DERM Journey Medical Corp

$DERM Just got September Emrosi prescriptions. 12.1k. So we are at about 39,500 prescriptions for Q3. Dissapointed by the 1000 prescrption decline each month this quarter, but summer has not been best for sales. Regardless, an increase in rx is still an increase in rx. Either way, ASP should go up. I think a jump from $220 -> $240 has potential. So I say revenue is as follows: Emrosi: 9.5M Qbrexza: 7M Accutane: 3M Everything else: 1.2M So 20M revenue still possible.

$DERM I am looking forward to the upcoming earnings. Judging by the script data available on Stocktwits, even if there hasn't been a massive inflection, Emrosi sales are trending in the correct direction and we will hopefully see a strengthening ASP given the progress with insurers. A good month from the legacy business could lead to a GAAP positive quarter. I think fear has been weighing on the stock given the EU rights deadline, but in the Bullish version of events they announce an update towards partnership or EMA submission (the EMA should publish their November drugs for review list this week), in the neutral territory it is not likely, but possible for the company to negotiate with DRL, or finally even if the rights are lost, frankly they already hadn't used them for anything - so a future opportunity is lost but not anything current. Currently I think the company is being priced for failure and I don't think that quite lines up with progress.

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

$DERM Been watching DERM for a while. Started position here. Emrosi sales are climbing and valuation at these levels is quite low.

$DERM back to $7 we go. Even if we get a slight earnings miss, revenue will be largest or 2nd largest in company history. Growth is growth.

$DERM I refuse to believe that this stock is this dead on stock market rally day. Management has messed up big time.

$DERM biotech still wildly unstable. Correction will come. Maybe we get some good unexpected news in the Q3 ER call.

$DERM down 35% this year while showing positive Emrosi developments. just a headscratcher. i understand macro is risk off, but i wish knew more. makes no sense

$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 back to 52 week low today. im totally confused. why isnt everyone loading up at 1.5 times revenue and breakeven operations

$DERM I still find it hard to believe there has been no announcement of OUS activities via partners. Missed opportunity. There has to be an appetite for this in other markets. Maybe something soon.

$DERM this one has turned into a real dog. I can’t really understand what is going on other than some big holders have been on a sustained liquidation. The performance fundamentals of the company are fairly good and certainly support a share price above this. I realize there is a patent issue and I also understand the EMEA filing problem but even so…

Eyes wide open, cuts both ways when we exit on the ones I get wrong (latest examples = $DERM & $RCKT)

$DERM people are happy and pumping while it's too high and then depressed when it's low, at the right price. That's why you never make money.

$DERM what’s it gonna take to get Sept Rx??? Would sleep better if I knew the month was up from August!

$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?