Pelthos Therapeutics Inc. · AMEX:PTHS
Pelthos Therapeutics — Investor Presentation (October 2025)
21 slides from Pelthos Therapeutics's investor presentation, Oct 14, 2025
Slide 1: Corporate Presentation Q4 2025
Corporate Presentation Q 4 2 02 5 1
Slide 2: Legal Disclaimer
Legal Disclaimer This presentation of Pelthos Therapeutics Inc. (“we”, “us”, “our” or the “Company”) contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act and other securities laws. Words such as “anticipate,” “believe,” “continue,” “could,” “estima
Slide 3: Corporate Profile
Corporate Profile Pelthos Therapeutics is a bio-pharmaceutical company committed to commercializing innovative, safe, and efficacious therapeutic products to help patients with unmet treatment burdens • • • • • Commercial launch of first drug Zelsuvmi, for the treatment of Molluscum contagiosum (“MC
Slide 4: Management Team
Management Team Scott Plesha | Chief Executive Officer • >30 years of experience in the pharmaceutical industry, including two decades building and leading specialty pharma commercial efforts • President and Chief Commercial Officer at BDSI until it was acquired by Collegium Pharmaceutical in 2022 •
Slide 5: Board of Directors
Board of Directors Richard Baxter Peter Greenleaf, Chairman Todd Davis Ezra Friedberg Matt Pauls Richard Malamut , MD Scott Plesha 5
Slide 6: Molluscum & Zelsuvmi Overview
Molluscum & Zelsuvmi Overview
Slide 7: Molluscum Contagiosum
Molluscum Contagiosum A highly infectious viral condition primarily affecting children 1 year of age or older Point prevalence of 3-6 million children (ages 0-16) in the U.S. Molluscum Contagiosum is caused by a pox virus and is characterized by small, round, firm, umbilicated, often painless bumps.
Slide 8: Zelsuvmi Has the Potential to Shift MC Treatment Paradigm
Zelsuvmi Has the Potential to Shift MC Treatment Paradigm Current Options Zelsuvmi • Other available topical treatment requires in-office visits every 3 weeks2 • Painful, destructive treatments3 • Necessitates travel to HCP offices, adding to the time burden for MC patients and caregivers2 • Remaini
Slide 9: Zelsuvmi Efficacy Shown in Phase 3 Clinical Trials Drives Commercial Launch
Zelsuvmi Efficacy Shown in Phase 3 Clinical Trials Drives Commercial Launch Population Intervention Key Study Highlights 808 Males, 790 Females 1,598 participants randomized Patients who applied Zelsuvmi for 12 weeks achieved a mean and median reduction in lesion count of 58% and 82%, respectively,
Slide 10: Phase 3 Trial Results
Phase 3 Trial Results Zelsuvmi showed statistically significant benefit vs. vehicle after 2 weeks of therapy and through out the entire 12-week length of the Phase 3 studies Least Squares Mean Lesion Reduction(1) Baseline Week 2 0.0% Week 4 Week 8 Week 12 Baseline Week 2 0.0% -1.1 % -10.7% Median Le
Slide 11: Zelsuvmi Commercial Overview
Zelsuvmi Commercial Overview
Slide 12: Activating Key Leverage Points Is Essential to Maximize Commercial Potential
Activating Key Leverage Points Is Essential to Maximize the Commercial Potential of Zelsuvmi Key Leverage Points 01 Up to 6 million new cases each year with an average untreated resolution time of 13 months, during which disease is highly contagious 02 Treated patients respond well to Zelsuvmi and e
Slide 13: Commercial Launch Overview
Commercial Launch Overview Sales Force of 50 Territory Managers Reaching Highest Molluscum Treaters Fully built out commercial team: Territory managers supported by Sales Training, Marketing, Commercial Operations & Market Access teams 13
Slide 14: Zelsuvmi Tactical Launch Approach
Zelsuvmi Tactical Launch Approach Driving Awareness and Adoption Health Care Providers Education KOL Education Live & Virtual Educational Speaker Development National & Regional Conference Presence Now Available Congress Booth & Virtual Booth CRM Platform: Education & Communication MD ZELSUVMI Exper
Slide 15: Strong Uptake of Zelsuvmi in Early Launch Phase
Strong Uptake of Zelsuvmi in Early Launch Phase Zelsuvmi TRx Units Zelsuvmi Prescriber Count 1,800 900 1,546 1,600 1,400 700 1,200 600 935 1,000 530 500 800 400 600 300 400 797 800 200 235 200 146 100 0 0 Jul-25 Aug-25 Sep-25 Total of 2,716 Prescribed Units During Q3 2025 Data Source: Symphony Healt
Slide 16: Nitricil Platform & NaV1.7 Pipeline Overview
NitricilTM Platform & NaV1.7 Pipeline Overview
Slide 17: The Nitricil Platform
The NitricilTM Platform Macromolecular platform to achieve stable, tunable and druggable delivery of nitric oxide Tunable Stable Druggable Real-Time Nitric Oxide Release Initial Burst Extended Tail New Chemical Entity (NCE) Proprietary platform enabling development of NCEs with sustained delivery of
Slide 18: Nitricil Platform Pipeline
Nitricil Platform Pipeline Asset Description Asset Description Approx Time to NDA Filing Market Potential SB204 (Acne) Berdazimer topical gel, 3.4% for treatment of acne vulgaris. Phase 3 Clinical stage. 4.5 years $$$ SB414 (AD/Psoriasis) Berdazimer topical cream, dose TBD, for treatment of mild to
Slide 19: NaV1.7 Pipeline
NaV1.7 Pipeline Product/ Indication Asset Description Approximate Time to NDA Filing Market Potential CT2000 Eye Drops Chronic Ocular Pain CC8464 1%, 1.25% and 1.5% ophthalmic solution Phase 1-2a ready 3-4 years $8 billion globally CT2000 Eye Drops Acute Ocular Pain CC8464 1%, 1.25% and 1.5% ophthal
Slide 20: Key Highlights
Key Highlights Commercially Launched Zelsuvmi was FDA approved In January 2024, and commercially launched in July 2025 as the first and only at-home treatment aimed to revolutionize how MC is treated today for patients ≥ 1 year old Significant Unmet Need and Sizeable Market Opportunity Large market
Slide 21: Thank You
Thank You Contacts Investor Inquiries: Mi ke M oyer L ife Sci A dvi sors, L LC Ma n agi ng Dire ct or mmoy er @l ife s cia d vi sor s .com Me dia : KW M Commu n ica ti ons Ke ll ie W al sh / Ra ch el Ke s s le r p e lth os @ kwmcommu n ica ti ons . com (914) 315-607 2 21
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