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.
Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS ) Q4 2024 Earnings Conference Call February 25, 2025 8:00 AM ET Company Participants David Nakasone - Head of IR Bobby Azamian - CEO and Chairman Aziz Mottiwala - CCO Seshadri Neervannan - COO Jeff Farrow - CFO and CSO Conference Call Participants Francois Brisebois - Oppenheimer Corey Jubinville - Life Sci Capital Jason Gerberry - Bank of America Oren Livnat - HC Wainright Eddie Hickman - Guggenheim Securities Andrea Newkirk - Goldman Sachs Lachlan Hanbury-Brown - William Blair Operator Good morning, and welcome to Tarsus Year End 2024 Financial Results Conference Call. As a reminder, this call is being recorded.
Tarsus Pharmaceuticals, Inc. (TARS) came out with a quarterly loss of $0.60 per share versus the Zacks Consensus Estimate of a loss of $0.68. This compares to loss of $1.31 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.