Sep. 10 at 6:15 PM
$PTHS $LGND
Pelthos’ update suggests they are at almost
$0.5M per week gross sales assuming full WAC, and accelerating. This early pace -
$25M annualized - has already likely left the competing product in the dust.
$175M peak sales looks rather underestimated to me. Note that Ligand’s future royalty chart from December 24 shows only modest royalties out to 2029 for Zelsuvmi. More good news on top of Filspari and Ohtuvayre upside revisions.