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Pelthos Therapeutics to Present at the Oppenheimer 36th Annual Healthcare Life Sciences Conference

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Pelthos Therapeutics (NYSE American: PTHS) announced that CEO Scott Plesha will present at the Oppenheimer 36th Annual Healthcare Life Sciences Conference on February 26, 2026 at 10:00 a.m. ET.

The company will host one-on-one investor meetings via Oppenheimer representatives. A live webcast is available and a replay will be posted on the Pelthos investor website for 90 days after the presentation.

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Positive

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Negative

  • None.

News Market Reaction – PTHS

+5.04%
3 alerts
+5.04% News Effect
-6.8% Trough Tracked
+$4M Valuation Impact
$80M Market Cap
0.7x Rel. Volume

On the day this news was published, PTHS gained 5.04%, reflecting a notable positive market reaction. Argus tracked a trough of -6.8% from its starting point during tracking. Our momentum scanner triggered 3 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $4M to the company's valuation, bringing the market cap to $80M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Shelf registration size: $200,000,000 Public float: $39.2 million Resale shares: 781,928 shares +5 more
8 metrics
Shelf registration size $200,000,000 S-3 shelf filed Feb 2, 2026
Public float $39.2 million As of Jan 28, 2026 in S-3
Resale shares 781,928 shares 424B3 resale prospectus Feb 13, 2026
Ikarian ownership 255,758 shares (8.4%) Schedule 13G/A filed Feb 17, 2026
3i ownership 318,886 shares (9.9%) Schedule 13G/A filed Feb 5, 2026
Term loan facility $50.0 million Horizon senior secured term loan capacity
Initial loan draw $30.0 million Drawn at closing under Horizon facility
Accumulated deficit $43.1 million As of Sept 30, 2025 per S-3

Market Reality Check

Price: $23.25 Vol: Volume 3,580 is below the...
low vol
$23.25 Last Close
Volume Volume 3,580 is below the 20-day average of 5,943, suggesting a modest reaction. low
Technical Shares at 23.24 trade below the 200-day MA of 26.13, indicating a weaker longer-term trend pre-announcement.

Peers on Argus

PTHS gained 5.02% while peers were mixed: MEIP up 6.23%, ORMP up 2.22%, but HYFT...

PTHS gained 5.02% while peers were mixed: MEIP up 6.23%, ORMP up 2.22%, but HYFT and PLRX down 3.68% and 4.62%, indicating a stock-specific move rather than a broad sector rotation.

Common Catalyst Both PTHS and PLRX had same-day headlines about participation in the Oppenheimer Healthcare Life Sciences Conference, pointing to a shared conference-related catalyst but with differing price reactions.

Historical Context

5 past events · Latest: Jan 13 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
Jan 13 Debt financing Positive -1.3% Secured up to $50M Horizon term loan facility to support commercialization.
Jan 5 Product acquisition Positive -9.0% Acquired FDA-approved Xeglyze lice treatment with worldwide rights and no royalties.
Dec 23 Board appointment Neutral -1.8% Added experienced capital-markets executive Andrew Einhorn to the board and committees.
Dec 4 Commercial agreement Positive +0.6% Signed PBM deal expanding ZELSUVMI access to a plan covering 20M+ lives.
Dec 2 Conference participation Neutral -5.0% Announced CEO participation in Piper Sandler healthcare conference and investor meetings.
Pattern Detected

Recent PTHS news, including financings, acquisitions and partnerships, often saw flat-to-negative next-day moves, even on seemingly constructive announcements. Conference appearances previously coincided with a negative reaction.

Recent Company History

Over the past few months, Pelthos reported several strategic steps: an up to $50 million Horizon term loan on Jan 13, 2026, the Xeglyze acquisition for $1.8 million on Jan 5, 2026, and a major PBM agreement expanding access to ZELSUVMI covering more than 20 million lives on Dec 4, 2025. It also added Andrew Einhorn to the board and participated in the Piper Sandler conference on Dec 4, 2025. Despite these developments, share reactions were often muted or negative. Today’s Oppenheimer conference news fits the pattern of ongoing investor outreach and commercialization efforts.

Regulatory & Risk Context

Active S-3 Shelf · $200,000,000
Shelf Active
Active S-3 Shelf Registration 2026-02-02
$200,000,000 registered capacity

An effective S-3 shelf filed on Feb 2, 2026 permits Pelthos to offer up to $200,000,000 of various securities from time to time. One usage is reflected in a Feb 13, 2026 resale prospectus for up to 781,928 shares held by existing investors. This framework expands the company’s flexibility to raise capital or enable investor resales as disclosed.

Market Pulse Summary

The stock moved +5.0% in the session following this news. A strong positive reaction aligns with mod...
Analysis

The stock moved +5.0% in the session following this news. A strong positive reaction aligns with modest, conference-style news where management engaged investors at Oppenheimer. Precedent shows past financings, acquisitions, and even PBM access wins sometimes met with weak or negative moves, so a 5.02% gain before this conference appearance stood out. With an effective $200,000,000 S-3 shelf and recent resale registration in place, capital structure dynamics and prior debt financing could still influence how durable the enthusiasm proved.

AI-generated analysis. Not financial advice.

DURHAM, N.C., Feb. 23, 2026 (GLOBE NEWSWIRE) -- Pelthos Therapeutics Inc. (NYSE American: PTHS), a biopharmaceutical company committed to commercializing innovative therapeutic products for unmet patient needs (“Pelthos”), today announced that its CEO, Scott Plesha, will present at the Oppenheimer 36th Annual Healthcare Life Sciences conference on February 26, 2026 at 10:00 a.m. Eastern Time.

The Pelthos management team is scheduled to host one-on-one meetings with investors and attendees during the conference. Investors interested in arranging one-on-one meetings should contact their Oppenheimer representative.

The webcast of Mr. Plesha’s presentation will be available at:

https://event.summitcast.com/view/CTtthLh2Bi2D9aYoKpvtEv/J9Koj4G9CNA2FTUisjSEq8

The presentation will also be located under “News & Events” in the Investors section of the Company’s website at www.pelthos.com. A replay of the webcast will be available on the Pelthos’ website for 90 days following the presentation.

About Pelthos Therapeutics
Pelthos Therapeutics is a commercial-stage biopharmaceutical company focused on building and advancing a portfolio of differentiated cutaneous infectious disease products that address unmet patient needs. ZELSUVMI™ (berdazimer) topical gel, 10.3%, the company’s lead product, is the first and only prescription therapy approved for use at home by patients, parents, and caregivers to treat Molluscum contagiosum. The company’s portfolio of assets includes Xepi® (ozenoxacin) Cream, 1%, a topical treatment for impetigo, and Xeglyze® (abametapir), a topical treatment for head lice. More information is available at www.pelthos.com. Follow Pelthos on LinkedIn and X.

Contacts
Investors:
LifeSci Advisors, LLC
Mike Moyer, Managing Director
mmoyer@lifesciadvisors.com

Media:
KWM Communications
Kellie Walsh
pelthos@kwmcommunications.com
(914) 315-6072


FAQ

When will Pelthos Therapeutics (PTHS) present at the Oppenheimer Healthcare Life Sciences conference?

Pelthos will present on February 26, 2026 at 10:00 a.m. Eastern Time. According to the company, CEO Scott Plesha will deliver the presentation at that scheduled time during the Oppenheimer 36th Annual Healthcare Life Sciences conference.

How can investors watch the Pelthos (PTHS) presentation webcast on February 26, 2026?

Investors can watch the live webcast at the provided SummitCast URL or via Pelthos' investor site. According to the company, the webcast will be available live and posted under News & Events in the Investors section of its website.

Will Pelthos (PTHS) provide a replay of the CEO presentation and for how long?

Yes, a replay will be available on the company's website for 90 days following the presentation. According to the company, investors can access the replay from the Investors section under News & Events after the live event.

How can investors arrange one-on-one meetings with Pelthos management at the conference?

Investors should contact their Oppenheimer representative to arrange one-on-one meetings. According to the company, Pelthos' management team is scheduled to host investor meetings during the conference and meetings are coordinated through Oppenheimer.

Where will Pelthos (PTHS) post presentation materials and slides after the event?

Presentation materials will be located under News & Events in the Investors section of the Pelthos website. According to the company, the presentation and any supporting materials will be posted on www.pelthos.com for investor access.

Who is representing Pelthos at the Oppenheimer conference and who will present for PTHS?

CEO Scott Plesha will present for Pelthos at the conference. According to the company, Mr. Plesha is scheduled to deliver the presentation and the broader management team will be available for one-on-one investor meetings.
Pelthos Therapeutics

NYSE:PTHS

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PTHS Stock Data

75.23M
1.55M
Biotechnology
Biological Products, (no Diagnostic Substances)
Link
United States
DURHAM