Company: PTHS
Filing Date: 2025-05-09
Form Type: PREM14C
Source: 0001140361-25-018219
Chunk: 215

Company: Pelthos Therapeutics Inc.
Filing Date: 2025-05-09
Form: PREM14C
Chunk 215
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 for ZELSUVMI for the treatment ofMolluscum contagiosuminfections includes rest of world revenue starting in 2027. The revenue projections assumed reaching peak penetration within 8 years of launch. After year eight, the model assumes 3.0% by the end of the forecast period; |

| • | clinical and regulatory timelines based on the current stage of LNHC’s program; |

| • | net sales commence in 2025; |

| • | net sales and operating income assumptions were based on industry data, industry research and management analysis; and |

| • | estimates ofMolluscum contagiosumprevalence: more than 100,000 treated patients; (ii) estimates of market growth rates were based on patient population growth rates; (iii) estimates of pricing for ZELSUVMI for the treatment ofMolluscum contagiosuminfections were derived from the pricing of similar orphan therapies; (iv) price increases, if any, are consistent with industry standards and historical targeted inflation rates; and (v) market acceptance and patient compliance rates are based on currently approved products. |

While presented with numeric specificity, the LNHC Projections reflect numerous estimates and assumptions made at the time the LNHC Projections were prepared that are inherently uncertain and many of which are beyond the control of LNHC’s management. Modeling and projecting the future development and commercialization of product candidates by a clinical stage biotechnology company is a highly speculative endeavor. Further, given that the LNHC Projections cover multiple years, by their nature, they become subject to greater uncertainty with each successive year beyond their preparation. The LNHC Projections beyond year five are based on the assumptions set forth below and among other things, ordinary and customary inflationary increases. Product and operating costs beyond year 8 reflect straight line growth assumptions. The revenue model for ZELSUVMI for the treatment of Molluscum contagiosuminfections revenue is a patient-based model with growth rates in patients-on-therapy after year eight that trend from 3.0% to 3.5% by the end of the forecast period. The LNHC Projections are subject to various risks, including, among others, the ability of LNHC to successfully develop and commercialize its product candidates, the effect of future regulatory or legislative actions on LNHC and the industry in which it operates, the potential impact of the announcement or completion of the Transactions on relationships with customers, providers, vendors, competitors, management and other employees, changes in the general