DERM Journey Medical Corp

$DERM If $220 ASP for Emrosi stays the same, thats still 9M revenue at 41k prescriptions. 14k Emrosi prescriptions for September like July is very likely. $230 or $250 per prescription possible IMO. Q3 is best for Qbrexza, so 7M likely in order. Another quarter of 3M for accutane is likely. Foam franchise, legacy, and Eurax should print 1M - 1.5M. So we are likely looking at 20M revenue for Q3. That is profitable and should generate a bit of FCF. Thats is a great way to end 2026, with momentum. And Qbrexza and legacy foam patents not expiring for another 3 -5 more years. Price should dance between $10 - $11 IMO going into 2026 with the low float and the profitability a lot of investors have waited for

$DERM I received August Emrosi prescriptions. We are down from July high. 13.1k prescriptions vs 14k. For all we know July was 13.9k. But eitherway thats still in ballpark. Not a crazy decline. So now we are at 27k prescriptions for the quarter so far. September has bern a hotter month. Maybe 14k or 15k in cards. So 40k prescriptions almost a foregone conclusion for Q3. I think we see 40k - 42k Emrosi prescriptions for Q3. Thats still an increase. Plus ASP looks to be better. Onward and upward

$DERM Just pulled some Emrosi formulary data. Cigna covered lives is up from 5% to 50% since April of this year. Cigna Legacy for a while was only covering Emrosi. Legacy Health is a Pacific Northwest hospital group that created a plan with Cigna. Cigna standard 4-tier is a much bigger plan. Not sure what % CVS Caremark was but I dont remember being it so high. Keep in mind these are two very big formularies. So this helps the ASP go up.

$DERM (NP) Took profits due to our Portfolio Cagematch exercise (prioritized companies with greater degree of innovation) That said, still think they have a strong quarter ahead (Emrosi ASP increasing as reimbursement improves,large national plan placed on formulary in August)

$DERM great opportunity to load more. shorts controlling small bio now. that will change

$DERM we simply have no buyers. shorts and mms controlling pricecwith 100 share trades. mgt doing nothing to help

$DERM i would advise do not buy. This seller clearly has no choice because the manner in which it's being executed is retarded. So let him bang out around 6 where you know there will be size. If anything it's a short until then.

$DERM this company is not worth its market cap. They have 1 product and not a life or death one.. with a relatively small market. Additionally you have B Riley pumping ATMs because the company never meets their targets and the debt keeps compounding. It should be a penny stock. Watch it.

$DERM annualized prescription rate of 170000 scripts is $40 million/year. eps of $1.25. p/e of 15. sounds good

$DERM nothing happened. This is just shorts having some fun. The silence from the parent doesn't help. That security is getting hammered today as well.

$DERM Any word on the presentation today? I’ve been tied up all day. Bought more stock yesterday thinking good news coming.

$DERM why do you guys think why has the insurance coverage hasn't improved yet? And what about lupin patent challenge? I am thinking of buying it again after selling in june.