Recent 8-K filings for PTHS

• May 21, 2026, 5:00 PM ET leadership materiality 0.70 negative item 4.01item 5.02item 9.01

  Pelthos Therapeutics dismisses CFO Knuettel, appoints Grant Thornton as auditor

  CFO Francis Knuettel II terminated effective April 10, 2026; separation agreement provides $430,000 severance (12 months salary) and accelerated vesting of 59,500 options and 19,525 RSUs.

• May 14, 2026, 7:08 AM ET earnings materiality 0.65 positive item 2.02item 7.01item 9.01

  Pelthos Therapeutics Q1 2026 ZELSUVMI net revenue $10.7M, up 17% QoQ; net loss $10.2M

  ZELSUVMI net product revenue $10.7M in Q1 2026, up 17% from $9.1M in Q4 2025; units dispensed 7,884 (+25% QoQ).

• March 19, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Pelthos Q4 ZELSUVMI sales $9.1M, up 28% QoQ; adds XEPI and XEGLYZE

  ZELSUVMI net product revenue $9.1M in Q4 2025 vs $7.1M in Q3; full-year 2025 total revenue $16.8M.

• January 13, 2026, 6:59 PM ET debt materiality 0.65 neutral item 1.01item 2.03item 3.02item 7.01item 9.01

  Pelthos secures up to $50M senior secured term loan from Horizon; $30M drawn at close

  Up to $50M senior secured term loan facility from Horizon Technology Finance; $30M funded at closing on Jan 12, 2026.

• November 13, 2025, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 7.01item 9.01

  Pelthos Q3: ZELSUVMI launch generates $7.1M net revenue, net loss $16.2M

  Net product revenue of $7.1M from ZELSUVMI in first commercial quarter (Q3 ended Sep 30, 2025).

• November 7, 2025, 6:59 PM ET other material materiality 0.80 neutral item 1.01item 2.03item 3.02item 8.01item 9.01

  Pelthos raises $18M via convertible notes; acquires Xepi from Biofrontera

  Issued $18.0M aggregate 8.5% senior secured convertible notes due Nov 2027; conversion price $34.442/sh (adjustable to $29.73 on shareholder approval).

• September 16, 2025, 7:59 PM ET other material materiality 0.75 neutral item 9.01item 2.01item 2.02

  Pelthos (PTHS) files LNHC unaudited financials and pro forma data post-merger closed July 1, 2025

  Merger closed July 1, 2025; issued ~31,278 Series A Preferred shares to Ligand; PIPE raised ~$50.1M gross.

• August 18, 2025, 7:59 PM ET other material materiality 0.75 positive item 2.02item 7.01item 9.01

  Pelthos Therapeutics completes merger, launches ZELSUVMI, hires 50 sales managers

  Completed merger with Channel Therapeutics and closed $50.1M private placement on July 1, 2025.

• July 2, 2025, 7:59 PM ET M&A materiality 1.00 neutral item 1.01item 2.01item 2.03item 3.02item 3.03item 5.01item 5.02item 5.03item 8.01item 9.01

  Pelthos Therapeutics closes merger with LNHC, raises $50.1M PIPE

  Closed merger with LNHC (Ligand subsidiary) on July 1, 2025; LNHC shareholders own ~55.8% on fully diluted basis.

• April 17, 2025, 7:59 PM ET M&A materiality 1.00 negative item 1.01item 3.02item 4.01item 5.07item 7.01item 8.01item 9.01

  Channel Therapeutics to merge with LNHC in reverse merger; Ligand to own ~55%

  LNHC valued at $67M; Channel at $15M; combined entity renamed Pelthos Therapeutics Inc.

• October 24, 2024, 7:59 PM ET other material materiality 0.60 positive item 5.07item 8.01item 9.01

  Shareholders approve reincorporation to Nevada and name change to Channel Therapeutics; board adds $500k to buyback

  Proposal 4 approved: reincorporation from Delaware to Nevada and renaming to Channel Therapeutics Corp. (2.6M for, 2.3K against, 929.7K abstain).

• July 29, 2024, 7:59 PM ET other material materiality 0.80 negative item 1.01item 2.03item 3.02item 7.01item 8.01item 9.01

  Chromocell raises $750k via convertible note and secures $30M committed equity facility

  $750k convertible note issued, 6% interest (12% default), convertible at $1.506/share, floor $0.231, maturity Aug 24, 2025.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 1.00 · Median 0.55 · Most common event other_material

6 positive 4 negative 17 neutral

source · PTHS on sec.gov