Journey Medical: EMROSI's Ramp Puts Profitability On The Horizon

2025-09-06 08:44:27 ET

Once a quarter, I like to go back through some of my previous investments and trades to review my execution, analysis, and also just reference what was happening in the healthcare sector at that time. Well, I was going back pre-pandemic and found several tickers I haven’t touched since then. The one that really caught my eye was DERM, because I had traded a position until Eli Lilly ( LLY ) acquired Dermira in 2020. Now, the ticker represents Journey Medical Corporation ( DERM ), which is a commercial-stage dermatology company with an intriguing product portfolio. So, I decided to take a deeper dive into their portfolio, and I am seeing products from some of my favorite small-cap dermatology tickers from the last decade, including ones from Dermira, Foamix Pharmaceuticals, and Menlo Pharmaceuticals. After following a trail of press releases, it turns out that Journey Medical has been collecting FDA-approved dermatology products from that era like baseball cards, through a series of product acquisitions. As a healthcare analyst, I’m a bit embarrassed that I wasn’t aware of these transactions and that Journey Medical even existed. If I believed in some of these products years ago when they were in the clinic, I think I should be interested in them now that they are on the market. So, I am considering starting a position in the “new” DERM after the company’s Q2 2025 results showed that the company’s newly launched oral treatment for rosacea, EMROSI, has the prospects to be the primary growth driver that gets them to profitability....

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