Dec. 6 at 10:37 PM
$PTHS Great read.
Summary
Pelthos Pharmaceuticals has launched Zelsuvmi, the first at-home FDA-approved treatment for molluscum contagiosum, showing strong initial sales growth.
PTHS reported
$7.1 million net revenue in its first commercialization quarter, prompting an expansion of its sales force.
The company targets breakeven by end-2026, with peak revenue projections of
$175 million likely conservative given rapid prescription uptake and market size.
Recent acquisition of Xepi and a robust pipeline add to growth potential; I am bullish on PTHS based on early results and market opportunity.
