Verrica Pharmaceuticals 향후 성장
Future 기준 점검 2/6
Verrica Pharmaceuticals 의 수익은 연간 7.7% 감소할 것으로 예상되는 반면, 연간 수익은 33.1% 로 증가할 것으로 예상됩니다. EPS는 연간 32.4% 만큼 성장할 것으로 예상됩니다.
핵심 정보
-5.7%
이익 성장률
33.54%
EPS 성장률
| Pharmaceuticals 이익 성장 | 14.5% |
| 매출 성장률 | 34.2% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 13 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Aug 17
In-office Dermatology Access And Global Trials Will Shape Markets
A notable downward revision in forecasted revenue growth and a substantial decline in future P/E have driven analysts to lower their price target for Verrica Pharmaceuticals from $25.00 to $15.00. What's in the News Verrica Pharmaceuticals was notified by Nasdaq of non-compliance with the $1.00 minimum bid price requirement and faces potential delisting; the company has requested a hearing, which stays the suspension or delisting process.
새로운 내러티브 • Apr 10
Turnaround Plan Will Commercialize YCANTH And Advance Pipeline
Cost reductions and focus on YCANTH commercialization could improve future revenues and net margins, aiding the turnaround plan.분석 기사 • Oct 03
The Price Is Right For Verrica Pharmaceuticals Inc. (NASDAQ:VRCA) Even After Diving 49%
To the annoyance of some shareholders, Verrica Pharmaceuticals Inc. ( NASDAQ:VRCA ) shares are down a considerable 49...분석 기사 • Aug 17
Verrica Pharmaceuticals Inc. (NASDAQ:VRCA) Analysts Are Cutting Their Estimates: Here's What You Need To Know
Verrica Pharmaceuticals Inc. ( NASDAQ:VRCA ) investors will be delighted, with the company turning in some strong...분석 기사 • Aug 16
With A 67% Price Drop For Verrica Pharmaceuticals Inc. (NASDAQ:VRCA) You'll Still Get What You Pay For
The Verrica Pharmaceuticals Inc. ( NASDAQ:VRCA ) share price has fared very poorly over the last month, falling by a...분석 기사 • Jul 21
Is Verrica Pharmaceuticals (NASDAQ:VRCA) Using Debt In A Risky Way?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...분석 기사 • Jan 11
Is Verrica Pharmaceuticals (NASDAQ:VRCA) Using Debt In A Risky Way?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...분석 기사 • Jun 28
Here's Why We're Not At All Concerned With Verrica Pharmaceuticals' (NASDAQ:VRCA) Cash Burn Situation
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...분석 기사 • Feb 05
We're Hopeful That Verrica Pharmaceuticals (NASDAQ:VRCA) Will Use Its Cash Wisely
Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Seeking Alpha • Aug 31
Vectoring Back In On Verrica Pharmaceuticals
Summary Shares of dermatology disease concern Verrica Pharmaceuticals Inc. plunged 64% on May 25, 2022 after the company received its third CRL for its molluscum candidate, VP-102. However, the two most recent CRLs have to do with a deficient contract manufacturer, forcing the company to engage another one to get VP-102 across the finish line. With significant insider and beneficial owner buying on its dilutive June 2022 secondary offering, Verrica merited a deeper dive. A full investment analysis and recommendation follow in the paragraphs below. Sometimes I wonder whether the world is being run by smart people who are putting us on or by imbeciles who really mean it.”― Laurence J. Peter, The Peter Principle Today, we look at a small cap name I have not put under the microscope in a year and a half. The company recently suffered a setback at the hands of the FDA, but one that might be able to be rectified. The stock has seen some recent insider buying within a secondary offering as well. An analysis follows below. Seeking Alpha Company Overview: Verrica Pharmaceuticals Inc. (VRCA) is a West Chester, Pennsylvania-based clinical-stage drug concern focused on the development of therapeutics for the treatment of dermatological diseases. It has two assets undergoing evaluation for four indications and another one in the preclinic. The company also has the dubious distinction of having received three complete response letters ((CRLs)) from the FDA for the same new drug application ((NDA)). Verrica was formed in 2013 and went public in 2018, raising net proceeds of $78.4 million at $15 per share. Its stock trades just over $3.50 a share, translating to a market cap of $130 million. Pipeline VP-102. The cause of all the consternation for Verrica shareholders – at least those holding its stock after the close of the market on May 24, 2022 – is VP-102. It is a formulation of cantharidin, which is an odorless, colorless fatty substance secreted by male blister beetles that has been employed topically to remove warts and tattoos. In higher concentrations it is extremely flammable, and if ingested at doses as small as 10mg is potentially fatal. As an aside, it is the active ingredient in the aphrodisiac Spanish fly. The company has developed cantharidin into a 0.7% drug solution administered through its single-use precision applicator that is being evaluated in the treatment of molluscum contagiosum (molluscum), as well as both common and external genital warts. Neither of the first two indications has an FDA-approved therapy, with curettage, cryotherapy, laser surgery, natural remedies, off-label drugs, and compounded unstandardized cantharidin currently employed. To describe VP-102’s journey through the FDA approval process as a long, drawn-out affair would be an understatement. The odyssey began in 2019, after the compound in two Phase 3 trials (CAMP-1 and CAMP-2) demonstrated efficacy in the treatment of molluscum, a highly contagious and physically unattractive skin disease characterized by multiple raised flesh-colored papules that are manifestations of a pox virus – not too different from the current outbreak of monkey pox. If left untreated, the disorder can take more than two years to resolve. Verrica estimates the U.S. prevalence of molluscum at six million, with the greatest incidence in children under 14 years of age. Management places the total addressable domestic market at over $1 billion. Returning to the approval process, after the two trials totaling over 500 patients demonstrated complete clearance of disease at day 84 in half the VP-102 population versus 16% on placebo (p<0.0001), Verrica submitted an NDA for its candidate in the treatment of molluscum and received a PDUFA date of July 13, 2020. However, the company received a CRL in July 2020 citing potential manufacturing issues as well as concerns that its device could be inadvertently misused (known as human factors). Verrica thought it had addressed these issues and resubmitted the NDA and received a PDUFA date in June 2021, which was later extended to September 23, 2021. However, another CRL was issued citing general quality deficiencies at its contract manufacturer (Sterling Pharmaceutical Services) after an FDA inspection. With the inspection classified as Voluntary Action Indicated ((VAI)) – meaning objectionable conditions or practices found at the facility but no administrative or regulatory action taken – and nothing specific to VP-102, management presumed the issue resolved and again resubmitted its application and received a May 24, 2022 PDUFA date. But again, the FDA issued a CRL, owing to the fact it placed Sterling on Official Action Indicated ((OAI)) status – the most severe violation meaning no new drug manufacturing – after another inspection of its plant. The latest CRL and management’s surprised response regarding its issuance had some calling into question its competency. Either way, the flummoxed brass held a Type A meeting with the FDA on June 27, 2022 to discuss a path forward. As a potential solution, Verrica is engaging another contract manufacturer to provide VP-102 in the event that Sterling can’t satisfy all the deficiencies related to its OAI status. An NDA re-re-resubmission is now anticipated in 1Q23. If approved, it will be marketed under the trade name YCANTH and will essentially shut out the manufacturers of the "unapproved" compounded cantharidin. These delays have had a significant impact on: Verrica’s stock price, which plunged 64% in the trading session after its most recent CRL; its balance sheet, which will be discussed in more detail below; and its operations, as the approval delays retard its ability to advance other clinical programs. For example, VP-102 is also being evaluated as a therapy for both external genital and common warts. External genital warts (EGW) are caused by the human papilloma virus (HPV) and comprise ~17% of the 4.1 million annual doctor office visits for warts. Although there are FDA-approved remedies including HPV vaccines, immune response modifier imiquimod, cell mitosis inhibitor podofilox, and botanical green tea drug product sinecatechins, owing to EGW’s similarity to molluscum, Verrica believes that VP-102 can be a safe and effective treatment. After a Phase 2 study demonstrated statistical significance (with 35.1% of patients showing complete clearance of warts at day 84 versus 2.4% on vehicle (p<0.0001)) the company was set to initiate a Phase 3 trial in 2H22 with first patient expected to be dosed in 1H23. However, due to the setbacks related to the molluscum indication, the trial’s starting date has been pushed back to 1H24 as Verrica conserves capital. Like EGW, common warts are caused by HPV. Management believes the total U.S. incidence is 22 million with only 1.5 million diagnosed annually. With no FDA-approved therapies and similarities to molluscum, the company embarked on a clinical program for VP-102 in the treatment of common warts with a two-cohort, 56-patient Phase 2 trial demonstrating clinically meaningful efficacy with 51.4% in Cohort 2 achieving complete clearance at day 84. However, when Verrica met with the FDA to lay out its Phase 3 trial protocol, the feedback suggested a second Phase 2 study would be necessary before advancing to a pivotal trial. With the molluscum-related issues putting the company in a bind, it is likely that this program is suspended until financial conditions improve. LTX-315. The temporary de-prioritization of this program is related to the company’s other clinical asset, LTX-315. It is an oncolytic peptide designed to induce immunogenic cell death after direct injection into a tumor. In-licensed from Lytic Biopharma in 2020, it is being assessed in a Phase 2 trial for the treatment of basal cell carcinoma with the first patient injected in April 2022. As part of its deal with Lytic, Verrica is potentially obligated to pay as much as $110 million in milestones, as well as royalties in the low double digits to mid-teens. The indication is potentially significant with ~5.4 million diagnoses of non-melanoma skin cancers such as basal and squamous cell carcinomas in the U.S. annually. VP-103. Verrica was also determining when to enter the clinic with VP-103, a second cantharidin-based compound for the treatment of plantar warts, which comprise nearly one-third of all doctor visits for warts in the U.S. That timeline is currently under reevaluation. Out-licensing Agreement Between VP-102’s first and second CRLs, Verrica was able to ink a development and commercial deal with Torii Pharmaceutical Co. (TRXPF) for Japan. Under the terms of the agreement, Verrica has received $12 million to date with eligibility for an additional $58 million in milestones, in addition to tiered transfer price payments for supply of product equaling mid-30s to mid-40s percentage of net sales. Balance Sheet & Analyst Commentary: When VP-102’s approval appeared a slam dunk in 2020, Verrica was able to line up financing totaling $50 million, of which it tapped $40 million. However, the loan was predicated on the company achieving a minimum sales thresholds for VP-102. Owing to the CRLs, Verrica was compelled to renegotiate the financing terms and move the $40 million outstanding into the restricted cash line on its balance sheet, creating a liquidity crunch. With only enough unrestricted cash to get the company into 3Q22, it was forced to execute a highly dilutive secondary offering, raising net proceeds of $26.8 million at $2.10 a share on June 29, 2022. The company had approximately $55 million of cash and marketable securities on hand prior to the capital raise.Seeking Alpha • Jul 06
Verrica Pharmaceuticals reports insider buying
Verrica Pharmaceuticals (NASDAQ:VRCA) shows stock buying by insiders on July 5: 10% owner, Perceptive Advisors bought ~1.43M shares at $2.10 worth $3M; this bring his total share holding to 5.04M shares. President and CEO, Ted White bought 23,809 shares at $2.1 worth ~$50K; total share holding of 29,466. 10% owner, director Paul B Manning bought 4.76M shares at $2.1 worth $10M; bringing total share holding to ~13.6M shares. Director, John A III Stalfort, bought 238K shares at $2.1 worth $700K The stock has declined about 76% over the last one year.Seeking Alpha • Jun 29
Verrica Pharmaceuticals stock slides on proposed share offering
Verrica Pharmaceuticals (NASDAQ:VRCA) shares dropped ~8% in extended trading hours after the dermatology therapeutics company proposed public offering of common stock. Terms of the offering are yet to be determined. Underwriter may be granted a 30-day option to purchase up to an additional 15% of the shares issued in the offering.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 68 | -21 | 16 | -10 | 3 |
| 12/31/2027 | 46 | -36 | -19 | -33 | 4 |
| 12/31/2026 | 25 | -39 | -36 | -33 | 5 |
| 3/31/2026 | 37 | -18 | -14 | -14 | N/A |
| 12/31/2025 | 36 | -18 | -18 | -18 | N/A |
| 9/30/2025 | 31 | -26 | -29 | -29 | N/A |
| 6/30/2025 | 15 | -49 | -47 | -47 | N/A |
| 3/31/2025 | 7 | -66 | -54 | -54 | N/A |
| 12/31/2024 | 8 | -77 | -61 | -61 | N/A |
| 9/30/2024 | 9 | -85 | -60 | -59 | N/A |
| 6/30/2024 | 14 | -87 | -66 | -66 | N/A |
| 3/31/2024 | 9 | -81 | -54 | -54 | N/A |
| 12/31/2023 | 5 | -67 | -39 | -39 | N/A |
| 9/30/2023 | 3 | -48 | -29 | -29 | N/A |
| 6/30/2023 | 9 | -23 | -13 | -12 | N/A |
| 3/31/2023 | 9 | -23 | -15 | -15 | N/A |
| 12/31/2022 | 9 | -24 | -19 | -19 | N/A |
| 9/30/2022 | 9 | -28 | -23 | -22 | N/A |
| 6/30/2022 | 1 | -41 | -35 | -35 | N/A |
| 3/31/2022 | 0 | -43 | -26 | -25 | N/A |
| 12/31/2021 | 12 | -35 | -28 | -28 | N/A |
| 9/30/2021 | 12 | -39 | -26 | -25 | N/A |
| 6/30/2021 | 12 | -36 | -23 | -22 | N/A |
| 3/31/2021 | 12 | -34 | -34 | -33 | N/A |
| 12/31/2020 | N/A | -43 | -32 | -30 | N/A |
| 9/30/2020 | N/A | -37 | -33 | -32 | N/A |
| 6/30/2020 | N/A | -33 | -33 | -32 | N/A |
| 3/31/2020 | N/A | -31 | -30 | -28 | N/A |
| 12/31/2019 | N/A | -28 | N/A | -27 | N/A |
| 9/30/2019 | N/A | -28 | N/A | -26 | N/A |
| 6/30/2019 | N/A | -28 | N/A | -24 | N/A |
| 3/31/2019 | N/A | -26 | N/A | -23 | N/A |
| 12/31/2018 | N/A | -21 | N/A | -18 | N/A |
| 9/30/2018 | N/A | -20 | N/A | -13 | N/A |
| 6/30/2018 | N/A | -15 | N/A | -9 | N/A |
| 3/31/2018 | N/A | -11 | N/A | -6 | N/A |
| 12/31/2017 | N/A | -10 | N/A | -5 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: VRCA 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 vs 시장: VRCA 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
고성장 수익: VRCA 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 대 시장: VRCA 의 수익(연간 33.1%)이 US 시장(연간 11.7%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: VRCA 의 수익(연간 33.1%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: VRCA의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/26 20:28 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Verrica Pharmaceuticals Inc.는 11명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jason Matthew Gerberry | BofA Global Research |
| Brian Kemp Dolliver | Brookline Capital Markets |
| Glen Santangelo | Jefferies LLC |