Pelthos Therapeutics Inc. (NYSE American: PTHS) announced its financial results for the fourth quarter and full year ended December 31, 2025, showcasing significant growth in its product revenue. The company reported a net product revenue of $9.1 million for Q4 2025, marking a 28% increase from the previous quarter. This growth is attributed to the successful launch of ZELSUVMI, the first FDA-approved at-home treatment for molluscum contagiosum, which generated a total of $16.2 million in net product revenue since its launch in July 2025. The total revenue for the year, including licensing revenue, reached $16.8 million. Pelthos also highlighted that 8,948 units of ZELSUVMI were prescribed by 2,712 unique prescribers during the fiscal year, with a notable 129% increase in units dispensed from Q3 to Q4 2025. The company’s operational strategy includes leveraging its existing commercial infrastructure to support the growth of ZELSUVMI and the recent acquisitions of XEPI and XEGLYZE, which are expected to enhance its product portfolio and market presence. Management expressed optimism about the continued growth trajectory for ZELSUVMI in 2026, supported by a robust cash balance of $18 million as of December 31, 2025, and the recent $30 million term loan secured in January 2026. The company plans to host a conference call to discuss these results and future strategies, reinforcing its commitment to addressing unmet patient needs in dermatological treatments.
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