Pelthos (PTHS) Q2 FY26 earnings call

Pelthos Therapeutics delivered strong Q2 FY26 results, driven by robust ZELSUVMI prescription growth and expanding market access, with net product revenue reaching $15.4 million. The company is actively preparing for the 2027 launches of XEPI and XEGLYZE, leveraging existing commercial infrastructure. This progress occurred alongside an accounting restatement for Q1 FY26 related to convertible debt valuation, which management emphasized did not impact cash or operational performance.