PTHS Pelthos Therapeutics Inc.
Price Chart
Executive Summary
Pelthos Therapeutics filed an 8-K announcing that CEO Scott Plesha will present and hold one-on-one investor meetings at the 2026 Jefferies Global Healthcare Conference on June 4, 2026. The filing includes a corporate presentation (Ex-99.2) highlighting Zelsuvmi launch progress (>20,000 units dispensed through April 2026, QoQ TRx growth), the Xepi and Xeglyze acquisitions, and a $32M cash position. No new financial guidance or material business developments were disclosed.
Actionable Insight
Routine conference participation filing with no material new information. The Jefferies presentation may provide incremental color on Zelsuvmi prescription trends and pipeline timelines, but this filing alone does not warrant a position change. Monitor for any material updates during the conference on June 4.
Key Facts
- CEO Scott Plesha to present at Jefferies Global Healthcare Conference on June 4, 2026
- Zelsuvmi units dispensed: >20,000 from July 2025 launch through April 2026
- Zelsuvmi TRx grew from 2,578 (Q3 2025) to 7,884 (Q1 2026); prescribers grew from 1,223 to 3,228
- Cash at end of Q1 2026: $32.0M
- Stock price: $26.85; market cap ~$240M; ~8.9M shares outstanding (with preferred A conversion)
- Xepi (impetigo) relaunch expected early 2027; Xeglyze (head lice) launch expected mid-2027
- 64 sales territories covering ~53% of MC claims
Financial Impact
No new financial data or guidance provided; filing is a routine conference participation announcement with an updated corporate presentation
Risk Factors
- No new financial guidance or operational updates beyond previously disclosed metrics
- Forward-looking statements in the presentation are aspirational and not guaranteed
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001919246-26-000085 |
| Exhibit: exhibit992.htm | 0001919246-26-000085 |
| Document: pths-pressreleasex20260528.htm | 0001919246-26-000085 |
| Document: 0001919246-26-000085-index-headers.html | 0001919246-26-000085 |
| Document: 0001919246-26-000085-index.html | 0001919246-26-000085 |
| Document: 0001919246-26-000085.txt | 0001919246-26-000085 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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May 28, 2026
15d ago
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8-K
| $26.47 $25.55 | ▼ −3.48% | ▼ −0.95% | $27.50 (+3.89%) |
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May 22, 2026
21d ago
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144
| $26.66 $26.20 | ▼ −1.73% | ▼ −3.40% | $27.50 (+3.15%) |
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May 21, 2026
22d ago
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8-K
| $26.66 $26.20 | ▲ +1.73% | ▲ +3.38% | $27.50 (−3.15%) |
|
May 14, 2026
4w ago
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8-K
| $27.69 $27.10 | ▼ −2.13% | ▼ −1.41% | $27.50 (−0.69%) |
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May 14, 2026
4w ago
|
Press Release
| $27.69 $27.10 | ▼ −2.13% | ▼ −1.41% | $27.50 (−0.69%) |
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Apr 20, 2026
7w ago
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3
| $23.00 $24.97 | ▲ +8.57% | ▲ +7.48% | $27.50 (+19.57%) |
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Mar 31, 2026
10w ago
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Press Release
| $21.01 $22.90 | ▲ +9.00% | ▲ +5.05% | $27.50 (+30.89%) |
|
Mar 19, 2026
12w ago
|
Press Release
| $22.97 $22.74 | ▼ −0.99% | ▲ +1.22% | $27.50 (+19.74%) |
US Market Status
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