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Dec 31, 2020

VYNE Q4 2020 Earnings Report

VYNE's financial performance reflected increased total revenues compared to the previous year, driven by product sales and license revenue.

Key Takeaways

VYNE Therapeutics reported increased revenues for Q4 2020, driven by the launch of new products and a license agreement. The company is advancing its pipeline with FCD105 in Phase 3 and planning a Phase 2a study for FMX114.

ZILXI launched nationwide and became available in pharmacies on October 1st.

Long-term safety and efficacy data for ZILXI was published, demonstrating a favorable safety profile for up to 52 weeks.

FDA approved AMZEEQ label update with new information indicating the low propensity of P. acnes to develop resistance to minocycline.

VYNE plans to develop FMX114, a fixed combination of tofacitinib and fingolimod in a topical gel for the potential treatment of mild-to-moderate atopic dermatitis.

Total Revenue
$4.29M
EPS
-$7.74
Previous year: -$3.56
+117.4%
Adjusted EBITDA
-$17M
Gross Profit
$3.75M
Cash and Equivalents
$57.6M
Previous year: $76.9M
-25.2%
Free Cash Flow
-$25.4M
Total Assets
$93.7M
Previous year: $79.2M
+18.4%

VYNE

VYNE

Forward Guidance

VYNE expects its current cash and cash equivalents, proceeds from recent offerings, and projected cash flows from revenues will be sufficient to fund its ongoing needs through the end of 2022.

Positive Outlook

  • Sufficient cash to fund operations through the end of 2022.
  • Advancement of FCD105 into a Phase 3 program.
  • Planned Phase 2a study for FMX114 in atopic dermatitis.
  • Continued progress in the trial and utilization of commercially launched products.
  • Driving market share in the acne and rosacea categories.

Challenges Ahead

  • COVID-19 pandemic and its impact on business operations and liquidity
  • Risks of potential litigation by third-parties regarding infringement of third-party intellectual property
  • Risks that VYNE’s intellectual property rights may fail to provide adequate protection
  • Additional competition in the acne and dermatology markets
  • Volatility in stock price may result in rapid and substantial increases or decreases in stock price