologySnapshot 2026-11-05
NYSEHealth CareBiotechnologySnapshot 2026-11-05
QuarterlyIQ Insights · MANE
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 sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -25.0% |
| Our one-year growth estimate | diamond | Not available |
Growth built into the price is above our model estimate.
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.
No outside relationship met the current evidence threshold.
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.
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.
A comparable growth gap is not available.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name has erratic recent earnings surprises and operates in a high-miss-rate industry. A fundamental tilt, not a price call.
Model as of 2026-11-05 · Compared with 117 industry peers
MANE — earnings in line
Dated 2026-08-11
of this Current Report on Form 8-K (including Exhibit 99.1) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the Exchange Act) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933 or the Exchange Act, except as expressly set forth by specific reference in such a filing.
Why it matters: Study 306 is the large, placebo-controlled test of VDPHL01 in women. Its results can confirm or challenge the earlier open-label findings.
Watch forAt Month 6, Study 306 meets both main goals: hair count rises, and more people report better coverage than on placebo.
Also watch forStudy 306 misses either main goal. Or it reports a serious event linked to treatment or a heart safety signal.
Why it matters: The next results are due November 10. Check whether management reports the Study 302 data and keeps its stated timing for upcoming trials.
Watch forThe November 10 update gives Study 302 12-month data or a firm date within 2026. Study 306 stays on track for the first half of 2027.
Also watch forThe company delays Study 302 data beyond 2026 or moves Study 306 results beyond the first half of 2027.
Why it matters: Longer use can show whether the safety results last. Management said this data was due in the second half of 2026.
Watch forStudy 302 reports results after 12 months. It finds no new heart safety signal or serious event linked to treatment.
Also watch forStudy 302 reports a new heart safety signal, a serious event linked to treatment, or a delay past 2026.
Why it matters: The two male trials reported positive six-month results. A clear FDA filing plan is the next key step toward a possible approval.
Supportive ifThe company gives a dated FDA filing plan for VDPHL01, with no newly reported trial issue that blocks the filing.
Worry ifThe company reports a new trial or safety issue that delays or stops the FDA filing plan.
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.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$282 on $10,000 · ±2.8% | How much price usually moves either way. |
| Bad day | $727 loss on $10,000 · 7.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,484 loss on $10,000 · 24.8% | 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.
Why it matters: The company has no approved product and reported rising losses. Its cash balance funds the trials and launch work.
Worry ifAt the next results, cash and marketable securities stay near or above $819.9 million, the balance on June 30, 2026.
Less concerning ifCash falls sharply below $819.9 million and management shortens its stated runway from 2030.