Pelthos Therapeutics (PTHS) Corporate presentation summary

Investment highlights and product portfolio

• Focus on differentiated cutaneous infection treatments with a growing commercial portfolio.

• Recent acquisitions of Xepi and Xeglyze leverage existing commercial infrastructure.

• Zelsuvmi launched July 2025, targeting a large, underserved market for molluscum contagiosum.

• Xepi and Xeglyze expected to launch in late 2026 and first half 2027, respectively.

• Peak net revenue forecast of $175M per year from Zelsuvmi alone by 2028.

Commercial performance and market access

• Zelsuvmi saw strong early uptake with 8,949 units dispensed and 2,796 unique prescribers in 2025.

• Significant increase in commercial and Medicaid coverage in January 2026, reaching 83% Medicaid and 49% commercial lives.

• Sales force of 64 territory managers targets top molluscum treaters, supported by marketing and patient support programs.

• Favorable gross-to-net ratios and payer approval rates support revenue growth.

Product efficacy and clinical data

• Zelsuvmi is the first and only at-home prescription treatment for molluscum contagiosum.

• Phase 3 trials showed statistically significant lesion reduction and complete clearance in 32.4% of patients at 12 weeks.

• Demonstrated safety profile with minimal scarring and mild application site reactions.