earnings
confidence high
sentiment positive
materiality 0.75
Pelthos Q4 ZELSUVMI sales $9.1M, up 28% QoQ; adds XEPI and XEGLYZE
Pelthos Therapeutics Inc.
- ZELSUVMI net product revenue $9.1M in Q4 2025 vs $7.1M in Q3; full-year 2025 total revenue $16.8M.
- 8,948 units dispensed, 2,712 unique prescribers; Q4 units up 129% QoQ to 6,232.
- Acquired XEPI (impetigo) Nov 2025 and XEGLYZE (head lice) Jan 2026; sales force expanded to 64.
- Closed $18M convertible notes Nov 2025 and $50M term loan ($30M drawn) Jan 2026; cash $18M at year-end.
- Operating loss improved to $12M in Q4 from $15.4M in Q3; adjusted EBITDA loss improved 22% QoQ.