Added to YB: 2026-08-18
Pitch date: 2026-08-14
DERM [bullish]
Journey Medical Corporation
-4.01%
current return
Author Info
No bio for this author
Company Info
Journey Medical Corporation, a commercial-stage pharmaceutical company that focuses on the development and commercialization of pharmaceutical products for the treatment of dermatological conditions in the United States.
Market Cap
$177.0M
Pitch Price
$6.73
Price Target
54.00 (+736%)
Dividend
N/A
EV/EBITDA
119.72
P/E
-28.15
EV/Sales
2.60
Sector
Pharmaceuticals
Category
growth
Journey Medical: Can Emrosi Turn This Into a Multibagger?
DERM: Dermatology pharma at $177M mcp, ~2.3x sales, near GAAP breakeven. Thesis on Emrosi rosacea drug: ramp from $2.1M to $8.1M/qtr, ~$28.8M 2026 run-rate, 85% payer coverage, patent to 2039, superior Phase 3 vs Oracea. Conservative model: 35% share = 4x P/E, ~270-400% upside; 50% = 500%+. Qbrexza ($25M) funds transition; Accutane declining on generics. Risks: competition, reimbursement, growth plateau.
Read full article (13 min)