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- **Resilient Revenue Performance**: Flat YTD despite no price increase, Q3 down 22% due to one-time 2024 stockpiling.
- **Strategic Cost Optimization**: 58% cost of sales reduction via royalty agreement, $11M investor financing.
- **Pipeline Momentum**: 750+ RhodoLED lamps installed, FDA expansion for BCC in Q4 2026, acne Phase II data expected early 2026.
- **Liquidity Strengthening**: $3.4M cash + $5.5M new proceeds, targeting 2026 cash flow breakeven.

**【CEO Summary Section】**
- Year-to-date 2025 revenues remained flat compared to 2024 despite no price increase, demonstrating operational resilience.
- Q3 2025 revenue of $7.0 million (-22% YoY) reflects one-time stockpiling ahead of 2024 price hike, with normalization expected in Q4 and full-year growth on track.
- 750 installed RhodoLED lamps support recurring high-margin Ameluz gel sales, with FDA expansion for superficial BCC expected Q4 2026.
- Phase III AK extremities trial completed enrollment, Phase IIb acne trial nearing completion.
- New royalty agreement with Biofrontera AG reduces cost of sales by 58% and delays payments post-sale.
- Sold Xepi license for $3 million upfront, with potential $7 million in milestones, positioning for 2026 cash flow breakeven.

**【CFO Financial Commentary】**
- Q3 2025: 
  - Revenue: $7.0M (-22% YoY)
  - Operating expenses: $13.3M (-5% YoY)
  - Net loss: $6.6M (vs $5.7M YoY)
  - Adjusted EBITDA: -$6.0M (vs -$4.6M YoY)
- YTD 2025: 
  - Revenue: $24.6M (flat YoY)
  - Operating expenses: $40.5M (flat YoY)
  - Net loss: $16.2M (vs $16.4M YoY)
  - Adjusted EBITDA: -$15.7M (vs -$13.9M YoY)
- Cash position strengthened to $3.4M + $2.5M financing + $3M Xepi sale proceeds.
- Transitioning to direct manufacturing to reduce tariffs and improve inventory control.

**【Q&A Highlights】**
- **Price Increase**: Planned before year-end 2025.
- **Pipeline Timelines**: 
  - AK extremities data expected Jan 2026, FDA submission Q2 2026
  - Acne Phase II data concurrent with AK, Phase III contingent on FDA meeting
- **Breakeven Model**: Full-year 2026 breakeven with seasonal quarterly fluctuations, significant Q4 contribution.

Biofrontera Inc. (BFRI) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

BFRI

BFRI fundamentals

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