Pelthos Therapeutics Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
7analysts covering
FY Revenue (est.)
$63.9Mnext fiscal year
FY EPS (est.)
-$10.66next fiscal year
Monitoring Framework
Key Performance Indicators
ZELSUVMI Prescription Unit Growth Quarterly2,500.0%Target: Double-digit quarter-over-quarter growth
Quarterly Revenue Quarterly10.9M
Working Capital Quarterly44.8MTarget: Maintain positive runway for commercial launches
Watch Items
- Commercial launch and integration of acquired products XEPI and XEGLYZETrigger: Launch delays or initial quarterly sales below internal targetsAction: Reallocate commercial sales force resources and adjust marketing spend
- Cash burn rate and liquidity runwayTrigger: Working capital dropping below $20 million without milestone achievementsAction: Draw down remaining $20 million under the senior secured term loan facility or utilize the active $200 million shelf registration
- Development rights and licensing negotiations with Ligand for NITRICIL pipeline assets (SB204, SB208, SB414)Trigger: Failure to secure licensing agreements for late-stage assets within 12 monthsAction: Pivot focus entirely to commercial execution of ZELSUVMI, XEPI, and XEGLYZE, and re-evaluate legacy pain assets
Research as of 19 Jun 2026