Emrosi Launch Will Expand Rosacea Treatment Options

Published
30 Mar 25
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$10.50
31.0% undervalued intrinsic discount
07 Aug
US$7.25
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1Y
52.3%
7D
0.3%

Author's Valuation

US$10.5

31.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on31 Jul 25
Fair value Increased 7.69%

The increase in Journey Medical’s consensus analyst price target to $10.50 reflects improved future earnings expectations as indicated by a higher forward P/E, despite a slight decline in net profit margin. What's in the News Emrosi™ (40 mg Minocycline Hydrochloride Modified-Release Capsules), Journey Medical’s treatment for inflammatory rosacea lesions in adults, now has pharmacy benefit coverage for 65% of U.S. commercial lives, up from 29% in May.

Shared on01 May 25
Fair value Increased 26%

Shared on23 Apr 25
Fair value Decreased 20%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.2%.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 0.41%

AnalystConsensusTarget has decreased revenue growth from 46.8% to 40.1%, decreased profit margin from 34.8% to 24.6%, increased future PE multiple from 5.3x to 8.7x and decreased shares outstanding growth rate from 0.1% to 0.1%.