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Strategies & Market Trends : Ride the Tiger with CD

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From: 31Floors10/27/2025 3:00:39 PM
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BlueMetric:

stockhouse.com

Not really into healthcare companies but I do have one, Journey Medical (DERM) on the Nasdaq $8.00. They are going to take a lot of market share from Oracea. I asked chatgpt "what is the leading drug in the US for treating rosecea?" I got back a lot of detail and this

?? My summary of “leading”

  • If I were to pick a single “leading drug” for rosacea in the U.S., I’d choose low-dose oral doxycycline (Oracea)when bumps/pustules are significant, since it is the only systemic FDA-approved option for that indication and is widely used.

  • For many patients with milder disease, the leading starting option often is topical azelaic acid or topical metronidazole because of lower systemic risk.

  • If your main symptom is redness/erythema, then oxymetazoline 1% cream (Rhofade) or brimonidine gel are leading options for that specific feature.



This is the thing, a presentation last Friday showing that DERM has statistical superiority to the Orecea, which is actually the leading drug and has been for many years. When word gets out dermatologists are going to be prescribing a lot of the new drug, which is made in the USA.

stockhouse.com

Journey Medical Corporation Reports Combined Emrosi(TM) (DFD-29) Phase 3 Clinical Trial Efficacy Data Analysis Presented at the 2025 Fall Clinical Dermatology Conference

FBIO, DERM | 3 days ago
FDA-approved Emrosi (40 mg Minocycline Hydrochloride Modified-Release Capsules, 10 mg immediate release and 30 mg extended release) is available in the United States for the treatment of inflammatory lesions of rosacea in adults

DFD-29 demonstrated superior efficacy in IGA success rates and inflammatory lesion counts versus both placebo and doxycycline (P<0.001 for all comparisons)

Poster Presented on Efficacy of Oral DFD-29, a Low-Dose Minocycline Formulation, in Patients with Rosacea: A Pooled Analysis of Two Phase 3 Trials

SCOTTSDALE, Ariz., Oct. 24, 2025 (GLOBE NEWSWIRE) -- Journey Medical Corporation (“Journey Medical” or “the Company”) (Nasdaq: DERM), a commercial-stage pharmaceutical company primarily focused on selling and marketing U.S. Food and Drug Administration (“FDA”)-approved prescription pharmaceutical products for the treatment of dermatological conditions, today presented efficacy data from a pooled analysis of the two Phase 3 multicenter, randomized, double-blind, parallel-group, active-comparator and placebo-controlled clinical trials, Minocycline Versus Oracea® in Rosacea-1 (“MVOR-1”) and Minocycline Versus Oracea in Rosacea-2 (“MVOR-2”), evaluating DFD-29 (40 mg Minocycline Hydrochloride Modified-Release Capsules, 10 mg immediate release and 30 mg extended release) (or “Emrosi™”) for the treatment of inflammatory lesions of rosacea in adults, at the 2025 Fall Clinical Dermatology Conference taking place October 23-26, 2025, in Las Vegas, NV.

“These combined Phase 3 results, demonstrating Emrosi’s statistical superiority over both Oracea and placebo in achieving Investigator’s Global Assessment (“IGA”) treatment success and reducing total inflammatory lesion count, reaffirm the strong efficacy and safety profile that have established Emrosi as an important treatment option for patients with rosacea,” said Claude Maraoui, Co-Founder, President, and CEO of Journey Medical Corporation. “As we expand Emrosi’s reach and adoption, these data strengthen our position in the growing dermatology market and underscore our commitment to delivering clinically proven therapies that improve patient outcomes. We believe Emrosi has the potential to become the standard of care for rosacea.”

Combined Phase 3 Clinical Result Highlights

In the Phase 3 study, 62.7% of subjects treated with DFD-29 achieved IGA treatment success, compared with 39.0% in the Oracea group and 28.2% in the placebo group. The differences between the DFD-29 and both Oracea and placebo were statistically significant, each with a p-value of <0.001. The DFD-29 group also experienced a mean reduction of 19.2 inflammatory lesions from baseline to week 16, versus reductions of 14.8 lesions with Oracea and 11.3 lesions with placebo (p < 0.001 for each comparison).

Combined Phase 3 Clinical Results Summary

Combined MVOR-1 and MVOR-2 Analysis
IGA Success at Week 16Inflammatory Lesion Change at Week 16
DFD-29 (40 mg)62.7%-19.2
Oracea (40 mg)39.0%-14.8
Placebo28.2%-11.3
P-value: DFD-29 versus OraceaP<0.001P<0.001
P-value: DFD-29 versus PlaceboP<0.001P<0.001
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