Pelthos Therapeutics to Present at the Piper Sandler 37th Annual Healthcare Conference

Rhea-AI Summary

Pelthos Therapeutics (NYSE American: PTHS) announced that CEO Scott Plesha will participate in a fireside chat at the Piper Sandler 37th Annual Healthcare Conference on December 4, 2025 at 9:30 a.m. ET at The Lotte New York Palace, 455 Madison Avenue, New York.

Institutional investors can request in-person one-on-one meetings via their Piper Sandler representative. A live webcast of the fireside chat will be available on the company’s Investors News & Events page and posted at the event webcast link approximately two hours after the presentation.

News Market Reaction

-4.99%

6 alerts

-4.99% News Effect

+11.3% Peak Tracked

-12.0% Trough Tracked

-$4M Valuation Impact

$85M Market Cap

0.5x Rel. Volume

On the day this news was published, PTHS declined 4.99%, reflecting a moderate negative market reaction. Argus tracked a peak move of +11.3% during that session. Argus tracked a trough of -12.0% from its starting point during tracking. Our momentum scanner triggered 6 alerts that day, indicating moderate trading interest and price volatility. This price movement removed approximately $4M from the company's valuation, bringing the market cap to $85M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Q3 2025 revenue: $7.4 million Q3 2025 net loss: $16.2 million Cash balance: $14.2 million +5 more

8 metrics

Q3 2025 revenue $7.4 million Revenue reported in Q3 2025 10-Q after ZELSUVMI launch

Q3 2025 net loss $16.2 million Net loss for Q3 2025 per 10-Q

Cash balance $14.2 million Cash and cash equivalents as of Sept 30, 2025

Private placement $50.1 million Gross proceeds from PIPE concurrent with merger

Convertible notes financing $18.0 million Senior secured convertible notes gross proceeds announced Nov 7, 2025

Shares outstanding 3,086,681 shares Common stock outstanding as of Nov 24, 2025 record date

Equity incentive plan pool 2,400,000 shares Maximum shares authorized under 2023 equity incentive plan

Murchinson ownership 280,000 shares (9.1%) Beneficial ownership reported in Schedule 13G

Market Reality Check

Price: $22.50 Vol: Volume 25,123 is below th...

normal vol

$22.50 Last Close

Volume Volume 25,123 is below the 20-day average of 35,021 (relative volume 0.72x). normal

Technical Shares at $23.94 are trading below the 200-day MA of $26.84.

Peers on Argus

Biotech peers show mixed moves: HYFT +0.54%, IFRX -5.56%, MEIP +6.23%, ORMP +4.6...

Biotech peers show mixed moves: HYFT +0.54%, IFRX -5.56%, MEIP +6.23%, ORMP +4.66%, PLRX +0.76%, suggesting stock-specific trading in PTHS rather than a clear sector trend.

Historical Context

5 past events · Latest: Dec 04 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 04	Commercial agreement	Positive	+0.6%	First PBM deal expanding ZELSUVMI access to over 20M covered lives.
Dec 02	Investor conference	Neutral	-5.0%	CEO fireside chat at Piper Sandler healthcare conference with webcast.
Nov 13	Earnings update	Neutral	-7.3%	Q3 2025 results post‑merger, initial ZELSUVMI revenues and financings.
Nov 07	Acquisition & financing	Neutral	-8.1%	Acquisition of Xepi rights plus $18M senior secured convertible notes.
Nov 05	Earnings date notice	Neutral	+6.5%	Announcement of Q3 2025 earnings release and conference call schedule.

Pattern Detected

Recent news spans financings, acquisitions, and commercial updates for ZELSUVMI, with generally sizable but directionally mixed price reactions around events.

Recent Company History

Over the last few months, Pelthos reported multiple corporate milestones. On Nov 5, 2025, it set a date to report Q3 2025 results, followed by an acquisition of Xepi and an $18 million private convertible notes financing on Nov 7. Q3 fiscal 2025 results on Nov 13 highlighted initial ZELSUVMI revenues and prior equity raises. On Dec 4, 2025, Pelthos announced a major PBM agreement expanding ZELSUVMI access. Today’s conference participation fits into this cadence of investor and commercial updates.

Regulatory & Risk Context

Active S-3 Shelf

Shelf Active

Active S-3 Shelf Registration 2025-09-19

Pelthos has an active S-3/A shelf registration dated 2025-09-19 with no recorded usage to date and not yet marked effective in the provided data, indicating potential but unused capacity for future registered offerings.

Market Pulse Summary

This announcement centers on Pelthos’s CEO presenting at a major healthcare conference, offering add...

Analysis

This announcement centers on Pelthos’s CEO presenting at a major healthcare conference, offering additional visibility to institutional investors via in-person meetings and a webcast. In context, the company recently reported Q3 2025 revenue of $7.4 million and a net loss of $16.2 million, completed PIPE and convertible note financings, and disclosed going concern risks. Investors may watch for any new commentary on ZELSUVMI commercialization, Xepi integration, and future capital plans following the event.

Jargon Translator

pipe

A "pipe" is a planned series of financial transactions or projects that companies intend to carry out over time, often involving the raising of funds or development of new assets. It matters to investors because it provides a clear picture of a company's future growth plans and potential revenue, helping them assess the company's upcoming opportunities and overall stability. Think of it as a detailed roadmap guiding a company's future steps.

Regulation FD

Regulation FD is a rule that prevents company insiders, like executives, from sharing important information with some people before others get it. It matters because it helps ensure all investors have equal access to key news, making the stock market fairer and reducing chances of insider trading.

schedule 13d

A Schedule 13D is a legal document that investors file with regulators when they buy a large enough stake in a company to potentially influence its management or decisions. It provides details about the investor’s intention, ownership stake, and plans, helping other investors understand who is gaining control and what their motives might be.

schedule 13g

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

senior secured convertible note

A senior secured convertible note is a loan a company takes that is backed by specific assets and has first claim on repayment ahead of other creditors, but can also be exchanged for company shares under agreed conditions. For investors it signals higher priority if the company struggles (like a mortgage holder vs a general creditor) while also creating potential stock dilution if the loan is converted into equity, affecting value and recovery prospects.

AI-generated analysis. Not financial advice.

DURHAM, N.C., Dec. 02, 2025 (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 Pelthos’ CEO Scott Plesha will participate in a fireside chat at the Piper Sandler 37th Annual Healthcare Conference (the “Conference”) on December 4, 2025 at 9:30 a.m. Eastern Time at The Lotte New York Palace located at 455 Madison Avenue, New York, NY 10022.

Institutional investors interested in scheduling an in-person one-on-one meeting with Mr. Plesha should contact their Piper Sandler representative.

For those unable to attend the Conference in person, a live webcast of the fireside chat will be available on the News & Events page in the Investors section of the Company’s website at https://pelthos.com and can also be found at https://event.webcasts.com/starthere.jsp?ei=1745427&tp_key=593c737d0a approximately two hours after the fireside chat.

About Pelthos Therapeutics
Pelthos Therapeutics is a biopharmaceutical company committed to commercializing innovative, safe, and efficacious therapeutic products to help patients with unmet treatment burdens. The company’s lead product ZELSUVMI™ (berdazimer) topical gel, 10.3%, for the treatment of molluscum contagiosum, was approved by the U.S. Food and Drug Administration in 2024. 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 Piper Sandler 2025 conference?

Pelthos CEO Scott Plesha will present on December 4, 2025 at 9:30 a.m. ET.

How can investors attend Pelthos Therapeutics (PTHS) fireside chat in person?

Institutional investors should contact their Piper Sandler representative to request a one-on-one meeting.

Where will Pelthos Therapeutics (PTHS) hold its Piper Sandler 2025 presentation?

The presentation is at The Lotte New York Palace, 455 Madison Avenue, New York, NY.

Will Pelthos Therapeutics (PTHS) provide a webcast of the Piper Sandler fireside chat?

Yes. A live webcast will be available on the company’s Investors News & Events page and posted to the event webcast link about two hours after the chat.

Where can I find the Pelthos (PTHS) webcast link for the Piper Sandler presentation?

The webcast will be available on https://pelthos.com under News & Events and at the event webcast URL provided by the conference.