Veradermics, Incorporated (MANE) Stock Price & Analysis
Veradermics, Incorporated (MANE) is trading at USD 136.87, down 1.17% today, as of October 23, 2026 at 14:21 UTC (US market open; quotes may be delayed), according to Nexqual market data.
MANE last closed at USD 136.87; today's session has ranged USD 135.28–139.51 on volume of 73,370 shares. Market capitalization is —, with a 52-week range of USD 32–141.75 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 14:21 UTC.
Also available as compact Markdown for AI agents: nexqual.com/MANE.md
Key facts (MANE)
- 2 of 80 tracked superinvestors hold MANE (13F, Q2 2026): 1 new, 0 added, 1 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 4 Form 4 filings, $103M; 2 not under a Rule 10b5-1 plan ($91.1M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Total return with dividends: 1Y +262.6% vs S&P 500 +14.4%; 5Y +255.7% vs S&P 500 +77.0%.
- Next earnings: 2026-11-12, EPS estimate USD -0.62, revenue estimate $0K.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (MANE)
| USD | FY2024 | FY2025 | TTM |
|---|---|---|---|
| Operating income | -$26.8M | -$72.3M | -$88.4M |
| Net income | -$26.5M | -$70.0M | -$78.8M |
| EPS (diluted) | -$37.05 | -$111.91 | — |
| Free cash flow | -$23.7M | -$71.6M | -$64.7M |
| Cash + short-term investments | $53.1M | $142M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (MANE)
Superinvestors (SEC 13F-HR, Q2 2026) (MANE)
2 of 80 tracked investors hold MANE. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Lee Ainslie | Maverick Capital | 0.88% | $97.1M | New position |
| Viking Global | Viking Global Investors | 0.55% | $192M | Reduced -7.6% |
Insider sales (SEC Form 4, open-market, last ~7 months) (MANE)
2 of 4 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-19 | Montanova Capital, Llc | Director | 750,000 | $80.4M | 55.1% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-08-17 | Durso Timothy August | Chief Technical Officer | 43,500 | $4.7M | 35.8% | Yes | Too little history (no open-market trades in 2023–2025) |
| 2026-08-17 | Waldman Reid Alexander | Chief Executive Officer | 67,500 | $7.3M | 28.3% | Yes | Too little history (no open-market trades in 2023–2025) |
| 2026-08-12 | Childs John W | Director | 100,000 | $10.7M | 34% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (MANE)
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-22 | B. Riley Securities | Target raised | Buy | $170 → $204 |
| 2026-10-19 | Cantor Fitzgerald | Reiterated | Overweight | |
| 2026-10-19 | Needham | Target raised | Buy | $164 → $172 |
| 2026-07-16 | Citigroup | Target raised | Buy | $135 → $160 |
| 2026-07-15 | Needham | Target raised | Buy | $136 → $164 |
| 2026-07-15 | B. Riley Securities | Initiated | Buy | $170 |
| 2026-07-07 | Jefferies | Target raised | Buy | $138 → $182 |
Total return (dividends reinvested) (MANE)
| 1Y (from 2026-02-04) | 5Y (from 2026-02-02) | |
|---|---|---|
| Total return | +262.6% | +255.7% |
| S&P 500 (SPY) | +14.4% | +77.0% |
| Per year | — | — |
| Volatility (annualized) | 87.1% | 80.1% |
| Max drawdown | -24.8% (Jul 2026→Sep 2026) | -24.5% (Jun 2026→Aug 2026) |
MANE suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Therapeutics | “The MSA and Collaboration Agreement are described in more detail under "Business—Agreements with Therapeutics, Inc." Pursuant to the Collaboration Agreement, we issued TI a convertible promissory note with a principal amount of $0.5 million.” |
| Partner | ChemWerth | “In July 2022, we entered into a Development and Manufacturing Agreement, or the Development and Manufacturing Agreement with ChemWerth, Inc., or ChemWerth.” |
Quoted from the company's 10-K filed Mar 30, 2026.
MANE company outlook (results filed Aug 11, 2026)
- “Topline Data Anticipated in 1H27: Veradermics has completed enrollment of Study '306', a Phase 2/3 multi-center, randomized, double-blind, placebo-controlled study evaluating the safety and efficacy of VDPHL01 at two dose regimens (4.5 mg once-daily and twice-daily) over 52 weeks in 556 female participants with mild-to-moderate pattern hair loss.”
- “The Company expects to report topline data in the first half of 2027. • Phase 3 Study '304';”
- “Topline Data Anticipated in 2H26: T opline data from Study '304', a confirmatory Phase 3 trial evaluating the safety and efficacy of VDPHL01 in the treatment of male pattern hair loss, are expected in the second half of 2026.”
- “Twelve-month data from Study '302' are anticipated in the second half of 2026.”
Quoted word-for-word from the SEC 8-K results press release.
MANE analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $-0.62 | $-0.64 | -4.0% | $0 | 6 |
| Next quarter (ends Dec 2026) | $-0.63 | $-0.67 | -5.0% | $0 | 6 |
| Current fiscal year (ends Dec 2026) | $-2.87 | $-2.84 | +0.9% | $0 | 6 |
| Next fiscal year (ends Dec 2027) | $-2.64 | $-3.05 | -13.6% | $8.7M | 6 |
MANE options: expected move
Options price a move of about ±14.1% (±$19.55) by Nov 20, 2026, which includes earnings on Nov 12, 2026. Over the last 4 reports the stock moved ±14.5% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 62.5% | ±14.1% |
| Dec 18, 2026 | 56 | 60.1% | ±19.0% |
| Feb 19, 2027 | 119 | 58.5% | ±26.6% |
| May 21, 2027 | 210 | 60.9% | ±36.3% |
30-day implied volatility 60.2% vs 77.2% realized over the last 30 trading days. Put/call ratio (volume) 0.17. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 14:21 UTC)
| Price | USD 136.87 |
|---|---|
| Change | ▼ 1.17% (down) |
| Previous Close | USD 136.87 |
| Open | USD 136.87 |
| Day Range | USD 135.28 – 139.51 |
| 52-Week Range | USD 32 – 141.75 |
| Volume | 73,370 shares |
| Market Cap | — |
| Exchange | NYQ |
Technical Analysis (MANE)
Nexqual's technical model rates MANE "BUY" based on 5 bullish and 1 bearish signals across 128 daily candles, as of October 23, 2026 at 14:21 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 64.47 (neutral) |
| vs SMA50 | Above (USD 111.41) |
| MACD | 5.86 (positive) |
Earnings (MANE)
| Next Earnings Date | 2026-11-12 |
|---|---|
| EPS Estimate | USD -0.62 |
| Revenue Estimate | $0 |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD -0.58 vs est -0.64 ▲ beat |
| 2025-12-31 | USD -104.54 vs est -18.24 ▼ miss |
Source: Nexqual, October 23, 2026 at 14:21 UTC.
Financials & Fundamentals (MANE)
| Gross Margin | +0.00% |
|---|---|
| Operating Margin | +0.00% |
| Profit Margin | +0.00% |
| Debt / Equity | 0 |
| Current Ratio | 70.53 |
| Total Cash | $819.89M |
| Total Debt | $428,000 |
Source: Nexqual, October 23, 2026 at 14:21 UTC.
Ownership (MANE)
| Insider Ownership | +2.49% |
|---|---|
| Institutional Ownership | +98.59% |
| Shares Outstanding | 41.78M |
| Float | 32.29M |
| Short % of Float | +15.60% |
Source: Nexqual, October 23, 2026 at 14:21 UTC.
From Veradermics, Incorporated's Latest SEC 10-K Filing (filed 2026-03-30)
Key Strengths & Strategy (as disclosed to the SEC)
- Our proprietary research indicates that 93% of patients would like to address their PHL yet only 9% are satisfied with their current treatment.
- In our proprietary market surveys of Americans with PHL, survey respondents cited more rapid onset of growth as a primary desire in a treatment for PHL.
- Our proprietary market research identified that the second most common reason that current OTC users are not using a prescription product is lack of awareness of prescription offerings.
Partnerships
- If VDPHL01 is approved as the first oral therapy for women, we believe it could be especially well-received among the approximately 30 million female PHL patients in the United States. nEvaluate strategic collaboration to maximize the value of our product candidates and deliver meaningful benefits to patients.
- We may selectively consider strategic collaboration opportunities to expand the reach and maximize the value of VDPHL01. nIdentify additional solutions to pervasive unmet needs in dermatology.
Legal & Regulatory Risks (Item 1A, quoted)
- The regulatory approval process is highly uncertain, and we may be unable to obtain, or may be delayed in obtaining, U.S. regulatory approval and, as a result, unable to commercialize our product candidates or any future product candidates. Even if we believe our current, or planned clinical trials are successful, regulatory authorities may not agree that they provide adequate data on safety or efficacy.
- Any delay or failure in obtaining required approvals would adversely affect our ability to generate revenue from the particular product candidate for which we are seeking approval. Furthermore, any regulatory approval to market a product may be subject to limitations on the approved uses for which we may market the product or on the labeling or other restrictions.
- We also may in the future become subject to numerous foreign regulatory requirements governing, among other things, the conduct of clinical trials, manufacturing and marketing authorization, pricing and third-party reimbursement.
- Any regulatory approvals that we or our existing or future collaborators obtain for our product candidates may also be subject to limitations on the approved indicated uses for which a product may be marketed or to the conditions of approval, or contain requirements for potentially costly post-marketing testing and surveillance to monitor the safety and efficacy of the product candidate.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 14:21 UTC. This page is informational and not investment advice.
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