Pelthos Therapeutics (PTHS)
:PTHS
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Earnings Data
Report Date
Aug 24, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-2.82Last Year’s EPS
-5.38Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a largely positive commercialization story: strong prescription growth (25% QoQ), 17% revenue growth QoQ, expanding prescriber base and payer access, successful PBM engagement, and improved liquidity from a debt draw. These operational and commercial wins are tempered by ongoing unprofitable quarterly results, negative adjusted EBITDA, rising SG&A and interest costs, anticipated higher gross-to-net pressures (mid-30s), and some inventory accounting timing effects. On balance, the company shows solid early launch traction and strengthened financial flexibility while still investing heavily toward profitability and additional product launches.Company Guidance
Strong Prescription and Revenue Growth
Prescribed units increased 25% quarter-over-quarter from 6,312 in Q4 2025 to 7,884 in Q1 2026; net product revenue rose 17% QoQ from $9.1M to $10.7M. Aggregate net product revenue since launch (3 quarters) is $26.9M.
Continued Month-to-Month Momentum
Prescribed units increased 14.1% month-to-month (March 3,309 → April 3,776) and weekly data hit an all-time high of 917 prescribed units for the week ending May 1.
PBM Contract and Prescriber Expansion
A major PBM contract (executed Dec 2025) has driven demand: units dispensed within that PBM doubled and the number of prescribers within that PBM increased 121%. Total unique prescribers rose from 2,377 to 3,228.
Broad Payer Coverage and Favorable Access
Coverage rates of 59% for commercial plans and 99% for Medicaid. Time to process prior authorizations has shortened; robust co-pay card program and favorable GTN of 29.1% in Q1 (expected to trend to mid-30s).
Sales Team Expansion and Early ROI
Commercial field force expanded from 50 to 64 territory managers; Q1 data shows territories added in the expansion have rapidly increased prescriptions, in many cases covering their sales costs.
Pipeline and Product Launch Planning
Two FDA-approved complementary products in manufacturing/launch preparation: XEPI expected early 2027 and XEGLYZE mid-2027. Both are expected to leverage the existing salesforce with minimal incremental overhead.
Improved Liquidity and Working Capital
Closed a $50M term debt facility and drew $30M; net proceeds from the Horizon facility added ~$27.5M of cash. Cash of $32M and working capital of $44.8M as of March 31, 2026 (up from $27.4M at end of Q4 2025).
Launch Traction and Commercial Engagement
More than 20,000 units dispensed since July 2025 launch; strong qualitative feedback from HCPs, patients and caregivers; digital reach includes a YouTube commercial with >6.7M views and new testimonial content launched.
PTHS Earnings History
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 |
|---|---|---|---|
May 14, 2026 | $26.01 | $27.69 | +6.46% |
Mar 19, 2026 | $24.08 | $22.97 | -4.63% |
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 Aug 24, 2026, Before Open (Confirmed).
What is Pelthos Therapeutics (PTHS) earnings time?
Pelthos Therapeutics (PTHS) earnings time is at Aug 24, 2026, 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 2026 (Q2) is -2.82.