Verrica Pharmaceuticals Inc (VRCA)
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
$3.09-10.69%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
QuarterlyIQ Insights · VRCA
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“Demand for YCANTH continues to accelerate, with dispensed applicator units reaching 19,626 for the quarter, up approximately 28% sequentially and 46% on a year-over-year basis, and representing our…
Stated in 2 of 2 supplied quarters. Management reported: ““Demand for YCANTH continues to accelerate, with dispensed applicator units reaching 19,626 for the quarter, up approximately 28% sequentially and 46% on a year-over-year basis, and representing our highest quarterly total since launch.” “The increase in product revenue, net, was primarily related to increased deliveries of YCANTH to our distribution partners.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 0 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated weak grew net income 29% of the time over the next year (vs 52% for the rest of the cohort, n=10118).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
““Demand for YCANTH continues to accelerate, with dispensed applicator units reaching 19,626 for the quarter, up approximately 28% sequentially and 46% on a year-over-year basis, and representing our…”
““Our first quarter performance reflects accelerating growth in market demand for YCANTH as the new standard of care for the treatment of molluscum contagiosum, a condition that impacts approximately…”
Topline data from our global Phase 3 program is currently expected in mid-2027, as our studies are recruiting well.
Stated in 2 of 2 supplied quarters. Management reported: “Topline data from our global Phase 3 program is currently expected in mid-2027, as our studies are recruiting well.” ““Demand for YCANTH continues to accelerate, with dispensed applicator units reaching 19,626 for the quarter, up approximately 28% sequentially and 46% on a year-over-year basis, and representing our highest quarterly total since launch.”
“Topline data from our global Phase 3 program is currently expected in mid-2027, as our studies are recruiting well.”
“Further, last December the first patient was dosed in the first trial (COVE-2) of the global Phase 3 program evaluating YCANTH (VP-102) for the treatment of common warts, and we are happy to announce…”
Based on our current operating plan, we believe the full $27.5 million that may be available under the facility could extend our cash runway into 2028.
Stated in 1 of 2 supplied quarters. Management reported: “Based on our current operating plan, we believe the full $27.5 million that may be available under the facility could extend our cash runway into 2028.” “Manning, Verrica’s Chairman and largest shareholder for up to $27.5 million.”
“Based on our current operating plan, we believe the full $27.5 million that may be available under the facility could extend our cash runway into 2028.”
Based on the unique and promising profile of this Phase 3-ready asset, we are continuing our Phase 3 readiness activities.”
Stated in 2 of 2 supplied quarters. Management reported: “Based on the unique and promising profile of this Phase 3-ready asset, we are continuing our Phase 3 readiness activities.”” “At the Society for Investigative Dermatology Annual Meeting in May, VP-315 demonstrated a potential ability to impact both treated lesions, as well as showing evidence of a meaningful abscopal effect in untreated lesions.”
“Based on the unique and promising profile of this Phase 3-ready asset, we are continuing our Phase 3 readiness activities.””
““The exciting data from the Phase 2 study of our novel oncolytic peptide, VP-315, for the treatment of basal cell carcinoma is generating strong interest within the dermatology and oncology communiti…”
Pursue regulatory approval for YCANTH in Japan to unlock additional funding.
Over the trailing year it converted 0.87x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
15 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-05.