Pelthos Therapeutics Inc. (PTHS)
Durham, NC, US
Pelthos Therapeutics Inc. operates as a biopharmaceutical enterprise dedicated to developing and commercializing innovative medical treatments that address significant, unmet patient needs. Its primary offerings include ZELSUVMI, a medication specifically indicated for the treatment of molluscum contagiosum in individuals aged one year and older. Furthermore, the company leverages NITRICIL, an exclusive technological platform grounded in nitric oxide research. Established in 2002, this Durham, North Carolina-based firm was previously known as Channel Therapeutics Corporation, before rebranding to Pelthos Therapeutics Inc. in July 2025.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.50% | +5.61% | +16.07% | +46.89% | -19.76% | -13.81% | +126.44% | +126.44% | +126.44% | +126.44% | +126.44% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 6 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
66.00
+142.6%
|
| Last Quarter | 2 |
60.50
+122.4%
|
| Last Year | 7 |
56.86
+109.0%
|
| All Time | 7 |
56.86
+109.0%
|
-
Revenue growth Biotechnology: +1.6%—
-
EPS growth Biotechnology: +29.7%-70.2% Q1'26: +3.4% (vs Q1'25)
-
FCF margin FCF growth · Biotechnology: +16.2%-189.7% Q1'26: -122.1% (vs Q1'25)
-
EBIT margin Biotechnology: +0.0%-193.1% Q1'26: -120.0% (vs Q1'25)
-
ROIC Biotechnology: -16.1%-58.2% Q1'26: -93.8% (vs Q1'25)
-
Share dilution Biotechnology: -3.4%+220.0% Q1'26: +440.4% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Biotechnology: 0.16×-1.16× Q1'26: -1.15× (vs Q1'25)
| Metric |
Dec 2025 actual |
Dec 2026 6 Rev. Ana. 4 EPS Ana. |
Dec 2027 5 Rev. Ana. 2 EPS Ana. |
Dec 2028 5 Rev. Ana. 4 EPS Ana. |
Dec 2029 2 Rev. Ana. 2 EPS Ana. |
Dec 2030 2 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|
| Revenue |
16.80M
est: 16.59M (+1.2%)
|
63.68M
62.19M – 65.58M
+283.8% YoY
|
117.55M
111.33M – 123.66M
+84.6% YoY
|
170.26M
167.21M – 173.31M
+44.8% YoY
|
206.60M
189.66M – 240.41M
+21.3% YoY
|
244.79M
224.73M – 284.86M
+18.5% YoY
|
| EBITDA |
-30.07M
est: 9.96M (-402.1%)
|
38.21M
37.31M – 39.35M
+283.8% YoY
|
70.53M
66.80M – 74.20M
+84.6% YoY
|
102.16M
100.33M – 103.99M
+44.8% YoY
|
123.96M
113.80M – 144.25M
+21.3% YoY
|
146.87M
134.84M – 170.92M
+18.5% YoY
|
| EBIT |
-32.43M
est: 9.96M (-425.7%)
|
38.21M
37.31M – 39.35M
+283.8% YoY
|
70.53M
66.80M – 74.20M
+84.6% YoY
|
102.16M
100.33M – 103.99M
+44.8% YoY
|
123.96M
113.80M – 144.25M
+21.3% YoY
|
146.87M
134.84M – 170.92M
+18.5% YoY
|
| Net Income |
-43.32M
est: -28.67M (-51.1%)
|
-19.15M
-24.68M – -13.62M
+33.2% YoY
|
-2.75M
-5.92M – 408.9K
+85.6% YoY
|
6.01M
3.14M – 8.88M
+318.3% YoY
|
9.39M
8.39M – 11.39M
+56.3% YoY
|
13.75M
12.29M – 16.68M
+46.4% YoY
|
| SGA |
41.72M
est: 21.52M (+93.9%)
|
82.58M
80.65M – 85.05M
+283.8% YoY
|
152.45M
144.38M – 160.38M
+84.6% YoY
|
220.81M
216.85M – 224.76M
+44.8% YoY
|
267.93M
245.97M – 311.78M
+21.3% YoY
|
317.46M
291.44M – 369.42M
+18.5% YoY
|
| EPS |
-23.04
est: -15.98 (-44.2%)
|
-10.35
-13.12 – -7.24
+35.2% YoY
|
-1.67
-3.15 – 0.22
+83.9% YoY
|
3.44
1.67 – 4.72
+306.5% YoY
|
5.00
4.46 – 6.06
+45.1% YoY
|
7.31
6.53 – 8.87
+46.4% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-15 | Oppenheimer | Outperform | Outperform | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-14 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-13 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-12 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-11 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-08 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-07 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-06 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-05 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-04 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-01 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-30 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-29 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-28 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-27 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-24 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-23 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-22 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-21 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-20 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-17 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-16 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
Owner Earnings
Ownership Overview
No beneficial ownership filings recorded.
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MURCHINSON LTD. | 296.3K +6.8K (+2.4%) | 6.23M -2.7M (-30.6%) | 8.95% -0.229 pp | 0.79% -0.657 pp | USD27.93 -24.8% | 3 qtrs — |
| 2 | IKARIAN CAPITAL, LLC | 256.6K +840.0 (+0.3%) | 5.39M -2.5M (-32.0%) | 7.75% -0.360 pp | 0.44% -0.181 pp | USD30.24 -30.5% | 3 qtrs — |
| 3 | — | 93.1K +93.1K (+100.0%) | 1.96M +2.0M (+100.0%) | 2.81% +2.811 pp | 0.00% +0.000 pp | USD21.01 +0.0% | 1 qtrs NEW |
| 4 | BOOTHBAY FUND MANAGEMENT, LLC | 81.9K +1.2K (+1.5%) | 1.72M -781.2K (-31.2%) | 2.47% -0.086 pp | 0.02% -0.015 pp | USD30.08 -30.2% | 3 qtrs — |
| 5 | J. GOLDMAN & CO LP | 50.4K -27.6K (-35.4%) | 1.06M -1.4M (-56.2%) | 1.52% -0.951 pp | 0.03% -0.033 pp | USD31.00 -32.2% | 2 qtrs — |
| 6 | CANTOR FITZGERALD, L. P. | 41.4K +6.4K (+18.4%) | 870.3K -214.4K (-19.8%) | 1.25% +0.142 pp | 0.01% -0.004 pp | USD29.45 -28.7% | 2 qtrs — |
| 7 | KNOTT DAVID M JR | 21.1K +1.8K (+9.3%) | 442.7K -155.0K (-25.9%) | 0.64% +0.025 pp | 0.26% -0.013 pp | USD29.28 -28.2% | 3 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 15.3K +1.7K (+12.2%) | 321.2K -101.1K (-23.9%) | 0.46% +0.030 pp | 0.00% +0.000 pp | USD27.89 -24.7% | 3 qtrs — |
| 9 | PALE FIRE CAPITAL SE | 12.9K +4.8K (+59.5%) | 271.4K +20.3K (+8.1%) | 0.39% +0.133 pp | 0.02% +0.007 pp | USD27.27 -23.0% | 2 qtrs — |
| 10 | VANGUARD FIDUCIARY TRUST CO | 9.8K +9.8K (+100.0%) | 206.3K +206.3K (+100.0%) | 0.30% +0.296 pp | 0.00% +0.000 pp | USD21.01 +0.0% | 1 qtrs NEW |
| 11 | PERSISTENT ASSET PARTNERS LTD | 6.0K +— (+0.0%) | 126.2K -60.0K (-32.2%) | 0.18% -0.009 pp | 0.05% -0.037 pp | USD29.80 -29.5% | 3 qtrs — |
| 12 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 1.9K +— (+0.0%) | 40.1K -19.1K (-32.2%) | 0.06% -0.003 pp | 0.00% 0.000 pp | USD28.00 -25.0% | 3 qtrs — |
| 13 | UBS GROUP AG | 764.00 +330.0 (+76.0%) | 16.1K +2.6K (+19.3%) | 0.02% +0.009 pp | 0.00% +0.000 pp | USD26.15 -19.7% | 3 qtrs — |
| 14 | FARTHER FINANCE ADVISORS, LLC | 40.00 +40.0 (+100.0%) | 852.00 +852.0 (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD21.00 +0.0% | 1 qtrs NEW |
| 15 | ASPECT PARTNERS, LLC | 16.00 +16.0 (+100.0%) | 336.00 +336.0 (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD21.00 +0.0% | 1 qtrs NEW |
| 16 | CITIGROUP INC | 1.00 +1.0 (+100.0%) | 21.00 +21.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD21.00 +0.0% | 3 qtrs — |
| 17 | MILLENNIUM MANAGEMENT LLC | — -11.1K (-100.0%) | — -342.8K (-100.0%) | 0.00% -0.351 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.01% | 132.5K | 0.60% |
| 2 | Vanguard Extended Market ETF VXF | 0.00% | 417.3K | 0.05% |
| 3 | Vanguard U.S. Total Market Shares Index ETF VTS.AX | 0.00% | 4.4K | 0.03% |
| 4 | Vanguard U.S. Total Market Index ETF VUN.TO | 0.00% | 12.0K | 0.17% |
| 5 | Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO | 0.00% | 887.54 | 0.17% |
| 6 | Vanguard Total Stock Market ETF VTI | 0.00% | 2.05M | 0.03% |
| 7 | Vanguard All-Equity ETF Portfolio VEQT.TO | 0.00% | 4.5K | 0.22% |
| 8 | Vanguard Growth ETF Portfolio VGRO.TO | 0.00% | 2.4K | 0.22% |
| 9 | Vanguard Balanced ETF Portfolio VBAL.TO | 0.00% | 989.85 | 0.22% |
| 10 | Vanguard Conservative ETF Portfolio VCNS.TO | 0.00% | 109.09 | 0.22% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-07-02 | GAY JOHN M. | Officer | — | — | Stock Option | 93,000 | 13.50 | 1.26M | 0 | D | ↗ |
| 2026-04-10 | GAY JOHN M. | Officer | — | — | Common Stock | 0 | 0.00 | — | 30,518 | D | ↗ |
| 2026-04-02 | Pauls Matthew | Director | S-Sale | D | Common Stock | 371 | 21.36 | 7.9K | 15,150 | D | ↗ |
| 2026-04-02 | Malamut Richard | Director | S-Sale | D | Common Stock | 280 | 21.36 | 6.0K | 27,422 | D | ↗ |
| 2026-04-02 | Greenleaf Peter | Director | S-Sale | D | Common Stock | 377 | 21.36 | 8.1K | 24,681 | D | ↗ |
| 2026-04-02 | Friedberg Ezra M | Director | S-Sale | D | Common Stock | 265 | 21.36 | 5.7K | 82,027 | D | ↗ |
| 2025-12-23 | Einhorn Andrew J. | Director | A-Award | A | Common Stock | 12,000 | 0.00 | 1.20 | 12,000 | D | ↗ |
| 2025-12-17 | LIGAND PHARMACEUTICALS INC | Director / 10% Owner | A-Award | A | Senior Secured Convertible Note | 0 | 29.73 | — | 0 | D | ↗ |
| 2025-12-10 | Pauls Matthew | Director | G-Gift | D | Common Stock | 9,542 | 0.00 | — | 1,074 | D | ↗ |
| 2025-11-25 | Friedberg Ezra M | Director | S-Sale | D | Common Stock | 1 | 28.50 | 28.50 | 32,000 | I | ↗ |
| 2025-11-13 | Malamut Richard | Director | A-Award | A | Common Stock | 2,454 | 0.00 | — | 8,904 | D | ↗ |
| 2025-11-06 | LIGAND PHARMACEUTICALS INC | Director / 10% Owner | A-Award | A | Senior Secured Convertible Note | 0 | 34.44 | — | 0 | D | ↗ |
| 2025-10-02 | Pauls Matthew | Director | M-Exempt | A | Common Stock | 2,123 | 0.00 | — | 10,616 | D | ↗ |
| 2025-07-02 | Rangarao Sai | Officer | A-Award | A | Common Stock | 30,518 | 0.00 | — | 30,518 | D | ↗ |
| 2025-07-02 | Plesha Scott M. | Director / Officer | A-Award | A | Stock Option | 255,000 | 13.50 | 3.44M | 255,000 | D | ↗ |
| 2025-07-02 | Pauls Matthew | Director | M-Exempt | A | Common Stock | 8,493 | 0.00 | — | 8,493 | D | ↗ |
| 2025-07-02 | Malamut Richard | Director | A-Award | A | Stock Option | 58,230 | 13.50 | 786.1K | 58,230 | D | ↗ |
| 2025-07-02 | Greenleaf Peter | Director | A-Award | A | Common Stock | 25,478 | 0.00 | — | 25,478 | D | ↗ |
| 2025-07-02 | Friedberg Ezra M | Director | A-Award | A | Restricted Stock Units | 19,108 | 13.50 | 258.0K | 28,012 | D | ↗ |
| 2025-07-02 | Francis Knuettel II | Officer | A-Award | A | Common Stock | 33,472 | 0.00 | — | 33,472 | D | ↗ |
| 2025-07-02 | Davis Todd C | Director | A-Award | A | Restricted Stock Units | 19,108 | 13.50 | 258.0K | 36,969 | D | ↗ |
| 2025-07-02 | Baxter Richard B | Director | A-Award | A | Common Stock | 19,108 | 0.00 | — | 19,108 | D | ↗ |
| 2025-07-01 | Pauls Matthew | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-01 | LIGAND PHARMACEUTICALS INC | 10% Owner | C-Conversion | A | Common Stock | 1,500,000 | 10.00 | 15.00M | 1,500,000 | D | ↗ |
| 2025-07-01 | Greenleaf Peter | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-01 | Friedberg Ezra M | Director | C-Conversion | D | Series A Convertible Preferred Stock | 40,000 | 10.00 | 400.0K | 0 | I | ↗ |
| 2025-07-01 | Francis Knuettel II | Officer | J-Other | A | Series A Convertible Preferred Stock | 10,000 | 10.00 | 100.0K | 10,000 | I | ↗ |
| 2025-07-01 | Davis Todd C | Director / 10% Owner | J-Other | A | Series A Convertible Preferred Stock | 31,279 | 10.00 | 312.8K | 3,127,868 | I | ↗ |
| 2025-07-01 | Baxter Richard B | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-11-13 | Friedberg Ezra M | Director | A-Award | A | Common Stock | 2,454 | 0.00 | — | 63,477 | D | ↗ |
| 2024-11-13 | Davis Todd C | Director | A-Award | A | Common Stock | 4,961 | 0.00 | — | 20,778 | D | ↗ |
| 2024-06-14 | Malamut Richard | Director | A-Award | A | Common Stock | 6,450 | 0.00 | — | 6,450 | D | ↗ |
| 2024-06-14 | Friedberg Ezra M | Director | A-Award | A | Common Stock | 6,450 | 0.00 | — | 61,023 | D | ↗ |
| 2024-06-14 | Davis Todd C | Director | A-Award | A | Common Stock | 12,900 | 0.00 | — | 15,817 | D | ↗ |
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Francis Knuettel | CFO, Treasurer & Secretary | 744.2K | male |
| John Gay | CFO, Treasurer & Secretary | 744.2K | male |
| Scott Plesha | Chief Executive Officer, President & Director | 685.7K | male |
| Sai Rangarao | Chief Commercial Officer | 579.4K | male |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for PTHS
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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