VERRICA PHARMAC. DL-,0001

Verrica Pharmaceuticals reported at the TD Cowen Health Care Conference that units of YCANTH dispensed since the relaunch have doubled and that it has introduced a maximum $25 copay for commercially insured patients. Access points were expanded via pharmacy and medical billing as well as the YcanthRx service program; revenue expectations for YCANTH in 2026 are just over $30 million. The company stabilized inventory, expanded its field sales force, and sees a market opportunity for molluscum contagiosum of about $200 million; Phase III studies for common warts are underway and the basal cell carcinoma program is in discussions with the FDA. » More on de.investing.com

Verrica reports from the phase‑2 study of VP‑315 that the treatment reprograms the tumor microenvironment from immunosuppressive to antitumoral, increases infiltration of cytotoxic T cells and reduces regulatory T cells. In 22 patients a complete histologic clearance rate of 51% and a calculated objective response rate of 97% were observed; tumor size decreased by an average of 86%. VP‑315 was well tolerated with no treatment‑related serious adverse events. Verrica is preparing a registration‑directed phase‑3 program, is exploring financing options and remains loss‑making with a negative EBITDA, but is expected to soon receive a USD 10 million milestone payment for YCANTH. » More on de.investing.com

Verrica received supportive feedback from the CHMP of the EMA that the already completed phase‑3 studies in the US and Japan are sufficient and no additional phase‑3 studies are required for an MAA in the EU. The company is now preparing the submission of the marketing authorization application, which could take place as early as Q4 2026. The feedback relates to study design, clinical safety data and non‑clinical studies and is viewed by Verrica as a key catalyst for commercial and strategic options in the treatment of molluscum contagiosum. » More on de.investing.com

Torii Pharmaceutical has received approval from Japan’s Ministry of Health for YCANTH (TO‑208) to treat molluscum contagiosum, triggering a $10 million milestone payment to Verrica Pharmaceuticals. Verrica retains global rights outside Japan and plans a global phase‑3 program to study YCANTH for common warts; the first US patients are expected to be treated by the end of 2025. The company also reported better‑than‑expected Q2 results and saw its price target raised by TD Cowen, providing a short‑term boost to the balance sheet, although the overall financial situation should be monitored closely. » More on de.investing.com

Lytix Biopharma reports a significantly reduced net loss for Q2 2025, an improved liquidity runway through 2026 and lower liabilities. Clinical progress includes preparing LTX-315 for a phase III study in basal cell carcinoma in partnership with Verrica Pharmaceuticals, as well as positive data from melanoma and preclinical studies. Management sees a transition toward commercialization and expects several milestones in the second half of 2025 and by the end of 2025. » More on de.investing.com