
Tarsus Pharmaceuticals, Inc. (TARS) M&A Call Transcript
Tarsus Pharmaceuticals, Inc., a clinical-stage biopharmaceutical company, focuses on the development and commercialization of new therapeutic candidates for ophthalmic conditions. The company is headquartered in Irvine, California.
| Revenue (TTM) | $535.08M |
| Gross Profit (TTM) | $427.95M |
| EBITDA | $-49.02M |
| Operating Margin | -3.78% |
| Return on Equity | -14.00% |
| Return on Assets | -5.87% |
| Revenue/Share (TTM) | $12.54 |
| Book Value | $8.07 |
| Price-to-Book | 8.07 |
| Price-to-Sales (TTM) | 5.67 |
| EV/Revenue | 4.671 |
| EV/EBITDA | -3.23 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 106.90% |
| Shares Outstanding | $43.02M |
| Float | $32.11M |
| % Insiders | 3.06% |
| % Institutions | 109.79% |
Volatility is currently expanding

Tarsus Pharmaceuticals, Inc. (TARS) M&A Call Transcript

IRX-101 targets a significant need for millions of patients facing vision loss and has the potential to improve the standard of care

Tarsus Pharmaceuticals (TARS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Tarsus Pharmaceuticals (TARS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

IRVINE, Calif., May 28, 2026 (GLOBE NEWSWIRE) -- Tarsus Pharmaceuticals, Inc. (NASDAQ: TARS), today announced that management plans to participate in the following upcoming investor conferences:

Tarsus Pharmaceuticals (TARS) is reiterated as a Strong Buy, with a 12-month price target of $95 per share amid sector-wide healthcare weakness. Xdemvy's Q1 sales more than doubled YoY, but unchanged 2026 revenue guidance ($670–$700M) disappointed, implying 18% annualized growth from the current quarterly run-rate. TARS is building a robust distribution moat, with nearly half of targeted ECPs prescribing Xdemvy weekly and direct-to-consumer activation up 40% QoQ.

IRVINE, Calif., May 14, 2026 (GLOBE NEWSWIRE) -- Tarsus Pharmaceuticals, Inc. (NASDAQ: TARS) today announced a new partnership with John Cena to raise awareness of Demodex blepharitis, a common but often overlooked eyelid disease caused by microscopic mites that live in and around the eyelashes. Cena's story reflects the experience of millions who live with symptoms for years before seeking care and receiving a proper diagnosis.

Generated first quarter XDEMVY ® net product sales of more than $145 million, an increase of more than 85% year-over-year Reaffirmed full-year 2026 guidance of $670-700 million of XDEMVY net product sales and peak sales potential exceeding $2 billion Nearly half of core eye care professionals are prescribing XDEMVY weekly, driven by deeper utilization, increased patient demand through Direct-to-Consumer campaign, and ongoing evidence generation Initiated Calliope, a Phase 2 trial of TP-05, a novel investigational oral tablet for the potential prevention of Lyme disease, with topline data expected in the first half of 2027 Management to host conference call today, May 6, 2026 , at 1:30 p.m. PT / 4:30 p.m.

IRVINE, Calif., April 29, 2026 (GLOBE NEWSWIRE) -- Tarsus Pharmaceuticals, Inc. (NASDAQ: TARS), today announced that it will host a live webcast at 1:30 p.m.

Tarsus Pharmaceuticals has performed an aggressive marketing push for Xdemvy in Demodex blepharitis, with early signs of payoff seen, as sales now exceed SG&A expense. The company has appointed star biotech executive David Pyott, former CEO and Chairman of Allergan Inc, to the Board. TARS has H1'27 clinical catalysts from trials of lotilaner in Lyme-disease prevention/tick-killing and ocular rosacea.