Pelthos Therapeutics (PTHS)
Commercializes topical treatments for molluscum, impetigo, and head lice.
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Sells ZELSUVMI, an at-home topical treatment for molluscum contagiosum, while preparing XEPI for impetigo and XEGLYZE for head lice. Combines U.S. commercial operations with in-house active-ingredient manufacturing while licensing core NITRICIL intellectual property from Ligand.
Commercializes topical treatments for cutaneous infectious diseases, beginning with ZELSUVMI, an at-home nitric-oxide-releasing gel for molluscum contagiosum. XEPI for impetigo and XEGLYZE for head lice are FDA-approved acquired products in launch preparation, while CT2000 remains an early clinical program for eye pain.
Operates an in-house U.S. sales and market-access organization and manufactures ZELSUVMI's active ingredient in Durham; finished-drug production, logistics, and wholesale distribution rely on third parties. Revenue is currently tied to ZELSUVMI, with adoption dependent on physician and patient acceptance, pharmacy-benefit coverage, reimbursement, and sales-force execution. Core NITRICIL intellectual property is licensed from Ligand.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 14, 2026 | Oppenheimer | Reiterate | Rating: —Target: $66 | Target: $64 |
| Aug 13, 2026 | Industrial Alliance Securities | Target | Target: — | Target: $45 |
| May 15, 2026 | Oppenheimer | Target | Target: — | Target: $66 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $24.6M · Total debt $73.1M · Total assets $137.4M · Shareholders' equity −$1.5M
- Revenue
- $15.6M
- Operating income
- −$17.3M
- Net income
- −$23.4M
No dividends on record.
| Institutions | 38.07% | 1.32M shares | |
|---|---|---|---|
| 23 holders · as of Jun 30, 2026 | |||
| Other | 61.93% | 2.15M shares | |
| remainder | |||
3.48M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Aigh Capital Management LLCInstitution | 9.47% | 329,098 | as of Jun 30, 2026 |
Murchinson Ltd.Institution | 8.76% | 304,302 | as of Jun 30, 2026 |
Ikarian Capital, LLCInstitution | 7.38% | 256,598 | as of Jun 30, 2026 |
Boothbay Fund Management, LLCInstitution | 2.93% | 101,976 | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 2.79% | 97,134 | as of Jun 30, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
- Verrica Pharmaceuticals
At-home molluscum treatment meets provider-applied YCANTH.
- Perrigo
OTC store-brand lice treatments pressure a future prescription launch.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Pelthos Therapeutics | $23.85 | +2.62% | $80.8M | — | — | 1.9 | — |
| Verrica Pharmaceuticals | $4.67 | −1.06% | $81.1M | — | — | 2.7 | −53.9% |
| Perrigo | $14.13 | −1.26% | $1.98B | — | 6.0 | 0.5 | −3.2% |
| Median | — | 6.0 | 1.6 | −28.5% |