Core Insights - Emrosi™ (DFD-29) received FDA approval for treating inflammatory lesions of rosacea in adults in November 2024, with a launch expected in early spring 2025 [2][3] - The results from two Phase 3 clinical trials (MVOR-1 and MVOR-2) demonstrated the efficacy and safety of DFD-29, showing statistical superiority over Oracea® (doxycycline) and placebo [1][3] Company Overview - Journey Medical Corporation is a commercial-stage pharmaceutical company focused on marketing FDA-approved prescription products for dermatological conditions [11] - The company is based in Scottsdale, Arizona, and was founded by Fortress Biotech, Inc. [11] Clinical Trial Results - In MVOR-1, 65.0% of subjects in the DFD-29 group achieved IGA success compared to 46.1% in the Oracea group and 31.2% in the placebo group, with significant p-values of 0.01 and <0.001 respectively [4][6] - In MVOR-2, 60.1% of subjects in the DFD-29 group achieved IGA success compared to 31.4% in the Oracea group and 26.8% in the placebo group, with significant p-values of <0.001 for both comparisons [5][6] - DFD-29 showed a mean reduction of 21.3 lesions in MVOR-1 and 18.0 lesions in MVOR-2, both statistically significant compared to Oracea and placebo [4][5][6] Safety Profile - No major safety issues or serious adverse events were reported in both clinical trials, with treatment-emergent adverse events being similar across groups [3][4][5] Market Potential - Rosacea affects over 16 million Americans and approximately 415 million people worldwide, indicating a significant market opportunity for Emrosi™ [9][10]

Core Viewpoint - Journey Medical Corporation has received FDA approval for Emrosi™, a treatment for inflammatory lesions of rosacea in adults, and plans to showcase this product at the upcoming AAD Annual Meeting in March 2025 [1][2][3]. Company Overview - Journey Medical Corporation is a commercial-stage pharmaceutical company focused on marketing FDA-approved prescription products for dermatological conditions [7]. - The company currently markets seven branded and two generic products aimed at treating common skin conditions [7]. - Founded by Fortress Biotech, Inc., Journey Medical is headquartered in Scottsdale, Arizona [7]. Product Information - Emrosi™ is a modified-release formulation of Minocycline Hydrochloride, consisting of 10 mg immediate release and 30 mg extended release, and is the lowest-dose oral minocycline available [1][3]. - The product is indicated for the treatment of inflammatory lesions (papules and pustules) of rosacea in adults [4]. - Clinical outcomes for Emrosi™ are reported to be significantly superior compared to placebo and Oracea®, while maintaining a comparable safety profile [3]. Industry Context - Rosacea affects over 16 million Americans and approximately 415 million people worldwide, primarily adults aged 30 to 50 [6]. - The condition can severely impact patients' self-esteem and social interactions, with many reporting adverse effects on their professional lives [6]. Event Participation - Journey Medical will exhibit at the 2025 AAD Annual Meeting, which is a significant event in the dermatology field, featuring over 350 exhibitors and nearly 20,000 attendees [3].

Core Insights - The article emphasizes the importance of recognizing intangible assets in investment analysis, particularly in the context of technological advancements and their impact on market dynamics [2]. Group 1: Investment Philosophy - The investment approach focuses on identifying hidden value and potential in intangible assets, especially through R&D efforts [2]. - The author believes that the current technological revolution, particularly in hardware, is significant and compares it to the commercialization of the Internet [2]. Group 2: Market Trends - The article suggests that there is no current AI bubble, indicating a stable environment for investment in technology [2]. - NVIDIA is highlighted as a central player in the ongoing hardware revolution, which is expected to drive future growth [2]. Group 3: Historical Context - The author references historical technological revolutions funded by visionary investors, which have led to increased prosperity [2]. - The influence of Baruch Lev's work on the recognition of intangible assets and George Soros's insights on market bubbles is noted as shaping the author's investment perspective [2].

Core Viewpoint - Journey Medical Corporation is preparing for the commercial launch of Emrosi™, an FDA-approved treatment for rosacea, with a focus on establishing it as a new oral standard of care for adult patients [1][2]. Company Overview - Journey Medical Corporation is a commercial-stage pharmaceutical company that specializes in marketing FDA-approved prescription products for dermatological conditions [9]. - The company currently markets seven branded and two generic products aimed at treating common skin conditions [9]. - Founded by Fortress Biotech, Inc., Journey Medical is located in Scottsdale, Arizona [9]. Product Information - Emrosi™ (Minocycline Hydrochloride Extended Release Capsules, 40 mg) was approved by the FDA in November 2024 for treating inflammatory lesions of rosacea in adults [1]. - The product was developed in collaboration with Dr. Reddy's Laboratories Ltd. [1]. Launch Plans - The management team will host a conference call on February 5, 2025, to discuss the commercial launch plan for Emrosi, including pre-commercial activities and launch timing [1][3]. - The company is finalizing the manufacturing of launch quantities for the U.S. market and preparing its dermatology-focused sales force for the rollout [2]. Market Context - Rosacea is a chronic skin condition affecting over 16 million Americans and approximately 415 million people worldwide, primarily seen in adults aged 30 to 50 [8]. - The condition significantly impacts patients' self-confidence and social interactions, with many reporting adverse effects on their professional lives [8].

Journey Medical Corporation (DERM) came out with a quarterly loss of $0.12 per share versus the Zacks Consensus Estimate of a loss of $0.17. This compares to earnings of $0.80 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 29.41%. A quarter ago, it was expected that this company would post a loss of $0.15 per share when it actually produced a loss of $0.17, delivering a surprise of -13.33%.Over the last four quarters, the com ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _________ Commission File Number: 001-41063 JOURNEY MEDICAL CORPORATION (Exact name of registrant as specified in its chart ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 4, 2024 Journey Medical Corporation (Exact Name of Registrant as Specified in Charter) | --- | --- | --- | |------------------------------------|------------------------------|-----------------------| | Delaware | 001-41063 | 47-1879539 | | (State or Other Jurisdiction | (Commission Fi ...

U.S. FDA approved Emrosi™ (Minocycline Hydrochloride Extended Release Capsules, 40 mg) for the treatment of inflammatory lesions of rosacea in adults; launch expected in late Q1 or early Q2 of 2025 Total revenues for the third quarter ended September 30, 2024 were $14.6 million SCOTTSDALE, Ariz., Nov. 12, 2024 (GLOBE NEWSWIRE) -- Journey Medical Corporation (Nasdaq: DERM) (“Journey Medical” or “the Company”, “we”, or “our”), a commercial-stage pharmaceutical company that primarily focuses on the selling and ...

Journey Medical Corporation (DERM) shares ended the last trading session 7.3% higher at $6.17. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 8.6% loss over the past four weeks.The FDA is slated to communicate its decision regarding Journey Medical’s regulatory filing for DFD-29, for the treatment of inflammatory lesions and erythema (redness) of rosacea in adults, today. The stock price rally is likely in anticip ...

SCOTTSDALE, Ariz., Nov. 04, 2024 (GLOBE NEWSWIRE) -- Journey Medical Corporation (Nasdaq: DERM) (“Journey Medical”), a commercial-stage pharmaceutical company that primarily focuses on selling and marketing U.S. Food and Drug Administration (“FDA”)-approved prescription pharmaceutical products for the treatment of dermatological conditions, today announced that the FDA has approved Emrosi™ (Minocycline Hydrochloride Extended Release Capsules, 40 mg), formerly referred to as DFD-29, for the treatment of infl ...