Oct. 21 at 11:39 PM
$VRCA Verrica Pharmaceuticals is a classic example of a company whose lingering past overshadows its present transformation. Years of regulatory setbacks and delayed commercialization have weighed heavily on the share price, but in my view, we’ve reached the bottom.
Today, the narrative is shifting. New management has stabilized execution and is now delivering tangible growth, as evidenced by accelerating YCANTH sales and expanding international partnerships. The company has moved beyond the uncertainty that once defined it and is entering a phase of measurable, sustainable performance.
What makes the story even more compelling is Verrica’s pipeline potential. Their next clinical candidate, targeting basal cell and squamous cell carcinoma, is progressing steadily and could unlock significant additional value if early data trends hold.
38m market cap = good opportunity IMHO.
Good luck
