Journey Medical Corp (NAS:DERM)

Q2 2025 Journey Medical Corp Earnings Call Transcript

Aug 12, 2025 / 08:30 PM GMT

Release Date Price: $8.54 (+8.51%)

Transcript 10-Q8-K

Key Points

Positve

Journey Medical Corp (DERM) reported a net product revenue of $15 million for Q2 2025, with $2.8 million attributed to the successful launch of Arosi.
The company achieved a gross margin increase to 67% in Q2 2025, up from 61% in the prior year period.
Arosi prescriptions have been increasing at an impressive pace, with over 12,800 prescriptions generated by the end of July.
The company has expanded payer access for Arosi from 30% to approximately 65% of commercial lives, demonstrating strong market penetration.
Journey Medical Corp (DERM) maintained flat operating expenses year-over-year, reflecting higher gross profit margins and lower R&D costs.

Negative

Accutane sales were pressured due to aggressive pricing from generic competition, resulting in a decline compared to the prior year period.
The company reported a net loss to common shareholders of $3.8 million for Q2 2025, slightly higher than the $3.4 million loss in Q2 2024.
SG&A expenses increased by $1.6 million to $11.9 million for Q2 2025, primarily due to the launch and commercialization of Arosi.
There is significant utilization of patient assistance programs and coupons, which may delay reimbursement from payers and affect revenue per script.
The company has not yet provided guidance for the year or the next year, indicating uncertainty in forecasting future performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DERM.OQ - Journey Medical Corp
Q2 2025 Journey Medical Corp Earnings Call
Aug 12, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by. Good afternoon and welcome to Journey Medical's 2nd quarter 2025 Financial results and corporate update conference call.

At this time, all participants are in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by 0. Participants of this call are advised that the audio of this conference call is being broadcast live over the internet and is also being recorded for playback purposes.

A webcast replay of this call will be available approximately 1 hour after the end of the call for approximately 30 days. I would now like to turn the call over to Jacqueline Jaffe, the company's senior director of corporate

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