Pelthos Therapeutics Inc.
Pelthos Therapeutics is a biopharmaceutical company that commercializes prescription treatments, including products for patients with skin conditions and head lice. Its U.S. commercial portfolio includes ZELSUVMI, a topical gel for molluscum contagiosum; XEPI, a cream for impetigo; and XEGLYZE, a topical treatment for head lice. Pelthos launched ZELSUVMI in July 2025 and markets it to physicians, including pediatricians and dermatologists, through a dedicated sales force and pharmacy distribution channels. The company acquired XEPI in November 2025 and XEGLYZE in December 2025. Pelthos also has clinical-stage programs targeting the NaV1.7 sodium ion-channel for pain, and rights to manufacturing equipment, facilities and know-how for producing the active ingredient used in ZELSUVMI. Its Durham, North Carolina facility manufactures that ingredient; a third-party manufacturer produces the finished product. Pelthos also supplies active ingredient related to the NITRICIL technology platform under agreements with Ligand Pharmaceuticals and other parties.
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No SEC Form 4 filings for $PTHS in the last 30 days.
See all $PTHS insider activity →Oppenheimer kept its Outperform rating on Pelthos Therapeutics but reduced its price target from $64 to $59, a 7.8% cut. The new target suggests a 634.7% upside from the Nov 12 close of $8.03.
Piper Sandler reduced its price target for Pelthos Therapeutics (NYSE:PTHS) to $21 from $48, citing merger dilution and increased R&D spending. The company reported a Q3 2026 net loss of $2.04 per share on $15.4M revenue, missing EPS estimates but beating revenue expectations. Pelthos announced a merger with Castle Creek Biosciences, adding a Phase III gene therapy. The stock is down 77% over the past year, trading at $8.03.
Pelthos Therapeutics (PTHS) reported Q3 2026 revenue of $15.2M for Zelsuvmi, up 114% YoY. The company expects to start promoting Xepi by Q1 2027 and advance Castle Creek’s D-Fi into Phase III trials. CEO Scott Plesha provided these updates during the earnings call.
Over the past 7 days, AlphAI's AI scored 8 news stories mentioning PTHS (Pelthos Therapeutics Inc.). Coverage has skewed bullish: 4 bullish, 2 neutral, and 2 bearish.
Recent PTHS coverage spans financial news, earnings and corporate actions.
Oppenheimer kept its Outperform rating on Pelthos Therapeutics but reduced its price target from $64 to $59, a 7.8% cut. The new target suggests a 634.7% upside from the Nov 12 close of $8.03.
The target cut and earnings miss suggest further downside pressure on the stock.
Strong YoY revenue growth may lift the stock.
Strong earnings beat and merger news should lift the stock.
The compensation hike may modestly improve executive retention but has limited immediate price impact.
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.
Oppenheimer kept its Outperform rating on Pelthos Therapeutics but reduced its price target from $64 to $59, a 7.8% cut. The new target suggests a 634.7% upside from the Nov 12 close of $8.03.
Piper Sandler reduced its price target for Pelthos Therapeutics (NYSE:PTHS) to $21 from $48, citing merger dilution and increased R&D spending. The company reported a Q3 2026 net loss of $2.04 per share on $15.4M revenue, missing EPS estimates but beating revenue expectations. Pelthos announced a merger with Castle Creek Biosciences, adding a Phase III gene therapy. The stock is down 77% over the past year, trading at $8.03.
Pelthos Therapeutics (PTHS) reported Q3 2026 revenue of $15.2M for Zelsuvmi, up 114% YoY. The company expects to start promoting Xepi by Q1 2027 and advance Castle Creek’s D-Fi into Phase III trials. CEO Scott Plesha provided these updates during the earnings call.
Pelthos Therapeutics Inc. (PTHS) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Pelthos Therapeutics Announces Third Quarter 2026 Financial Results and Provides Business Update Zelsuvmi ® net product revenue grew 114% to $15.2 million during the third quarter of 2026 from $7.1 million in the third quarter of 2025 12,384 Zelsuvmi units were dispe
Pelthos Therapeutics raised CEO Scott Plesha's base salary from $500,000 to $550,000 and increased his target bonus to 60% of base salary. The company also amended his employment agreement to include a prorated bonus upon termination, effective October 30, 2026, according to an SEC filing.
Pelthos Therapeutics Inc. (PTHS) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Exhibit 99.1 Pelthos Therapeutics to Combine with Castle Creek Biosciences, Creating Transformative Biotechnology Company Focused on Serious Diseases that Affect the Skin Strategic Combination Brings Highly Innovative Late-Stage D-Fi Franchise Targeting Rare Diseases, with Orphan
Pelthos Therapeutics (PTHS) agreed to merge with Castle Creek Biosciences. Castle Creek shareholders will receive 5.2M PTHS shares (32.5%) at closing, with potential for 5.8M more shares and $300M in milestones upon FDA approval of D-Fi. The deal is expected to close by Q1 2027, pending conditions.
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 (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) 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”)
