Duyuru • Apr 02
TherapeuticsMD, Inc. announced delayed annual 10-K filing On 04/01/2026, TherapeuticsMD, Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC. Reported Earnings • Mar 31
Full year 2025 earnings released: US$0.056 loss per share (vs US$0.20 loss in FY 2024) Full year 2025 results: US$0.056 loss per share (improved from US$0.20 loss in FY 2024). Revenue: US$3.02m (up 72% from FY 2024). Net loss: US$653.0k (loss narrowed 72% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance. Board Change • Nov 18
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Independent Director Justin Roberts was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Duyuru • Nov 04
TherapeuticsMD, Inc., Annual General Meeting, Dec 15, 2025 TherapeuticsMD, Inc., Annual General Meeting, Dec 15, 2025. Duyuru • Jun 03
Mayne Pharma LLC Provides Update on Legal Proceeding with TherapeuticsMD, Inc Mayne Pharma Group Limited announced that one of its US subsidiaries, Mayne Pharma LLC, has filed a complaint in the United States District Court for the District of Delaware against TherapeuticsMD, Inc. This complaint is related to the legal proceeding brought by TXMD which was previously disclosed in Mayne Pharma's ASX announcement on 11 April 2025. Mayne Pharma's complaint asserts claims against TXMD for breach of contract and fraud based on allegations that TXMD concealed information about certain commercialisation assets it sold to Mayne Pharma on 4 December 2022. Mayne Pharma is seeking more than $11.5 million in damages it incurred as a result of TXMD's alleged misrepresentations about the assets. In addition to filing a complaint against TXMD, Mayne Pharma has filed a motion to dismiss TXMD's proceeding in its entirety. Mayne Pharma emphatically denies any and all allegations of wrongdoing and believes TXMD's proceeding to be without merit, but there is no assurance that Mayne Pharma would be successful in any defence thereof. Reported Earnings • May 17
First quarter 2025 earnings released: US$0.055 loss per share (vs US$0.07 loss in 1Q 2024) First quarter 2025 results: US$0.055 loss per share (improved from US$0.07 loss in 1Q 2024). Net loss: US$636.0k (loss narrowed 21% from 1Q 2024). Reported Earnings • Mar 29
Full year 2024 earnings released: US$0.20 loss per share (vs US$0.74 loss in FY 2023) Full year 2024 results: US$0.20 loss per share (improved from US$0.74 loss in FY 2023). Net loss: US$2.31m (loss narrowed 70% from FY 2023). New Risk • Mar 04
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: €9.51m (US$9.98m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Market cap is less than US$10m (€9.51m market cap, or US$9.98m). Minor Risk Revenue is less than US$5m (US$1.6m revenue). Duyuru • Sep 23
TherapeuticsMD, Inc., Annual General Meeting, Dec 05, 2024 TherapeuticsMD, Inc., Annual General Meeting, Dec 05, 2024. Reported Earnings • May 13
First quarter 2024 earnings released: US$0.07 loss per share (vs US$0.24 loss in 1Q 2023) First quarter 2024 results: US$0.07 loss per share (improved from US$0.24 loss in 1Q 2023). Net loss: US$809.0k (loss narrowed 65% from 1Q 2023). Reported Earnings • Mar 31
Full year 2023 earnings released: US$0.74 loss per share (vs US$0.12 profit in FY 2022) Full year 2023 results: US$0.74 loss per share (down from US$0.12 profit in FY 2022). Net loss: US$7.70m (down US$8.77m from profit in FY 2022). Reported Earnings • Nov 17
Third quarter 2023 earnings released: US$0.13 loss per share (vs US$3.13 loss in 3Q 2022) Third quarter 2023 results: US$0.13 loss per share (improved from US$3.13 loss in 3Q 2022). Net loss: US$1.43m (loss narrowed 95% from 3Q 2022). New Risk • Nov 16
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 9.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.6% average weekly change). High level of non-cash earnings (563% accrual ratio). Minor Risks Shareholders have been diluted in the past year (12% increase in shares outstanding). Market cap is less than US$100m (€23.0m market cap, or US$25.0m). Buying Opportunity • Sep 25
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 30%. The fair value is estimated to be €3.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 22% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 41% per annum. Earnings is also forecast to decline by 34% per annum over the same time period. Duyuru • Aug 19
TherapeuticsMD, Inc. Announces Executive Changes TherapeuticsMD, Inc. announced that on August 17, 2023, Mr. Michael C. Donegan, the Principal Financial and Accounting Officer of the company, notified the Company of his decision to resign from such positions, effective as of August 17, 2023. Mr. Ziegler succeeded Mr. Donegan as Principal Financial and Accounting Officer as of the effective date of Mr. Donegan’s resignation. Mr. Ziegler, age 50, has served as founder and chief executive officer of JZ Advisory Group, a consulting company largely focused on providing fractional CFO and outsourced accounting services to middle-market and entrepreneurial businesses, since January 2022. He previously served as the Chief Financial Officer of DAS Health, a private equity owned provider of IT Services to healthcare providers, from April 2021 to December 2021 and as the Chief Financial Officer of Encompass Onsite, a provider of end-to-end property solutions, from November 2018 to February 2021. Prior to joining Encompass, he held multiple roles as a CFO in the healthcare industry, including private equity backed specialty pharmacy Biomatrix and Novis Pharmaceuticals. Mr. Ziegler has been a director of Progressive Care Inc. since December 2021. He earned his B.S. in Finance and an M.B.A. from Florida Atlantic University. Reported Earnings • Aug 15
Second quarter 2023 earnings released: US$0.24 loss per share (vs US$1.70 loss in 2Q 2022) Second quarter 2023 results: US$0.24 loss per share (improved from US$1.70 loss in 2Q 2022). Revenue: US$437.0k (up 26% from 2Q 2022). Net loss: US$2.41m (loss narrowed 84% from 2Q 2022). Revenue is expected to decline by 41% p.a. on average during the next 3 years, while revenues in the Pharmaceuticals industry in Germany are expected to grow by 3.1%. Valuation Update With 7 Day Price Move • Jun 05
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €4.08, the stock trades at a trailing P/E ratio of 2.7x. Average forward P/E is 18x in the Pharmaceuticals industry in Germany. Duyuru • May 19
TherapeuticsMD, Inc., Annual General Meeting, Jun 26, 2023 TherapeuticsMD, Inc., Annual General Meeting, Jun 26, 2023, at 08:00 US Eastern Standard Time. Agenda: To consider and discuss the election of directors to serve until our next annual meeting of stockholders or until their successors are duly elected and qualified; to approve the compensation of the Company’s named executive officers for the fiscal year ended December 31, 2022; to approve an amendment to increase the number of authorized shares of common stock; to approve the issuance of up to 5,000,000 shares of the Company’s common stock to be sold in one or more private placements to Rubric Capital Management LP or one or more of its affiliates, under a subscription agreement with Rubric; to ratify the appointment of Grant Thornton LLP as the independent auditor of Company for the fiscal year ending December 31, 2023; and to discuss other business matters. Reported Earnings • May 17
First quarter 2023 earnings released: US$0.24 loss per share (vs US$5.69 loss in 1Q 2022) First quarter 2023 results: US$0.24 loss per share (improved from US$5.69 loss in 1Q 2022). Revenue: US$416.0k (down 98% from 1Q 2022). Net loss: US$2.31m (loss narrowed 95% from 1Q 2022). Revenue is expected to decline by 49% p.a. on average during the next 3 years, while revenues in the Pharmaceuticals industry in Germany are expected to grow by 3.7%. Buying Opportunity • Apr 13
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 35%. The fair value is estimated to be €3.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 50% per annum. Earnings is forecast to grow by 12% per annum over the same time period. Reported Earnings • Apr 09
Full year 2022 earnings released: EPS: US$0.12 (vs US$9.96 loss in FY 2021) Full year 2022 results: EPS: US$0.12 (up from US$9.96 loss in FY 2021). Revenue: US$70.0m (up US$67.4m from FY 2021). Net income: US$1.07m (up US$80.4m from FY 2021). Profit margin: 1.5% (up from net loss in FY 2021). Revenue is expected to decline by 44% p.a. on average during the next 3 years, while revenues in the Pharmaceuticals industry in Germany are expected to grow by 3.3%. Board Change • Apr 06
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Gail Naughton was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Breakeven Date Change • Nov 16
Forecast to breakeven in 2022 The analyst covering TherapeuticsMD expects the company to break even for the first time. New forecast suggests the company will make a profit of US$28.2m in 2022. Earnings growth of 21% is required to achieve expected profit on schedule. Board Change • Nov 16
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Director Justin Roberts was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Sep 03
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Director Justin Roberts was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Aug 16
Second quarter 2022 earnings released: EPS: US$12.83 (vs US$5.41 loss in 2Q 2021) Second quarter 2022 results: EPS: US$12.83 (up from US$5.41 loss in 2Q 2021). Revenue: US$28.6m (up 24% from 2Q 2021). Net income: US$112.3m (up US$154.9m from 2Q 2021). Over the next year, revenue is forecast to grow 25%, compared to a 6.4% growth forecast for the Pharmaceuticals industry in Germany. Breakeven Date Change • Jul 26
No longer forecast to breakeven The 2 analysts covering TherapeuticsMD no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$28.1m in 2024. New consensus forecast suggests the company will make a loss of US$12.9m in 2024.