$PTHS

Pelthos Therapeutics Inc.

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

No SEC Form 4 filings for $PTHS in the last 30 days.

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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.

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.

Pelthos Therapeutics Inc. (PTHS): Results of Operations and Financial Condition

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

PTHS sentiment & insider activity

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

What's driving PTHS

  • 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

  • Q2 revenue acceleration and a new senior secured term loan improve near-term funding visibility, but losses and rising SG&A remain key risk factors.

    SEC EDGAR 8-K · Aug 13, 2026

  • Insider buying can be a modest sentiment tailwind, but it is not a fundamental catalyst by itself.

    SEC EDGAR · Jun 15, 2026

  • Conference participation is typically a low-volatility catalyst unless accompanied by new clinical/commercial datapoints or guidance.

    manilatimes.net · May 28, 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

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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 Inc. (PTHS): Results of Operations and Financial Condition

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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