What is the 13F Pro Quality Score for PTHS?

13F Pro ranks Pelthos Therapeutics Inc. (PTHS) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View PTHS's current score at https://13fpro.ai/research/PTHS (free sign-up required for the full ranking).

Which hedge funds own the most PTHS stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of PTHS include Murchinson Ltd., Ikarian Capital,, VANGUARD CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/PTHS as soon as new 13F filings post.

Where does 13F Pro source PTHS data?

All Pelthos Therapeutics Inc. fundamentals and ownership data come directly from SEC EDGAR. Pelthos Therapeutics Inc. files with the SEC under CIK 1919246. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is PTHS in?

Pelthos Therapeutics Inc. (PTHS) is classified in the Healthcare sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/healthcare.

How often is PTHS research updated on 13F Pro?

PTHS's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Pelthos Therapeutics Inc.(PTHS)Stock Analysis

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13F Pro Quality Score

25.4/100

Rank #2,543 of 2,879 stocks

View Healthcare peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

30.0/100

Profitability

30.0/100

Balance Sheet

9.7/100

Earnings Quality

30.0/100

Free Cash Flow

30.0/100

Institutional Flow

22.7/100

Revenue Scale

30.0/100

Dilution Risk

6.1/100

PTHS Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Pelthos Therapeutics Inc. (PTHS), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores PTHS at 25.4/100 on a 32-signal composite quality model, placing it at rank #2,543 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include balance sheet strength (9.7) and institutional flow (22.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 6.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Pelthos Therapeutics Inc. reports quarterly revenue of $10.9M, net income of $-10.2M, free cash flow of $-13.3M. Top institutional holders of PTHS by reported 13-F value include Murchinson Ltd., Ikarian Capital,, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. PTHS trades on the NYSE exchange and files with the SEC under CIK 1919246. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PTHS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Pelthos Therapeutics Inc. directly from SEC EDGAR. Pelthos Therapeutics Inc.'s 13F Pro composite quality score has ranged between 25 and 30 since 2026, currently 25.4 — a declining long-term trajectory across 8 quarterly and live scoring snapshots.

Revenue

Q1 2026

$10.9M

Net Income

Q1 2026

$-10.2M

Free Cash Flow

Q1 2026

$-13.3M

ROIC

Q1 2026

-37.3%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

$16.8MFY 2025

FY22 —FY23 —FY24 $0.00FY25 $16.8M

Net Income

-444.6% YoY

$-43.3MFY 2025

FY22 $-2.5MFY23 $-7.4MFY24 $-8.0MFY25 $-43.3M

Operating Income

-328.3% YoY

$-32.4MFY 2025

FY22 $-2.3MFY23 $-6.9MFY24 $-7.6MFY25 $-32.4M

EPS (Diluted)

-1514.6% YoY

$-23.04FY 2025

FY22 —FY23 $-0.58FY24 $-1.43FY25 $-23.04

Total Assets

+9425.0% YoY

$130.4MFY 2025

FY22 $55.1KFY23 $96.4KFY24 $1.4MFY25 $130.4M

Op. Cash Flow

-290.0% YoY

$-22.6MFY 2025

FY22 $-1.6MFY23 $-981.0KFY24 $-5.8MFY25 $-22.6M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$16.8M	$0.00	—	—	—
Net Income	$-43.3M -444.6%	$-8.0M -7.8%	$-7.4M -200.2%	$-2.5M	—
Operating Income	$-32.4M -328.3%	$-7.6M -10.3%	$-6.9M -196.0%	$-2.3M	—
EPS (Diluted)	$-23.04 -1514.6%	$-1.43 -146.9%	$-0.58	—	—
Total Assets	$130.4M +9425.0%	$1.4M +1320.3%	$96.4K +75.0%	$55.1K	—
Operating Cash Flow	$-22.6M -290.0%	$-5.8M -490.4%	$-981.0K +37.4%	$-1.6M	—

AI Insight: PTHS Financial Trends

Pelthos entered revenue generation in Q4 2025 but is burning cash rapidly—equity eroded 40% in two quarters despite sales.

• Revenue emerged at $9M in Q4 2025, grew to $11M in Q1 2026. First recorded sales after two years of zero topline.

• Operating cash burn intensified: $15M outflow in Q3 2025, $6M in Q4 2025, $13M in Q1 2026. Cumulative 8-quarter burn ~$39M.

• Equity swung from $-6M deficit (Q2 2025) to $58M (Q3 2025), then contracted to $35M (Q1 2026)—suggesting capital raise and ongoing losses.

⚠ Net losses widened to $16M–$22M in Q3–Q4 2025 despite revenue initiation; Q1 2026 loss of $10M still 91% of sales.

⚠ Operating margin deeply negative: –136% in Q4 2025, –118% in Q1 2026. Path to profitability unclear at current burn and revenue scale.

AI Insight: PTHS Ratio Trends

Pelthos remains deeply unprofitable with operating margin at -120% in Q1 2026, though ROA improved 38pp from Q4 2025's -66.5%.

• Operating margin deteriorated from -127.8% in Q4 2025 to -120.0% in Q1 2026, indicating persistent burn without revenue scale.

• ROA improved to -28.2% in Q1 2026 from -66.5% in Q4 2025, suggesting reduced asset-base losses or seasonal working-capital dynamics.

• Net profit margin at -93.9% in Q1 2026 reflects acute unprofitability; no positive profitability metrics visible across all quarters shown.

⚠ Cash burn intensity: ROA remains deeply negative; monitor quarterly cash position and runway to profitability or funding events.

⚠ No ROIC or D/E data reported; unable to assess capital structure efficiency or leverage—critical for pre-revenue/early-stage biotech.

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Available Research

13F Pro tracks comprehensive data for Pelthos Therapeutics Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of PTHS

Murchinson Ltd.
$6.2M296,314 sh
Ikarian Capital, LLC
$5.4M256,598 sh
VANGUARD CAPITAL MANAGEMENT LLC
$2.0M93,093 sh
BOOTHBAY FUND MANAGEMENT, LLC
$1.7M81,858 sh
J. Goldman & Co LP
$1.1M50,415 sh
CANTOR FITZGERALD, L. P.
$870.3K41,423 sh
DIADEMA PARTNERS LP
$520.5K24,773 sh
Knott David M Jr
$442.7K21,073 sh
GEODE CAPITAL MANAGEMENT, LLC
$321.2K15,290 sh
Pale Fire Capital SE
$271.4K12,919 sh

Fund	Value	Shares
Murchinson Ltd.	$6.2M	296,314
Ikarian Capital, LLC	$5.4M	256,598
VANGUARD CAPITAL MANAGEMENT LLC	$2.0M	93,093
BOOTHBAY FUND MANAGEMENT, LLC	$1.7M	81,858
J. Goldman & Co LP	$1.1M	50,415
CANTOR FITZGERALD, L. P.	$870.3K	41,423
DIADEMA PARTNERS LP	$520.5K	24,773
Knott David M Jr	$442.7K	21,073
GEODE CAPITAL MANAGEMENT, LLC	$321.2K	15,290
Pale Fire Capital SE	$271.4K	12,919

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Is PTHS a good stock to buy?

13F Pro's AI-powered analysis of Pelthos Therapeutics Inc. (PTHS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PTHS are available on the PTHS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own PTHS?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling PTHS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Pelthos Therapeutics Inc.'s investment landscape.