Pelthos Therapeutics Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
Pelthos Therapeutics Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
Largest filed tie
35.00%
of PTHS revenue · Undisclosed wholesaler customer (35% of gross revenue)
0.00%
PTHS weight · VTI
Pelthos Therapeutics has 11 disclosed suppliers and 9 disclosed customers in SEC filings.
Pelthos Therapeutics Inc.
9.82
+1.89%
shares held · 10 largest managers
SentenceIn addition, for the year ended December 31, 2025, these three wholesalers accounted for 89% of gross revenue at 35%, 28% and 26%, respectively.
basisPTHS FY2025 revenue $17M
PTHS 10-Kaccession 0001919246-26-000013
SentenceIn addition, for the year ended December 31, 2025, these three wholesalers accounted for 89% of gross revenue at 35%, 28% and 26%, respectively.
basisPTHS FY2025 revenue $17M
PTHS 10-Kaccession 0001919246-26-000013
SentenceIn addition, for the year ended December 31, 2025, these three wholesalers accounted for 89% of gross revenue at 35%, 28% and 26%, respectively.
basisPTHS FY2025 revenue $17M
PTHS 10-Kaccession 0001919246-26-000013
SentenceIn addition, for the year ended December 31, 2025, these three wholesalers accounted for 89% of gross revenue at 35%, 28% and 26%, respectively.
basisPTHS FY2025 revenue $17M
PTHS 10-Kaccession 0001919246-26-000013
SentenceIn addition, for the year ended December 31, 2025, these three wholesalers accounted for 89% of gross revenue at 35%, 28% and 26%, respectively.
basisPTHS FY2025 revenue $17M
PTHS 10-Kaccession 0001919246-26-000013
SentenceIn addition, for the year ended December 31, 2025, these three wholesalers accounted for 89% of gross revenue at 35%, 28% and 26%, respectively.
basisPTHS FY2025 revenue $17M
PTHS 10-Kaccession 0001919246-26-000013
SentenceOn March 24, 2025, LNHC assigned its intellectual property portfolio related to the Novan acquisition, including the NITRICIL technology, to Ligand and entered into an exclusive license and sublicense agreement with Ligand, pursuant to which Ligand licensed to the Company the intellectual property rights necessary to make, use, sell or offer to sell ZELSUVMI for the treatment of molluscum contagiosum in humans worldwide, except for Japan.
SentenceThe Company acquired the U.S. commercialization rights to XEPI, from Biofrontera, Inc. ("Biofrontera") and an exclusive license agreement with Ferrer Internacional S.A. ("Ferrer") and Interquim, S.A.U. ("Interquim").
PTHS 10-Kaccession 0001919246-26-000013
SentenceThis lease dated as of January 18, 2021, as amended (the "TBC Lease"), is by and between the Company and Copper II 2020, LLC (the "TBC Landlord"), pursuant to which the Company is leasing space serving as its corporate headquarters and primary API manufacturing site (the "Premises") located within the Triangle Business Center.
PTHS 10-Kaccession 0001919246-26-000013
SentenceOn November 6, 2025, we acquired the U.S. commercialization rights to XEPI, from Biofrontera and an exclusive license agreement with Ferrer.
PTHS 10-Kaccession 0001919246-26-000013
SentenceThe Company acquired the U.S. commercialization rights to XEPI, from Biofrontera, Inc. ("Biofrontera") and an exclusive license agreement with Ferrer Internacional S.A. ("Ferrer") and Interquim, S.A.U. ("Interquim").
PTHS 10-Kaccession 0001919246-26-000013
SentenceOn November 20, 2025, the Company entered into a Downpayment Agreement for XEGLYZE Assets Purchase (the "Downpayment Agreement") with Hatchtech Pty Ltd. ("Hatchtech") to purchase the right, title and interest in XEGLYZE (the "Product"), an FDA-approved Abametapir lotion treatment for head lice infestation in humans.
PTHS 10-Kaccession 0001919246-26-000013
SentenceInterquim will act as the supplier to the Company of XEPI in the Territory.
PTHS 10-Kaccession 0001919246-26-000013
SentenceThe Company acquired the U.S. commercialization rights to XEPI, from Biofrontera, Inc. ("Biofrontera") and an exclusive license agreement with Ferrer Internacional S.A. ("Ferrer") and Interquim, S.A.U. ("Interquim").
PTHS 10-Kaccession 0001919246-26-000013
SentenceOn March 24, 2025, LNHC assigned its IP portfolio related to the Novan acquisition, including the NITRICIL technology, to Ligand and entered into an exclusive license and sublicense agreement with Ligand, pursuant to which Ligand licensed to LNHC the intellectual property rights necessary to make, use, sell or offer to sell ZELSUVMI for the treatment of molluscum contagiosum in humans worldwide, except for Japan.
PTHS 10-Kaccession 0001919246-26-000013
SentenceIn February 2025, LNHC entered into a non-exclusive Contract Management Agreement with Orion to manufacture and assemble various components related to the ZELSUVMI commercial drug product, including the final fill/finish process and product packaging.
PTHS 10-Kaccession 0001919246-26-000013
SentenceThe UNC License Agreement currently requires the Company to pay UNC up to $250,000 in regulatory and commercial milestones on a licensed product by licensed product basis and a running royalty percentage in the low single digits on net sales of licensed products.
PTHS 10-Kaccession 0001919246-26-000013
SentenceThe MSA between Ligand and the Company provides Ligand, Ligand affiliated parties or third-party licensees with an ability to source commercial or developmental supply of API, while also providing the Company with the associated economics of the supply of such material.
SentenceThis revenue is related to recognition of deferred revenue from a collaboration agreement with Sato Pharmaceutical Co., Ltd. ("Sato Agreement").
PTHS 10-Kaccession 0001919246-26-000013
Expected move
No implied move.