Verrica Pharmaceuticals (VRCA)
NASDAQ:VRCA
Want to see VRCA full AI Analyst Report?
Earnings Data
Report Date
Aug 11, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.42Last Year’s EPS
0.02Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong commercial momentum for YCANTH — notably large year-over-year unit growth (51.3%), record monthly dispensing, a Japan launch and an advancing global Phase III program — and compelling Phase II clinical data for VP-315 (97% objective response, 86% tumor size reduction). These positive operational, regulatory and clinical developments are tempered by near-term financial pressures: a Q1 net loss, increased R&D and SG&A spend, modest gross-to-net variability, remaining access work particularly in pediatrics/PBMs, and a cash runway into Q1 2027 that implies a forthcoming financing need. Overall, the progress on product adoption, pipeline advancement, and international expansion outweigh the financial and access challenges reported.Company Guidance
Revenue Growth
Total Q1 2026 revenue of $5.0M, including U.S. YCANTH product revenue of $4.3M, a 25.4% increase versus Q1 2025.
Strong Unit Dispensation Momentum
Q1 2026 U.S. YCANTH dispensed applicator units totaled 15,302, up 51.3% year-over-year; sequential increases vs Q4 2025 were +15.3% in revenue and +12.1% in units. March was the best monthly total since launch and April preliminary data improved further.
International Commercial Milestone — Japan Launch
Partner Torii (now a Shionogi subsidiary) launched YCANTH in Japan in February 2026; supply to Torii begins to offset Verrica's portion of common warts trial costs and Torii will fund the first $40M of trial costs.
Progress in Common Warts Phase III Program
Global Phase III program for common warts underway: first patient dosed in January, COVE-2 has achieved >50% of targeted enrollment and COVE-4 long-term follow-up has begun; COVE-3 targeted to initiate by mid-2026.
VP-315 Phase II Clinical Strength
VP-315 for basal cell carcinoma demonstrated a 97% objective response rate and an average 86% reduction in tumor size in Phase II, with over half of lesions achieving complete histological resolution; Phase III preparations and market research underway.
Regulatory and EU Pathway Progress
EMA CHMP provided positive feedback supporting an EU MAA filing for YCANTH for molluscum with no additional Phase III trials required, enabling progress toward an EU submission and potential commercialization partnerships.
Commercial Infrastructure and Adoption Enhancements
Launched YCANTH Rx (non-dispensing pharmacy/hub) to simplify benefits investigation and fulfillment; new Chief Commercial Officer in place; field force re-optimization underway to staff ~50 reps covering ~85% of TAM; >100,000 applicators dispensed since launch.
VRCA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
VRCA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | $7.15 | $7.37 | +3.08% |
Mar 11, 2026 | $5.98 | $6.26 | +4.68% |
Nov 14, 2025 | $3.93 | $3.73 | -5.09% |
Aug 12, 2025 | $6.82 | $6.59 | -3.37% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Verrica Pharmaceuticals (VRCA) report earnings?
Verrica Pharmaceuticals (VRCA) is schdueled to report earning on Aug 11, 2026, TBA (Confirmed).
What is Verrica Pharmaceuticals (VRCA) earnings time?
Verrica Pharmaceuticals (VRCA) earnings time is at Aug 11, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is VRCA EPS forecast?
VRCA EPS forecast for the fiscal quarter 2026 (Q2) is -0.42.