Verrica Pharmaceuticals Inc. · NASDAQ:VRCA
Verrica Pharmaceuticals — Investor Presentation (September 2026)
22 slides from Verrica Pharmaceuticals's investor presentation, September 2026
Slide 1: Corporate Overview
Not For Promotional Use Corporate Overview September 2026 Copyright © 2026 Verrica Pharmaceuticals. All rights reserved. Copyright © 2026 Verrica Pharmaceuticals. All rights reserved.
Slide 2: Disclaimer
Not For Promotional Use Disclaimer Certain information contained in this presentation and statements made orally during this You should refer to the "Risk Factors" in our Annual Report on Form 10-K, our most recent Quarterly presentation relates to or is based on studies, publications, surveys and o
Slide 3: Verrica Snapshot
Not For Promotional Use Verrica Snapshot YCANTH®: Commercially Available Product In the United States And Japan For The Treatment Of Molluscum Contagiosum Label Expansion Opportunity For YCANTH® With Ongoing Global Phase 3 Program For The Treatment of Common Warts VP-315: Phase 3 Ready For Basal Cel
Slide 4: YCANTH: One Platform, Two Indications
Not For Promotional Use YCANTH: One Platform, Two Indications MOLLUSCUM CONTAGIOSUM: THE FOUNDATION LEVERAGING OUR FOUNDATION TO • First FDA-approved and only HCP-administered treatment for molluscum contagiosum, supported by 3 successful Phase 3 studies and over 120,000 applicators dispensed to dat
Slide 5: VP-315: Basal Cell Carcinoma Program
Not For Promotional Use VP-315: Basal Cell Carcinoma Program VP-315 represents one of the most compelling late-stage dermatologic-oncology opportunities in development today • Phase 3-ready asset with aligned path to registration as an innovative, non-surgical innovative treatment for non-malignant
Slide 6: Verrica Pipeline
Not For Promotional Use Verrica Pipeline Program / Asset Indication Pre-IND Phase 2 Phase 3 Approval YCANTH Molluscum Contagiosum Commercialized in the US and Japan (VP-102) Active Product Development Candidates VP-102 Common Warts COVE-2 100% enrolled; COVE-3 > 50% enrolled VP-315 Basal Cell Carcin
Slide 7: Entrepreneurial Management Team with Extensive Experience
Not For Promotional Use Entrepreneurial Management Team with Extensive Experience Jayson Rieger, PhD, MBA John Kirby Noah Rosenberg, MD David Zawitz, CFA Chris Chapman President & Chief Executive Officer Interim Chief Financial Officer Chief Medical Officer Chief Operating Officer Chief Commercial O
Slide 8: YCANTH: The Only HCP Administered FDA Approved Treatment for Molluscum
Not For Promotional Use YCANTH® The Only HCP Administered FDA Approved Treatment for Molluscum Copyright © 2026 Verrica Pharmaceuticals. All rights reserved.
Slide 9: Molluscum Background
Not For Promotional Use Molluscum Background Etiology and Clinical Presentation TRANS MIS S ION Overview • Skin to skin contact • Sharing of contaminated objects (e.g., clothing, towels, Caused by a pox virus swimming pool toys) Primarily infects children, with the highest incidence occurring in chi
Slide 10: YCANTH is the Only HCP Administered FDA Approved Treatment for Molluscum
Not For Promotional Use YCANTH® is the Only HCP Administered FDA Approved Treatment for Molluscum Supported by robust Phase 3 data and designed for consistent and targeted administration Topical solution in a single-use applicator Active ingredient cantharidin (0.7%) in a proprietary topical formula
Slide 11: Phase 3 Studies Demonstrated Significant Benefit Regardless of Disease Duration
Not For Promotional Use Phase 3 Studies Demonstrated Significant Benefit to Patients Regardless of Disease Duration Percentage of Subjects Achieving Complete Clearance at Median Percent Change from Baseline Count at Day Day 84 By Disease Duration 84 By Disease Duration (Post-hoc, Pooled, ITT populat
Slide 12: YCANTH (VP-102) Common Warts Program
Not For Promotional Use YCANTH (VP-102) Common Warts Program Copyright © 2026 Verrica Pharmaceuticals. All rights reserved.
Slide 13: Verruca Vulgaris (Common Warts) Etiology and Clinical Presentation
Not For Promotional Use Verruca Vulgaris Etiology and Clinical Presentation (Common Warts) TRANSMISSIO N Overview • Skin to skin contact • Caused by human papilloma virus (HPV) • Touching of contaminated objects • Infects patients of all ages DIAGNO SIS & SYMPTOMS • Persistent infection, highly refr
Slide 14: Global Phase 3 Program in Common Warts – The Expansion Opportunity
Not For Promotional Use Global Phase 3 Program in Common Warts – The Expansion Opportunity • Verrica’s Global Phase 3 Program studying YCANTH for Common Warts leverages clinically meaningful activity on primary endpoint of complete clearance in Phase 2 COVE-1 study1 • Program gained alignment with F
Slide 15: Primary Efficacy Endpoint and Adverse Events in Phase 2 COVE-1 Study
Not For Promotional Use Primary Efficacy Endpoint and Adverse Events in Phase 2 COVE-1 Study (Incidence ≥ 5%)1 Cohort 1 Cohort 2 N=21 (to Day 84) N=34 (to Day 147) Incidence: N (%) Application Site Vesicles * 20 (95.2) 27 (79.4) Application Site Pain * 15 (71.4) 26 (76.5) Application Site Erythema *
Slide 16: VP-315: Basal Cell Carcinoma (BCC) Program
Not For Promotional Use VP-315: Basal Cell Carcinoma (BCC) Program Copyright © 2026 Verrica Pharmaceuticals. All rights reserved.
Slide 17: Verrica believes VP-315 is Well-Positioned for Development Success
Not For Promotional Use Verrica believes VP-315 is Well-Positioned for Development Success Key Attributes Supportive Findings 97% ORR, robust complete histologic clearance and overall tumor burden Phase 2 Efficacy Signal reduction Safety / Tolerability Zero treatment-related SAEs across 93 lesions i
Slide 18: Nearly 80% of patients surveyed would choose VP-315 over surgery
Not For Promotional Use Nearly 80% of patients surveyed would choose VP-315 over surgery, even when surgery is physician-recommended Patient Preference for Surgery vs. VP-315 BCC Experience Skin Cancer Experience (Not-BCC) No History of Skin Cancer 80% 0.8 74% 0.9 73% 80% 70% 0.7 0.8 60% 0.6 0.7 0.6
Slide 19: CD8+ T-cells infiltrate the tumor bed following VP-315 treatment
Not For Promotional Use CD8+ T-cells infiltrate the tumor bed following VP-315 treatment Tumor Bed^ Non-Tumor Region ✱✱✱✱ p < 0.0001 Subject 280-0010 200 ✱ p < 0.05 500 400 150 Cells / mm2 Cells / mm2 300 100 200 50 100 0 0 Pre-treatment Post-treatment t t t t en en en en m tm m tm at at ea ea re re
Slide 20: Reduced Immunosuppression in the Peritumoral Region Post VP-315 Treatment
Not For Promotional Use Reduced Immunosuppression in the Peritumoral^ Region Post VP-315 Treatment Immunosuppressive T Helper Cells Immunosuppressive Immunosuppressive Immunosuppressive T Helper Cells T Regulatory Cells CD8+ T-Cells ✱✱ p < 0.01 p < 0.0001 150 p < 0.05 300 ✱ Immunosuppressive T Regul
Slide 21: Financial Snapshot
Not For Promotional Use Financial Snapshot 17.2M $15.3M Up to $11.2M (+130% yoy) $27.5M Shares Outstanding (as of June 30, 2026) Cash as of YCANTH Revenue FY Access to Non-Dilutive Capital structure also includes: June 30, 2026 2025 Growth Capital; $12.5M • 4.1 million pre-funded warrants available
Slide 22: Summary
Not For Promotional Use Summary YCANTH® COMPELLING OPPORTUNITY • Unique small cap company with commercial • Only FDA approved HCP-administered product with proven safety and product and multiple late-stage development efficacy in treatment of molluscum in adult and pediatric patients 2 years of cand
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