earnings
confidence high
sentiment neutral
materiality 0.65
Pelthos Q3: ZELSUVMI launch generates $7.1M net revenue, net loss $16.2M
Pelthos Therapeutics Inc.
2025-Q3 EPS
reported -$14.96
vs consensus -$0.44
▼ miss
(-3310.9%)
- Net product revenue of $7.1M from ZELSUVMI in first commercial quarter (Q3 ended Sep 30, 2025).
- 2,716 units prescribed by 1,169 unique prescribers; October alone saw 2,189 units prescribed.
- Net loss of $16.2M ($5.30 per basic/diluted share); as-converted net loss of $1.83/share.
- Cash of $14.2M at Sep 30, 2025; closed $18M convertible notes financing in Nov 2025.
- Completed acquisition of XEPI (FDA-approved impetigo treatment) in Nov 2025, adding complementary dermatology product.