BFRI PRESS-RELEASE SEC Filing Analysis

Latest settled — T+20d

BFRI ▲ +28.50% at T+20d

LONG call ✓ call won +28.50% · α vs SPY +20.88% · entry $0.8560 → $1.10

Next anchor: T+60d in 5d

Last close $0.9300 (close Jun 8) · +8.64% from $0.8560 entry

Entry anchored
Mar 18, 03:32 PM ET
via Databento tick

T+1d

+1.64%

call +1.64% · α +3.38%

$0.8700

settled 3mo ago

T+5d

-5.37%

call -5.37% · α -3.16%

$0.8100

settled 3mo ago

T+20d

+28.50%

call +28.50% · α +20.88%

$1.10

settled 8w ago

T+60d

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call — · α —

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in 5d

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Executive Summary

Biofrontera Inc. reported strong fourth-quarter and full-year 2025 results, with record Q4 revenue of $17.1 million (up 36% YoY) and gross margins expanding to 82.4% from 58.0% due to a favorable earnout structure after acquiring U.S. assets from Biofrontera AG. The company achieved its first profitable quarter with $5.6 million in net income, driven by lower costs and higher sales, while advancing its clinical pipeline with key FDA milestones ahead.

Key Financial Metrics

Revenue

$17.1M

+35.7% YoY

EPS

$0.48

Deal Value

$4.8M

Actionable Insight

Traders should monitor the September 2026 PDUFA date for sBCC as a key catalyst; sustained revenue growth and margin expansion suggest potential for continued profitability, but small market cap and prior losses warrant caution on valuation.

Key Facts

Q4 2025 revenue was $17.1 million, up 36% YoY from $12.6 million in Q4 2024
Gross margin expanded 2,440 basis points to 82.4% in Q4 2025 from 58.0% in Q4 2024
Q4 2025 net income was $5.6 million vs. a net loss of $1.4 million in Q4 2024
Full-year 2025 revenue grew 12% to $41.7 million; net loss narrowed to $10.5 million from $17.7 million in 2024
Completed acquisition of U.S. Ameluz and RhodoLED assets, reducing earnout payments from 25%-35% to 12%-15% of U.S. net sales
FDA accepted sNDA for Ameluz for sBCC with PDUFA date expected in September 2026
Positive Phase 3 results in AK on extremities and Phase 2b data in acne

Financial Impact

Revenue increased by $4.5M YoY in Q4 and $4.4M for full year; gross profit margin improved by 24.4 percentage points in Q4, significantly enhancing profitability

revenuegross marginnet incomecost of goods soldoperating income

Risk Factors

Small market cap ($10M) increases volatility and sensitivity to execution risk
Historical net losses and negative cash flow from operations (-$13.4M in 2025) raise sustainability concerns despite recent improvement
Forward-looking statements around profitability and commercial growth are subject to execution and regulatory risks

Market Snapshot

Exchange

Nasdaq

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3259125

4 reports for BFRI

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for BFRI — sortable, filterable
	Type				Now
May 14, 2026 26d ago	Press Release BULLISH ★ 7/10	$0.9890 $0.7790	▼ −21.23%	▼ −20.52%	$0.9300 (−5.97%)
May 8, 2026 4w ago	Press Release NEUTRAL ★ 2/10	$1.11 $0.7950	▼ −28.38%	▼ −28.29%	$0.9300 (−16.22%)
Mar 19, 2026 11w ago	Press Release BULLISH ★ 8/10	$0.8560 $0.8100	▼ −5.37%	▼ −3.16%	$0.9300 (+8.64%)
Feb 26, 2026 14w ago	8-K BULLISH ★ 8/10	$0.9270 $0.8630	▼ −6.90%	▼ −5.78%	$0.9300 (+0.32%)

US Market Status

Market Closed — Opens in 6h 37m

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