Pelthos Therapeutics (PTHS) Corporate presentation summary

Investment highlights and product portfolio

• Focus on differentiated cutaneous infection treatments with a growing portfolio including Zelsuvmi, Xepi, and Xeglyze.

• Zelsuvmi launched July 2025, with over 20,000 units dispensed by April 2026 and a $2,008.50 WAC.

• Xepi and Xeglyze acquisitions leverage existing commercial infrastructure, with launches expected in early and mid-2027.

• Large addressable markets: MC, impetigo, and head lice, each with millions of annual U.S. cases.

• Experienced management team with a track record of successful drug launches.

Zelsuvmi clinical and commercial performance

• First and only at-home prescription treatment for molluscum contagiosum, addressing a significant unmet need.

• Phase 3 trials showed 32.4% complete clearance at 12 weeks vs. 19.7% for control; significant lesion reduction observed.

• Over 16,700 units prescribed and 4,867 unique prescribers by Q1 2026, with strong quarter-over-quarter growth.

• 70% combined Medicaid/commercial coverage achieved, with favorable approval rates and gross-to-net ratios.

• Fully built sales team covers 64 territories, targeting key dermatology and pediatric segments.

Pipeline and future growth opportunities

• Nitricil platform pipeline includes assets for atopic dermatitis, athlete's foot, onychomycosis, and genital warts, in various clinical stages.

• NaV1.7 pipeline targets chronic and acute ocular pain, nerve blocks, erythromelalgia, and neuropathy, with several assets phase-ready.

• All products leverage overlapping sales and marketing infrastructure for operational efficiency.

• Strong patent portfolio and proprietary manufacturing processes provide market protection.

• Positioned for further synergistic acquisitions and platform expansion.