earnings
confidence high
sentiment positive
materiality 0.65
Pelthos Therapeutics Q1 2026 ZELSUVMI net revenue $10.7M, up 17% QoQ; net loss $10.2M
Pelthos Therapeutics Inc.
2026-Q1 EPS reported
-$3.09
revenue$10,906,000
- ZELSUVMI net product revenue $10.7M in Q1 2026, up 17% from $9.1M in Q4 2025; units dispensed 7,884 (+25% QoQ).
- Net loss of $(10.2)M vs $(21.7)M in Q4 2025; adjusted EBITDA $(8.0)M.
- Cash $32.0M as of March 31, 2026; drew $30M from $50M Horizon term loan facility in January 2026.
- Sales force expanded to 64 territory managers from 50; April units 3,776; cumulative >20,000 since July 2025 launch.
- Planned commercialization of XEPI in early 2027 and XEGLYZE in mid-2027.