8-K ·Filed Apr 27, 2026
8-K Item 2.02: Earnings release
Actionable Insight • Neutral
The cash update is expected post-IPO and does not change the investment thesis. Focus remains on upcoming Phase 3 readouts for VDPHL01 (Study 302 in 1H 2026, Study 304 in 2H 2026) as the next major catalysts.
Final — all horizons settled through T+60d ⚠ clustered
MANE ▲ +12.38% at T+60d
NEUTRAL call +12.38% · α vs SPY +8.39% · entry $103.10 → $115.86
T+1d
+2.86%
call +2.86% · α +2.87%
$106.05
settled 6mo ago
T+5d
+2.10%
call +2.10% · α +0.40%
$105.26
settled 6mo ago
T+20d
-0.58%
call -0.58% · α -6.05%
$102.50
settled 5mo ago
T+60d
+12.38%
call +12.38% · α +8.39%
$115.86
settled 3mo ago
Price Chart
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Executive Summary
Veradermics reports preliminary Q1 2026 cash of $390.8M, up from $141.9M at year-end 2025, reflecting the February 2026 IPO proceeds. The strong cash position funds operations into 2029 through multiple Phase 3 readouts.
Key Facts
- Preliminary unaudited cash, cash equivalents and marketable securities of $390.8M as of March 31, 2026
- Cash increased from $141.9M at December 31, 2025
- IPO in February 2026 raised gross proceeds of $294.8M
- Cash expected to fund operations into 2029
Financial Impact
Balance sheet strengthened by ~$249M post-IPO; no revenue impact as pre-revenue biotech
cash
Risk Factors
- Clinical trial failure or delay could deplete cash before revenue generation
- Competition from existing hair loss treatments may limit market uptake
Market Snapshot
Exchange
NYSE
Sector
Pharmaceutical Preparations
Analyst Consensus
90% bullish (10 analysts)
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-027629 |
| Document: 0001628280-26-027629-index-headers.html | 0001628280-26-027629 |
| Document: 0001628280-26-027629-index.html | 0001628280-26-027629 |
| Document: 0001628280-26-027629.txt | 0001628280-26-027629 |
| 8-K Data (Synthetic) | 0001628280-26-027629 |
13 reports for MANE
60% Hit rate @ T+5 Went positive at some point 5 of 6 best @ T+60▲ +9.74%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 7d ago | 8-K | $122.28 | awaiting T+5 | — | $137.39 (+12.36%) |
Oct 13, 2026 13d ago | SC 13G | $116.26 $127.11 | ▲ +9.33% | ▲ +10.48% | $137.39 (+18.17%) |
Aug 21, 2026 9w ago | Insider Cluster | $98.46 $98.41 | ▲ +0.05% | ▲ +0.52% | $137.39 (−39.54%) |
Aug 20, 2026 9w ago | 3 | $102.82 $97.93 | ▼ −4.76% | ▼ −5.23% | $137.39 (+33.62%) |
Aug 18, 2026 9w ago | Insider Cluster | $111.23 $102.80 | ▼ −7.58% | ▼ −7.19% | $137.39 (+23.52%) |
Aug 11, 2026 10w ago | 8-K | $110.75 $111.31 | ▲ +0.51% | ▲ +0.91% | $137.39 (+24.05%) |
Aug 7, 2026 11w ago | S-1 | $110.75 $108.22 | ▲ +2.28% | ▲ +2.24% | $137.39 (−24.05%) |
Aug 7, 2026 11w ago | Institutional Cluster | $114.39 $112.71 | ▼ −1.47% | ▼ −1.87% | $137.39 (+20.11%) |
Jul 15, 2026 14w ago | 8-K | $123.70 $109.85 | ▼ −11.20% | ▼ −10.22% | $137.39 (+11.07%) |
May 12, 2026 23w ago | 8-K | $103.90 $100.38 | ▼ −3.39% | ▼ −3.47% | $137.39 (+32.23%) |
Showing 10 of 13
US Market Status
Market Closed — Opens Tue (16h 39m)
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