Every 8-K that Verrica Pharmaceuticals Inc. (VRCA) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow VRCA and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full VRCA filings page.
Verrica Pharmaceuticals reported second quarter 2026 results highlighted by strong uptake of YCANTH, its FDA-approved treatment for molluscum contagiosum. Dispensed applicator units reached 19,626, up 28.3% sequentially and 46.1% year-over-year. Q2 2026 total revenue was $5.9 million, including U.S. YCANTH net product revenue of $5.1 million, up 18.7% over the previous quarter and 12.3% year-over-year.
Despite product growth, the company recorded a Q2 2026 net loss of $(13,153) thousand, or $(0.62) per share, compared with net income of $204 thousand in Q2 2025. Higher operating expenses, including $10,349 thousand in selling, general and administrative costs, $6,034 thousand in research and development, and a $1,698 thousand legal settlement, contributed to the loss. For the first six months of 2026, net loss was $(22,835) thousand.
Cash was 11,198 (in thousands) at June 30, 2026, with total assets of 36,017 (in thousands) and stockholders’ equity of 4,307 (in thousands). Verrica entered a new credit facility for up to $27.5 million with an entity controlled by its chairman and largest shareholder and states that, based on its current operating plan and assuming full availability of this facility, its cash runway could extend into 2028. The company is advancing a global Phase 3 program to expand YCANTH’s label to common warts, with topline data currently expected in mid-2027, and continues Phase 3 readiness work for VP-315 for non-melanoma skin cancers.
Verrica Pharmaceuticals reported results of its 2026 annual stockholder meeting. Stockholders approved the Amended and Restated 2018 Equity Incentive Plan, which became effective immediately after the vote. They also re-elected Paul B. Manning and Lawrence Eichenfield as directors to serve until the 2029 annual meeting.
Advisory compensation for named executive officers was approved, and KPMG LLP was ratified as independent registered public accounting firm for the fiscal year ending December 31, 2026. Approximately 81.89% of the 17,178,786 shares outstanding as of the record date were present or represented by proxy.
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 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. announced a private placement of equity and warrants with institutional and accredited investors. The company agreed to sell 6,499,826 shares of common stock, pre-funded warrants exercisable for 5,305,164 shares in lieu of some shares, and accompanying Series C warrants to purchase 2,951,241 shares. The purchase price is $4.24125 per share and accompanying Series C warrant, with pre-funded warrants priced at the same amount minus $0.0001, for anticipated gross proceeds of approximately $4.24115 million before fees.
The pre-funded warrants have a $0.0001 exercise price and no expiry until exercised, while the Series C warrants are immediately exercisable at $6.315 per share and expire five years after closing, subject to beneficial ownership limits generally capped at 19.99% or 9.99%. Verrica agreed to file resale registration statements for the shares and warrant shares and to use $35.0 million of net proceeds to settle and terminate its senior secured credit facility with OrbiMed. Caligan Partners LP will gain a Board designee and a Board observer right for as long as it retains specified pre-funded warrants.
Verrica Pharmaceuticals Inc. reported that it issued a press release announcing its financial results for the three and nine months ended September 30, 2025, and outlined plans for a conference call to discuss the results and business updates. The company furnished this earnings press release as Exhibit 99.1 to a Form 8-K dated November 14, 2025. The information in Item 2.02 and Exhibit 99.1 is being furnished, not filed, under the Exchange Act, which means it is not subject to certain liability provisions or automatically incorporated into other SEC filings unless specifically referenced.
Verrica Pharmaceuticals announced a press release reporting its financial results for the three- and six-month periods ended June 30, 2025 and disclosed details for a related conference call; that press release is furnished as Exhibit 99.1 to the current report. The filing also includes an interactive XBRL cover page file.
The company further disclosed that Nasdaq's Listing Qualifications Staff has determined the company has regained compliance with the bid price requirement under Nasdaq Listing Rule 5450(a)(1), indicating the company is currently meeting Nasdaq's listing standards for minimum bid price.
Verrica Pharmaceuticals Inc. (VRCA) filed an 8-K to disclose a Second Amendment to its March 2021 Collaboration and License Agreement with Torii Pharmaceutical Co., Ltd.
- Up-front cash: Torii will pay Verrica an $8.0 million milestone tied to the ongoing global Phase 3 trial of YCANTH (VP-102) for common warts.
- Cost-sharing: The parties will continue to split trial expenses 50/50. Torii will advance the first $40.0 million of out-of-pocket costs; Verrica will subsequently reimburse Torii for half. If expenses exceed $40 million, Verrica will fund the overage (up to a stated cap) and Torii will reimburse 50% of that excess.
- Additional milestone: Torii agreed to a separate $10.0 million cash payment upon Japanese approval of YCANTH for molluscum contagiosum—paid in cash rather than as a trial-cost offset.
- Manufacturing rights: A technology-transfer program will allow Torii to manufacture the product. Until partial transfer is complete, Torii will buy commercial supply from Verrica at transfer pricing; thereafter Verrica will receive quarterly royalties in the high-single- to low-double-digit range.
- All other material terms of the original agreement remain unchanged.
The amendment improves Verrica’s near-term liquidity via non-dilutive funding, caps some development risk, and may accelerate commercial scale-up in Japan. A press release announcing the amendment (Exhibit 99.1) was issued on July 1, 2025.