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Tarsus Pharmaceuticals, Inc. (TARS) Presents at Bank of A...
2026-05-13 · via All Articles on Seeking Alpha

Q1: 2026-05-06 Earnings Summary

EPS of -$0.16 beats by $0.26

 | 

Revenue of

$162.05M

(106.87% Y/Y)

beats by $14.26M

Tarsus Pharmaceuticals, Inc. (TARS) Bank of America Global Healthcare Conference 2026 May 12, 2026 6:40 PM EDT

Company Participants

Jeffrey S. Farrow - CFO & Chief Strategy Officer
Aziz Mottiwala - Chief Commercial Officer

Conference Call Participants

Jason Gerberry - BofA Securities, Research Division

Presentation

Jason Gerberry
BofA Securities, Research Division

Going here with our next company presenter at the BofA Annual Healthcare Conference in Nevada. We've got Tarsus Pharmaceuticals, Jeff Farrow, CFO; and Aziz Mottiwala, Chief Commercial Officer. I'm Jason Gerberry, I cover biotech and pharma at BofA.

We've been covering you guys for a couple of years now. You're kind of hitting a real inflection point with the commercial launch of XDEMVY for Demodex blepharitis. And by all signs, there's a lot of growth runway still in front of you and the pipeline in the story as well that is going to be coming more apparent to investors over the next year. So I think we have a lot to talk about.

Question-and-Answer Session

Jason Gerberry
BofA Securities, Research Division

Maybe we can just start with maybe, Jeff, just post 1Q, XDEMVY takeaways, where you saw performance? Any surprises as you think about that in the context of the full year outlook?

Jeffrey S. Farrow
CFO & Chief Strategy Officer

Sure. Happy to answer that. So -- and Jason, thanks for having us. It's great to be here. Maybe just a big picture, you alluded to some of our pipeline, I'll just quickly give an overview of Tarsus.

So we are a commercial stage company. Our lead product is XDEMVY for the treatment of Demodex blepharitis. It's a disease of the eye. We've got an exciting pipeline, 2 assets in Phase II, one for ocular rosacea. It's a type of rosacea that's around the ocular area. And then also, we have a Phase II program for