Pelthos Therapeutics (PTHS) Corporate presentation summary

Investment highlights and product portfolio

• Focus on differentiated cutaneous infection treatments with a growing commercial portfolio, including Zelsuvmi, Xepi, and Xeglyze.

• Zelsuvmi launched in July 2025, with over 20,000 units dispensed by April 2026 and a $2,008.50 WAC.

• Xepi and Xeglyze acquisitions leverage existing commercial infrastructure, with launches expected in Q1 and Q3 2027, respectively.

• Large addressable markets: MC (molluscum contagiosum), impetigo, and head lice, each with millions of annual U.S. cases.

• Experienced management team with a track record of successful drug launches.

Zelsuvmi clinical and commercial performance

• Zelsuvmi is the first and only at-home prescription treatment for molluscum contagiosum, addressing a significant unmet need.

• Phase 3 trials showed statistically significant lesion reduction and clearance rates versus vehicle, with a favorable safety profile.

• Over 29,000 units prescribed and 7,400 unique prescribers in the first year post-launch, with robust quarter-over-quarter growth.

• Achieved 70% combined Medicaid/commercial coverage and favorable payer approval rates.

• Fully built-out sales team covering 67 territories, targeting key dermatology and pediatric segments.

Pipeline and future growth

• Nitricil platform pipeline includes assets for atopic dermatitis, athlete's foot, onychomycosis, and genital warts, with various clinical stages.

• NaV1.7 pipeline targets chronic and acute ocular pain, nerve blocks, erythromelalgia, and neuropathy, with several assets phase-ready.

• All products leverage overlapping sales and marketing infrastructure for operational efficiency.

• Strong patent portfolio and proprietary manufacturing processes provide market protection.

• Positioned for further synergistic acquisitions and platform expansion.