Journey Medical (NasdaqCM:DERM) Q4 2025 Earnings call March 25, 2026 04:30 PM ET Company ParticipantsClaude Maraoui - Co-Founder, President, and CEOJaclyn Jaffe - Senior Director of Corporate OperationsJoseph Benesch - CFOMayank Mamtani - Senior Managing Director and Group Head of Healthcare Equity ResearchRamsey Alloush - COO and General CounselConference Call ParticipantsBrandon Folkes - AnalystScott Henry - Managing Director and Senior Research AnalystThomas Flaten - Senior Research AnalystOperatorLadies ...

Journey Medical (NasdaqCM:DERM) Q4 2025 Earnings call March 25, 2026 04:30 PM ET Company ParticipantsClaude Maraoui - Co-Founder, President, and CEOJaclyn Jaffe - Senior Director of Corporate OperationsJoseph Benesch - CFOMayank Mamtani - Senior Managing Director and Group Head of Healthcare Equity ResearchRamsey Alloush - COO and General CounselConference Call ParticipantsBrandon Folkes - AnalystScott Henry - Managing Director and Senior Research AnalystThomas Flaten - Senior Research AnalystOperatorLadies ...

Journey Medical (NasdaqCM:DERM) Q4 2025 Earnings call March 25, 2026 04:30 PM ET Speaker5Ladies and gentlemen, thank you for standing by. Good afternoon, and welcome to Journey Medical's Full Year 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 zero. Participants of this call are advised that the audio of this conference call is being bro ...

Exhibit 99.1 Journey Medical Corporation Reports Full-Year 2025 Financial Results and Recent Corporate Highlights Total revenues were $61.9 million in FY2025 compared to $56.1 million in FY2024 Emrosi generated net revenues of $14.7 million during the full-year period after its launch in early April 2025 Approximately 53,000 total prescriptions were filled for Emrosi during FY2025 Payer access for Emrosi available to over 100 million U.S. commercial lives · Revenues totaled $61.9 million for the year ended ...

Total revenues were $61.9 million in FY2025 compared to $56.1 million in FY2024 Emrosi™ generated net revenues of $14.7 million during the full-year period after its launch in early April 2025 Approximately 53,000 total prescriptions were filled for Emrosi™ during FY2025 Payer access for Emrosi™ available to over 100 million U.S. commercial lives Company to hold conference call today at 4:30 p.m. ET SCOTTSDALE, Ariz., March 25, 2026 (GLOBE NEWSWIRE) -- Journey Medical Corporation (Nasdaq: DERM) (“Journey M ...

Company Overview - Journey Medical Corporation is a commercial-stage pharmaceutical company focused on selling and marketing FDA-approved prescription pharmaceutical products for dermatological conditions [4] - The company currently markets eight branded FDA-approved prescription drugs aimed at treating common skin conditions [4] - Journey Medical was founded by Fortress Biotech, Inc. and is located in Scottsdale, Arizona [4] Financial Results Announcement - Journey Medical will release its year-end 2025 financial results after U.S. financial markets close on March 25, 2026 [1] - A conference call and audio webcast will be held on March 25, 2026, at 4:30 p.m. ET to discuss the financial results and provide a corporate update [1] Conference Call Details - Interested parties in the U.S. can dial 1-866-777-2509 for domestic calls or 1-412-317-5413 for international calls to join the conference call [2] - Participants are encouraged to dial in approximately 10 minutes prior to the scheduled start time [2] - A live audio webcast will be available on the Investors section of Journey Medical's website and will remain accessible for replay for about 30 days after the conference call [3]

Core Insights - Most microcap biopharma stocks are binary bets, relying heavily on drug approvals or trial failures, but Journey Medical (DERM) stands out as a fundamentally sound investment opportunity [1] Group 1: Investment Strategy - The investment approach focuses on identifying mispriced opportunities driven by market fear, prevailing narratives, or misunderstandings [1] - The analyst emphasizes the importance of cash flow durability, balance sheet strength, and understanding the risks associated with different capital structures [1] - There is a preference for cyclical industries, energy, industrials, and under-followed mid-caps, where market expectations often diverge from reality [1] Group 2: Market Sentiment - The strategy includes seeking asymmetric setups, where companies have already faced market punishment while their fundamentals are stabilizing or improving [1] - The analyst notes that modest changes in market expectations can lead to substantial stock price movements, indicating a lag in sentiment compared to reality [1] Group 3: Communication and Engagement - The analyst shares investment ideas and company analyses through Seeking Alpha, inviting readers to challenge their investment thesis and thought process [1]

Core Insights - Journey Medical Corp (NASDAQ: DERM) is recognized as one of the best-performing micro-cap stocks in 2025, with a Buy rating reaffirmed by Lake Street analyst Thomas Flaten and a price target of $13 [1]. Group 1: Clinical Trial Results - Journey Medical published positive results from a Phase 1 clinical trial for Emrosi, an FDA-approved oral medication for skin conditions, in the Journal of Drugs in Dermatology [2]. - The trial met all three primary endpoints: no significant microbiome changes in skin, no notable antibiotic resistance to minocycline, and no major rise in opportunistic organisms compared to placebo [3]. - Emrosi is well tolerated with no significant safety concerns, supporting its low-dose profile to minimize disruption to normal body flora for safe, extended use in rosacea patients [3]. Group 2: Product Development and Approval - Emrosi received FDA approval in November 2024, making it the only oral therapy approved for treating both inflammatory lesions and redness in rosacea, supported by two Phase 3 clinical trials conducted in the US and Germany [5]. - Journey Medical Corp focuses on developing and marketing prescription dermatology products, with a portfolio that includes treatments for acne, rosacea, actinic keratosis, and fungal infections [6]. Group 3: Leadership Insights - Claude Maraoui, co-founder, president, and CEO of Journey Medical, emphasized that the publication reinforces Emrosi's differentiated benefits as a low-dose option that avoids significant microbial disruption or resistance, based on consistent data across trials [4].

Core Insights - The article discusses the strong performance of micro-cap stocks in 2025, highlighting that they experienced significant growth during a year characterized by an "everything rally" across various asset classes [2][3]. Market Performance - The Dow Jones US Micro-Cap Total Stock Market Index gained 12.59% in 2025, while the S&P 500 achieved nearly 17% [2]. - The Russell Micro-Cap Index saw a remarkable recovery, returning 17.03% in Q3 2025 after a 14.39% decline in Q1 [3]. Investment Outlook - Analysts believe that smaller companies are set for meaningful rebounds in 2026, driven by improved macroeconomic conditions and a shift away from speculative stocks [4]. - Factors contributing to this positive outlook include moderated inflation, easing conflicts, stabilized energy prices, and anticipated interest rate cuts by central banks [4]. Methodology for Stock Selection - Micro-cap stocks were defined as companies with market capitalizations between $50 million and $300 million, focusing on those with the strongest year-to-date performance in 2025 [7]. - Hedge fund sentiment was also considered based on Q3 2025 13F filing data [8]. Notable Micro-Cap Stocks - **Duos Technologies Group Inc (NASDAQ:DUOT)**: Market capitalization of $205.17 million with a YTD performance of 49.20%. The company received a price target increase from $11.50 to $14.00 due to a major contract and its leadership in train check services [9][10]. - **Journey Medical Corp (NASDAQ:DERM)**: Market capitalization of $150.49 million with a YTD performance of 80.99%. The company reaffirmed a Buy rating with a $13 price target following positive results from a Phase 1 clinical trial for its FDA-approved medication Emrosi [13][15].

Core Insights - Journey Medical Corporation announced successful results from a Phase 1 clinical trial for Emrosi, indicating it can be safely used for up to 16 weeks without significant safety issues [1][2] - Emrosi is FDA-approved for treating inflammatory lesions of rosacea in adults, with a focus on maintaining normal microbiota and avoiding antibiotic resistance [2][5] Company Overview - Journey Medical Corporation is a commercial-stage pharmaceutical company focused on marketing FDA-approved prescription products for dermatological conditions [8] - The company currently markets eight branded FDA-approved prescription drugs aimed at treating common skin conditions [8] Clinical Trial Details - The Phase 1 clinical trial (DFD-29-CD-006) was a multicenter, randomized, double-blind, placebo-controlled study involving 60 healthy adults [2] - The trial achieved all primary microbiological endpoints, showing no significant changes in skin, gastrointestinal, or vaginal microbiota [5] - No significant safety issues were reported during the study, reinforcing the treatment's tolerability [2][5] Rosacea Background - Rosacea is a chronic inflammatory skin condition affecting over 16 million Americans and approximately 415 million people worldwide [3] - The condition significantly impacts patients' self-confidence and social interactions, with many reporting adverse effects on professional life [3]