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Pelthos Therapeutics (PTHS)
:PTHS
US Market

Pelthos Therapeutics (PTHS) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Nov 13, 2025
Before Open (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
-0.58
Last Year’s EPS
-2.93
Same Quarter Last Year
Based on 5 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 13, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlighted Pelthos' strong launch of ZELSUVMI and strategic growth plans, including a sales force expansion and acquisition of Xepi. However, the company faces challenges with high operating losses and uncertain long-term GTN levels. Overall, the positive aspects of strong revenue growth and strategic positioning outweigh the financial challenges.
Company Guidance
During the Pelthos Therapeutics Third Quarter 2025 Financial Results Conference Call, the company provided guidance on several key metrics. Pelthos reported $7.1 million in net product revenue for the quarter, primarily driven by the successful launch of ZELSUVMI, a topical treatment for molluscum contagiosum, and detailed their expectation to reach cash flow breakeven by the end of 2026. The company highlighted a strong initial demand for ZELSUVMI, with over 4,900 units shipped to wholesalers and approximately 3,000 units to pharmacies, resulting in prescriptions written by 1,169 unique prescribers. Pelthos also discussed an $18 million convertible notes financing to support their operations, including the acquisition of Xepi, another FDA-approved topical treatment. They emphasized their strategic decision to expand their sales force by 14 additional representatives, aiming to further accelerate ZELSUVMI's growth. Additionally, Pelthos owns a purpose-built manufacturing facility and has secured patent protection for ZELSUVMI's active pharmaceutical ingredient, providing a solid IP moat until 2037. The company's strong initial launch performance, with a wholesale acquisition cost of $1,950 per unit for ZELSUVMI, places them on a projected $52 million annual gross revenue run rate, with expectations of significant revenue growth in the subsequent quarter.
Successful Launch of ZELSUVMI
Pelthos launched ZELSUVMI, the first FDA-approved at-home treatment for molluscum contagiosum, achieving strong initial demand and $7.1 million in net product revenue in Q3 2025.
Expansion of Sales Force
Due to strong initial performance metrics, Pelthos plans to expand its sales force by adding 14 new representatives to cover more metropolitan areas.
Positive Revenue and Growth Metrics
The company reported a 41% increase in prescribed units from September to October, with a $52 million annual gross revenue run rate by the last week of October.
Strong Cash Position
Pelthos ended Q3 2025 with $14.2 million in cash and no debt, supported by a recent $18 million convertible notes financing.
Strategic Acquisition of Xepi
Pelthos acquired Xepi, an FDA-approved treatment for impetigo, to complement its existing product portfolio and leverage its commercial infrastructure.

Pelthos Therapeutics (PTHS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

PTHS Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Nov 13, 2025
2025 (Q3)
-0.57 / -5.30
-2.926-81.13% (-2.37)
Aug 18, 2025
2025 (Q2)
-5.82 / -5.38
-3.068-75.36% (-2.31)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

PTHS Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 13, 2025
$37.40$34.68-7.27%
Aug 18, 2025
$20.96$21.26+1.43%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Pelthos Therapeutics (PTHS) report earnings?
Pelthos Therapeutics (PTHS) is schdueled to report earning on Nov 13, 2025, Before Open (Confirmed).
    What is Pelthos Therapeutics (PTHS) earnings time?
    Pelthos Therapeutics (PTHS) earnings time is at Nov 13, 2025, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is PTHS EPS forecast?
          PTHS EPS forecast for the fiscal quarter 2025 (Q3) is -0.58.