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PTHS · Pelthos Therapeutics Inc.

Pelthos Therapeutics Inc., a bio-pharmaceutical company, develops and commercializes therapeutic products to help patients with unmet treatment burdens. The company offers ZELSUVMI for the treatment of molluscum contagiosum in adults and children 1 year of age and older; XEPI, (ozenoxacin) cream, a quinolone antimicrobial for the treatment of impetigo due to Staphylococcus aureus or Streptococcus pyogenes in adult and pediatric patients 2 months of age and older; and XEGLYZE, a pediculicide indicated for topical treatment of head lice infestation in patients 6 months of age and older. It also provides NITRICIL, a proprietary nitric oxide-based technology platform. The company was formerly known as Channel Therapeutics Corporation and changed its name to Pelthos Therapeutics Inc. in July 2025. Pelthos Therapeutics Inc. was founded in 2002 and is based in Durham, North Carolina.

Cap structure and valuation

Cap structure
SP$26.40
SO3.5M
Options1.5M
Warrants0.1M
FD SO5.1M
MC$134.2M
Cash$32.0M
Total debt$49.6M
EV$151.9M
TTM Multiples
EV / Revenue
EV / EBITDA
MC / Net Income
EV / FCF
MC / FCF
Ownership & coverage
Institutional35.6%
Insiders53.8%
# Institutions19
Analysts7
ConsensusStrong Buy
Avg target$57.71
Short % float1.6%
Days to cover1.27

MC = SP × FD SO. EV = MC + Debt − Cash. SP = previous yfinance close. Balance-sheet figures as of 2026-05-11. Multiples use TTM (sum of last 4 quarters); shown as "—" when the denominator is zero or negative, or when fewer than four quarters are reported — a partial sum is not a trailing twelve months. Ownership & coverage per Yahoo Finance as of 2026-07-13 — institutional % is 13F-based, so it can lag a quarter and exceed 100% on share-count timing. Short interest per FINRA bi-monthly reporting, as of 2026-06-29; the float denominator can be unreliable on tiny floats.

Financial statements

LTM12/31/2512/31/2412/31/2312/31/22
Total Revenue 27.7016.800.00
Revenue YoY % 64.9%
Cost of Revenue 5.663.990.00
Gross Profit 12.81
Gross Margin % 76.3%
SG&A 60.3142.456.392.741.10
R&D 1.221.231.182.580.39
Operating Expense 45.24
Operating Income (43.68)(32.43)(7.57)(6.86)(2.32)
Operating Income YoY % (34.7%)(328.3%)(10.3%)(196.0%)
Operating Margin % (157.7%)(193.1%)
EBITDA (42.49)(31.70)(7.57)
EBITDA Margin % (153.4%)(188.8%)
Interest Expense 5.363.010.580.310.14
Other Income / (Expense) (9.93)(15.26)
Pretax Income (58.98)(50.71)(7.96)(7.38)(2.46)
Tax Provision (7.39)(7.39)0.00
Net Income (51.59)(43.32)(7.96)(7.38)(2.46)
Net Margin % (186.2%)(257.9%)
Diluted EPS -$21.85-$23.04-$14.27-$5.78
Basic EPS -$21.85-$23.04-$14.27-$5.78-$5.65
Diluted Avg Shares 3.31.90.61.3
Basic Avg Shares 3.31.90.61.30.4

Insider activity (last 2 years)

Date Filed Reporter Relationship Trans. Date Code Shares Price Total Value
2026-06-15 Davis Todd C Director 2026-06-11 P 35,445 $27.80 $985,534
2026-06-15 Davis Todd C Director 2026-06-11 P 503 $28.73 $14,449
2026-05-26 Francis Knuettel II Officer (CFO, Treas & Secty) 2026-05-22 D (13,947) $-0
2026-05-26 Francis Knuettel II Officer (CFO, Treas & Secty) 2026-05-22 S (1,500) $26.84 -$40,265
2026-05-26 Francis Knuettel II Officer (CFO, Treas & Secty) 2026-05-22 A 59,500 $0
2026-05-26 Francis Knuettel II Officer (CFO, Treas & Secty) 2026-05-22 D (42,500) $-0
2026-05-18 Friedberg Ezra M Director 2026-05-14 F (144) $27.01 -$3,889
2026-04-06 Malamut Richard Director 2026-04-02 S (310) $20.51 -$6,359
2026-04-06 Malamut Richard Director 2026-04-02 S (280) $21.36 -$5,981
2026-04-06 Friedberg Ezra M Director 2026-04-02 S (293) $20.51 -$6,010
2026-04-06 Friedberg Ezra M Director 2026-04-02 S (265) $21.36 -$5,661
2026-04-06 Pauls Matthew Director 2026-04-02 S (415) $20.52 -$8,514
2026-04-06 Pauls Matthew Director 2026-04-02 S (371) $21.36 -$7,926
2026-04-06 Greenleaf Peter Director 2026-04-02 S (420) $20.52 -$8,616
2026-04-06 Greenleaf Peter Director 2026-04-02 S (377) $21.36 -$8,053
2026-04-01 Malamut Richard Director 2025-11-13 A 2,454 $0
2026-04-01 Friedberg Ezra M Director 2025-07-02 A 19,108 $0
2026-04-01 Davis Todd C Director 2025-07-02 A 19,108 $0
2026-04-01 Malamut Richard Director 2025-07-02 A 19,108 $0
2026-04-01 Plesha Scott M. Director, Officer (CEO and President) 2025-07-02 A 83,678 $0
2026-04-01 Greenleaf Peter Director 2025-07-02 A 25,478 $0
2026-04-01 Pauls Matthew Director 2025-07-02 A 25,478 $0
2026-04-01 Rangarao Sai Officer (Chief Commercial Officer) 2025-07-02 A 30,518 $0
2026-04-01 Baxter Richard B Director 2025-07-02 A 19,108 $0
2026-04-01 Francis Knuettel II Officer (CFO, Treas & Secty) 2025-07-02 A 33,472 $0
2026-04-01 Friedberg Ezra M Director 2024-11-13 A 2,454 $0
2026-04-01 Davis Todd C Director 2024-11-13 A 4,961 $0
2026-04-01 Friedberg Ezra M Director 2024-06-14 A 6,450 $0
2026-04-01 Davis Todd C Director 2024-06-14 A 12,900 $0
2026-04-01 Malamut Richard Director 2024-06-14 A 6,450 $0
2025-12-29 Einhorn Andrew J. Director 2025-12-23 A 12,000 $0
2025-12-19 LIGAND PHARMACEUTICALS INC Director, 10% Owner 2025-12-17 D 0 $-0
2025-12-19 LIGAND PHARMACEUTICALS INC Director, 10% Owner 2025-12-17 A 0 $0
2025-12-12 Pauls Matthew Director 2025-12-10 G (9,542) $-0
2025-12-12 Pauls Matthew Director 2025-10-02 M 2,123 $0
2025-12-12 Pauls Matthew Director 2025-10-02 M (2,123) $-0
2025-12-12 Pauls Matthew Director 2025-07-02 M 8,493 $0
2025-12-12 Pauls Matthew Director 2025-07-02 M (8,493) $-0
2025-11-26 Friedberg Ezra M Director 2025-11-25 S (5,999) $28.00 -$167,972
2025-11-26 Friedberg Ezra M Director 2025-11-25 S (2,000) $28.14 -$56,270
2025-11-26 Friedberg Ezra M Director 2025-11-25 S (1) $28.50 -$28
2025-11-26 Friedberg Ezra M Director 2025-11-25 S (2,000) $28.00 -$56,010
2025-11-10 LIGAND PHARMACEUTICALS INC Director, 10% Owner 2025-11-06 A 0 $9,000,000.00 $0
2025-07-23 Plesha Scott M. Director, Officer (CEO and President) 2025-07-02 A 83,678 $0
2025-07-23 Plesha Scott M. Director, Officer (CEO and President) 2025-07-02 A 255,000 $0
2025-07-21 Rangarao Sai Officer (Chief Commercial Officer) 2025-07-02 A 30,518 $0
2025-07-21 Rangarao Sai Officer (Chief Commercial Officer) 2025-07-02 A 93,000 $0
2025-07-07 Baxter Richard B Director 2025-07-02 A 19,108 $0
2025-07-07 Baxter Richard B Director 2025-07-02 A 58,230 $0
2025-07-07 Greenleaf Peter Director 2025-07-02 A 25,478 $0
2025-07-07 Greenleaf Peter Director 2025-07-02 A 77,640 $0
2025-07-07 Pauls Matthew Director 2025-07-02 A 25,478 $0
2025-07-07 Pauls Matthew Director 2025-07-02 A 77,640 $0
2025-07-07 Francis Knuettel II Officer (CFO, Treas & Secty) 2025-07-02 A 33,472 $0
2025-07-07 Francis Knuettel II Officer (CFO, Treas & Secty) 2025-07-02 A 102,000 $0
2025-07-07 Davis Todd C Director 2025-07-02 A 19,108 $0
2025-07-07 Davis Todd C Director 2025-07-02 A 58,230 $0
2025-07-07 Friedberg Ezra M Director 2025-07-02 A 19,108 $0
2025-07-07 Friedberg Ezra M Director 2025-07-02 A 58,230 $0
2025-07-07 Malamut Richard Director 2025-07-02 A 19,108 $0
2025-07-07 Malamut Richard Director 2025-07-02 A 58,230 $0
2025-07-03 Friedberg Ezra M Director 2025-07-01 C 40,000 $10.00 $400,000
2025-07-03 Friedberg Ezra M Director 2025-07-01 C 40,000 $10.00 $400,000
2025-07-03 Friedberg Ezra M Director 2025-07-01 P 40,000 $0
2025-07-03 Friedberg Ezra M Director 2025-07-01 P 40,000 $0
2025-07-03 Friedberg Ezra M Director 2025-07-01 C (40,000) $-0
2025-07-03 Friedberg Ezra M Director 2025-07-01 C (40,000) $-0
2025-07-03 Francis Knuettel II Officer (Chief Financial Officer) 2025-07-01 C 10,000 $10.00 $100,000
2025-07-03 Francis Knuettel II Officer (Chief Financial Officer) 2025-07-01 J 10,000 $0
2025-07-03 Francis Knuettel II Officer (Chief Financial Officer) 2025-07-01 C (10,000) $-0
2025-07-03 Davis Todd C Director, 10% Owner 2025-07-01 C 1,500,000 $10.00 $15,000,000
2025-07-03 Davis Todd C Director, 10% Owner 2025-07-01 C (15,000) $-0
2025-07-03 Davis Todd C Director, 10% Owner 2025-07-01 J 31,278 $0
2025-07-03 LIGAND PHARMACEUTICALS INC 10% Owner 2025-07-01 C 1,500,000 $10.00 $15,000,000
2025-07-03 LIGAND PHARMACEUTICALS INC 10% Owner 2025-07-01 C (15,000) $-0
2025-07-03 LIGAND PHARMACEUTICALS INC 10% Owner 2025-07-01 J 31,278 $0
2025-04-15 Simmons Chia-Lin Director 2025-04-11 A 25,000 $0
2025-04-15 Francis Knuettel II Officer (CEO, Pres., CFO, Treas & Secty) 2025-04-11 A 53,988 $0
2024-11-15 Davis Todd C Director 2024-11-13 A 49,605 $0
2024-11-15 Malamut Richard Director 2024-11-13 A 24,533 $0
2024-11-15 Friedberg Ezra M Director 2024-11-13 A 24,533 $0
2024-09-16 Francis Knuettel II Officer (CEO, Pres., CFO, Treas & Secty) 2024-09-13 P 3,500 $0.97 $3,395
2024-09-16 Malamut Richard Director 2024-09-12 P 10,400 $0.94 $9,825
2024-09-16 Francis Knuettel II Officer (CEO, Pres., CFO, Treas & Secty) 2024-09-12 P 1,700 $0.97 $1,649
2024-09-12 Francis Knuettel II Officer (CEO, Pres., CFO, Treas & Secty) 2024-09-11 P 5,500 $0.94 $5,170
2024-09-12 Francis Knuettel II Officer (CEO, Pres., CFO, Treas & Secty) 2024-09-10 P 6,500 $0.89 $5,785
2024-07-02 Francis Knuettel II Officer (CEO, Pres., CFO Treas & Secty) 2024-06-28 G (5,000) $-0
2024-07-02 Francis Knuettel II Officer (CEO, Pres., CFO Treas & Secty) 2024-06-28 G (15,000) $-0
2024-06-18 Simmons Chia-Lin Director 2024-06-14 A 90,000 $0
2024-06-18 Lang Eric Officer (Chief Medical Officer) 2024-06-14 A 130,000 $0
2024-06-18 Friedberg Ezra M Director 2024-06-14 A 64,498 $0
2024-06-18 Malamut Richard Director 2024-06-14 A 64,498 $0
2024-06-18 Francis Knuettel II Officer (CEO, Pres., CFO Treas & Secty) 2024-06-14 A 27,778 $0
2024-06-18 Francis Knuettel II Officer (CEO, Pres., CFO Treas & Secty) 2024-06-14 A 324,000 $0
2024-06-18 Davis Todd C Director 2024-06-14 A 128,977 $0
2024-06-18 Francis Knuettel II Officer (CEO, Pres., CFO Treas & Secty) 2024-02-21 A 2,778 $0