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portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$182.3M
28M shares
52-week range
$4.31 – $9.56
47% from low
Sector
PHARMACEUTICAL PREPARATIONS
Exchange
NASDAQ
CS
Borrow rate
1.65%
Moderate
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $42.3M | $34.9M | $44.5M | $63.1M | $73.7M | $79.2M | $56.1M | $61.9M |
| Cost of revenue | $1.2M | $10.5M | $14.6M | $32.1M | $30.8M | $26.7M | $20.9M | $25.2M |
| Gross profit | $41.2M | $24.4M | $29.9M | $31.1M | $42.9M | $52.5M | $35.3M | $36.7M |
| Gross margin | 97.2% | 69.8% | 67.2% | 49.2% | 58.2% | 66.3% | 62.8% | 59.3% |
| R&D | $80.5M | $0 | $0 | $16.6M | $10.9M | $7.5M | $9.9M | $480.0K |
| Operating income | −$214.0M | $5.3M | $7.9M | −$34.9M | −$27.5M | −$2.1M | −$13.7M | −$8.2M |
| EBITDA | −$205.5M | $6.4M | $9.3M | −$32.8M | −$23.2M | $1.9M | −$8.4M | −$3.3M |
| Net income | −$221.5M | $3.6M | $5.3M | −$44.0M | −$29.6M | −$3.9M | −$14.7M | −$11.4M |
| Net margin | -523.3% | 10.4% | 11.9% | -69.7% | -40.2% | -4.9% | -26.1% | -18.5% |
| EPS (diluted) | -5.27 | 0.22 | 0.32 | -2.54 | -1.69 | -0.21 | -0.72 | -0.47 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $83M | $0.07 | $-0.02–$0.14 | 3 |
| 2027 | $138M | $1.04 | $0.81–$1.26 | 3 |
| 2028 | $198M | $2.25 | $1.73–$2.76 | 2 |
| 2029 | $225M | $1.42 | $1.31–$1.53 | 1 |
Forward consensus · source: Financial Modeling Prep
Journey Medical Corp is a commercial-stage pharmaceutical company that focuses on the selling and marketing of U.S. Food and Drug Administration (FDA) approved prescription pharmaceutical products for the treatment of dermatological conditions. Its current product portfolio includes FDA-approved prescription drugs for dermatological conditions that are marketed in the U.S. The company views its operations and manages its business in one segment, which reflects products for the treatment of dermatological conditions. The dermatological segment derives revenues from the sale of branded and authorized general prescription products that treat certain dermatological conditions.
www.jmcderm.comNo one on the platform currently holds DERM.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 242,500 | $1.1M |
No one on the platform has traded DERM yet.
| $164M |
| — |
| NYXHNyxoah S.A. | $1.65 | -1.20% | $65M | — |
| OBIOOrchestra BioMed Holdings, Inc. | $4.75 | +12.03% | $284M | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 2.4× sales vs its 1.7× historical median P/S.
Fair value ≈ $4.89 · price $6.79 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$DERM took advantage of this dip and bought a few thousand shares. I am probably too heavy in this name but I can’t resist what I am certain is a raging bargain.
View on StockTwits ↗$DERM buying op today. got a little out over our skies with no news
View on StockTwits ↗$FBIO $DERM https://finance.yahoo.com/markets/stocks/articles/journey-medical-derm-stock-draws-042922197.html
View on StockTwits ↗$DERM With Emrosi peak sales of $200M and the revenue of the rest of the pipeline we should get $250 annual revenue. 3 times revenue for calculating the market cap results in about $30/share, with very high net earnings near $2/share, also a (second) justification for a PPS of $30.
View on StockTwits ↗$DERM - $190M EV. If this were valued at 3x conservative peak sales for Emrosi ($200M), would be a 3x from here
View on StockTwits ↗$DERM why is it rallying all of a sudden? Any news or just shorts covering? A lot of short selling happened last week except during the last hour on thursday where they covered a little bit and today. Anyways I am not complaining.
View on StockTwits ↗$DERM $15 - $20 BO. It is not if, it is when. Revenue will be stable with emrosi as insurance coverage improves. A 100M+ stable revenue company will allow an acquirer to earn much more than the 500M - 700M that they’d pay in a BO, since Emrosi patents expire in 2039. Once this gets back to $9, a 60% premium for this company won’t be so crazy. I think Claude and team are packaging this for a BO with moves like securing base business. They dont want to do this for another 5 years. The only thing I worry about is Qbrexza. Patents for that expire throughout next 3-6 years, so a generic could possibly enter in 5 years IMO. That 7M a quarter would be helpful to replace sooner rather than later. The closer Emrosi gets to 100M annual revenue, that won’t matter though. Ex-Us outlicensing for Emrosi would be a game changer, which I have a feeling comes in 2027!
View on StockTwits ↗$DERM im confident we will see >9$ before end of Q2/3
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