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–$700M) disappointed, implying 18% annualized growth from the current quarterly run-rate. TARS is building a robust distribution moat, with nearly half of targeted ECPs prescribing Xdemvy weekly and direct-to-consumer activation up 40% QoQ.
Tarsus Pharmaceuticals, Inc. (TARS) Presents at Bank of America Global Healthcare Conference 2026 Transcript
Tarsus Pharmaceuticals, Inc. (TARS) Q1 2026 Earnings Call Transcript
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Point72 Asset Management LP Point72 Asset Management LP | 226,251 | $16.31M | $13.86M | -$2.45M | -15.02% |
Kerry Kourepenos Cutter Capital Management, LP | 205,000 | $10.98M | $12.56M | $1.58M | 14.38% |
Christopher C. Powers Farther Finance Advisors, LLC | 23 | $918.96 | $1,409.21 | $490.25 | 53.35% |
Mathieu Cornu Pictet Asset Management Holding SA | 38,198 | $1.99M | $2.34M | $355,155.88 | 17.89% |
NICOLE MARTIN Arlington Trust Co LLC | 28 | $1,964 | $1,715.56 | -$248.44 | -12.65% |
| Biotechnology Industry | Healthcare Sector | Bobak R. Azamian CEO | NASDAQ (NGS) Exchange | 87650L103 CUSIP |
| US Country | 323 Employees | - Last Dividend | - Last Split | 16 Oct 2020 IPO Date |
Tarsus Pharmaceuticals, Inc. is a pioneering figure in the biopharmaceutical domain, primarily targeting the eye care segment. Since its establishment in 2016, the company has embarked on a journey to innovate within the United States, focusing on the development and commercialization of novel therapeutic candidates. Headquartered in Irvine, California, Tarsus Pharmaceuticals stands out for its dedication to addressing some of the most challenging conditions affecting eye health today. The company's strategic approach encompasses the tackling of diseases through the advancement of unique therapeutic solutions, with an emphasis on both treatment efficacy and patient comfort.