$PTHS

Pelthos Therapeutics Inc.

No enriched coverage for $PTHS in the last 7 days.

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$45K
Friedberg Ezra M
100%
See all $PTHS insider activity →
Med

Pelthos expands ZELSUVMI coverage to 127 million lives

Pelthos Therapeutics (NYSE American:PTHS) expanded ZELSUVMI's formulary coverage to 127 million lives, adding a major PBM covering 24 million and a regional plan covering 3 million. The treatment, launched in July 2025, now reaches 69% of the commercial market and over 70 million Medicaid lives. ZELSUVMI is approved for molluscum contagiosum in patients aged 1+ years.

Pelthos Therapeutics Announces Expanded Formulary Coverage for ZELSUVMI® (berdazimer) Topical Gel, 10.3%

Pelthos Therapeutics (PTHS) announced expanded formulary coverage for ZELSUVMI, its topical gel for molluscum contagiosum. The company added 24M covered lives via a major PBM and 3M via a regional health plan, increasing total coverage to 127M commercially insured lives. ZELSUVMI, launched in July 2025, is the first FDA-approved at-home treatment for the skin infection.

Pelthos Therapeutics Inc. (PTHS): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

Pelthos Therapeutics Inc. (PTHS) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. As described in Item 5.07 below, on September 29, 2026, at the 2026 Annual Meeting of Stockholders (the “Annual Meeting”)

PTHS sentiment & insider activity

Recent PTHS coverage spans financial news, earnings and insider activity.

In the last 30 days, PTHS insiders filed 3 SEC Form 4 transactions — no purchases and 3 sales ($45K). The most active reporter was Friedberg Ezra M with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving PTHS

  • Expanded coverage is likely to boost sales and improve market sentiment for Pelthos.

    investing.com · Oct 6, 2026

  • Coverage expansion should boost sales and market visibility for ZELSUVMI.

    globenewswire.com · Oct 6, 2026

  • Routine corporate governance filing with modest material impact.

    SEC EDGAR 8-K · Oct 1, 2026

  • Revenue surge and improved gross-to-net margins suggest upside potential, while continued net loss and cash burn temper expectations.

    fool.com · Aug 20, 2026

  • Pelthos Therapeutics reported Q2 2026 progress for ZELSUVMI, citing a 48% rise in prescription units and an 81.3% unit increase tied to a late-2025 PBM contract. The company expects gross-to-nets to move from 29.6% toward mid-30% and projects XEPI launch in Q1 2027 and Xeglyze in Q3 2027. It also noted a $0.9M inventory write-off and a $5.3M one-time milestone payment.

    yahoo.com · Aug 15, 2026

AlphAI scores every news story that mentions PTHS with an AI model for sentiment and relevance, and aggregates insider trades from Pelthos Therapeutics Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $PTHS

Score

Pelthos expands ZELSUVMI coverage to 127 million lives

Pelthos Therapeutics (NYSE American:PTHS) expanded ZELSUVMI's formulary coverage to 127 million lives, adding a major PBM covering 24 million and a regional plan covering 3 million. The treatment, launched in July 2025, now reaches 69% of the commercial market and over 70 million Medicaid lives. ZELSUVMI is approved for molluscum contagiosum in patients aged 1+ years.

Pelthos Therapeutics Announces Expanded Formulary Coverage for ZELSUVMI® (berdazimer) Topical Gel, 10.3%

Pelthos Therapeutics (PTHS) announced expanded formulary coverage for ZELSUVMI, its topical gel for molluscum contagiosum. The company added 24M covered lives via a major PBM and 3M via a regional health plan, increasing total coverage to 127M commercially insured lives. ZELSUVMI, launched in July 2025, is the first FDA-approved at-home treatment for the skin infection.

Pelthos Therapeutics Inc. (PTHS): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

Pelthos Therapeutics Inc. (PTHS) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. As described in Item 5.07 below, on September 29, 2026, at the 2026 Annual Meeting of Stockholders (the “Annual Meeting”)

$PTHSHigh

Pelthos (PTHS) Q2 2026 Earnings Call Transcript

Pelthos Therapeutics reported Q2 2026 net product revenue of $15.4M, up 45% from Q1. ZELSUVMI prescriptions rose 48% to 11,925 units. Adjusted EBITDA loss narrowed to $5.7M. The company has $24.2M in cash and plans to launch XEPI and Xeglyze in 2027. COGS included a $900K inventory write-off, and SG&A had a $5.3M milestone payment.

Med

Pelthos Therapeutics Inc. Q2 2026 Earnings Call Summary

Pelthos Therapeutics reported Q2 2026 progress for ZELSUVMI, citing a 48% rise in prescription units and an 81.3% unit increase tied to a late-2025 PBM contract. The company expects gross-to-nets to move from 29.6% toward mid-30% and projects XEPI launch in Q1 2027 and Xeglyze in Q3 2027. It also noted a $0.9M inventory write-off and a $5.3M one-time milestone payment.

$PTHSMed

Pelthos Therapeutics Announces Second Quarter 2026 Financial Results

Pelthos Therapeutics Inc. (PTHS) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Pelthos Therapeutics Announces Second Quarter 2026 Financial Results Zelsuvmi ® net product revenue grew 45% to $15.4 million during the second quarter of 2026 from $10.7 million in the first quarter of 2026 11,925 Zelsuvmi units were dispensed by 4,571 unique prescr

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