MANE Veradermics, Inc

NEUTRAL Impact: 5/10 8-K

Horizon weeks Filed May 1, 2026 Processed 1mo ago SEC 0001628280-26-029376

Killer combo: Material agreement + unregistered equity (likely PIPE/convertible)

Latest settled — T+20d

MANE ▼ -3.56% at T+20d

NEUTRAL call ✗ call lost -3.56% · α vs SPY -9.21% · entry $105.26 → $101.51

Next anchor: T+60d in 6w

Last close $96.07 (close Jun 12) · -8.73% from $105.26 entry

Entry anchored
May 1, 03:59 PM ET
via Databento tick

T+1d

0.00%

call 0.00% · α -0.80%

$105.26

settled 6w ago

T+5d

+2.73%

call +2.73% · α -0.21%

$108.13

settled 5w ago

T+20d

-3.56%

call -3.56% · α -9.21%

$101.51

settled 14d ago

T+60d

—

call — · α —

—

in 6w

Price Chart

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Executive Summary

Veradermics closed an underwritten public offering of 3,843,790 shares at $100.00 per share, raising ~$384M, and a concurrent private placement of pre-funded warrants for 300,000 shares at $99.99999 each, raising $30M. Net proceeds will be used for general corporate purposes.

Key Financial Metrics

Offering Size

$414.4M

Dilution

11.2%

Actionable Insight

Monitor stock for potential selling pressure as new shares enter the market, but the offering at market price indicates strong demand. The $414M cash infusion provides ample runway for development-stage operations.

Key Facts

Public offering of 3,843,790 shares at $100.00 per share, plus 30-day over-allotment of 576,568 shares
Private placement of pre-funded warrants for 300,000 shares at $99.99999 per warrant, ~$30M gross
Combined gross proceeds ~$414M
Pre-funded warrants have exercise price of $0.00001, do not expire, subject to 9.99% beneficial ownership limitation
Private placement investors are entities affiliated with Suvretta Capital

Financial Impact

~$414M gross proceeds from combined offerings

dilutioncash_position

Risk Factors

Dilution of ~11% from new shares and potential exercise of pre-funded warrants
Lock-up restrictions on certain shares for 90 days may limit near-term selling

Market Snapshot

Exchange

NYSE

Sector

Pharmaceutical Preparations

Analyst Consensus

90% bullish (10 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001628280-26-029376
Exhibit: exhibit41-closing8xk.htm	0001628280-26-029376
Document: mane-20260501.htm	0001628280-26-029376
Document: 0001628280-26-029376-index-headers.html	0001628280-26-029376
Document: 0001628280-26-029376-index.html	0001628280-26-029376
Document: 0001628280-26-029376.txt	0001628280-26-029376

4 reports for MANE

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

Track record builds as more directional reports settle.

Filters

Reports for MANE — sortable, filterable
	Type				Now
May 12, 2026 4w ago	8-K NEUTRAL ★ 5/10	$103.90 $100.38	▼ −3.39%	▼ −3.47%	$96.07 (−7.54%)
May 1, 2026 6w ago	8-K NEUTRAL ★ 5/10	$105.26 $108.13	▲ +2.73%	▼ −0.21%	$96.07 (−8.73%)
Apr 27, 2026 6w ago	8-K NEUTRAL ★ 3/10	$103.10 $105.26	▲ +2.10%	▲ +0.40%	$96.07 (−6.82%)
Apr 27, 2026 6w ago	8-K BULLISH ★ 7/10	$100.10 $105.26	▲ +5.15%	▲ +4.75%	$96.07 (−4.03%)

US Market Status

Market Closed — Opens in 4h 46m

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