Pelthos Launches ZELSUVMI, First FDA-Approved At-Home Treatment for Molluscum Contagiosum
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 04 2025
0mins
Should l Buy PTHS?
Source: Globenewswire
- Market Access Expansion: Pelthos Therapeutics has signed its first commercial agreement with a major pharmacy benefit manager, aiming to enhance patient access to ZELSUVMI, potentially benefiting over 20 million covered lives.
- Innovative Treatment Solution: ZELSUVMI is the first FDA-approved at-home medication for molluscum contagiosum, effectively addressing a highly contagious skin condition affecting 16.7 million people, which is expected to significantly improve patients' quality of life.
- Product Launch Timing: Launched in July 2025, this medication utilizes a unique nitric oxide-releasing technology, offering a convenient once-daily application for both children and adults, meeting the urgent market demand for at-home treatment options.
- Strategic Partnership Significance: The collaboration with a national pharmacy benefit manager marks a crucial milestone for Pelthos in achieving broader commercial coverage, aiming to enhance market acceptance and sales potential by reducing barriers for patients to access ZELSUVMI.
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Analyst Views on PTHS
Wall Street analysts forecast PTHS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PTHS is 59.80 USD with a low forecast of 50.00 USD and a high forecast of 75.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 23.321
Low
50.00
Averages
59.80
High
75.00
Current: 23.321
Low
50.00
Averages
59.80
High
75.00
About PTHS
Pelthos Therapeutics Inc. is a biopharmaceutical company focused on commercializing therapeutic products for unmet patient needs. The Company's lead product, ZELSUVMI (berdazimer) topical gel, 10.3%, is used in the treatment of molluscum contagiosum infections (molluscum) in adults and pediatric patients one year of age and older. In addition to ZELSUVMI, the Company has a pipeline of product candidates that utilize its proprietary nitric oxide-based technology platform, NITRICIL. The Company’s product Xepi is a quinolone antimicrobial indicated for the topical treatment of impetigo due to Staphylococcus aureus or Streptococcus pyogenes in adult and pediatric patients two months of age and older. Its NaV 1.7 is a clinical-stage assets which selectively target the sodium ion-channel. The Company also Xeglyze, which is a is a pediculicide indicated for the topical treatment of head lice infestation in patients six months of age and older.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Horizon Technology Finance Provides $50 Million Loan Facility to Pelthos Therapeutics
- Financing Support: Horizon Technology Finance has provided a $50 million venture loan facility to Pelthos Therapeutics, with an initial funding of $30 million and up to $20 million for future growth, reflecting confidence in Pelthos' innovative products.
- Product Innovation: Pelthos' ZELSUVMI™ (berdazimer) topical gel has received FDA approval for treating molluscum contagiosum, offering a new at-home treatment option that could transform patient care approaches.
- Market Expansion: Pelthos has also acquired rights to Xepi® Cream and Xeglyze®, with the loan proceeds aimed at promoting these products, facilitating further expansion in the dermatology market.
- Strategic Partnership: Horizon's CIO Paul Seitz noted that this financing will assist Pelthos in promoting its products within pediatric and dermatologic communities, further driving business growth and showcasing Horizon's expertise in the life sciences sector.
See More
Pelthos Therapeutics Secures $30 Million Financing to Accelerate ZELSUVMI Commercialization
- Financing Support: Pelthos Therapeutics secured an initial $30 million financing from Horizon, with an additional $20 million available, aimed at accelerating the commercialization of its cutaneous infectious disease product portfolio, thereby enhancing financial flexibility and market competitiveness.
- Product Launch: The financing will expedite the launch of ZELSUVMI, the first FDA-approved treatment for molluscum that can be used at home, targeting patients and families struggling with this difficult-to-treat infection.
- Equity Dilution Control: This financing is non-dilutive, as Pelthos issued warrants for 65,488 shares, ensuring existing shareholders' interests are preserved while effectively managing the company's equity structure.
- Future Growth Potential: Pelthos plans to utilize the financing to support the launch of Xepi and Xeglyze, further expanding its market share in dermatological treatments to meet the increasing patient demand.
See More
Pelthos Appoints Andrew J. Einhorn to Board, Enhancing Financial Management
- Board Expansion: Pelthos Therapeutics has appointed veteran finance executive Andrew J. Einhorn to its Board of Directors, increasing the board size to eight members, aimed at leveraging his extensive capital markets experience to drive company growth.
- Financial Expertise Introduction: With over 40 years in investment banking and capital markets, and having served as CFO for multiple biotech firms, Einhorn is expected to provide strategic financial guidance that will support Pelthos's commercialization efforts.
- Audit and Compensation Committees: Einhorn will also serve on the Audit and Compensation Committees, enhancing the company's governance structure to ensure financial transparency and compliance, thereby boosting investor confidence.
- Future Outlook: Einhorn expressed confidence in Pelthos's future, believing the company has made a strong start as a newly public entity, and looks forward to collaborating with the Board to further advance the company's mission.
See More
Pelthos Launches ZELSUVMI, First FDA-Approved At-Home Treatment for Molluscum Contagiosum
- Market Access Expansion: Pelthos Therapeutics has signed its first commercial agreement with a major pharmacy benefit manager, aiming to enhance patient access to ZELSUVMI, potentially benefiting over 20 million covered lives.
- Innovative Treatment Solution: ZELSUVMI is the first FDA-approved at-home medication for molluscum contagiosum, effectively addressing a highly contagious skin condition affecting 16.7 million people, which is expected to significantly improve patients' quality of life.
- Product Launch Timing: Launched in July 2025, this medication utilizes a unique nitric oxide-releasing technology, offering a convenient once-daily application for both children and adults, meeting the urgent market demand for at-home treatment options.
- Strategic Partnership Significance: The collaboration with a national pharmacy benefit manager marks a crucial milestone for Pelthos in achieving broader commercial coverage, aiming to enhance market acceptance and sales potential by reducing barriers for patients to access ZELSUVMI.
See More
Linde Analyst Starts Coverage Optimistically; Check Out the Top 5 Initiations for Wednesday
Analyst Coverage Initiations: Several Wall Street analysts have initiated coverage on various companies, providing Buy and Outperform ratings along with price targets.
Traws Pharma, Inc.: HC Wainwright & Co. analyst Brandon Folkes initiated coverage with a Buy rating and a price target of $8, while shares closed at $2.16.
Compass Therapeutics, Inc.: Canaccord Genuity analyst John Newman also initiated coverage with a Buy rating and a price target of $10, with shares closing at $5.22.
Linde plc and Others: CICC analyst Shanshan Shen rated Linde plc as Outperform with a price target of $510, and HC Wainwright initiated coverage on Pelthos Therapeutics and LifeSci Capital on Oculis Holding, both with positive ratings and significant price targets.
See More
Pelthos Therapeutics Purchases Xepi® (ozenoxacin) Cream, 1%, and Reveals $18 Million Private Convertible Notes Funding
Acquisition of Xepi: Pelthos Therapeutics has acquired the U.S. commercialization rights to Xepi, a topical treatment for impetigo, which addresses antibiotic-resistant skin infections, particularly in children.
Financing for Growth: The company secured $18 million through private convertible notes financing to support the acquisition and re-launch of Xepi, as well as to accelerate the commercialization of its existing product, ZELSUVMI.
Market Need: Impetigo, affecting around 3 million people annually in the U.S., is a common bacterial skin infection in children, and Xepi offers a new treatment option amid rising antibiotic resistance.
Future Plans: Pelthos plans to re-launch Xepi in late 2026, leveraging its commercial infrastructure to promote multiple innovative products in the pediatric and dermatology markets.
See More
Horizon Technology Finance Provides $50 Million Loan Facility to Pelthos Therapeutics
- Financing Support: Horizon Technology Finance has provided a $50 million venture loan facility to Pelthos Therapeutics, with an initial funding of $30 million and up to $20 million for future growth, reflecting confidence in Pelthos' innovative products.
- Product Innovation: Pelthos' ZELSUVMI™ (berdazimer) topical gel has received FDA approval for treating molluscum contagiosum, offering a new at-home treatment option that could transform patient care approaches.
- Market Expansion: Pelthos has also acquired rights to Xepi® Cream and Xeglyze®, with the loan proceeds aimed at promoting these products, facilitating further expansion in the dermatology market.
- Strategic Partnership: Horizon's CIO Paul Seitz noted that this financing will assist Pelthos in promoting its products within pediatric and dermatologic communities, further driving business growth and showcasing Horizon's expertise in the life sciences sector.
See More
Pelthos Therapeutics Secures $30 Million Financing to Accelerate ZELSUVMI Commercialization
- Financing Support: Pelthos Therapeutics secured an initial $30 million financing from Horizon, with an additional $20 million available, aimed at accelerating the commercialization of its cutaneous infectious disease product portfolio, thereby enhancing financial flexibility and market competitiveness.
- Product Launch: The financing will expedite the launch of ZELSUVMI, the first FDA-approved treatment for molluscum that can be used at home, targeting patients and families struggling with this difficult-to-treat infection.
- Equity Dilution Control: This financing is non-dilutive, as Pelthos issued warrants for 65,488 shares, ensuring existing shareholders' interests are preserved while effectively managing the company's equity structure.
- Future Growth Potential: Pelthos plans to utilize the financing to support the launch of Xepi and Xeglyze, further expanding its market share in dermatological treatments to meet the increasing patient demand.
See More
Pelthos Appoints Andrew J. Einhorn to Board, Enhancing Financial Management
- Board Expansion: Pelthos Therapeutics has appointed veteran finance executive Andrew J. Einhorn to its Board of Directors, increasing the board size to eight members, aimed at leveraging his extensive capital markets experience to drive company growth.
- Financial Expertise Introduction: With over 40 years in investment banking and capital markets, and having served as CFO for multiple biotech firms, Einhorn is expected to provide strategic financial guidance that will support Pelthos's commercialization efforts.
- Audit and Compensation Committees: Einhorn will also serve on the Audit and Compensation Committees, enhancing the company's governance structure to ensure financial transparency and compliance, thereby boosting investor confidence.
- Future Outlook: Einhorn expressed confidence in Pelthos's future, believing the company has made a strong start as a newly public entity, and looks forward to collaborating with the Board to further advance the company's mission.
See More
Pelthos Launches ZELSUVMI, First FDA-Approved At-Home Treatment for Molluscum Contagiosum
- Market Access Expansion: Pelthos Therapeutics has signed its first commercial agreement with a major pharmacy benefit manager, aiming to enhance patient access to ZELSUVMI, potentially benefiting over 20 million covered lives.
- Innovative Treatment Solution: ZELSUVMI is the first FDA-approved at-home medication for molluscum contagiosum, effectively addressing a highly contagious skin condition affecting 16.7 million people, which is expected to significantly improve patients' quality of life.
- Product Launch Timing: Launched in July 2025, this medication utilizes a unique nitric oxide-releasing technology, offering a convenient once-daily application for both children and adults, meeting the urgent market demand for at-home treatment options.
- Strategic Partnership Significance: The collaboration with a national pharmacy benefit manager marks a crucial milestone for Pelthos in achieving broader commercial coverage, aiming to enhance market acceptance and sales potential by reducing barriers for patients to access ZELSUVMI.
See More
Linde Analyst Starts Coverage Optimistically; Check Out the Top 5 Initiations for Wednesday
Analyst Coverage Initiations: Several Wall Street analysts have initiated coverage on various companies, providing Buy and Outperform ratings along with price targets.
Traws Pharma, Inc.: HC Wainwright & Co. analyst Brandon Folkes initiated coverage with a Buy rating and a price target of $8, while shares closed at $2.16.
Compass Therapeutics, Inc.: Canaccord Genuity analyst John Newman also initiated coverage with a Buy rating and a price target of $10, with shares closing at $5.22.
Linde plc and Others: CICC analyst Shanshan Shen rated Linde plc as Outperform with a price target of $510, and HC Wainwright initiated coverage on Pelthos Therapeutics and LifeSci Capital on Oculis Holding, both with positive ratings and significant price targets.
See More
Pelthos Therapeutics Purchases Xepi® (ozenoxacin) Cream, 1%, and Reveals $18 Million Private Convertible Notes Funding
Acquisition of Xepi: Pelthos Therapeutics has acquired the U.S. commercialization rights to Xepi, a topical treatment for impetigo, which addresses antibiotic-resistant skin infections, particularly in children.
Financing for Growth: The company secured $18 million through private convertible notes financing to support the acquisition and re-launch of Xepi, as well as to accelerate the commercialization of its existing product, ZELSUVMI.
Market Need: Impetigo, affecting around 3 million people annually in the U.S., is a common bacterial skin infection in children, and Xepi offers a new treatment option amid rising antibiotic resistance.
Future Plans: Pelthos plans to re-launch Xepi in late 2026, leveraging its commercial infrastructure to promote multiple innovative products in the pediatric and dermatology markets.
See More
