Pelthos Therapeutics Announces Third Quarter Fiscal 2025 Financial Results

Core Insights - Pelthos Therapeutics Inc. reported strong commercial performance for ZELSUVMI, generating $7.1 million in net revenues during its first quarter of operations [1][5] - The company has successfully launched ZELSUVMI, the first FDA-approved at-home treatment for molluscum contagiosum, with 2,716 units prescribed by 1,169 unique prescribers in Q3 2025 [1][5] - The acquisition of XEPI adds a complementary product to Pelthos' portfolio, targeting the same pediatric market as ZELSUVMI, enhancing revenue potential [3][5] Financial Performance - For the three months ended September 30, 2025, Pelthos reported total revenue of $7.4 million, with net product revenues from ZELSUVMI at $7.1 million [10] - The company incurred a net loss of $16.2 million, translating to a loss of $5.30 per share [9][10] - Cash and cash equivalents as of September 30, 2025, stood at $14.2 million, reflecting a significant increase from $513,000 in December 2024 [7] Operational Highlights - The commercial launch of ZELSUVMI exceeded expectations, with strong market uptake and continued growth anticipated in Q4 2025 [3][5] - The company completed a merger to form Pelthos Therapeutics and raised $50.1 million in an equity private placement to support ZELSUVMI's launch [5] - An additional $18 million in private convertible notes financing was closed in November 2025 to facilitate the purchase and relaunch of XEPI and expedite ZELSUVMI's commercial rollout [5] Market Context - ZELSUVMI addresses a significant unmet need in treating molluscum contagiosum, primarily affecting children, while XEPI targets antibiotic-resistant skin infections, further solidifying Pelthos' position in the pediatric dermatology market [3][5] - The combined addressable markets for ZELSUVMI and XEPI present substantial revenue opportunities for Pelthos, leveraging existing commercial relationships and infrastructure [3][5]