IRVINE, Calif., Nov. 06, 2024 (GLOBE NEWSWIRE) -- Tarsus Pharmaceuticals, Inc. (NASDAQ: TARS), whose mission is to focus on unmet needs and apply proven science and new technology to revolutionize treatment for patients, starting with eye care, today announced that it will host a live webcast at 1:30 p.m. PT / 4:30 p.m. ET on Wednesday, November 13, 2024 to report its third quarter 2024 financial results and provide a corporate update. Participants may access the webcast here. A recorded version of the call ...

IRVINE, Calif., Nov. 05, 2024 (GLOBE NEWSWIRE) -- Tarsus Pharmaceuticals, Inc. (NASDAQ: TARS), whose mission is to address unmet medical needs and apply proven science and new technology to revolutionize treatment for patients, starting with eye care, today announced the appointment of Elizabeth Yeu, M.D., as Chief Medical Officer, effective November 4, 2024. A distinguished ophthalmologist with more than two decades of clinical experience and leadership, Dr. Yeu has served as Tarsus’ Chief Medical Advisor ...

Tarsus Pharmaceuticals, Inc. (TARS) shares ended the last trading session 10.6% higher at $43.87. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 20.6% gain over the past four weeks.The sudden soaring of the stock price can be attributed to positive investor expectations regarding the financial performance of Tarsus’ only marketed product in the United States, Xdemvy, approved for demodex blepharitis. The company i ...

Campaign showcases root cause of Demodex blepharitis through creative representation of mischief-causing mites on patients' eyelids Demodex blepharitis is a significant eyelid disease that impacts approximately 25 million people in the U.S. – or 1 out of every 12 adults Media accompanying this announcement is available by clicking on this link IRVINE, Calif., Oct. 17, 2024 (GLOBE NEWSWIRE) -- Tarsus Pharmaceuticals, Inc. (NASDAQ: TARS), whose mission is to focus on unmet needs and apply proven science and n ...

With a robust academic background including an MBA in Finance from NYU-Stern, and an MD from Delhi University, my journey in the financial world has been diverse and enriching. My postgraduate training in medicine was conducted at Harvard and Cornell, thus laying a solid foundation for my current expertise. . As a registered investment advisor and professional money manager, I bring nearly a decade of experience in writing about income investing and biotech/pharma investing. My role at Vasuda Healthcare Ana ...

IRVINE, Calif., Aug. 28, 2024 (GLOBE NEWSWIRE) -- Tarsus Pharmaceuticals, Inc. (NASDAQ: TARS), whose mission is to focus on unmet needs and apply proven science and new technology to revolutionize treatment for patients, starting with eye care, today announced that Bobby Azamian, M.D., Ph.D., Chief Executive Officer and Chairman, and Jeff Farrow, Chief Financial and Chief Strategy Officer, will participate in an in-person fireside chat at the 2024 Wells Fargo Securities Healthcare Conference taking place in ...

文章核心观点 - 公司拥有一款获批上市的治疗眼睛蠕虫感染的药物XDEMVY,这是目前唯一获批的治疗方案,市场潜力大[4] - 公司还有多款基于同一分子lotilaner的管线产品,正在开发治疗其他适应症如眼睛脂腺功能障碍、疥疮等[6] - 公司估计目标市场规模超过10亿美元,有望获得可观收益[5] 公司情况 - 公司市值约9.77亿美元,现金余额3.23亿美元[8] - 2022年收入4,080万美元,研发费用1,230万美元,销售及管理费用5,880万美元[8] - 公司获得了来自Elanco的lotilaner分子的许可,相关专利保护期至2032年左右[9][10] 行业竞争 - 公司在眼睛脂腺功能障碍领域面临来自Bausch + Lomb和Novaliq的竞争[7] - 在其他适应症如疥疮等方面,公司也有一些竞争对手[6] 风险因素 - 公司核心专利保护期较短,约6-8年,存在一定风险[11] - 公司销售及管理费用增长较快,需要关注[11] - 部分适应症领域存在一定竞争[11]

业绩总结 - Q2 2024 XDEMVY净产品销售额为4080万美元，较Q1 2024的2670万美元增长53%[6] - 在Q2 2024，向患者交付的XDEMVY瓶数超过37000瓶，较Q1 2024的26000瓶增长42%[9] - XDEMVY的净价超过1000美元，且在Q2 2024的总折扣率为44%[7] 用户数据 - 约11000名眼科医生开始开处方XDEMVY，其中超过60%的医生为多位患者开处方[7] - 目前约有2500万美国人受到Demodex blepharitis的影响[6] 市场机会与未来展望 - 针对干眼症患者，预计Demodex blepharitis的市场机会超过10亿美元[5] - Tarsus预计将在2024年第四季度开始实现处方增长[9] 新产品与市场扩张 - Tarsus计划扩大销售团队，以增加处方深度，并计划进行直接面向消费者的广告活动[7] 财务状况与风险 - Tarsus自成立以来持续面临重大亏损，预计未来仍将继续面临显著支出和亏损[3] - Tarsus的产品开发和商业化依赖于从Elanco Tiergesundheit AG获得的知识产权[3]

财务数据和关键指标变化 - 公司在第二季度实现了4,080万美元的XDEMVY净产品销售额,较第一季度增长65%,销售瓶数超过37,000瓶 [12][35] - 公司的毛利率保持在93%左右,包括支付给Elanco的特许权使用费和里程碑费用 [40] - 公司在第二季度末拥有3.236亿美元的现金及可流动证券,包括从Pharmakon信贷融资中净提取4,000万美元 [41] 各条业务线数据和关键指标变化 - 公司尚未披露各业务线的具体数据和指标变化情况 [无] 各个市场数据和关键指标变化 - 公司已覆盖约11,000家眼科医生,超过60%的医生为多名患者开具XDEMVY处方 [26][27] - 公司与两大商业保险公司和一家大型Medicare支付商签订了合同,使得XDEMVY的折扣率在第二季度降至44%,预计全年将维持在42%-46%的水平 [36][39] 公司战略和发展方向及行业竞争 - 公司计划在第三季度末前完成销售团队的扩张,将销售人员增加50%,以加强对眼科医生的覆盖和教育 [29][30][31][51] - 公司计划在第四季度推出首次面向消费者的电视广告宣传活动,以进一步推动XDEMVY的市场渗透 [32][48] - 公司正在同时推进基于lotilaner分子的三个管线项目,预计在今年底前提交FDA申请 [22] - 公司认为XDEMVY有潜力成为眼科领域最大的治疗类别之一,目前已覆盖约150万已诊断的睫毛虫性眼睑炎患者,未来还可拓展至干眼、白内障等相关患者群体 [15][16] 管理层对经营环境和未来前景的评论 - 管理层对XDEMVY的市场表现和未来增长前景充满信心,认为公司正在创造一个全新的治疗类别 [8][14][17][50] - 管理层表示,医生普遍反馈XDEMVY为他们的患者带来了前所未有的治疗效果,对该药物的认可度不断提升 [18][19][20][50] 其他重要信息 - 公司在第二季度实现了较高的毛利率和较低的折扣率,主要得益于新签订的商业保险和Medicare支付合同 [36][39] - 公司预计第三季度销售瓶数同比增长约10%,主要受到销售团队扩张和夏季门诊就诊量下降的影响 [43][44][45][46] - 公司预计第四季度及2025年销售将加速增长,得益于完全部署的销售团队和消费者广告宣传的推动 [47][48] 问答环节重要的提问和回答 问题1 **Tim Lugo提问** 询问公司对第三季度和第四季度销售的预期 [53][54][55] **Bobby Azamian和Aziz Mottiwala回答** 公司不会提供具体的季度销售指引,但表示第三季度受到销售团队扩张和夏季因素的影响,第四季度和2025年将加速增长 [54][56] 问题2 **Pavan Patel提问** 询问公司长期的毛利率水平和消费者广告宣传的时间安排及影响 [58][59][60] **Bobby Azamian和Sesha Neervannan回答** 公司预计毛利率将维持在42%-46%的水平,消费者广告将于第四季度推出,并在2025年产生更大影响 [59][60] 问题3 **Dennis Kennedy提问** 询问患者复发率和再治疗情况 [62][63][64][65] **Bobby Azamian回答** 目前复发率和再治疗情况还为时尚早,公司预计2025年将有更多数据支持,但根据临床试验数据,约40%的患者在12个月内复发 [63][64][65]

Tarsus Pharmaceuticals, Inc. (TARS) came out with a quarterly loss of $0.88 per share versus the Zacks Consensus Estimate of a loss of $0.98. This compares to loss of $1.17 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 10.20%. A quarter ago, it was expected that this company would post a loss of $1.15 per share when it actually produced a loss of $1.01, delivering a surprise of 12.17%. Over the last four quarters, the compa ...