earnings
confidence high
sentiment negative
materiality 0.90
Pelthos restates Q1 2026 financials; Q2 net loss $23.4M, Zelsuvmi revenue up 45% QoQ
Pelthos Therapeutics Inc.
- Restating Q1 2026 (March 31) financials; prior statements no longer reliable per Item 4.02.
- Q2 2026 net loss $(23.4)M vs $(25.1)M Q1; adjusted EBITDA $(5.7)M vs $(8.0)M.
- Zelsuvmi net revenue $15.4M, up 45% QoQ; 11,925 units dispensed by 4,571 prescribers.
- Cash $24.2M at June 30; $50M Horizon facility drawn $30M, $10M more available at lender discretion.
- COGS $3.6M includes $0.9M API write-off; SG&A $27.7M includes $5.3M non-recurring milestones.
Featured in Daily 8-K Digest
Selected #7 for 2026-08-13.
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