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Verrica Pharmaceuticals Inc. reported that Chief Operating Officer David Zawitz received a grant of employee stock options for 171,340 shares of common stock. The options have an exercise price of $8.21 per share and expire on December 23, 2035.
The grant was approved by a board committee on December 23, 2025, subject to shareholder approval of an amendment to the 2018 Equity Incentive Plan, which shareholders granted on June 5, 2026. Half of the options vest only if the share price reaches $15.00, and the other half vest if the share price reaches $25.00, in each case subject to Zawitz’s continuous service.
Verrica Pharmaceuticals CEO and President Jayson Rieger was granted an employee stock option covering 512,269 shares of common stock at an exercise price of $8.21 per share. The option expires on December 23, 2035 and vests in two tranches tied to share-price hurdles.
Half of the option vests if Verrica’s Nasdaq closing price reaches at least $15.00 per share, and the other half vests if it reaches at least $25.00 per share, in each case subject to his continued service. The grant was originally approved in December 2025 and became effective after shareholders approved an amendment to the 2018 Equity Incentive Plan on June 5, 2026.
Verrica Pharmaceuticals director Gavin Corcoran received a grant of stock options covering 16,000 shares of common stock at an exercise price of $6.04 per share. These options vest in 12 equal monthly installments beginning on July 5, 2026, and will be fully vested by the next annual stockholder meeting, subject to his continued service. Following this compensation award, Corcoran holds 16,000 stock options directly.
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 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.