TARS experienced a dip in net product sales in Q1'26, relative to Q4'25, the first decrease since Xdemvy launched. TARS reiterates 2026 Xdemvy net sales guidance of $670M–$700M, with Q2'26 prescription data indicating a potential recovery in Xdemvy and the ability to meet 2026 guidance. The iRenix Medical acquisition expands the pipeline with IRX-101, an ocular antiseptic, though revenues are several years out.
Tarsus Pharmaceuticals NASDAQ: TARS said it has closed its acquisition of iRenix Medical, Inc., adding IRX-101, a late-stage investigational ocular surface antiseptic, to its pipeline as the company seeks to expand its presence in eye care and enter the retina market.
Tarsus Pharmaceuticals, Inc. (TARS) M&A Call Transcript
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.
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
Tarsus Pharmaceuticals, Inc. (TARS) came out with a quarterly loss of $0.16 per share versus the Zacks Consensus Estimate of a loss of $0.46. This compares to a loss of $0.64 per share a year ago.
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.
Ally Bridge Group NY LLC cut its stake in shares of Tarsus Pharmaceuticals, Inc. (NASDAQ: TARS) by 41.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 70,778 shares of the company's stock after selling 50,404 shares during the quarter.
Tarsus Pharmaceuticals, Inc. (TARS) Presents at Barclays 28th Annual Global Healthcare Conference Transcript