Pelthos Therapeutics reports Q2 2026 revenue growth on Zelsuvmi demand

Pelthos Therapeutics (AMEX: PTHS ) held its second-quarter earnings conference call on Thursday.

Below is the complete transcript from the call.

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Access the full call at Summary Pelthos Therapeutics reported substantial revenue growth in Q2 2026, with net product revenue increasing from $10.7 million in Q1 to $15.4 million, driven by a 48% increase in prescription units for their lead product, Zelsuvmi.

The company made strategic progress with contracts with a major pharmacy benefit manager, increasing the distribution of Zelsuvmi, and is preparing for the launch of two complementary products, Zeppi and Zeglaise, in 2027.

Pelthos plans to leverage existing commercial infrastructure for the upcoming launches and expects to maintain strong growth, supported by high Medicaid coverage and positive feedback from healthcare professionals.

Full Transcript OPERATOR Greetings and welcome to the Q2 2026 Pelthos Therapeutics conference call.

At this time, all participants are in a listen-only mode.

A question-and-answer session will follow the formal presentation.

If anyone requires operator assistance during the conference, please press star 0 on your telephone keypad.

As a reminder, this conference is being recorded.

I would now like to turn the conference over to your host, Mike Moyer of LifeSci Advisors.

You may begin.

Mike Moyer, LifeSci Advisors Good morning, everyone, and welcome to Pelthos Therapeutics' 2026 second quarter financial results conference call.

Pelthos issued a press release today announcing its financial results for the quarter ended June 30, 2026.

A copy can be found in the Investor Relations tab on the company's corporate website at Before we begin, I'd like to remind you that during today's call, statements about the company's future expectations, projections, plans, and prospects are forward-looking statements.

These forward-looking statements are based on management's current expectations.

These statements are neither promises nor guarantees and involve known and unknown risks, uncertainties, and other important factors that may cause the company's actual results, performance, or achievements to be materially different from the company's current expectations expressed or implied by the forward-looking statements.

Any such forward-looking statements represent management's estimates as of the date of this conference call.

While the company may elect to update such forward-looking statements at some point in the future, it disclaims any obligation to do so even if subsequent events cause its views to change.

As a reminder, this conference call is being recorded and will remain available for 90 days.

I'd now like to turn the call over to Scott Plesha, Chief Executive Officer.

Scott, you may begin.

Scott Plesha, Chief Executive Officer Thank you, Mike, and good morning, everyone.

We're delighted to be with you today and share with you our second quarter 2026 operating results and highlights.

Joining me today are John Gay, our Chief Financial Officer, and Cy Rangero, our Chief Commercial Officer.

The second quarter of 2026 was a successful one for Pelthos with strong execution and progress made in several key areas that I'll share at a high level with you.

First, we experienced substantial revenue growth driven by increased prescriptions of our lead product, Zelsuvmi, in this fourth quarter since launch.

Next, the contracts we executed with a major pharmacy benefit manager at the end of last year have been an important catalyst in demand for Zelsuvmi.

Within this PBM, units dispensed increased 81.3% during the quarter, while the number of prescribers increased 68%.

We continue to explore additional contracting options to further our reach and market penetration.

Finally, we continue to make progress in establishing the manufacturing of our two other highly complementary products, Zeppi and Zeglaise.

John and Cy will provide a more detailed look at the quarter's Zelsuvmi launch metrics and reported financial results, but I'd like to share a brief overview of our results of operations.

Our top-line results were driven by a 48% increase in prescription units as reported by Symphony Health, which increased from 8,084 units in the first quarter of 2026 to 11,925 units in the second quarter of 2026.

This drove an increase in net product revenue from 10.7 million during the first quarter of 2026 to 15.4 million in the second quarter of 2026.