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Edge20 Mar 2026
Tetra Pak: The Shape of Innovation
The story of Tetra Pak, the Rausing family, and how a paper tetrahedron gave rise to a company that now delivers almost 180 billion packages a year.
Pelthos Therapeutics
Pelthos Therapeutics (PTHS) investor relations material
Pelthos Therapeutics The 38th Annual Roth Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.The 38th Annual Roth Conference summary23 Mar, 2026
Corporate history and capitalization
Merged into Channel Therapeutics and rebranded as Pelthos on July 1, 2025, leveraging brand equity with prescribers.
Raised $50 million PIPE and began trading on NYSE as PTHS.
As-converted share count is about 8.9 million, with a market cap near $200 million.
Lead product overview and market need
ZELSUVMI is the first and only FDA-approved at-home topical for molluscum contagiosum, indicated for patients one year and older.
Prior treatments were destructive, office-based procedures, often requiring multiple visits.
ZELSUVMI offers daily topical application for up to 12 weeks, with strong efficacy and safety.
Commercial performance and prescriber trends
Prescription volume grew 129% from Q3 to Q4, with net revenue rising from $7.1M to $9.1M.
Over 4,200 unique prescribers since launch in July 2025, with acceleration in early 2026.
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Latest events from Pelthos Therapeutics
- Q4 2025 saw 28% revenue growth, portfolio expansion, and improved operating results.PTHS
Q4 202519 Mar 2026 - Strong Zelsuvmi launch, expanding portfolio, and robust pipeline drive growth and market leverage.PTHSInvestor presentation19 Mar 2026
- Rapid ZELSUVMI uptake and strategic acquisitions drive growth and expand the pediatric infectious portfolio.PTHSOppenheimer 36th Annual Healthcare Life Sciences Conference26 Feb 2026
- Strong early Zelsuvmi uptake and pipeline expansion drive growth in dermatology markets.PTHSCorporate presentation2 Feb 2026
- Biopharma firm registers $200M shelf, faces high risk and depends on new FDA-approved product.PTHSRegistration Filing2 Feb 2026
- Biopharma registers 8.1M shares for resale as it launches first FDA-approved product amid high risk.PTHSRegistration Filing16 Dec 2025
- Registers additional securities, updates auditor consents, and details indemnification provisions.PTHSRegistration Filing16 Dec 2025
- Payer win boosts Zelsuvmi access and sales, with strong growth and expanded pediatric reach.PTHSPiper Sandler 37th Annual Healthcare Conference6 Dec 2025
- Annual meeting seeks approval for board elections, equity plan, capital changes, and auditor.PTHSProxy Filing2 Dec 2025
Next Pelthos Therapeutics earnings date
Q1 20264 Jun, 2026
Pelthos Therapeutics
Next Pelthos Therapeutics earnings date
Q1 20264 Jun, 2026
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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