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.

Argus Dec 2 session

-4.99% close to close Open Argus

Details

News Market Reaction – PTHS

On Dec 2, the day this news came out, PTHS closed 4.99% below the previous close.

Data tracked by StockTitan Argus for the Dec 2 session.

Market Context

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.

Key Figures

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

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

Historical Context

5 past events · Latest: Dec 04

5 events

1. Dec 04

   Commercial agreement

   24h Move

   +0.6%

   First PBM deal expanding ZELSUVMI access to over 20M covered lives.

2. Dec 02

   Investor conference

   24h Move

   -5.0%

   CEO fireside chat at Piper Sandler healthcare conference with webcast.

3. Nov 13

   Earnings update

   24h Move

   -7.3%

   Q3 2025 results post‑merger, initial ZELSUVMI revenues and financings.

4. Nov 07

   Acquisition & financing

   24h Move

   -8.1%

   Acquisition of Xepi rights plus $18M senior secured convertible notes.

5. Nov 05

   Earnings date notice

   24h Move

   +6.5%

   Announcement of Q3 2025 earnings release and conference call schedule.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Jargon Translator

pipe

A PIPE (private investment in public equity) is a deal in which institutional or accredited investors buy shares or convertible securities directly from a publicly traded company, usually at a discount to the market price. Companies use PIPEs to raise money faster than through a traditional public offering; for existing shareholders they matter because the newly issued shares add to the share count and can dilute ownership.

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. How Rhea-AI works. Not financial advice.

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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

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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.