DERM Journey Medical Corp

$DERM market cap $126 million. if you believe in Emrosi, as i do, youll never get a better buy opp

$DERM If $220 ASP for Emrosi stays the same, thats still 9M revenue at 41k prescriptions. 14k Emrosi prescriptions for September like July is very likely. $230 or $250 per prescription possible IMO. Q3 is best for Qbrexza, so 7M likely in order. Another quarter of 3M for accutane is likely. Foam franchise, legacy, and Eurax should print 1M - 1.5M. So we are likely looking at 20M revenue for Q3. That is profitable and should generate a bit of FCF. Thats is a great way to end 2026, with momentum. And Qbrexza and legacy foam patents not expiring for another 3 -5 more years. Price should dance between $10 - $11 IMO going into 2026 with the low float and the profitability a lot of investors have waited for

$DERM (NP) Took profits due to our Portfolio Cagematch exercise (prioritized companies with greater degree of innovation) That said, still think they have a strong quarter ahead (Emrosi ASP increasing as reimbursement improves,large national plan placed on formulary in August)

$DERM Mostly lies. Qbrexza patents dont expire for 4 years. Accutane generic erosion stabilized. Annualized prescription rate for Q3 likely around 170k for Emrosi. Q3 should generate free cash flow. So not a 1 drug company, and not a small market. They hit ATM once in recent times They have a debt plan. Its not continuing to compound. Sorry dude, but Emrosi patents have to get invalidated for this to be a penny stock. If you knew anything about dermatology stocks they usually trade at a multiple. Bloomberg terminal prescription numbers for Emrosi already projecting 10% - 15% increase, and big insurance plans like Cigna went from 5% to 50% covered lives from Q2 to Q3. So ASP should be close to $250/rx now. That $20 to $30 bump in ASP will carry serious revenue. You cant seriously think stock is gonna tank after they likely report a FCF generating quarter for Q3 in a few weeks😆 You just are grasping at straws while all bio is down.

$DERM $FBIO I agree, but the problem is that, given these companies' reporting history, I see a significant risk that—in the event of negative news—they will do everything to simply slip it into the 10-K during the last week of March 2027 (since the deadline falls in Q4). And at that point, you’re truly screwed. Conversely, given how vaguely the deadline is worded, Journey might well have already met the DRL requirements for this timeline, but it is almost impossible to get an answer on that right now.

$DERM Q3 ER likely going to be Nov 11th. So 5 more weeks. They have consistently reported on a Wednesday for a few quarters. And last year it was Nov 12th. Maybe we see a runup heading into ER in next 2 weeks.

$DERM the continued share price erosion is likely a buying opportunity. At this price you would have to believe that management is either incompetent (I don't think Claude is an idiot) or that their business development team has been unable to generate any interest in licensing for EMA. Based on their demonstrated ability to make smart deals (both in licensing and out licensing), I find that very hard to believe. So, I wish they had not waited until the last minute to close a deal but I am prepared to assume that they had their reasons. Call it an educated guess but I have made a lot of money on that basis before.

$DERM annualized prescription rate of 170000 scripts is $40 million/year. eps of $1.25. p/e of 15. sounds good

$DERM great opportunity to load more. shorts controlling small bio now. that will change

$DERM i would advise do not buy. This seller clearly has no choice because the manner in which it's being executed is retarded. So let him bang out around 6 where you know there will be size. If anything it's a short until then.

$DERM this company is not worth its market cap. They have 1 product and not a life or death one.. with a relatively small market. Additionally you have B Riley pumping ATMs because the company never meets their targets and the debt keeps compounding. It should be a penny stock. Watch it.

$DERM nothing happened. This is just shorts having some fun. The silence from the parent doesn't help. That security is getting hammered today as well.

$DERM $FBIO $FBIOP Is it bullish that they sold 410,000 shares—thereby reducing their exposure by 14.33% during the quarter—or is there a message I’m missing?

$DERM why do you guys think why has the insurance coverage hasn't improved yet? And what about lupin patent challenge? I am thinking of buying it again after selling in june.