Tarsus Pharmaceuticals is transitioning from a single-product launch story to a cash-generating eye care platform, with XDEMVY now funding the business. TARS raised XDEMVY 2026 net sales guidance to $685–$705 million, with gross margins in the low 90s and positive operating cash flow of $37 million in H1 2026. Recent retina acquisitions (iRenix, and Alkeus) are milestone-heavy, minimizing upfront risk and leveraging a targeted commercial infrastructure for future launches.
Tarsus Pharmaceuticals NASDAQ: TARS reported second-quarter growth in sales of its Demodex blepharitis treatment XDEMVY and announced a pending acquisition of Alkeus Pharmaceuticals, adding late-stage investigational Stargardt disease therapy gildeuretinol, also known as ALK-001, to its pipeline.
Tarsus Pharmaceuticals, Inc. (TARS) Q2 2026 Earnings Call Transcript
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 72 | $3,359.61 | $5,085.16 | $1,725.55 | 51.36% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 79,888 | $5.03M | $5.63M | $599,140.72 | 11.92% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 29,316 | $1.68M | $2.07M | $390,192.71 | 23.27% |
| BG Bart Gancher Intech Investment Management LLC | 9,677 | $488,846.59 | $698,485.86 | $209,639.27 | 42.88% |
| KT Kevin Tang Tang Capital Management LLC | 1.19M | $27.25M | $83.59M | $56.34M | 206.75% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FB Francois Brisebois Oppenheimer | 1,556.29 | $108,963.76 | $108,387.94 | -$575.82 | -0.53% |
| Biotechnology Industry | Healthcare Sector | Bobak R. Azamian CEO | NASDAQ (NGS) Exchange | 87650L103 CUSIP |
| US Country | 370 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.