Core Insights - Obagi Medical has selected Platinum Dermatology Partners as the launch partner for its ALOHA Program, focusing on the integration of clinical evidence into everyday practice [1][2] Company Overview - Obagi Medical is recognized for its innovative physician-dispensed skincare solutions and has over 35 years of experience in the industry, particularly in treating skin concerns like hyperpigmentation and premature aging [6] - Platinum Dermatology Partners operates over 120 locations with nearly 400 providers across multiple states, emphasizing a collaborative practice model to enhance patient care [7] Program Details - The ALOHA Program aims to generate real-world data to validate the safety and efficacy of Obagi's products, specifically the saypha MagIQ injectable, through hands-on experience and structured evaluations [2][3] - Initial findings from the ALOHA Program will be presented at the annual Platinum Summit in September, showcasing the benefits of the new product within the Platinum network [4] Strategic Intent - The partnership with Platinum signifies Obagi's commitment to launching new injectables based on robust clinical evidence and integrated patient outcomes, aligning with the company's innovative approach to product development [5]

Core Insights - Obagi Medical has selected Platinum Dermatology Partners as the first partner for its ALOHA Program, emphasizing a commitment to clinical evidence and practice dissemination [1][5] Company Overview - Obagi Medical is a leading innovator in physician-dispensed skincare and aesthetic solutions, part of Waldencast plc, with over 35 years of experience in advanced skincare [6] - Platinum Dermatology Partners operates over 120 locations with nearly 400 providers across multiple states, focusing on exceptional dermatology practices [7] - Waldencast plc aims to build a global beauty and wellness platform by developing and scaling purpose-driven brands [8] Partnership Details - The partnership aims to generate real-world data to translate clinical safety and efficacy from FDA trials into everyday practice [2] - The ALOHA Real-World Program will provide hands-on experience with Obagi saypha MagIQ, enhancing patient satisfaction and provider relationships [3] - Initial findings from the program will be presented at the annual Platinum Summit and key industry conferences to showcase the product's real-world impact [4] Product Information - Obagi saypha MagIQ™ utilizes proprietary MACRO Core Technology for a stable hyaluronic acid matrix, designed for natural-looking results and high performance [5]

Core Insights - Obagi Medical has launched the ALOHA Program aimed at driving innovation in aesthetic practices through real-world evidence and insights [1][2] - The program will support the introduction of Obagi saypha MagIQ™, the first FDA-approved injectable hyaluronic acid filler from the company, featuring high usable HA content and a predictable injection profile [1][2] Company Overview - Obagi Medical is recognized as a leading innovator in physician-dispensed skincare with over 35 years of experience, initially known for its Obagi Nu-Derm System targeting hyperpigmentation [3] - The company is the fastest-growing professional skincare brand in the U.S. as of 2024, focusing on various skin concerns including aging, photodamage, and acne [3] Program Details - The ALOHA Program will gather real-world data from diverse practice settings to demonstrate the effectiveness of Obagi saypha MagIQ™ and its skincare products in enhancing practice success and patient satisfaction [2] - Participants in the program will provide structured feedback through standardized surveys, creating a comprehensive evaluation of the new HA injectable beyond traditional clinical trials [2] Industry Context - Waldencast plc, the parent company of Obagi Medical, aims to build a global beauty and wellness platform by developing and scaling purpose-driven brands, ensuring agility and market responsiveness [4] - The company's strategy includes leveraging operational scale and expertise in managing beauty brands to mitigate category fluctuations and enhance brand performance [4]

Waldencast (NasdaqCM:WALD) FY 2026 Annual General Meeting January 14, 2026 12:00 PM ET Company ParticipantsCristiano Souza - DirectorOperatorWelcome to the Annual Meeting for Waldencast PLC. Our host for today's call is Cristiano Souza, director of the company. I will now turn the call over to your host, Mr. Souza. You may begin, sir.Cristiano SouzaThank you, Paul. Welcome, everybody. The time is now 5:00 P.M. I'd like to welcome you to the annual general meeting of Waldencast PLC, for those attending in pe ...

Financial Data and Key Metrics Changes - The company presented its accounts and auditor's report for the year ended December 31, 2024, but specific financial data and key metrics were not disclosed during the meeting [4][9]. Business Line Data and Key Metrics Changes - No specific data or key metrics related to individual business lines were provided during the meeting [4][9]. Market Data and Key Metrics Changes - There was no discussion regarding market data or key metrics changes during the meeting [4][9]. Company Strategy and Development Direction and Industry Competition - The meeting focused on procedural matters and did not provide insights into the company's strategic direction or competitive landscape [4][9]. Management Comments on Operating Environment and Future Outlook - Management did not provide comments on the operating environment or future outlook during the meeting [4][9]. Other Important Information - The meeting was conducted with a quorum present, and resolutions regarding the reappointment of directors and auditors were passed by a large majority [7][9]. - Deloitte & Touche was reappointed as the company's auditor for the upcoming year [8][9]. Summary of Q&A Session - No questions were submitted by shareholders during the meeting, and therefore, there were no responses to address [3][4].

Waldencast (NasdaqCM:WALD) FY 2026 Annual General Meeting January 14, 2026 12:00 PM ET Speaker0Welcome to the annual meeting for Waldencast plc. Our host for today's call is Cristiano Sosa, director of the company. I will now turn the call over to your host, Mr. Sosa. You may begin, sir.Speaker1Thank you, Paul. Welcome, everybody. The time is now 5:00 P.M. I'd like to welcome you to the annual general meeting of Waldencast PLC, for those attending in person, as well as those shareholders who are listening e ...

Core Viewpoint - Pomerantz LLP is investigating potential securities fraud or unlawful business practices involving Waldencast plc and its officers or directors [1]. Financial Performance - On November 24, 2025, Waldencast reported its financial results for Q2 2025, revising its full-year 2025 net revenue outlook to be broadly in line with 2024, with an adjusted EBITDA margin expected in the high single digits [3]. - Previously, Waldencast had projected mid-teens net revenue growth and an adjusted EBITDA margin in the mid-to-high teens [3]. - The company reported a net loss of $185.2 million for the first half of 2025, primarily due to impairment charges of $132.1 million and $20 million related to its Obagi Medical and Milk Makeup brands [3]. Market Reaction - Following the financial update, Waldencast's Class A ordinary share price decreased by $0.20, or 6.49%, closing at $2.88 per share on November 24, 2025 [4].

Core Insights - Waldencast plc (NASDAQ:WALD) is a skincare company known for advanced treatments, established in 1988, with a portfolio including brands like Obagi Medical and Obagi Clinical [1] Financial Performance - The stock target price for Waldencast has been adjusted from $4.13 to $3.25, with D.A. Davidson setting a higher target of $15.50, indicating differing analyst expectations [2][6] - Waldencast reported a net revenue of $65.4 million for Q1 2025, a decline of 4.1% year-over-year, with an adjusted gross margin of 76.4% and adjusted EBITDA of $4.4 million [3][6] - The company is experiencing margin pressure and negative earnings due to high SG&A expenses and significant debt, yet maintains manageable liquidity and a long debt maturity timeline extending to 2030 [5][6] Earnings Call - The Q1 2025 earnings call featured key figures such as CEO Michel Brousset and CFO Manuel Manfredi, with participation from analysts at firms like Alliance Global Partners and TD Cowen [4]

Core Insights - Waldencast plc is a leading skincare company focused on advanced treatments for skin aging and damage, with a strong market presence and a product lineup that includes Obagi Medical and Obagi Clinical [1] Financial Performance - Waldencast's financial performance shows margin pressures and negative earnings due to high selling, general, and administrative expenses, alongside significant debt levels [3] - In Q1 2025, Waldencast reported a slight decline in net revenue to $65.4 million, down 4.1% from the previous year, but achieved an adjusted gross margin of 76.4% [3][6] - The company's Q4 2024 results indicated substantial growth, with net revenue reaching $72.1 million, a 29.4% increase, and adjusted EBITDA of $11.2 million, doubling from the same quarter the previous year [4][6] Market Position and Analyst Sentiment - Analysts have adjusted their price targets for Waldencast, decreasing from $4.13 to $3.25, reflecting a recalibration of expectations due to operational challenges or market dynamics [2][6] - D.A. Davidson presents a contrarian view with a higher price target of $15.50, indicating a more optimistic outlook on Waldencast's potential [2] Investor Engagement - Earnings calls are closely monitored by investors and stakeholders, providing insights into the company's financial standing, strategic initiatives, and future prospects [5]

Core Insights - Waldencast plc is a skincare company focused on advanced treatments for skin aging and damage, with a portfolio that includes Obagi Medical and Obagi Clinical [1] - The consensus price target for Waldencast has decreased from $4.80 to $3.25, indicating increased caution among analysts, although D.A. Davidson has set a higher target of $15.50 [2] - The company faces challenges such as margin pressure, negative earnings, and significant debt, but it continues to show solid revenue growth [2] Financial Performance - In Q1 2025, Waldencast reported net revenue of $65.4 million, a 4.1% decline from the previous year, with an adjusted gross margin of 76.4% [2] - The company's Q4 2024 results showed net revenue of $72.1 million, representing a 29.4% growth, and an adjusted EBITDA of $11.2 million, which doubled from Q4 2023 [3] - Waldencast's financial profile is characterized by negative cash flow and high leverage, but it maintains manageable liquidity and a long debt runway until 2030 [3] Analyst Insights - Analysts from firms like Alliance Global Partners and TD Cowen have participated in recent earnings calls, discussing the company's strategies to navigate market challenges and capitalize on growth opportunities [3]