Pelthos Therapeutics Inc. · AMEX:PTHS
Pelthos Therapeutics — Jefferies Global Healthcare Conference 2026
21 slides from Pelthos Therapeutics's conference presentation, May 28, 2026
Slide 1: Jefferies Global Healthcare Conference
1 Jefferies Global Healthcare Conference J U N E 4 , 2 0 2 6 Exhibit 99.2
Slide 2: Legal Disclaimer
2 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,” “esti
Slide 3: Investment Highlight and Product Portfolio
33 • Large addressable market with $2,008.50 wholesale acquisition cost (”WAC”) • Launched July 2025 • Modest acquisition cost, unencumbered future revenue stream • Expected launch early 2027 • 6–12 million U.S. cases annually • Expected launch mid-2027 Investment Highlight Commercial biopharmaceu
Slide 4: Corporate Profile
4 Corporate Profile Key Data Points (as of 05/11/26, except where noted) PTHSTicker $26.85Stock Price ~8.9MO/S Shares of Common Stock (with Pref A conversion) ~$240MMarket Cap ~12,000 shares (Yahoo) 60-Day Avg. Daily Trading Volume $32.0MCash at end of Q1 2026 Pelthos is a competitive drug portfolio
Slide 5: Management Team
5 Management Team John M. Gay | Chief Financial Officer Sai Rangarao | Chief Commercial Officer 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 Commer
Slide 6: Molluscum & Zelsuvmi Overview
Molluscum & Zelsuvmi Overview
Slide 7: Molluscum Contagiosum
7 Molluscum Contagiosum A highly infectious viral condition primarily affecting children 1 year of age or older There are four known types of MC virus (MCV1, 2, 3, 4) with MCV1 being the most common1 Molluscum Contagiosum is caused by a pox virus and is characterized by small, round, firm, umbilicat
Slide 8: Zelsuvmi Has the Potential to Shift MC Treatment Paradigm
8 Zelsuvmi Has the Potential to Shift MC Treatment Paradigm Previous Treatment Options • Painful, destructive treatments3 • Attractive safety profile demonstrated in clinical trials with no / minimal scarring5,6 • Remaining treatment options such as off-label drugs / natural remedies have unproven e
Slide 9: Zelsuvmi Efficacy Shown in Phase 3 Clinical Trials Drives Commercial Launch
9 InterventionPopulation Key Study Highlights B-SIMPLE4 Primary OutcomeB-SIMPLE4 Study Locations 1) p-value <0.0001, favoring Zelsuvmi .. Source: Sugarman JL, Hebert A, Browning JC, Paller AS, Stripling S, Green LJ, Cartwright M, Enloe C, Wells N, Maeda-Chubachi T. Berdazimer gel for molluscum conta
Slide 10: Phase 3 Trial Results
10 Baseline Week 2 Week 4 0.0% -1.1 % -43.5% Week 8 -35.7% Week 12 -59.4% -82.4% -42.6% -10.7% - 25 .1% -9.0% -21 .6% - 58 .1% Baseline Week 2 Week 4 0.0% 0.0% -9.5% -10.0% -28.6% -27.8% Week 8 Week 12 Phase 3 Trial Results 1) Figure 9: Browning JC, Hebert A, Enloe C, Cartwright M, Maeda-Chubachi T.
Slide 11: Zelsuvmi Commercial Overview
Zelsuvmi Commercial Overview
Slide 12: Strong Zelsuvmi Quarter over Quarter Growth Continues
12 Data Source: Symphony Health- Metys Data Strong Zelsuvmi Quarter over Quarter Growth Continues Total of 4,867 Unique PrescribersTotal of 16,774 Prescribed Units 2,578 6,312 7,884 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 2025-Q3 2025-Q4 2026-Q1 Zelsuvmi TRx Units 1,223 2,377 3,228 0
Slide 13: Zelsuvmi Covered Lives by Quarter
13 Zelsuvmi Covered Lives by Quarter* • Selective contracting strategy • 70% combined Medicaid/commercial coverage with 1 contract • Favorable Gross to Nets • Favorable approval rates with all payers *Clarivate (DRG) Fingertip Formulary • Commercial, Cash and Assistance Programs - 71% of TRxs • Mana
Slide 14: Strong Sales Team Execution
14 Strong Sales Team Execution Fully built out commercial team: • 64 Sales Territories expansion completed & onboarded covering ~53% of MC Claims • Territories expansion complete, contributing to • Zelsuvmi growth • Sales Team targeting: Pediatric/Adult Dermatologists, General Pediatrics, Nurse Prac
Slide 15: Robust Zelsuvmi Tactical Execution
15 Robust Zelsuvmi Tactical Execution Digital Marketing National & Regional Conference Presence YouTube Promotional Commercial Live & Virtual Educational Speaker Development New Patient Testimonials & Information ZELSUVMI GO Patient Support Program
Slide 16: Xepi: New Product Acquisition
Xepi: New Product Acquisition
Slide 17: Xepi (ozenoxacin) Cream for the treatment of Impetigo
17 Xepi (ozenoxacin) Cream for the treatment of Impetigo Sources: CDC Website, Xepi Pack Insert, FDA.gov • Ozenoxacin cream 1% developed as first line treatment in patients aged 2 months and older • 15 clinical studies in Phase 1 & 2 conducted • Two Pivotal Phase 3 studies conducted in both adult &
Slide 18: Xeglyze: New Product Acquisition
Xeglyze: New Product Acquisition
Slide 19: Xeglyze (abametapir) Lotion for the Treatment of Head Lice
19 Xeglyze (abametapir) Lotion for the Treatment of Head Lice Sources: CDC Website, Xeglyze Pack Insert, FDA.gov • Abametapir lotion 0.74% developed as first line treatment in patients aged 6 months of age and older • Phase 2b study completed in 2014 demonstrated 100% ovicidal efficacy • Two Pivotal
Slide 20: Investment Highlights Summary
20 Operating Leverage All three products utilize the same sales team, with largely overlapping call points, provides greater operating and financial leverage with very little dedicated overhead Portfolio of FDA Approved Products Differentiated portfolio of novel, cutaneous infectious disease product
Slide 21: Thank You
21 Thank You C o n t a c t s I n v e s t o r I n q u i r i e s : M i k e M o y e r L i f e S c i A d v i s o r s , L L C M a n a g i n g D i r e c t o r m m o y e r @ l i f e s c i a d v i s o r s . c o m M e d i a : K W M C o m m u n i c a t i o n s K e l l i e W a l s h / R a c h e l K e s s l e r
Pelthos Therapeutics — Jefferies Global Healthcare Conference 2026 on 6ix