Tarsus Pharmaceuticals, Inc. is upgraded to Strong Buy with a 12-month price target of $100/share, driven by Xdemvy's rapid commercialization. Xdemvy remains the only approved treatment for Demodex blepharitis, with accelerating sales growth and significant untapped patient population in the U.S. TARS is poised for further upside from global expansion, robust pipeline, and an earnings inflection expected in 2026 as revenue growth achieves profitability.
Tarsus Pharmaceuticals, Inc. ( TARS ) Q3 2025 Earnings Call November 4, 2025 4:30 PM EST Company Participants David Nakasone - Head of Investor Relations Bobak Azamian - Co-Founder, President, CEO & Chairman Aziz Mottiwala - Chief Commercial Officer Jeffrey S. Farrow - CFO & Chief Strategy Officer Seshadri Neervannan - Chief Operating Officer Conference Call Participants Andreas Argyrides - Oppenheimer & Co. Inc., Research Division Eddie Hickman - Guggenheim Securities, LLC, Research Division Jason Gerberry - BofA Securities, Research Division Andrea Tan - Goldman Sachs Group, Inc., Research Division Lachlan Hanbury-Brown - William Blair & Company L.L.C.
Tarsus Pharmaceuticals (TARS) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
TARS has passed the milestone of $100M in sales per quarter with Xdemvy. TARS guides for softer Q3'25 growth due to seasonality, but expects direct-to-consumer campaigns and reimbursement to drive stronger growth in Q4'25 and beyond. TARS pipeline includes international Xdemvy launches and a new ocular rosacea trial, offering significant future revenue potential beyond current indications.
Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS ) Q2 2025 Earnings Conference Call August 6, 2025 4:30 PM ET Company Participants Aziz Mottiwala - Chief Commercial Officer Bobak R. Azamian - Co-Founder, President, CEO & Chairman David Nakasone - Head of Investor Relations Jeffrey S.
Tarsus Pharmaceuticals, Inc. (TARS) came out with a quarterly loss of $0.48 per share versus the Zacks Consensus Estimate of a loss of $0.33. This compares to a loss of $0.88 per share a year ago.
The heavy selling pressure might have exhausted for Tarsus Pharmaceuticals (TARS) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
TARS has been marketing Xdemvy (lotilaner) aggressively, with Q1'25 seeing advertisement on network TV, moving beyond previous advertising on streaming platforms. TARS can expand lotilaner beyond Demodex blepharitis, with trials set to initiate in H2'25 in ocular rosacea and 2026 for Lyme disease prevention. TARS is guiding for up to a 25% increase in bottles of Xdemvy dispensed in Q2'25, compared to Q1'25, although the company has often beaten its guidance for bottles dispensed.
Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS ) Q1 2025 Earnings Conference Call May 1, 2025 4:30 PM ET Company Participants David Nakasone – Head-Investor Relations Bobby Azamian – Chief Executive Officer and Chairman Aziz Mottiwala – Chief Commercial Officer Jeff Farrow – Chief Financial Officer and Chief Strategy Officer Sesha Neervannan – Chief Operating Officer Conference Call Participants Lachlan Hanbury-Brown – William Blair Andrea Newkirk – Goldman Sachs Pavan Patel – Bank of America Eddie Hickman – Guggenheim Cory Jubinville – LifeSci Capital Operator Good day, ladies and gentlemen, and thank you for standing by. Welcome to Tarsus First Quarter 2025 Earnings Conference Call.
Tarsus Pharmaceuticals, Inc. (TARS) came out with a quarterly loss of $0.64 per share versus the Zacks Consensus Estimate of a loss of $0.69. This compares to loss of $1.01 per share a year ago.
The mean of analysts' price targets for Tarsus Pharmaceuticals (TARS) points to a 31.9% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Tarsus Pharmaceuticals' Xdemvy, the first approved treatment for Demodex blepharitis, generated $180M in 2024 sales, with significant growth potential in a large addressable market. Analysts project Tarsus' revenue to reach $352M in 2025, driven by expanding sales, Medicare/Medicaid reimbursement, and increasing consumer awareness. Tarsus' pipeline includes promising candidates TP-04 for Ocular Rosacea and TP-05 for Lyme disease, enhancing long-term growth prospects.