Welcome to our dedicated page for Verrica Pharmaceuticals SEC filings (Ticker: VRCA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Verrica Pharmaceuticals Inc. filings document the regulatory record for a Nasdaq-listed dermatology therapeutics company with common stock trading under VRCA. Its Form 8-K reports cover operating and financial results, material agreements, capital-structure actions and Nasdaq listing compliance matters, including disclosures related to a reverse stock split and bid-price compliance.
The company’s proxy and material-event filings also address governance, shareholder voting matters and collaboration arrangements tied to its YCANTH franchise. These filings provide formal disclosure on the company’s commercial product, dermatology pipeline, equity plans, security-holder rights and public-company reporting obligations.
Verrica Pharmaceuticals reported first-quarter 2026 revenue of $5.0 million, up from $3.4 million a year earlier, driven mainly by higher YCANTH product revenue of $4.3 million. License and collaboration revenue contributed $0.7 million, largely from its Torii Pharmaceuticals agreement.
The company recorded a net loss of $9.7 million, similar to the prior-year period, and an accumulated deficit of $334.6 million as of March 31, 2026. Cash totaled $20.6 million, with operating activities using $9.2 million of cash in the quarter.
Management states there is substantial doubt about Verrica’s ability to continue as a going concern within one year without additional financing. The company plans to seek new capital through equity or debt financings and partnerships while advancing YCANTH for common warts and its oncology candidate VP-315.
Verrica Pharmaceuticals reported first quarter 2026 results showing strong growth in its lead product YCANTH while remaining loss-making overall. Total revenue reached $5.0 million, including $4.3 million in U.S. YCANTH net product revenue, with management highlighting double-digit growth versus both the prior quarter and prior year.
Dispensed YCANTH applicator units rose to 15,302 in Q1 2026 and have now exceeded 100,000 since launch, reflecting rising demand in molluscum contagiosum. The company also noted the first ex‑U.S. commercial launch of YCANTH in Japan through partner Torii Pharmaceutical.
Despite revenue growth, Verrica posted a GAAP net loss of $9.7 million, or $(0.45) per share, compared with a $9.7 million loss, or $(1.03) per share, a year earlier. Cash declined to $20.6 million as of March 31, 2026. Verrica continues to invest in its pipeline, advancing VP‑315 in basal cell carcinoma and running a global Phase 3 program of YCANTH in common warts, where the first trial has surpassed 50% of targeted enrollment.
Verrica Pharmaceuticals Inc. is asking stockholders to vote at its June 5, 2026 annual meeting on four key items: electing two Class II directors, an advisory vote on executive pay, ratifying KPMG LLP as auditor, and approving an amended 2018 Equity Incentive Plan.
The company had 17,178,786 shares of common stock outstanding as of April 8, 2026, with a quorum set at 8,589,394 shares. The Amended 2018 Plan would add 1,756,257 new shares to the existing 2,180,429-share reserve, change the annual share “refresh” to up to 5% through 2036, and include shares issuable upon settlement of pre-funded warrants. If approved, approximately 2,763,366 shares would be available for future equity awards.
The plan also caps total annual compensation for any non-employee director at $600,000, or $1,100,000 in the first year of service. KPMG LLP reported 2025 audit fees of $639,500 and tax fees of $59,340. The proxy outlines board independence, committee structures, governance policies, and the company’s Dodd-Frank-compliant clawback and insider trading policies.
Verrica Pharmaceuticals files its annual report detailing progress in commercializing YCANTH and advancing its dermatology pipeline. YCANTH, the first FDA-approved treatment for molluscum contagiosum, was launched in the U.S. in 2023, supported by a roughly 40-person specialty sales force and coverage for about 250 million U.S. lives.
The company is pursuing a follow-on indication for common warts, with a global Phase 3 program underway and cost-sharing through a collaboration with Torii Pharmaceutical in Japan. It estimates over 6 million U.S. molluscum patients and about 22 million with common warts, each representing more than $1 billion in potential U.S. market opportunity.
Verrica is also developing VP-315, an oncolytic peptide for basal cell carcinoma. Phase 2 data showed complete histologic clearance in about 51% of tumors and an objective response rate of 97%, and FDA end-of-Phase 2 feedback supports an efficient Phase 3 path using two placebo-controlled studies.
Verrica Pharmaceuticals reported a strong turnaround in 2025, driven by YCANTH and partnerships. Total revenue rose to $35.6 million in 2025 from $7.6 million in 2024, with YCANTH net product revenue up 130% to $15.3 million. YCANTH dispensed applicator units nearly doubled to 51,296, reflecting growing demand.
Selling, general and administrative expenses fell by over 40%, helping shrink the GAAP net loss to $17.9 million from $76.6 million. The company ended December 31, 2025 with $30.1 million in cash and cash equivalents, no outstanding debt, and expects its cash runway to extend into the first quarter of 2027. Verrica is advancing VP‑315 toward a Phase 3 program in basal cell carcinoma in 2026 and progressing Phase 3 development of YCANTH for common warts, while preparing a European Union approval filing path for YCANTH without additional clinical studies.
Verrica Pharmaceuticals Inc. ownership disclosure: Armistice Capital, LLC and Steven Boyd report beneficial ownership of 439,657 shares, representing 4.99% of the outstanding common stock.
The filing states the reported shares are held by Armistice Capital Master Fund Ltd., for which Armistice Capital exercises shared voting and dispositive power; the Master Fund disclaims beneficial ownership by virtue of its Investment Management Agreement. The joint filing is signed by Steven Boyd on 02/17/2026.
BKB Growth Investments, LLC reported its beneficial ownership of derivative securities of Verrica Pharmaceuticals Inc. through an amended ownership statement. The filing lists Series B Warrants, immediately exercisable, for 224,719 shares of Verrica common stock at an exercise price of $13.35 per share, expiring on 11/22/2029.
The warrants include a cap that prevents exercises that would push BKB Growth’s beneficial ownership above 19.99% of Verrica’s outstanding common stock after the exercise. The amendment explains that the original exercise price did not reflect Verrica’s 1-for-10 reverse stock split that took effect on July 24, 2025.
Affinity Asset Advisors, LLC and Michael Cho have filed an amended Schedule 13G reporting a passive ownership stake in Verrica Pharmaceuticals Inc. They report beneficial ownership of 884,172 shares of Verrica common stock, including 176,834 shares issuable upon exercise of warrants, representing approximately 5.5% of the company’s common stock.
The securities are held directly by Affinity Healthcare Fund, LP, for which Affinity Asset Advisors acts as investment manager. The reporting persons state the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Verrica.
BKB Growth Investments, LLC filed an initial ownership report showing a significant stake in Verrica Pharmaceuticals Inc.. As of 11/25/2025, the entity beneficially owns 3,348,372 shares of Verrica common stock directly.
BKB Growth Investments, LLC also holds Series B warrants for 224,719 shares at an exercise price of $1.335 per share, expiring on 11/22/2029, and Series C warrants for 687,690 shares at $6.315 per share, expiring on 11/25/2030. The warrants are immediately exercisable but include a 19.99% beneficial ownership cap, limiting exercise if it would push the holder above that ownership level.