Pelthos Therapeutics (PTHS) Corporate presentation summary

Strategic focus and product portfolio

• Commercial biopharma company specializing in differentiated treatments for cutaneous infections, leveraging a disciplined acquisition model and experienced management team.

• Portfolio includes Zelsuvmi (berdazimer) for molluscum contagiosum, Xepi (ozenoxacin) for impetigo, and Xeglyze (abametapir) for head lice, all targeting large, underserved markets.

• Zelsuvmi launched in July 2025 as the first at-home prescription treatment for molluscum contagiosum, with Xepi and Xeglyze launches planned for late 2026 and early 2027, respectively.

• All products utilize a unified commercial infrastructure, maximizing operating leverage and market reach.

Market opportunity and product differentiation

• Zelsuvmi addresses a market of 3–6 million children in the U.S. with molluscum contagiosum, offering at-home use and proven efficacy in clinical trials.

• Xepi targets impetigo, the most common pediatric bacterial infection, with exclusivity until 2032 and strong synergy with existing sales channels.

• Xeglyze offers a single-application solution for head lice, addressing resistance issues and compliance challenges, with exclusivity until 2034.

• Each product is protected by robust patents and complex manufacturing processes, creating barriers to entry.

Commercial execution and growth

• Zelsuvmi achieved strong quarter-over-quarter growth post-launch, with 8,948 units prescribed and 2,712 unique prescribers in Q3 and Q4 2025.

• Coverage expanded to 70% of Medicaid/commercial lives with favorable approval rates and gross-to-net ratios.

• Sales team expansion completed, covering 64 territories and targeting key dermatology and pediatric markets.

• Tactical execution includes national conference presence, digital marketing, and patient support programs.