Update shared on 14 Nov 2025
Fair value Increased 14%Analysts have raised their price target for Journey Medical from $11.80 to $13.50. They cite improved profit margin expectations despite slightly adjusted forecasts for revenue growth and discount rates.
What's in the News
- Journey Medical presented efficacy data from a pooled analysis of two Phase 3 clinical trials, showing DFD-29 (Emrosi) was statistically superior to Oracea and placebo in treating inflammatory lesions of rosacea in adults. No major safety issues were reported (Key Developments).
- In the Phase 3 studies, 62.7% of subjects treated with DFD-29 achieved IGA treatment success, compared to 39.0% with Oracea and 28.2% with placebo. Both comparisons showed p-values <0.001 (Key Developments).
- The DFD-29 group saw a mean reduction of 19.2 inflammatory lesions from baseline to week 16, outperforming Oracea, which had a reduction of 14.8, and placebo, which had a reduction of 11.3 (Key Developments).
- Journey Medical has filed a Follow-on Equity Offering, offering 3,750,000 shares of common stock in an at-the-market transaction (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has increased from $11.80 to $13.50.
- Discount Rate has risen slightly from 6.78% to 6.96%.
- Revenue Growth projections have decreased modestly from 48.49% to 46.96%.
- Net Profit Margin estimates have climbed from 29.92% to 37.74%.
- Future P/E has declined from 8.32x to 7.66x.
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