Pelthos Therapeutics Inc. · AMEX:PTHS
Pelthos Therapeutics — Investor Presentation (January 2026)
25 slides from Pelthos Therapeutics's investor presentation, Jan 12, 2026
Slide 1: Corporate Presentation Q1 2026
1 Corporate Presentation Q1 2026
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 Highlights and Product Portfolio
3 3 • Large addressable market with $2,008.50 wholesale acquisition cost (”WAC”) • Launched July 2025 • Modest acquisition cost, unencumbered future revenue stream • Expected launch in late 2026 • 6–12 million U.S. cases annually • Expected launch during the first half of 2027 Investment Highlight ?
Slide 4: Corporate Profile
4 Corporate Profile Key Data Points (as of 01/09/26, except where noted) Ticker PTHS Stock Price $25.93 O/S Shares of Common Stock (on an as converted basis) 8.9M Market CAP ~$230M Avg. Daily Trading Volume 21,600 shares (NYSE) Cash at close of Q3 $14.2M (Company issued $18M convertible note in Nove
Slide 5: Management Team
5 Management Team Frank Knuettel | Chief Financial Officer Sai Rangarao | Chief Commercial Officer Scott Plesha | Chief Executive Officer • 30 years of management experience in growing early-stage companies • Raised more than $400 million viaventure, public equity and debt offerings and managed more
Slide 6: Board of Directors
6 Board of Directors Peter Greenleaf, Chairman Richard Baxter Ezra Friedberg Todd Davis Richard Malamut , MD Matt Pauls Scott Plesha Andrew Einhorn
Slide 7: Molluscum & Zelsuvmi Overview
molluscum & Zelsuvmi Overview
Slide 8: Molluscum Contagiosum
8 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 9: Zelsuvmi Has the Potential to Shift MC Treatment Paradigm
9 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 10: Zelsuvmi Efficacy Shown in Phase 3 Clinical Trials
10 Intervention Population Key Study Highlights B-SIMPLE4 Primary Outcome B-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 co
Slide 11: Phase 3 Trial Results
11 CONFIDENTIAL 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, Maed
Slide 12: Zelsuvmi Commercial Overview
Zelsuvmi Commercial Overview
Slide 13: Commercial Sales Team Overview
13 Commercial Sales Team Overview Sales Force of 64 Territory Managers Reaching Highest Molluscum Treaters Fully built out commercial team: ? 64 Sales Territories - Focused on top 10,200 Molluscum treaters that represent 53% of all MC claims ? Sales Team targeting: ? Pediatric/Adult Dermatologists,
Slide 14: 2026 Zelsuvmi Tactical Overview
14 2026 Zelsuvmi Tactical Overview KOL Education Digital Marketing National & Regional Conference Presence CRM Platform: Education & Communication YouTube Promotional Video Live & Virtual Educational Speaker Development New Patient Testimonials and Advertisements ZELSUVMI GO Patient Support Program
Slide 15: Strong Uptake of Zelsuvmi in Early Launch Phase
15 Strong Uptake of Zelsuvmi in Early Launch Phase Data Source: Symphony Health- Metys Data Total of 2,796 Unique Prescribers Total of 8,949 Dispensed Units in 2025 2,716 6,233 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 Q3 2025 Q4 2025 Zelsuvmi TRx Units 1,169 2,174 0 500 1,000 1,500 2,000 2,500 Q3
Slide 16: Zelsuvmi Covered Lives
16 Zelsuvmi Covered Lives* Significant Increase in Commercial & Medicaid Lives Covered in January 2026 *Clarivate (DRG) Fingertip Formulary Data Source: Symphony Health- Metys Data 4% 6% 16% 60% 49% 83% 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% 80.00% 90.00% Commercial Medicaid Q3 2025
Slide 17: Xepi: New Product Acquisition
Xepi: New Product Acquisition
Slide 18: Xepi (ozenoxacin) Cream for the Treatment of Impetigo
Xepi(ozenoxacin) Cream for the treatment of Impetigo Sources: CDC Website, Xepi Pack Insert, FDA.gov Ozenoxacincream 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 & pediatric p
Slide 19: Xeglyze: New Product Acquisition
Xeglyze: New Product Acquisition
Slide 20: Xeglyze (abametapir) Lotion for the Treatment of Head Lice
Xeglyze (abametapir) Lotion for the Treatment of Head Lice Sources: CDC Website, XepiPack Insert, FDA.gov Abametapirlotion 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 Phase 3 studi
Slide 21: Nitricil Platform & NaV1.7 Pipeline Overview
NitricilTM Platform & NaV1.7 Pipeline Overview
Slide 22: Nitricil Platform Pipeline
22 Nitricil Platform Pipeline* Asset Description Asset Description Approximate Time to NDA Filing Market Potential SB414 (AD/Psoriasis) Berdazimer topical cream, dose TBD, for treatment of mild to moderate atopic dermatitis. Phase 1/2 Clinical stage. 7.5 years $$$ (AD) $$ (Psoriasis) SB208 (Tinea Pe
Slide 23: NaV1.7 Pipeline
23 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% opht
Slide 24: Operating Leverage and Portfolio Strengths
24 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 25: Thank You
25 Thank You ContactsInvestor Inquiries:Mike MoyerLifeSci Advisors, LLCManaging Directormmoyer@lifesciadvisors.comMedia:KWM CommunicationsKellie Walsh / Rachel Kesslerpelthos@kwmcommunications.com(914) 315-6072
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