Professional
Added to YB: 2026-02-04
Pitch date: 2026-02-02
DERM [bullish]
Journey Medical Corporation
-13.58%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
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
$8.54
Price Target
20.00 (+177%)
Dividend
N/A
EV/EBITDA
119.72
P/E
-28.15
EV/Sales
2.60
Sector
Pharmaceuticals
Category
growth
Idea Brunch with Andrew Summers of Summers Value Partners - Journey Medical Corporation
DERM: Dermatology pharma w/ $55M 2024 rev. Emrosi oral rosacea treatment launched April, already $35M+ annualized sales vs $300M+ peak for prior standard Oracea. Superior Phase 3 efficacy, patent to 2039. Mgmt ex-Medicis (sold $2.6B). Est $100M Emrosi sales, $1.50 EPS by 2027, $20 price target.
Read full article (1 min)