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Aug 13, 2026Quarterly update

Pelthos posts second quarter 2026 results as Zelsuvmi revenue climbs

Net product revenue for the molluscum treatment rose 45% quarter over quarter to $15.4 million, while the company disclosed a restatement of its first-quarter 2026 financials.

Pelthos Therapeutics reported second quarter 2026 results on August 13, 2026, covering the period ended June 30, 2026. Zelsuvmi, described as the first at-home FDA-approved treatment for patients age 1 and above with molluscum contagiosum, launched in July 2025 and has generated $42.3 million in net sales across its first four quarters on the market.1

Prescriber uptake continued to build. By June 30, 2026, 29,126 units of Zelsuvmi had been dispensed and written by 7,414 unique prescribers, with quarterly units dispensed rising from 8,084 in the first quarter to 11,925 in the second quarter, a 48% increase.1 Since launch through the end of the second quarter, more than 25,000 patients have been prescribed the drug.1 CEO Scott Plesha said the company expects further growth for Zelsuvmi, noting over 4,200 units were dispensed in July and that total units dispensed since launch had passed 30,000.1

On the pipeline side, Plesha said the company's financial position, combined with its credit facility, supports plans for commercializing Xepi in the first quarter of 2027 and Xeglyze in the third quarter of 2027.1

On financing, Pelthos entered a $50.0 million senior secured term loan facility with Horizon Technology Finance in January 2026, drawing $30.0 million at close, and said that reaching $42.3 million in trailing twelve-month net product revenue as of June 30, 2026 gives it access to an additional $10.0 million, subject to the lender's discretion.1 The company's cash balance as of June 30, 2026 was $24.2 million, which it said is expected to support its current business plan based on current projections.1

Separately, the filing noted a financial statement correction. The company pointed readers to a related Form 8-K filed under Item 4.02 describing its determination that its previously issued financial statements for the quarter ended March 31, 2026 needed to be restated and should no longer be relied upon.1

Written by readthrough’s AI from the linked primary sources and fact-checked against them automatically before publishing. Not investment advice.